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.
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.
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.
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.
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.
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.
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.