money advice service karl walkinshaw. our vision

21
Money Advice Service Karl Walkinshaw

Upload: hugh-goodwin

Post on 25-Dec-2015

220 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Money Advice Service Karl Walkinshaw. Our vision

Money Advice Service

Karl Walkinshaw

Page 2: Money Advice Service Karl Walkinshaw. Our vision
Page 3: Money Advice Service Karl Walkinshaw. Our vision
Page 4: Money Advice Service Karl Walkinshaw. Our vision
Page 5: Money Advice Service Karl Walkinshaw. Our vision

Our vision

Page 6: Money Advice Service Karl Walkinshaw. Our vision
Page 7: Money Advice Service Karl Walkinshaw. Our vision

Who we are

The Money Advice Serviceis independent.

We were set by governmentand are funded by a levy on thefinancial services industry.

Page 8: Money Advice Service Karl Walkinshaw. Our vision
Page 9: Money Advice Service Karl Walkinshaw. Our vision

What we do

The Money Advice Service is here to help everyone understand and manage

their money better.

Page 10: Money Advice Service Karl Walkinshaw. Our vision

What we do

We give free, unbiased money adviceto help people make informed choices,whatever their circumstances.

Page 11: Money Advice Service Karl Walkinshaw. Our vision

What we do

We’re not regulated by the FinancialServices Authority so we can’t give youa specific recommendation on whethera particular product is suitable for you.

If you need regulated financial advice, consult a professional financial adviser.

Page 12: Money Advice Service Karl Walkinshaw. Our vision
Page 13: Money Advice Service Karl Walkinshaw. Our vision

How we do it

Online

Over the phone

Face to face

Page 14: Money Advice Service Karl Walkinshaw. Our vision

How we do it

We also provide money adviceto help people make choices at keypoints throughout their lives.

Page 15: Money Advice Service Karl Walkinshaw. Our vision

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.

Page 16: Money Advice Service Karl Walkinshaw. Our vision

The health check

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

Page 17: Money Advice Service Karl Walkinshaw. Our vision

The health check

Page 18: Money Advice Service Karl Walkinshaw. Our vision

The health check

Kevin Miller48 years old, prison officer,married with two teenage children

Kevin has a mortgage, and isdoing OK but is worried abouthis debts and what couldhappen if he is made redundant.

Page 19: Money Advice Service Karl Walkinshaw. Our vision

Kevin’s action plan

Page 20: Money Advice Service Karl Walkinshaw. Our vision

Detailed action plan

Page 21: Money Advice Service Karl Walkinshaw. Our vision

Council, Housing, Credit Union, Private Company

Email [email protected]

Unique URL for your organisation

Email your staff

Notify your customers