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  1. Support for professionals
  2. Adviser wellbeing project

Adviser Wellbeing project

Our adviser wellbeing project aims to address the issue of low wellbeing in the money advice sector through both policy work and training and development initiatives.

We’ve already conducted the first two of three tracker surveys that will combine to form a Wellbeing Index next year, and we launched brand new wellbeing training for advisers and managers in October. You can read about our work in this area so far below.

Visit our training page to book one of our upcoming sessions for advisers or managers. 

COVID-19’s Impact on Adviser Wellbeing: a spotlight analysis

In June, we asked advisers to participate in our Wellbeing Survey. Some of the most urgent results we found were those around Coronavirus and workplace stress. This report examines the impact of the crisis on adviser wellbeing in the workplace and sets out the primary stressors affecting them. It aims to offer a better understanding of the issues in order to clarify the type of change necessary. Read more

Published: 25th August, 2020

Updated: 27th August, 2020

Author: Abbey Fleming

About our adviser wellbeing project

Our research, Adviser Perspectives on a Workforce Strategy found that there is a need for greater focus on adviser wellbeing, and this project was launched to address the issue of low adviser wellbeing in the sector. Read more

Published: 25th August, 2020

Updated: 26th August, 2020

Author: Abbey Fleming

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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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  • 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.

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