REGISTER HERE:  Exploring Best Practice for Money Guiders

In Person Event - London

ONEY GUIDERS ENGLAND IN PERSON EVENT LONDON 13 OCTOBER 2023, 10.00-13.00PM

About this event:

As a money guider working alone or as part of a team, you help your clients with a variety of topics from budgeting, housing, financial planning and everything in between. For each area you assist your client with there are a set of best practices that help you to support and empower your clients and build trust .

In this event we will explore best practices in relation to safeguarding and budgeting.

You’ll also get a walkthrough of the Money Midlife MOT that will provide your clients with a comprehensive assessment of their financial well-being to help them to make the right decisions and understand the support available to them.

What will you learn from this event?

• You'll develop a better understanding of the safeguarding issues that could arise
• How to spot the signs that there may be a safeguarding issue
• The steps to take if you suspect that there is a safeguarding issue
• Tips and strategies to help your clients to manage and reduce their debt
• Tools and strategies that your clients can use to create and maintain a budget over the Christmas and New Year period

Attendees will also experience

• A walkthrough of the Money Helper's Money Midlife MOT that will provide your clients with a comprehensive assessment of their financial well-being to help them to make the right decisions and understand the support available to them.
• An introduction to the Money and Pensions Service Confidence Checker- Explore the confidence Checker that helps money guiders to assess their money guidance skills, identify their gaps and create a plan to improve their knowledge

Benefits of attending this event

• As well as hearing from speakers and hearing their tips, we will be encouraging participants to share their own examples of best practices they've adopted.
• You'll come away with new ideas to try out, awareness new connections made and awareness of best practices that can support them in their work
• There will also be plenty of opportunities for networking and getting to know our fellow money guidance practitioners.

Who should attend?

A must attend event for money guiders including both volunteers and employees who deliver money guidance support from signposting to more complex guidance in organisations as well as anyone in community organisations and groups who helps others with money problems

Who is speaking at the event?

Nicola Tudor- Trading Standards

Money and Pensions Service

More speakers to be announced.

Attendance limit

Please note that this in person event is limited to 12 participants so please book early to guarantee your place. If you find that you can no longer come after you've booed, please let us know so that we can offer your place to someone else.

Food and refreshments

Lunch will be provided and tea and coffee and refreshments will be available during the day.

Money Guidance Competency Framework

Technical domain section 1, Knowing Your Customer

This domain is about understanding who the customer is and their needs – which they may or may not be aware of – and draws on many of the cross-cutting behaviours and skills that underpin practice. It requires the practitioner to develop an understanding of their customers, including background, circumstances, expectations and goals.

See https://www.moneyandpensionsservice.org.uk/money-guiders/technical-knowledge-domains/1-knowing-your-customer/

Where is the event taking place

Quaker Social Action

17 Old Ford Road

Bethnal Green

London

E2 9PG

The nearest tube station is Bethnal Green

Accessibility

Please note that this venue has stair access and there are no lifts/escalators

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

Other details

Participants should always remember to keep their own client and customer details confidential and not disclose personal information about them.

Join the Money Guiders England Network

Become part of an England-wide community of practice, with priority notice of learning events and workshops, regular newsletters and networking opportunities. Quaker Social Action delivers the network in England in partnership with the Money and Pensions Service.

Join the network >

Money Guiders

Developing skills. Sharing understanding. Improving lives.

Money Guiders is a learning and development programme provided by the Money and Pensions Service. It includes the UK Money Guiders Network – a growing community, connecting all types of money guidance practitioners. The idea is simple: we can all learn from each other and develop professionally together. As part of the Money Guiders Network, you’ll have access to free resources, events and learning opportunities based around your needs. There’s a dedicated network in each of the four UK nations (England, Wales, Northern Ireland and Scotland) and we all work together to deliver a wide range of useful activities, so you can take your help further.

Check out full details of the money guiders programme on the Money and Pensions Service website: www.maps.org.uk/money-guiders or you can email the Money and Pensions Service about the programme at money.guiders@maps.org.uk