About this event

Jointly chaired and produced by Citizens Advice Pembrokeshire and Citizens Advice Ceredigion, the West Wales Financial Wellbeing Forum has been providing a platform and voice to organisations delivering money guidance and financial wellbeing work since 2008. Forum meetings are currently funded and supported by the Money and Pensions Service through the Money Guiders programme and the Money Guiders Wales Network.

To book your place, please email joy.church@pembscab.org.

Who should attend?

Money Guidance Practitioners in Wales.

Agenda

11am - Welcome and Introductions by Geraldine Murphy & William Jones

11.10am - Members Updates

11.20am - Carys Huntly, Equalities and Inclusion Officer at Ceredigion County Council

11.40am - James White, Head of Engagement and Communities at the Education Directorate, Pembrokeshire County Council

12pm - Keep Warm, Keep Well - Sophie Buckley

12.15pm - Update on Financial Wellbeing Strategy and Action Plan - Lee Phillips, MaPS

12.35pm - Round table discussions and feedback

1pm - Lunch and networking (lunch provided by The Cheesy Cow in Milford Haven - vegetarian and vegan options available).

Accessibility

If you have any access requirements, please let the meeting organisers know ahead of the session by emailing joy.church@pembscab.org.

Keep Up To Date With The Money Guiders Wales Network:

• Contact: money.guiders.wales@maps.org.uk
• Register with the Wales Network
• LinkedIn Page
• LinkedIn Group
• Twitter

The Money Guiders Programme

Money Guiders is a programme run by MaPS, which seeks to help money guidance practitioners improve their knowledge, skills and confidence. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.

Before attending the session, you could spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.

• How do you spot potential problems?

• How can you start conversations about money in a sensitive way and at the appropriate time?

• How do you maintain good boundaries in your role as a money guidance practitioner within your main area of work?

The Money Guiders Competency Framework

Click here to view the Money Guiders Competency Framework (English)

Click here to view the Money Guiders Competency Framework (Welsh)

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