money advice service karl walkinshaw. our vision
Post on 25-Dec-2015
217 Views
Preview:
TRANSCRIPT
Money Advice Service
Karl Walkinshaw
Our vision
Who we are
The Money Advice Serviceis independent.
We were set by governmentand are funded by a levy on thefinancial services industry.
What we do
The Money Advice Service is here to help everyone understand and manage
their money better.
What we do
We give free, unbiased money adviceto help people make informed choices,whatever their circumstances.
What we do
We’re not regulated by the FinancialServices Authority so we can’t give youa specific recommendation on whethera particular product is suitable for you.
If you need regulated financial advice, consult a professional financial adviser.
How we do it
Online
Over the phone
Face to face
How we do it
We also provide money adviceto help people make choices at keypoints throughout their lives.
How we do it
And we work with partners from industry, government and other sectors to find ways to make money matters and choices clearer for everyone.
The health check
An online money planner Takes less than 10 minutes No need to gather lots of paperwork Get a personal action plan
The health check
The health check
Kevin Miller48 years old, prison officer,married with two teenage children
Kevin has a mortgage, and isdoing OK but is worried abouthis debts and what couldhappen if he is made redundant.
Kevin’s action plan
Detailed action plan
Council, Housing, Credit Union, Private Company
Email karl.walkinshaw@moneyadviceservice.org.uk
Unique URL for your organisation
Email your staff
Notify your customers
top related