The Wellbeing Blueprint, published March 2023, is a call to action for the money advice sector and beyond, outlining the changes that must be made to improve and protect the wellbeing of money advisers and their managers. Click on the cover image to read the full report. 

The asks of this document focus on:

  • More stability in funding for the money advice sector. 

  • Pathways for progression within the workforce. 

  • Support for relationships within organisations and sector-wide community building. 



The Adviser Wellbeing Project and its research is funded by the Scottish Government. We are grateful to them for their support of this important work. We further thank all of the advisers who participated in the research and consultation contributing to the Blueprint.