The event is traditionally held each year in October but was pushed back to mid-January “as many consumers will be focusing on their finances after Christmas and considering end of year tax planning,” according to the CISI Financial Planning Forum Committee.

The CISI has asked the UK Financial Planning community to support the event by increasing awareness of the benefits of professionally-qualified Financial Planning.

The 2024 UK Financial Planning Week will focus on busting myths around Financial Planning and encouraging conversations about personal finances.

The aim is to help consumers take control of their finances, shape their futures and reach their goals.

Sally Plant, CISI assistant director, Financial Planning and education development, said: "Financial literacy is an essential life skill to help us all manage our money. Financial Planning is intrinsically linked to financial literacy in offering the guidance and helping hand we all need to maintain overall well-being and financial fitness.”

She said that with New Year goals often including joining a gym and starting up new health regimes, “it is imperative that Financial Planning becomes part of the New Year routine too.”

Ms Plant said that Financial Planning Week helps raise awareness about the role of qualified Financial Planners, “in helping people from all walks of life, and all ages – and importantly, not just the wealthy – to think ahead and plan for the future.”

Financial Planners UK-wide can support the campaign by:

• Hosting a free one-hour Financial Planning session and sharing this on their social channels
• Sharing tips, tools, and articles on personal finance topics
• Heading into their local schools to talk about financial literacy
• Share the importance of finding a professional, qualified Financial Planner to help them take control of their finances
• Reaching out to local press about Financial Planning Week

In previous years, the drive has been to encourage UK Financial Planners to offer pro-bono guidance. The major focus this year is around the overall messaging to consumers of the importance of finding a professional, qualified Financial Planner to help them take control of their finances.

Efforts will be focused on encouraging consumers to find out more about the positive benefits of Financial Planning, and heading to CISI’s find a Financial Planner Wayfinder website at www.financialplanning.cisi.org.

The CISI wants the Financial Planning community to be involved by posting using the #FPWUK social media awareness campaign and sending in tips, tools or guides to This email address is being protected from spambots. You need JavaScript enabled to view it..

A toolkit will soon be released to CISI Financial Planners, including resources to help introduce the conversation around money at a young age.