Clergy Financial Planning Seminar


Start date
20 May 2026, 9:30 a.m.
End date
20 May 2026, 1:30 p.m.
Location
Peninsular House, 1st Floor, Wharf Road, Portsmouth PO2 8HB
Portsmouth
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  • Wednesday 20th May
  • 9:30am to 1:30pm (Consultations: 1:30pm to 3:30pm)
  • Peninsular House, Portsmouth

The aim of this seminar is to help clergy demystify financial matters, and to plan for your financial future.

The aim of this seminar is to help clergy (and their partners) at all stages of their ministry, demystify financial matters, and to help you plan for your financial future no matter how far you may be from retirement.

This useful seminar will be led by independent financial advisers from Ecclesiastical Financial Advisory Services, and we will also be hearing from subject experts from The Church of England Pensions Board, clergy pension and housing teams.

The speakers will address personal financial planning issues and questions that in their experience face most clergy during their ministry and will encourage you to think ahead about planning for your financial futures at whatever stage of your ministry you have reached.

Key themes for the day:

  • General financial planning hints and tips including budgeting
  • The importance of planning ahead and saving for the future
  • What to expect from the clergy pension scheme and the state pension and possible options for saving more. Plus, options to consider for any non-church pension schemes you might have?
  • Saving & investing hints and tips including tax efficiency, investment risks, and ethical investment options
  • The impact of living in employer provided accommodation on buying property (or remortgaging) during your ministry
  • Retirement housing support available from the church
  • Protecting your family and income
  • Answering your financial questions (questions are encouraged!)

One to One Consultations

After lunch, should you wish, you have the option for a twenty minute one to one session regarding financial advice and planning, the clergy pension or clergy retirement housing.

Once you have registered for the event you will receive a booking confirmation email that contains a link to reserve your one-to-one consultation spot(s).

Lunch will be provided. Open to clergy and their partners. Places are limited so please sign up to make sure you don’t miss out.

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