money advice service karl walkinshaw. our vision

Post on 25-Dec-2015

217 Views

Category:

Documents

0 Downloads

Preview:

Click to see full reader

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