Financial Planning Week 2020 Kicks Off

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For intermediaries only

This year’s Financial Planning Week has kicked off, with the goal to lending consumers a helping hand to achieving financial fitness.

This year’s Financial Planning Week has kicked off, with the goal to lending consumers a helping hand to achieving financial fitness.

Qualified advice professionals will offer confidential, free hour-long sessions, worth up to £500 and will present an opportunity for UK consumers to discuss their financial goals.

The campaign is organised by the Chartered Institute for Securities & Investment (CISI). Last year, more than 50 firms offered consultation surgeries that provided access to financial planning experts in person and 200"ask a planner" questions were submitted to the CISI.

CISI head of financial planning Jacqueline Lockie (pictured) said:"Our financial planner professionals are particularly conscious this year how many families across the nation will have had their lives impacted by Covid-19, either through illness, bereavement, facing unemployment or other challenging job situations. 

"Financial Planning Week will be an opportunity for UK consumers to arrange some free, professional financial guidance sessions, to allow our planners to offer a steadying hand and help them plan for their financial future."

As part of the week, the Personal Finance Society (PFS) is looking to increase the number of advisers who support its pro-bono initiatives like its education workshops or giving free financial advice to veterans via its Forces MoneyPlan programme.

PFS chief executive Keith Richards added:"Financial Planning Week and World Financial Planning Day is a great opportunity for collaboration and for financial advisers to volunteer a small amount of their time, knowledge and expertise to make a real difference to the lives of armed forces personnel, the nation's teenagers and wider public.

"I hope financial advisers are inspired by the experiences that current volunteers will share on social media next week and more members of the armed forces and schools will see the posts, come forward and benefit from these fantastic initiatives."

This article was written by Hannah Godfrey from Professional Adviser and was legally licensed through the Industry Dive publisher network. Please direct all licensing questions to legal@industrydive.com.