Money Advice Service Printed Guides

The Money Advice Service has produced a range of printed guides which are designed to help assist both firms and their clients to make informed money choices, free of charge. 

The guides can be found here.

Information has been produced on several topics. Most likely to be of interest to our readers are the guides covering Pensions & Retirement, Mortgages and Money Management.  Not an exhaustive list, however, to provide an idea of the subject matter available …

Pensions and Retirement

  • Pension Information – guide to the basic facts
  • Personal Pensions
  • Your Pension: Your choices
  • Thinking of leaving your workplace pension scheme
  • Trace lost pensions and request pension forecasts
  • Pension release and pension unlocking
  • Defined contribution pension schemes
  • Defined benefit pension scheme explained
  • What is a group personal pension?
  • Stakeholder pensions
  • Self-invested personal pensions (SIPPS)
  • NEST pensions
  • Delaying taking your pension pot
  • What is annuity?

Mortgages

  • Credit unions and other alternatives to payday loans
  • Dealing with your endowment mortgage shortfall
  • Endowment mortgage compensation
  • Endowment mortgage complaints
  • Making a mortgage endowment complaint
  • Problems paying your mortgage
  • Take action with your interest-only mortgage now
  • You can afford a mortgage now, but what if?
  • Sale and rent back schemes
  • Releasing equity from your home

Money Management

  • Beginner’s guide to managing your money
  • Making the most of your money
  • Fee-free basic bank accounts

Copies of the guides are available in PDF format and can be downloaded directly from the website link provided above.  Alternatively, hard copies are available free of charge.  Artwork is also available so you can conduct your own printing (subject to conditions).  Guides are available in Braille, large print and in the form of audio guides, both in English and Welsh.

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

Our View

The guides are a good starting point to help clients think about money in a number of situations.  They are clear and unbiased, specifically aimed at people living in the UK and are intended to assist in educating the client sufficiently that the CLIENT can make an informed decision as to whether to proceed with any recommendations provided.

We would recommend that firms consider using the guides to assist clients with their understanding, so they are better placed to make informed money choices. 

Action Required By You

For information.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
COMP - Hands on
HANDS-ON COMPLIANCE
Helping you to implement solutions
COMP - File checking
FILE CHECKING
All business cases checked, including DB transfers
COMP -166
Section 166 and
Regulatory Reviews
Extensive S166 experience
COMP -healthchecks
Audits and
Health Checks
Need a regulatory check-up?
COMP -166
E-COMPLIANCE
A lighter touch support service
COMP -166
FCA Applications
We have completed hundreds
of Part IV applications
previous arrow
next arrow

About the Author

Technical Manager - Often referred to as the Oracle or the Sage, Alistair has a wealth of financial services experience. He is our go-to Technical Manager and enjoys nothing more than a complicated conundrum. Feel free to test his renowned knowledge by getting in touch.

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in