Knowing the boundaries of your role

About this part of your money guidance

You need to be clear on all the ways you can help your customers when having money conversations with them. But you want to avoid giving financial advice, as this is a regulated activity provided by qualified experts. Your organisation may have rules on this too.

Choose the statement that best describes how confident you are about giving safe, effective guidance

You must select an option below that best describes your attitude when providing guidance to customers.

I'm really clear on the impartial information and guidance I can offer my customers and never give financial advice.

I don't think that I ever give financial advice or recommend specific products, but I would like to be clearer than this.

I'm not sure about the difference between money guidance and financial advice.