2. A
Bringing income
into the sector and
F ensuring it is used B
Working for an effectively Delivering high-
optimal environment quality money
for clients & money advice via
advisers & National Debtline,
encouraging Business Debtline
responsible lending & My Money Steps
REDUCING
UNMANAGEABLE
DEBT IN THE UK
C
E
Increasing the
Being 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.
5. • Online interactive advice service
• Who can use My Money Steps
• Empowering the client
6.
7. • 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
8.
9.
10.
11. • 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
