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Money Advice Service Karl Walkinshaw. Our vision.

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Presentation on theme: "Money Advice Service Karl Walkinshaw. Our vision."— Presentation transcript:

1 Money Advice Service Karl Walkinshaw

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5 Our vision

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7 Who we are The Money Advice Service is independent. We were set by government and are funded by a levy on the financial services industry.

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9 What we do The Money Advice Service is here to help everyone understand and manage their money better.

10 What we do We give free, unbiased money advice to help people make informed choices, whatever their circumstances.

11 What we do We’re not regulated by the Financial Services Authority so we can’t give you a specific recommendation on whether a particular product is suitable for you. If you need regulated financial advice, consult a professional financial adviser.

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13 How we do it Online Over the phone Face to face

14 How we do it We also provide money advice to help people make choices at key points throughout their lives.

15 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.

16 The health check An online money planner Takes less than 10 minutes No need to gather lots of paperwork Get a personal action plan

17 The health check

18 Kevin Miller 48 years old, prison officer, married with two teenage children Kevin has a mortgage, and is doing OK but is worried about his debts and what could happen if he is made redundant.

19 Kevin’s action plan

20 Detailed action plan

21 Council, Housing, Credit Union, Private Company Email karl.walkinshaw@moneyadviceservice.org.uk Unique URL for your organisation Email your staff Notify your customers


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