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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.

Northern Ireland Network

9 June, 11.00 – 12.00

Connected and protected: Online safety and digital inclusion in NI 

Online session for money guidance practitioners based in Northern Ireland. Join Go ON NI and Libraries NI for an engaging session on how you can support customers bridge the digital divide. 

Register on EventbriteOpens in a new window

Scotland Network

10 June, 14.00 – 15.00

Carers Week 2026: Support for unpaid carers in Scotland 

Online session for money guidance practitioners based in Scotland. Learn about the financial support available from Social Security Scotland for unpaid carers, including young carers and adult carers.

Register on EventbriteOpens in a new window

England Network

11 June, 10.00 – 14.30

Savings strategies: Practical savings conversations that work [in-person event] 

In-person session for money guidance practitioners based in England. Explore how saving can start small, how national schemes like 'Help to Save' fit into wider guidance conversations, and how to support people to choose appropriate savings options - while staying alert to digital risks and scams. 

Register on EventbriteOpens in a new window

Wales Network

23 June, 14.00 – 15.15

Pensions and the self-employed

Online session for all money guidance practitioners. Learn about the advantages of the self-employed saving into a pension scheme, how tax relief works and how to go about setting up a pension scheme.  

Register on EventbriteOpens in a new window

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