Personal Financial Planning Working Party – members

Application closing date: 12 July

The IFoA is seeking to appoint additional members to join the Personal Financial Planning Working Party. We are looking for volunteers with expertise and a strong interest in supporting individuals to understand and action their own finances. Both IFoA members and suitably experienced non members involved in financial planning are welcome to apply.

The Personal Financial Planning Working Party is looking to use actuaries’ skills to improve personal financial planning among individuals.

This includes identifying problems areas to consider and creating insights and commentary that can help improve the financial lives of individuals. The group may also undertake research and develop thought leadership, as appropriate, to support the profession and the wider public interest. 

Potential areas of work and outputs include:

• Providing input into consultations affecting financial planning where there are actuarial issues
• Identifying consultations and other relevant industry or policy developments where the IFoA should contribute
• Developing thought leadership on emerging issues in individual financial planning 
• Producing articles, blogs or other written material aimed at actuaries, policymakers and the wider public
• Contributing to IFoA webinars, events or conference sessions related to financial planning 

View terms of reference (PDF, 200 KB)

Time commitment

The time commitment varies depending on the projects but will usually be around an average of 2 to 3 a month in addition to quarterly meetings with more regular meeting as required for specific projects.

Next steps

If you are interested in this role and would like an informal conversation before applying, please email us at engagement.team@actuaries.org.uk.

If you have read all the above and would like to apply, please send us:

• brief details of your relevant experience
• your reasons for wishing to get involved
• your ARN (if you are a member)
• a brief copy of your CV and full contact details (if you are a non-member)
• confirmation that you have read, understood, and agree to the information and requirements laid out in our volunteer information pack (please be aware that until we have received this confirmation, we will not be able to appoint you as a volunteer)

Please email all the above to engagement.team@actuaries.org.uk. Please note, we are unable to accept late applications.

We are committed to promoting diversity, equality of opportunity, and inclusion, within all our vacancies and we actively encourage applications from a diverse range of potential candidates. Recognising and embracing the unique and diverse talents of our volunteers is fundamental to the success of our organisation.

What you need to know

Volunteering provides you with a wide range of opportunities. With all rights and opportunities come responsibilities and we ask all our volunteers to comply with the terms of the IFoA’s governance manual and volunteer information pack. Before offering to provide support, please read through: what you need to know.