Adviser glossary

Latest

Using Open Banking to Support the Advice Process

Can we alleviate some of the pressure on advisers by carrying out part of the early information gathering phases of client contact?
Research

Find out about our research.
Falkirk Council's Standards Support Journey

Through our Standards Support service, we guide organisations through a range of quality assurance standards, including the Scottish National Standards for Information and Advice Providers. Kenny Bowie, Senior Debt Advice Officer at Falkirk Council has written a blog on his experience of our Standards Support service.
In-house Train the Trainer - Talking Money

The Financial Capability team is holding an in-house Talking Money session on Wednesday 29th January 2020. These sessions are ideal for staff and volunteers who discuss financial topics with groups and individuals. Talking Money will help staff develop their ability to promote financial wellbeing in a group setting, with a view to empowering service users and focusing on long-term remedies.

Accessibility
Falkirk Council's Standards Support Journey

Through our Standards Support service, we guide organisations through a range of quality assurance standards, including the Scottish National Standards for Information and Advice Providers. Kenny Bowie, Senior Debt Advice Officer at Falkirk Council has written a blog on his experience of our Standards Support service.
Research

Find out about our research.
New digital resource to tackle financial and digital exclusion

We’re excited to announce that we’re working on a new digital platform to help those who are digitally or financially excluded navigate online banking. Earlier this month we were successful in a funding bid to work with JP Morgan’s Force for Good project and the team will help us develop a platform that will provide a test environment for individuals who have not used online banking before to familiarise themselves with how it works.
Privacy Policy
Webchat

Access our webchat for help in getting debt advice.
Benefits calculator

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

MASTrain is part of our offering to support the learning and development needs of the money advice sector.
Yvonne MacDermid

Chief Executive
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.