Future Focus: Supporting Later Life Planning

Future Focus: Supporting Later Life Planning

By Money Guiders Scotland Network

Join us in Dundee to build knowledge and confidence in providing effective money guidance for those planning for later life.

Date and time

Location

DD1 3BB

Caird Hall City Square Dundee DD1 3BB United Kingdom

Agenda

9:30 AM - 10:00 AM

Event Registration and Networking


Upon arrival, delegates will complete registration before enjoying tea and coffee whilst networking with fellow attendees and exploring the exhibiting organisations.

10:00 AM - 10:15 AM

Welcome and Introduction


The Money Guiders Scotland Network and Money and Pensions Service will kick start the event with a warm welcome and scene setting.

10:15 AM - 2:30 PM

Full agenda and speakers to be announced

Good to know

Highlights

  • 5 hours
  • In person

About this event

Join the Money Guiders Scotland Network in Dundee on September 11th and learn about the different ways you can support people when it comes to financial planning for later life - think wills, pensions, Power of Attorney, care costs, and more.

On the day, we'll hear from the MoneyHelper, Age Scotland, Trading Standards Scotland and have exhibitors from various organisations to explore.

Book now to secure your free place at this exclusive event to get learning and networking with colleagues across public, third, and community sectors. Please note light lunch will be served.

By attending this event, you'll gain:

  • An understanding of what those planning for later life should consider, and the role practitioners play in supporting longer-term financial planning.
  • Increased awareness of the financial, practical, and emotional support available through benefit administrators, local authorities, and third-sector organisations.
  • Relevant information and signposting know-how to help service users.
  • The opportunity to network, build connections and explore referral pathways for service users with fellow attendees, encouraging collaboration and partnership working.

New and existing members of the Scotland Network and wider Money Guiders programme are welcome to join.

Keep up-to-date with the Money Guiders Scotland Network

Join the Money Guiders Scotland Network and become part of a national community of practice, with priority notice of learning events and workshops, regular newsletters and networking opportunities by registering via the Money and Pensions Service registration form here.

The Network is delivered by Money Advice Scotland on behalf of the Money and Pensions Service (MaPS).

Learn more about Money Guiders

Money Guiders is a programme run by The Money and Pensions Service (MaPS), 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.

The Money Guiders Scotland Network is part of this programme and offers free networking and learning events (online and in-person) as well as an online community space, aimed at helping you build skills, knowledge and confidence in delivering money guidance. Staff and volunteers delivering any level of money guidance are welcome here.

How confident do you feel providing money guidance? Use the confidence checker to review your skills and knowledge and get some pointers on areas to focus on to help build your money guidance confidence.

Frequently asked questions

Who can attend this event?

Public and third sector staff or volunteers are welcome! If you talk about money or money worries with clients, customers or service users then this event is aimed at people like you - money guidance practitioners aka Money Guiders.

Is the venue disability friendly?

External ramp access is located at the west entrance - Marryat Door. Internally, the building has ramp access to all floors. The event will take place on the ground floor with single floor access, including disabled toilets.

Where can I find more information about venue accessibility?

Please visit https://www.leisureandculturedundee.com/culture/caird-hall/access-information for detail about drop-off points, ramp access, first aid, and more.

Does the venue have parking on-site?

There is no parking on-site. However, there are multi-storey car parks less than a 10-minute walk away as well as street parking. Designated blue badge parking bays can be found in Crichton Street, Castle Street, Reform Street, Bank Street, and at the Shore Terrace car park.

Where is the nearest train station?

The Caird Hall in Dundee City Square (DD1 3BB) is a 5-minute walk from Dundee Train Station. The City Square is also serviced by many major bus routes.

How can I join the Money Guiders Scotland Network?

The Money Guiders Scotland Network is a community with learning and development at its heart. It provides free opportunities and resources to help you deliver safe and effective money guidance to the people you work with. Join for free via https://buff.ly/swe0Yci

Where can I find out more about the Money Guiders Scotland Network?

The Money Guiders Scotland Network is facilitated by Money Advice Scotland in partnership with the Money and Pensions Service. Visit https://www.moneyadvicescotland.org.uk/about-the-money-guiders-scotland-network to learn more.

Who/what is a Money Guider?

If you ever have money conversations with your clients or service users, including signposting to services or providing money guidance, you can consider yourself a money guidance practitioner and are part of the Money Guiders community.

Organized by

Free
Sep 11 · 9:30 AM GMT+1