Adviser networking and information sharing

We are pleased to announce the IMA Networking and Information Sharing project is now live.

IMA members and other free sector advisers can now access a new dedicated area of the IMA website. Members can log in using their existing Members Zone username and password here, and non-members can register via the link on this page.

The new web area includes:

A resources directory with a library of information items, including documents relating to Money Advice Groups (MAGs), useful templates, good practice guides and briefings and recordings of livestreamed MAG meetings.

A discussion board for non-technical networking, mentoring and support. We hope this online forum will support advisers, particularly those who work in isolation from other money advisers.

Occasional live IMA webinars, which will be recorded and made available in the resources directory.

Monthly “Pick of the Blogs” articles from the IMA’s Chauntelle Wright, highlighting her pick of the month’s blog posts from the advice sector’s expert bloggers.

As part of the project we will be working in partnership with Shelter, with the following Shelter content in the new web area:

Shelter’s quarterly legal updates

an archive of Shelter’s monthly e-bulletins and spotlight articles
technical information guides and briefings on topics of importance to money advisers
occasional Shelter webinar sessions, informed by consultancy service enquiries and FAQs

As part of the project the IMA will also be offering new support to MAGs:

The IMA will provide administrative support to IMA Council Representatives where required, to help organise regional MAG meetings.
The IMA will compile a MAG guide with ideas, tips and templates for running and organising groups.
The IMA’s Money Advice Specialist will offer to come to each MAG and livestream a section of a meeting, which would be made available afterwards on the IMA website to registered advisers. This will be an opportunity for remote advisers to join a meeting that might otherwise be too far away, and will also help promote the value of MAG meetings.

If you have any feedback on the project, including ideas about what documents might be included in the resource directory, or possible webinar topics, please let us know at feedback@i-m-a.org.uk.

See also the joint IMA, Shelter and Money Advice Service announcement regarding the project (23 February 2018).

The IMA’s Networking and Information Sharing project and Shelter’s Specialist Debt Advice Service are funded by The Money Advice Service (MAS).

Are you a money adviser? Not an IMA member?

Membership not required, simply sign up for adviser access to the networking and information sharing project.

Click here

Non-Member Networking and Information Sharing Registration

Please enter your details below to sign up to the IMA's Networking and Information Sharing web area.

The information provided will be used for administering your subscription and providing you with access to the web area. Our processing of your data will be based on our legitimate interest in providing you with the requested access to the area.

To view our full privacy policy, please visit our website: www.i-m-a.org.uk/privacy-policy

Contact Name*
Email*
Employer*
Job title*
Region*
Eligibility Criteria*
Eligibility criteria
Please read the criteria here
Please confirm that you meet those criteria below.
- I can confirm that I meet the eligibility criteria
Eligibility criteria*
Please indicate which of the following eligibility criteria applies to your role:
- Advisers providing free, confidential, independent and holistic money advice. Unless their organisation is exempt, they must be covered by the appropriate FCA permissions.
- Advisers providing second-tier technical support, supervision, consultancy or training to advisers giving free, confidential, independent and holistic money advice.
- Trainees learning to deliver free, confidential, independent and holistic money advice. Unless their organisation is exempt, they must be covered by the appropriate FCA permissions.
- People directly giving advice, guidance or signposting to clients related in some way to money advice. The advice or guidance must be free, confidential and independent. If appropriate, applicants must be covered by the appropriate FCA permissions. Example of job roles which would normally qualify an individual under this criterion include: Budget Support Worker; Tenancy Sustainment Officer; Welfare Benefits Adviser; Financial Inclusion Officer; Income Adviser; Housing Officer; Energy Adviser.
Information about IMA events and services*
From time to time the IMA would also like to send you information and updates about our events and services which we think you might find useful. Please indicate whether you would like to receive these messages (you may unsubscribe at any time using a link in any email, or by contacting us at office@i-m-a.org.uk).
- Yes, please send me information and updates about IMA events and services by email
- No, do not send me information and updates about IMA events and services by email
Email
This field is for validation purposes and should be left unchanged.

Become an IMA member

Apply online for membership of the Institute of Money Advisers

Join us today

Are you a money adviser? Not an IMA member?

Non-Member Networking and Information Sharing Registration

Eligibility criteria

Become an IMA member