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  • Money Guiders home
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If you ever have money conversations with your customers, our free programme will help you to help others.
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Programme partners include:

Take your help further with Money Guiders

When people reach out for help, money guidance is often given alongside wider support. This self-development programme helps organisations or individuals to confidently talk about money with their customers and give safe, effective guidance. It's government backed, proven to work and UK wide. There are lots of ways to get involved.

Read more about Money Guiders

Hear how money guidance is making a positive difference

Delivering money guidance
Money guidance customers
Money guidance personal qualities
The value of reflection

You can’t solve everything

 

In fact, it’s essential to know your boundaries when giving money guidance. That’s the best way to help your customers, while taking care of yourself too.

 

Watch this video, so you’re clear on the difference between money guidance and financial advice. Advice should always be left to regulated professionals.

 

Read more on the boundaries when giving money guidance

Get started with this helpful framework

Feel confident when talking about money. Use this Competency Framework first to understand the skills, qualities and knowledge needed to deliver money guidance well. Developed with experts, it’s now being used by thousands of practitioners across the UK.

Get started now

Upcoming network events

Be part of our supportive community. You have an open invitation to join the money guidance practitioner community any time. Share challenges. Learn together. Hear from experts and more.

Wales Network

10 July, 10.00–11.30

A Beginners Guide to Insurance: Protecting People from Financial Shocks

Online session for all money guidance practitioners. Learn how to have conversations with clients about insurance, what’s worth considering and how it can protect against financial shocks.

Register on EventbriteOpens in a new window

Scotland Network

15 July, 13.30–15.30

A Practical Guide to Managing Team Wellbeing 

Online session for money guidance practitioners who are responsible for managing team wellbeing. Explore practical tools and resources for assessing team wellbeing and consider how to implement strategies and develop a team wellbeing action plan.

Register on EventbriteOpens in a new window

Northern Ireland Network

24 July, 11.00–12.00

Simplifying Pensions: From Confusion to Confidence 

Online session for all money guidance practitioners. Join experts from our government-backed MoneyHelper service to cut through the complexity on pensions, and gain a deeper understanding of a variety of pensions topics. 

Register on EventbriteOpens in a new window

England Network

29 July, 10.00–11.00

How To Be Financially Fit

Online session for all money guidance practitioners. Explore the impact that your finances can have on your physical wellbeing and learn more about the current financial literacy landscape within the UK and what this means for your work with clients. 

Register on EventbriteOpens in a new window

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