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  1. Support for professionals
  2. Real-time I&E

Real-time I&E

We know that information gathering can be a daunting task for clients and a time-consuming process for advisers. What's more, the information shared isn't always a real-time reflection of where clients' finances are at.

We've got a means to simplify the process, with rapid and accurate results.

By using our Open Banking tool, clients can gather their income and expenditure information as well as their credit report in less than ten minutes. This online tool helps clients better prepare for receiving debt advice, and provides advisers with a single, reliable report detailing clients’ financial situation.

Join our referral partners to get free access to the Open Banking tool we’re using to transform information gathering.

For money advisers referring an individual

Click here if you are already a referral partner Read more

Published: 11th January, 2021

Updated: 29th January, 2021

Author: Abbey Fleming

To register an interest in becoming a referral partner

Click here to become a referral partner Read more

Published: 12th January, 2021

Updated: 29th January, 2021

Author: Abbey Fleming

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Showing 10 of 2

Latest

  • Financial Wellbeing Webinar - Cost of Living Update - 26th July

    Join us for this financial wellbeing webinar where we will be looking at the ongoing impacts of the cost of living crisis as well as understanding the support available.

  • Important amendments made to Coronavirus (Recovery and Reform) (Scotland) Bill

    A summary of two amendments that were made during Stage 2

  • Wellbeing Index 2021-2022 Launch

    The 2021-22 Wellbeing Index paints a picture of wellbeing in the advice sector over the year between January 2021 and January 2022. This blog highlights the key findings from the index and shares insight into what is next for the project.

  • New Cost of Living Measures

    On the 26th May 2022, the UK Government announced measures aimed at helping people with the impact of the current cost of living crisis.

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  • Regulated and Unregulated (Exempt) Credit Agreements

  • What we do

    Money Advice Scotland is Scotland’s money charity. We exist to help people in debt, support money advisers, and influence policy. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

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    Our online benefits calculator will tell you quickly and confidentially if there are any benefits you should be receiving.

  • Help for people with money worries

  • E-learning module

    As well as delivering training and workshops, our financial capability team administers the financial capability e-learning module (ELM).

  • MATRICS learn

  • Money Guidance: A User-centred Approach

    Money Guidance: A User-centred Approach

    This new research is an opportunity to focus on the importance of a user-centred money guidance programme, which will aim to help people better manage their money, understand financial products, and build financial resilience, especially in light of the impact of the pandemic on personal finances.

  • Prescription of a debt

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Money Advice Scotland is Scotland's money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

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Pentagon Centre,
36 Washington Street,
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Money Advice Scotland is a registered charity, Registration Number: SC005663
A company limited by guarantee. Registered in Scotland No. 137717