Rebuilding Financial Stability: Helping Clients to Get Back on Track

Overview

Helping your clients to get their finances back on track after a set back can be challenging, especially when their confidence is low and money worries feel overwhelming.

During this session we’ll explore the practical ways you can help clients before they get to crisis point and how to get their finances back on track after a setback.

We’ll be joined by speakers from the, the and

Overcoming Barriers to Budgeting

There will be a group discussion where we’ll explore the cultural influences, mindset blocks, and everyday pressures that make budgeting difficult and explore practical ways to help clients overcome these barriers.

Building financial resilience

Paul Fox from MaPS will explore how to help clients build financial resilience and the work that’s being done by MaPS to support this.

Reaching clients before the crisis point. IFAN will share:

• Why crisis support matters and the impact of effective crisis relief support
• The pivotal role the new Crisis and Resilience Fund will play in helping people access timely support.
• How to identify when someone is approaching financial crisis and how to reach them early with support that makes a meaningful difference.
• How to start sensitive conversations about money worries
• How to use the ‘Worrying About Money?’ leaflet to get the most impact. Discover how this resource acts as a bridge to support, how to navigate the leaflet, and where to share it to help support get to those who need it most.

Equipping people with the money skills to get back on track

• How to help clients to set and maintain a budget
• An exploration of how past experiences can shape our relationship with money and impact how finances are managed
• The sources of support available for those who need help getting their finances back on track

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 and talk to people about money in your role, this event is for people like you!
• Money guiders looking for practical support to help their clients get their finances back on track

By attending this event you’ll have the opportunity to:

• Connect with other frontline money guiders

• Share insights, experiences and challenges

• Build your confidence through practical exercises and scenario‑based discussions

Event speakers

Charlotte White- IFAN

Paul Fox- Regional Partnership Manager MaPS

Lorelei Freeman - Crosslight Advice

Money Guiders Competency Framework

Technical Domain: Budgeting and cashflow

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.

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