My money steps 030712

My Money Steps presentation by Refat Naz Dhar of Money Advice Trust.

1. London Advice Conference
Refat Naz Dhar
Research and Development Manager

2. REDUCING
UNMANAGEABLE
DEBT IN THE UK
C
Increasing the
quality and quantity
of money advice in
the UK by optimally
supporting advisers
F
Working for an
optimal environment
for clients & money
advisers &
encouraging
responsible lending
A
Bringing income
into the sector and
ensuring it is used
effectively
D
Promoting the role
of the money
advice sector &
enhancing
understanding of
the debt and credit
environment
B
Delivering high-
quality money
advice via
National Debtline,
Business Debtline
& My Money Steps
E
Being a catalyst for
partners to work
more closely
together

3. •Launched November 2010
•Interactive online advice channel
•Self help with option recognising other channels

5. •Online interactive advice service
•Who can use My Money Steps
•Empowering the client

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

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

12. Using My Money Steps to manage debts

13. Visit www.mymoneysteps.org
Contact the My Money Steps team on
[email protected]