Savings Strategies - practical savings conversations that work

Overview

Helping people to save - especially when money is tight - can feel like one of the hardest money conversations to get right. Low confidence, rising costs, and a reliance on credit often mean saving feels unrealistic or out of reach.

Savings Strategies is a practical, in‑person learning event designed for money guidance Practitioners who want clear, confidence‑building ways to support people to start saving, overcome common barriers, and make safer financial decisions - all within money guidance boundaries.

Together, we’ll explore how saving can start small, how national schemes like Help to Save fit into wider guidance conversations, and how to support people to choose appropriate savings options - while staying alert to digital risks and scams.

What will be covered at this event:

Attendees will get a clear, practical flavour of how savings conversations can be approached across different contexts, including:

• How to help people start saving from scratch
  Insight into simple, realistic habit‑building approaches and emergency fund thinking, grounded in community‑based saving routes
  with Sherilee Jepmond (HEY Credit Union)

• Where Help to Save fits into real‑life guidance conversations
  A practitioner‑friendly look at who it’s for, common barriers, and how to talk about saving with people on low incomes
  with Frederick Limbaya (Money A+E)

• Explaining savings choices without giving advice
  A focus on the different types of common savings accounts, cash vs investing – risks and timeframes, and how to support safer decision‑making
  with Sally McLachlan (Money Ready)

• Staying scam‑aware in savings and digital money conversations
  Key risk themes, red flags and how to confidently signpost when things don’t feel right

• Time to ask, test and reflect
  Space for questions, shared learning and Practitioner discussion throughout the event

Who is this event for?

• Money guidance Practitioners working in the third, community, and public benefit sectors.
• Staff or volunteers who talk to people about money as part of their role
• Money Guiders supporting people with saving, budgeting, or financial resilience

By attending, you’ll walk away with:

· Practical ways to help people start saving and keep going

· Clear guidance‑led explanations of Help to Save and savings options

· Greater confidence navigating saving conversations without slipping into advice

· Increased awareness of scams and digital money risks

· Connections with other Practitioners facing similar challenges

Event speakers

Sherilee Jepmond -

Frederick Limbaya -

Sally McLachlan -

Money Guiders Competency Framework

Technical Domain: Savings

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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