Supporting organisations with the Standard Financial Statement roll-out

As the roll-out of the new Standard Financial Statement begins, the Trust’s Head of Learning and Development, Lyndsey Humphries, gives an overview of the Trust’s new e-learning designed to help debt advisers and creditors make a smooth transition.

A few months ago we were pleased to host a guest blog post from Sheila Wheeler, the Money Advice Service’s Director for UK Debt Advice, which focussed on their plans for the Standard Financial Statement (SFS). In recent months we have been working closely with the Money Advice Service to support the rollout of the SFS, which is officially launched today. Read more

 

Helping advisers to support clients with deficit budgets

IMG_6609_jpg[1] NDL image used for budget deficit courseThe Trust’s Head of Learning and Development, Lyndsey Humphries, explains how a new Wiseradviser course is being launched to help advisers deal with a growing problem for money and debt advice clients across the UK…

With the first month of 2017 drawing to a close, National Debtline has already experienced its busiest January in years – and amidst uncertain economic times, advisers in agencies across the UK will be expecting further increases in demand in the coming months and years.

One feature of this demand is the growing number of clients who present at advice agencies whose income simply does not match their essential expenditure.

This is part of a prolonged shift in the nature of debt problems in the UK since the financial crisis – with proportionally fewer people getting into difficulty with what you might call ‘traditional’ credit products like credit cards and loans, and increased numbers falling into arrears on everyday household bills.

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Thoughts on this year’s IMA conference

IMA Conference 2016The Trust’s Head of Learning Development, Lyndsey Humphries, shares her reflections on this year’s Institute of Money Advisers’ (IMA) annual conference in Manchester.

This year’s Institute of Money Advisers conference – my first – was an excellent mix of workshops and sessions which provided useful insight on some of the issues facing our sector.  In this blog I’ve collected some quick thoughts on various aspects of the two days.

Tying them all together is the sheer scale of the changes impacting both the sector and the people that we exist to help.  The impact of FCA regulation, a renewed focus on financial capability and for many of our clients, the enormous implications of the Universal Credit roll-out, all add up to the need for all advisers and agencies to keep up to date as the landscape changes around us.

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