Strong Money Conversations: A framework for confident dialogue

Overview

Practitioners will learn how to structure conversations for the best possible outcomes, including how to navigate difficult or secondary conversations with individuals who may be reluctant or vulnerable. The session will cover three key areas:

• Tooling up with practical skills, cutting through jargon, and refreshing financial knowledge to help practitioners feel confident in supporting others.
• Creating effective conversation structures, managing secondary conversations and navigating those difficult conversations.
• Engaging with vulnerable people and approaching challenging discussions sensitively, while addressing unconscious bias, ensuring every conversation is grounded in empathy, clarity, and trust.

What will be covered at this event:

Financial Understanding and SOS Money Workshop

• Discussing and managing finances.
• SOS Workshops, tooling up for those conversations.
• Understanding jargon, areas to signpost for refreshing your finances.

Structure Money Conversations

• How to construct strong money conversations.
• Manage difficult secondary conversations.
• Navigate those difficult conversations.

Provide a structured approach to talking about money with people who may be vulnerable.

• What makes a conversation “vulnerable”
• Manage sensitive conversations i.e. choosing the right environment (privacy, time, comfort)
• How to handle unconscious bias.

Who is this event for?

• Money guidance practitioners in the third, community, and public benefit sectors. If you’re a volunteer or member of staff and talk to people about money in your role, this event is for people like you!
• Anyone supporting others with money - related conversations who want to help them make a positive financial change.

Event speakers

Ian Brewer - Community Development Lead Bradford District Credit Union

Kelly Conlan - Senior Advisor(Welfare Benefits and Housing) Independent Age

Louis Zarins – Brown –Director of Operations Money Buddies - Independent money advice service

There will also be a Q&A panel that will include the speakers and Rachel Harte from Money First Aid Money First Aid

Money Guiders Competency Framework

Technical Domain: Knowing your customer

Accessibility

We are committed to making this event accessible to everyone. If you have any accessibility requirements, please let us know using the form fields when registering or email us at [email protected]

Money Guiders is a free self-development programme designed to help money guidance practitioners improve their knowledge, skills, and confidence. Provided by the Money and Pensions Service, it's aimed at staff and volunteers working in the third, community and public sectors. With over 20 hours of elearning, hundreds of events on offer and a community of practice at your side, this free programme will help you to help others.

Everything Money Guiders offers centres around the . The framework lays out the knowledge, skills and behaviours that help make a great money conversation and maps out the length and breadth of money related issues that fall outside of regulated money and financial advice—the things you talk to your customers about.

Join the Money Guiders Community
Become part of a UK-wide community of practice. As a member, you’ll receive priority access to learning events, workshops, newsletters, and networking opportunities—all in partnership with the Money and Pensions Service.

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Event Venue & Nearby Stays

The Circle, 33 Rockingham Lane, Sheffield City Centre, United Kingdom

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