Later Life Matters: Money Guidance Essentials

Quaker Social Action is an independent UK charity working with people on low incomes to seek solutions to the issues affecting their lives.

Quaker Social Action

Join this event to be better prepared to guide people through later life matters when giving money help

Design West

What is this event about?When is a good time to start planning for later life? Then internet suggests that one is at the start of your working life. And the other is today. There are a wide range of subjects that come under the umbrella of our headline subject and we will aim to highlight 3 that we expect to be relevant in your money guidance roles.Join us on 1 October in Bristol as we address some of the issues that might come up in money guidance conversations you have with people you help.Who should attend?Anyone who gives any kind of money guidance that might include elements of planning for later life. Anyone who might need to know more about the subjects covered in case they come up in a broader context about supporting people with money help.What will this event cover?<ul><li>Welcome and introduction</li><li>Introduction to pensions issues</li><li>Introduction to carer issues such as what might happening when people become carers, specific benefits for carers, plus an outline of others, carers assessments and local resources and signposting</li><li>In depth workshop on funeral planning and how to keep costs down</li></ul>SpeakersPaul Fox, <a href="https://maps.org.uk/en/work-with-us/location/financial-wellbeing-in-south-west-england" title="https://maps.org.uk/en/work-with-us/location/financial-wellbeing-in-south-west-england" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">South West England Relationship Manager, Money and Pensions Service</a>Mark Grimsey, Technical Specialist, <a href="https://maps.org.uk/en" title="https://maps.org.uk/en" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">MaPS</a>Speaker from <a href="https://www.carerssupportcentre.org.uk/" title="https://www.carerssupportcentre.org.uk/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Carers Support Centre</a>, Bristol &amp; South GloucestershireGill Cole, <a href="https://quakersocialaction.org.uk/we-can-help/helping-funerals/down-earth" title="https://quakersocialaction.org.uk/we-can-help/helping-funerals/down-earth" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Down to Earth team, Quaker Social Action</a> TBC, area of focus on issues to support carers and their familiesWhat areas of the Competency Framework apply?Technical Domain 11. Pensions<a href="https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/11-pensions" title="https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/11-pensions" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/11-pensions</a>Technical Domain 12. Planning for Later Life<a href="https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/12-planning-for-later-life" title="https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/12-planning-for-later-life" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/12-planning-for-later-life</a><h4>Accessibility</h4>This session will be delivered in English. If you require any accessibility adjustments to access this session, please contact the session organiser on moneyguidernetwork@qsa.org.ukThe venue's access guide can be viewed at <a href="https://www.designwest.org.uk/access-guide/" title="https://www.designwest.org.uk/access-guide/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">https://www.designwest.org.uk/access-guide/</a>. <h4>Keep up to date with the Money Guiders England Network</h4><ul><li>Email: moneyguidernetwork@qsa.org.uk</li><li><a href="https://twitter.com/MoneyGuidersEng" title="https://twitter.com/MoneyGuidersEng" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Twitter</a></li><li><a href="https://forms.office.com/pages/responsepage.aspx?id=MhDku86PQk26tUTiFRCIbXlbtrJNjERJrNsAprakSGtUN0k1VkZFVVNCVTJSUlkxMTFRVDZYRkVWMi4u" title="https://forms.office.com/pages/responsepage.aspx?id=MhDku86PQk26tUTiFRCIbXlbtrJNjERJrNsAprakSGtUN0k1VkZFVVNCVTJSUlkxMTFRVDZYRkVWMi4u" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Register with the England Network</a></li><li><a href="https://www.linkedin.com/company/86373617/admin/feed/posts/" title="https://www.linkedin.com/company/86373617/admin/feed/posts/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">LinkedIn page</a></li></ul> <h4>The Money Guiders Programme</h4><a href="https://www.maps.org.uk/money-guiders/" title="https://www.maps.org.uk/money-guiders/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Money Guiders</a> is provided by the Money and Pensions Service. It is a programme which seeks to help money guidance practitioners improve their knowledge, skills and confidence. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.Before attending the session, you could:<ul><li>Try out our money guidance <a href="https://maps.org.uk/en/our-work/money-guiders/confidence-checker" title="https://maps.org.uk/en/our-work/money-guiders/confidence-checker" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">confidence checker</a>, to find out how you feel about the conversations you have with customers about money</li><li>Spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.</li><li>Consider how you spot potential problems, how you can start conversations about money in a sensitive way and at an appropriate time?</li><li>Think about how you can maintain good boundaries in your role as a money guidance practitioner within your main area of work?</li></ul>

Agenda

Arrivals, networking and refreshments

Welcome and overview, including meet the speakers

Keynote from Paul Fox (Money & Pensions Service) - Moments that Matter

Who's who - exhibitors edition

Pensions Simplified with Mark Grimsey (Money & Pensions Service)

Lunch provided

Carers Support Centre - Caring for the Carers

Break

Meaningful funerals with Gill Cole (Down to Earth project)

Wrap up and feedback

Networking and Close

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Later Life Matters: Money Guidance Essentials

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