Friday, 22 November 2013 08:43
IFP makes final preparations for Financial Planning Week 2013
The IFP's Financial Planning Week will launch on Sunday with an exclusive consumer survey of over 2,000 people which has now been distributed to members in advance for release on Sunday.
The consumer-focused press release, covering the theme of people making plans for Christmas but forgetting to plan for their financial future, has been sent to all members, the media and supporters and is strictly embargoed until Sunday.
If you are an IFP member and have not received it please contact the IFP directly by emailing This email address is being protected from spambots. You need JavaScript enabled to view it.. The aim is that members should tailor it for their needs and release it to local media and refer to it during the week. Further materials will also be made available during the week.
Financial Planning Week is the national consumer campaign organised each year by the Institute of Financial Planning, its members and supporters to raise awareness among the public of the importance of Financial Planning. The website www.financialplanningweek.org.uk is now live and is aimed at the public offering access to tips, tools and guidance on how consumers can improve their financial "fitness". They also have opportunities to get answers to their financial questions via the "Ask a Planner" service or to attend one of the free Financial Planning surgeries taking place around the UK.
The news release includes details of a survey conducted by YouGov for Financial Planning Week in association with Liontrust. It questioned over 2,000 people aged 18 or over across Britain and the findings will be released on Sunday. The release will also be featured on Financial Planner Online from Sunday.
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IFP members and other supporters can get involved in the campaign by talking to local and regional media, sending press releases, holding open sessions for consumers to talk about their financial plans and doing what they can to spread the word about the value of good Financial Planning in its broadest sense and planning ahead financially.
The IFP says there is still time for those who have not yet organised anything to set aside a small amount of time over the next week to Tweet about Financial Planning, write to local media and email clients about the Financial Planning Week website. Further coverage of the event is on Financial Planner Online too.
If you are doing something for Financial Planning Week you can email us about your initiative - no matter how big or small - and we'll cover it on Financial Planner Online which reaches over 5,000 unique visitors a month. Email us at: This email address is being protected from spambots. You need JavaScript enabled to view it.. You can also join in the Twitter debate or Follow what's happening via the Twitter hashtag #FPWUK. If you are not on Twitter sign up and follow this hashtag or include it in your Tweets to have your messages read by other Twitter users.
Steve Gazzard CFPCM, chief executive of the Institute of Financial Planning, said: "Financial Planning isn't just for the wealthy it's for everybody. While getting qualified professional Financial Planning advice is the most effective route to take, unfortunately this isn't always possible.
"The good news is that through this campaign, we're highlighting simple steps people can take to manage any debt, build savings and protect their families on the journey. As a result, we aim to help them improve their current financial situation and also seeing for themselves the benefits of long term Financial Planning and the peace of mind that it brings."
• Julie Hutchison, Standard Life Family Financial Expert, said about Financial Planning Week: "Financial Planning Week is a great reminder of the importance of planning for the future. Research from Standard Life shows that when we think about money and planning for the future, we often feel anxious. But if we regularly save and review our finances every month, we feel more in control and calmer overall, and we think more about our family and loved ones."
The consumer-focused press release, covering the theme of people making plans for Christmas but forgetting to plan for their financial future, has been sent to all members, the media and supporters and is strictly embargoed until Sunday.
If you are an IFP member and have not received it please contact the IFP directly by emailing This email address is being protected from spambots. You need JavaScript enabled to view it.. The aim is that members should tailor it for their needs and release it to local media and refer to it during the week. Further materials will also be made available during the week.
Financial Planning Week is the national consumer campaign organised each year by the Institute of Financial Planning, its members and supporters to raise awareness among the public of the importance of Financial Planning. The website www.financialplanningweek.org.uk is now live and is aimed at the public offering access to tips, tools and guidance on how consumers can improve their financial "fitness". They also have opportunities to get answers to their financial questions via the "Ask a Planner" service or to attend one of the free Financial Planning surgeries taking place around the UK.
The news release includes details of a survey conducted by YouGov for Financial Planning Week in association with Liontrust. It questioned over 2,000 people aged 18 or over across Britain and the findings will be released on Sunday. The release will also be featured on Financial Planner Online from Sunday.
{desktop}{/desktop}{mobile}{/mobile}
IFP members and other supporters can get involved in the campaign by talking to local and regional media, sending press releases, holding open sessions for consumers to talk about their financial plans and doing what they can to spread the word about the value of good Financial Planning in its broadest sense and planning ahead financially.
The IFP says there is still time for those who have not yet organised anything to set aside a small amount of time over the next week to Tweet about Financial Planning, write to local media and email clients about the Financial Planning Week website. Further coverage of the event is on Financial Planner Online too.
If you are doing something for Financial Planning Week you can email us about your initiative - no matter how big or small - and we'll cover it on Financial Planner Online which reaches over 5,000 unique visitors a month. Email us at: This email address is being protected from spambots. You need JavaScript enabled to view it.. You can also join in the Twitter debate or Follow what's happening via the Twitter hashtag #FPWUK. If you are not on Twitter sign up and follow this hashtag or include it in your Tweets to have your messages read by other Twitter users.
Steve Gazzard CFPCM, chief executive of the Institute of Financial Planning, said: "Financial Planning isn't just for the wealthy it's for everybody. While getting qualified professional Financial Planning advice is the most effective route to take, unfortunately this isn't always possible.
"The good news is that through this campaign, we're highlighting simple steps people can take to manage any debt, build savings and protect their families on the journey. As a result, we aim to help them improve their current financial situation and also seeing for themselves the benefits of long term Financial Planning and the peace of mind that it brings."
• Julie Hutchison, Standard Life Family Financial Expert, said about Financial Planning Week: "Financial Planning Week is a great reminder of the importance of planning for the future. Research from Standard Life shows that when we think about money and planning for the future, we often feel anxious. But if we regularly save and review our finances every month, we feel more in control and calmer overall, and we think more about our family and loved ones."
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