Important Notice: Essential System Upgrades – 19 September – 20 September.
To support ongoing improvements, essential system upgrades will take place from 08:00 on 19 September until the afternoon of 20 September.
PSI exams scheduled during this maintenance window will not be visible in your MySMP dashboard until the work has been completed. Product orders submitted during this period will be subject to processing delays. If you have an coursework/mixed assessment enrolment deadline on 19 September and require an additional resubmission attempt, please plan ahead accordingly.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Volunteer
Forces MoneyPlan
Why you should volunteer?
- At the heart of our initiative is the aim to resolve financial problems for armed forces personnel and veterans, reinforcing confidence and helping to reduce worry and stress
- Volunteering qualifies for CPD whilst expanding professional knowledge in other areas of personal finance relevant to armed forces personnel and veterans
- Pro bono is a key feature of most professions and an important part of our ongoing campaign to build trust among consumers and consumer organisations
This is great opportunity for qualified members to volunteer a small amount of their time, knowledge and expertise and make a real difference to the lives of armed forces personnel and veterans.
To register as a Forces MoneyPlan Adviser please fill in Section 4 'Pro bono volunteer agreement' of the handbook and send to lyn.new@thepfs.org. Lyn will then be in touch should a local Forces MoneyPlan client request financial guidance.
Does volunteering count towards CPD points?
Volunteering qualifies for CPD whilst expanding professional knowledge in other areas of personal finance relevant to armed forces personnel and veterans.
How will I be matched with an armed forces participant?
We work to match up advisers and participants based on region or specialism.
Become a volunteer for the programme
To register as a Forces MoneyPlan Adviser please complete our online form or fill in Section 4 'Pro bono volunteer agreement' of the handbook and send to lyn.new@thepfs.org.
Documentation
- Handbook (PDF) – sets out the roles, responsibilities, expectations and summarises the basics of the scheme
- CPD slides (PPT) – these have been created to provide specific information relevant to Armed Forces personnel (accompanying notes PDF)
- Statement of engagement (PDF) – a pre-guidance notification for you to personalise and send to a potential Forces MoneyPlan client
- Options and priorities report (PDF) – a post-guidance form for you to personalise
- Feedback form (PDF) – a confidential post meeting report from the Forces MoneyPlan client to assess the effectiveness of the scheme
Contact us
If you have any questions, please don't hesitate to contact us.