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.