Join the Money Guiders NI Network for an information session from AIB around how you can signpost support for your service users

About the event

We will be joined by Jonathan from AIB who will be providing an overview of some of the support tools that practitioners show be aware off when having conversations around banking with there service users, clients or customers.

In the session we will be taking a look at:

• The different types of bank accounts (e.g. current, savings, joint etc.) and the differences between them

• The basic process of how to open a bank account, including the suitable documentation needed

• How to set up regular payments (e.g. standing orders, direct debits)

• Understanding of why a bank account is useful (e.g. keeping money secure; managing income/outgoings; receiving payments etc.).

• Signpost or refer customers to appropriate sources of information on bank accounts, including price comparison sites.

• Awareness of scams and what to do if a customer has been the subject of a scam

About the organisation: Allied Irish Banks (AIB)

AIB are one of Ireland’s major retail banks serving personal, business and corporate customers. They offer a range of banking products and services.

AIB has a presence in Northern Ireland through its community-based full service bank First Trust Bank and in Britain where AIB GB serves its target audience of SMEs, owner-managed businesses and professional firms.

Who should attend?

All money guidance practitioners who are supporting service users with difficult conversations and anyone offering guidance to improve the financial wellbeing. It is for practitioners who are dealing with, or might come into contact with, members of the public who may need support with banking needs or signposting support for empowered conversations

Accessibility & other details

If you have accessibility requirements, please inform us when you register by emailing moneyguidersni@reed.com and we will do our best to meet them. Participants should always remember to keep their own client and customer details confidential and not disclose personal information about them.

The Money Guidance Competency Framework

This event is designed to help you improve your money guidance practice, developing skills, confidence and knowledge around a specific money related area. 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.

Which part of the competency framework applies to the event?

Foundation Level - Signposting customers and Safeguarding: all practitioners – no matter their job role – must be able to elicit simple, factual information from the customer in order to signpost them to appropriate sources of further support, advice or information.

Technical Domain 5: Budgeting and Cashflow Tier 1

Before attending this 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.

Join the Money Guiders Network

Become part of a national community of practice, with priority notice of learning events and workshops, regular newsletters and networking opportunities. In partnership with the Money and Pensions Service.

Register here and pick which nation(s) you represent across the UK: Money Guiders Community Registration Form (office.com)