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Mark McELvanney and Charlotte Green from IE Hub and Lynn Crawford from Changing Lives join us to talk about how money guiders deal with challenges in preparing accurate income and expenditure statements and how IE Hub can support money guiders when supporting clients who need to complete several I and E statements when dealing with different companies

Streamlining the income and expenditure process for service users

Hosted by the Money Guiders England Network

IE Hub makes managing income and expenditure easier for both the customer and the creditor. They provide a free online tool that lets you create a budget in your own time and at your own pace.

The session will focus on IE Hub's free online tool that helps service users from the stress of having to complete multiple income and expenditure forms.

Attendees will learn

• How to best complete I&E calculations
• How to establish different kinds of data that needs to be included
• How to identify barriers to completing I&E calculations and how to overcome those barriers
• How to improve the confidence of staff to be able to identify issues and effectively respond to them
• Examples of how clients have been supported by use of IE Hub tools
• Some of the common barriers facing people reluctant to access services and support and strategies to respond to those barriers

Why attend this event

This session is for frontline workers who do income and expenditure calculations with the people they work with.

They could be a general money guider, a housing officer, a mental health worker, a money coach, a food bank volunteer, or anyone who finds themselves having conversations with people that might include the money guidance they need. It would also include staff who support money guiders in their organisations, such as managers and business development or partnership managers.

You'll discover the barriers to successful completion of I&E statements and how to overcome them

Money Guidance Competency Framework

Technical Domain 5: Budgeting and Cashflow. This domain is about understanding the different budgeting tools available and how to assess various methods to assist your service users in reducing their outgoings and increasing their income.

https://maps.org.uk/money-guiders/technical-knowledge-domains/5-budgeting-and-cashflow/

Who is leading the workshop?

Mark McELvanney and Charlotte Green, Partnership Manager at IE Hub and Lynn Crawford, a Financial Wellbeing Officer from Changing Lives. For more information about IE Hub, please visit https://iehub.co.uk/customer/about/

Accessibility

The event takes place on Zoom. Auto-generated subtitles will be available as standard.

The speaker's presentation will be shared in advance with everyone who registers for the event.

If you have other accessibility requirements, please inform the hosts when you register and we will do our best to meet them.