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My money steps 030712

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My Money Steps presentation by Refat Naz Dhar of Money Advice Trust. …

My Money Steps presentation by Refat Naz Dhar of Money Advice Trust.


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  • Stanley’s case…
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    • 1. London Advice ConferenceRefat Naz DharResearch and Development Manager
    • 2. A Bringing income into the sector and F ensuring it is used B Working for an effectively Delivering high-optimal environment quality moneyfor clients & money advice via advisers & National Debtline, encouraging Business Debtlineresponsible lending & My Money Steps REDUCING UNMANAGEABLE DEBT IN THE UK C E Increasing theBeing a catalyst for quality and quantity partners to work D of money advice in more closely Promoting the role the UK by optimally together of the money supporting advisers advice sector & enhancing understanding of the debt and credit environment
    • 3. • Launched November 2010• Interactive online advice channel• Self help with option recognising other channels
    • 4. • Online interactive advice service• Who can use My Money Steps• Empowering the client
    • 5. • Generates advice suggestions based on the user’s financial circumstances• Advice is generated by using over 300 rules and calculations• Repeat usage encouraged to ensure interactive advice
    • 6. • Anyone who wants to deal with their debts themselves• Ideal for those who are confident about using internet tools• My Money Steps identifies where a referral is more appropriate
    • 7. Using My Money Steps to manage debts
    • 8. Visit www.mymoneysteps.orgContact the My Money Steps team on mms@moneyadvicetrust.org

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