The 2022 UK Financial Planning Week (3-9 October) comes as the cost of living is soaring, inflation and interest rates are rising, and as a new Prime Minister takes up residence in Downing Street. 

This year the week-long event is about busting myths around financial planning and encouraging conversation around finances. The aim is to empower consumers throughout the UK by raising awareness of the support available from financial planning, this includes help with organising finances and guidance in planning how to reach life goals and dreams. 

The annual campaign, organised by the not-for profit professional body the CISI, is a nationwide initiative aiming to help consumers build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions. The CISI financial planning community, led by CERTIFIED FINANCIAL PLANNER™ professionals, are a great support in sharing the message of this initiative. 

The UK public are being encouraged to think about how they feel about their finances, whether they feel they know as much as they could and to understand what meeting with a financial planner involves, to see the life-changing benefits for themselves by visiting financialplanning.cisi.org. 

Ed Gibson, Head of Financial Planning for Shaw Gibbs comments

“Getting a step ahead of your spending and finances is beneficial in the long run and Financial Planning Week is the perfect time to stop and think about whether you are in the right financial position. This week is about all CFPTM professionals giving time back to the financial planning profession in order to promote the benefits of what we do on a nationwide scale.” 

Sally Plant, CISI Assistant Director, Financial Planning & Education Development said 

"It has never been more important to get the message out – that financial literacy is an important tool for life, and financial planning is an essential part of wellbeing and mental fitness. 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.".

During Financial Planning Week, financial planners and their firms will be: 

• Offering complimentary consultation meetings
• Sharing their articles, guides and case studies on financialplanning.cisi.org 

About Chartered Institute for Securities & Investment