ima conference 2011 mas
TRANSCRIPT
Money Advice Service
Jules O’Neill-Shaw17/05/2011
Our vision
We enhance people’s lives by helping them take control of their money as a matter of course
Who we are
The Money Advice Service is an independent advice organisation
Who we were
Delivering Change – The National Strategy for Financial Capability
Who we are
We were set up by government and are
paid for by a levy on the financial services industry
What we do
The Money Advice Service is here to help everyone understand and manage
their money better
What we do
We give clear, unbiased money advice to help people make informed choices
We may recommend priorities, types of products or further advice
We will not give regulated financial advice. This means that we will not recommend specific products or providers
How we do it
Online
Over the phone
Face to face
How we do it
We also give money advice to help people make choices at key points throughout their lives, whatever their circumstances
How we do it
The right
information
The right
time
The right
place
How we do it
And we work with partners from industries, government and other sectors to find ways to make money matters and choices clearer for everyone
An online money adviser
Takes less than 10 minutes
No need to gather lots of paperwork
Get a personal action plan
Goes live 8th June
The health check
The health check
A case study
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
Kevin’s action plan
Detailed action plan
Use your action plan to get you started
Or to start conversations with your family, friends, your bank
or an adviser
It’s easy to follow and helps you to prioritise what you need
to do next
It helps you to focus your energy
And provides simple steps to help you make the most of
your money
What to do next