Accessible Money Guidance: Breaking Down Barriers
About this Event
Making money guidance truly accessible means recognising the barriers people face and adapting how support is delivered. In this session, we’ll explore how using clear, straightforward language and inclusive approaches can help more people access the guidance they need.
We’ll be joined by speakers from the Digital Poverty Alliance, Money and Pension Service and NeFirst Credit Union, alongside guest contributors sharing practical insights from their work.
What will be covered at this event:
- Digital Exclusion & Accessibility
Tackling digital exclusion by addressing barriers faced by vulnerable groups and improving website and service accessibility. - Inclusive Banking & Community Finance
Promoting accessible banking through credit unions, community‑based approaches, maintaining access to cash, and ensuring a balance between digital and non‑digital financial services. - Clear Communication & Pensions Accessibility
Reducing financial jargon, particularly in pensions to overcome understanding barriers, improve engagement, and equip Money Guiders with tools to make complex information clearer and more accessible.
Who is this event for?
Money guidance practitioners in the third, community, and public benefit sectors. If you’re a volunteer or member of staff who supports people with money matters, this event is for you!
Money guiders looking to improve accessibility and increase engagement with their services.
By attending this event you’ll have the opportunity to:
- Connect with other frontline money guiders
- Share insights, experiences and challenges
- Build your confidence in delivering accessible and inclusive guidance
Event speakers
Karleen Dowden - Money and Pension Service
Clare Elton – Digital Poverty Alliance
Kai Rodriguez – NeFirst Credit Union
Janice Cowling – Money and Pension Service (Pension Team)
Money Guiders Competency Framework
Technical Domain: Knowing your customer
Accessibility
We are committed to making this event accessible to everyone. If you have any accessibility requirements, please let us know using the form fields when registering or email us at [email protected]
Money Guiders is a free self-development programme designed to help money guidance practitioners improve their knowledge, skills, and confidence. Provided by the Money and Pensions Service, it's aimed at staff and volunteers working in the third, community and public sectors. With over 20 hours of elearning, hundreds of events on offer and a community of practice at your side, this free programme will help you to help others.
Everything Money Guiders offers centres around the . The framework lays out the knowledge, skills and behaviours that help make a great money conversation and maps out the length and breadth of money related issues that fall outside of regulated money and financial advice—the things you talk to your customers about.
Join the Money Guiders Community
Become part of a UK-wide community of practice. As a member, you’ll receive priority access to learning events, workshops, newsletters, and networking opportunities—all in partnership with the Money and Pensions Service.
👉 Register for the today!
Agenda
🕑: 10:00 AM - 10:15 AM
Welcome and networking
🕑: 10:15 AM - 10:25 AM
Event introduction
🕑: 10:25 AM - 10:30 AM
Meet the speakers
🕑: 10:30 AM - 10:50 AM
Event speaker
🕑: 10:50 AM - 11:35 AM
Event speaker
🕑: 11:35 AM - 11:50 AM
Break
🕑: 11:50 AM - 12:35 PM
Event speaker
🕑: 12:35 PM - 01:05 PM
Lunch
🕑: 01:05 PM - 01:50 PM
Event speaker
🕑: 01:50 PM - 02:20 PM
Q&A panel
🕑: 02:20 PM - 02:30 PM
Next steps and event close
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
