IMA conference 2011 mas

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IMA conference 2011 mas

  1. 1. Money Advice Service Jules O’Neill-Shaw 17/05/2011
  2. 5. Our vision We enhance people’s lives by helping them take control of their money as a matter of course
  3. 7. Who we are <ul><ul><ul><li>The Money Advice Service is an independent advice organisation </li></ul></ul></ul>
  4. 8. Who we were Delivering Change – The National Strategy for Financial Capability
  5. 9. Who we are <ul><ul><ul><li>We were set up by government and are paid for by a levy on the financial services industry </li></ul></ul></ul>
  6. 11. What we do <ul><ul><ul><li>The Money Advice Service is here to help everyone understand and manage their money better </li></ul></ul></ul>
  7. 12. What we do <ul><ul><ul><li>We give clear, unbiased money advice to help people make informed choices </li></ul></ul></ul><ul><ul><ul><li>We may recommend priorities, types of products or further advice </li></ul></ul></ul><ul><ul><ul><li>We will not give regulated financial advice. This means that we will not recommend specific products or providers </li></ul></ul></ul>
  8. 14. How we do it <ul><ul><ul><li>Online </li></ul></ul></ul><ul><ul><ul><li>Over the phone </li></ul></ul></ul><ul><ul><ul><li>Face to face </li></ul></ul></ul>
  9. 15. How we do it <ul><ul><ul><li>We also give money advice to help people make choices at key points throughout their lives, whatever their circumstances </li></ul></ul></ul>
  10. 16. How we do it The right information The right time The right place
  11. 17. How we do it <ul><ul><ul><li>And we work with partners from industries, government and other sectors to find ways to make money matters and choices clearer for everyone </li></ul></ul></ul>
  12. 18. <ul><ul><ul><li>An online money adviser </li></ul></ul></ul><ul><ul><ul><li>Takes less than 10 minutes </li></ul></ul></ul><ul><ul><ul><li>No need to gather lots of paperwork </li></ul></ul></ul><ul><ul><ul><li>Get a personal action plan </li></ul></ul></ul><ul><ul><ul><li>Goes live 8th June </li></ul></ul></ul>The health check
  13. 19. The health check
  14. 20. A case study <ul><ul><li>Kevin Miller </li></ul></ul><ul><li>48 years old </li></ul><ul><li>Prison officer </li></ul><ul><li>Married with two teenage children </li></ul><ul><li>Kevin has a mortgage, and is doing OK but </li></ul><ul><li>is worried about his debts and what could </li></ul><ul><li>happen if he is made redundant </li></ul>
  15. 21. Kevin’s action plan
  16. 22. Detailed action plan
  17. 23. <ul><ul><ul><li>Use your action plan to get you started </li></ul></ul></ul><ul><ul><ul><li>Or to start conversations with your family, friends, your bank or an adviser </li></ul></ul></ul><ul><ul><ul><li>It’s easy to follow and helps you to prioritise what you need to do next </li></ul></ul></ul><ul><ul><ul><li>It helps you to focus your energy </li></ul></ul></ul><ul><ul><ul><li>And provides simple steps to help you make the most of your money </li></ul></ul></ul>What to do next

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