The Personal Finance Society’s pro-bono initiative called Forces MoneyPlan has delivered 656 guidance sessions to support of Armed Forces personnel and veterans.

PFS member volunteers delivered 105 guidance sessions in 2024.

Established in 2017, Forces MoneyPlan provides free financial guidance to armed forces personnel and veterans to develop their overall financial well-being.

Sessions are delivered by PFS member volunteers, who are matched with participants based on region or specialism.

Volunteers provide impartial guidance, helping participants to understand their financial needs and priorities, make informed decisions about their options and plan for the future. 

The professional body for Financial Planners partners with Blesma, Cobseo, On Course Foundation and Veteran’s Gateway to deliver the initiative.

Carla Brown, president of the PFS, said: “Forces MoneyPlan offers financial guidance to personnel and veterans as part of the PFS’s commitment under the Armed Forces Covenant. We are delighted with the success of this initiative over the past five years, and I would encourage other PFS members to participate wherever possible.” 

Financial Planners can volunteer to join the initiative via the PFS website. To volunteer advisers must be a fully qualified financial adviser and a member of the PFS.

Volunteering also qualifies for CPD as well as helping volunteers gain a greater understanding of the needs of armed forces personnel and veterans.