The MALG North East & Yorkshire Regional Members Meeting is being held virtually on Thursday 11 April, 2024. Invitations have been sent to all members to register their place for the event. This meeting’s theme is Barriers to Accessing Advice & Examples of How to Overcome Them, please find the agenda below:
Agenda
- 09:50 – 10:00 Arrival & Networking
- 10:00 – 10.10 MALG North East & Yorkshire Steering Group Update – Lee Usher, Creditor Services – Trustfolio & Ammer Malik, Head of Business Development – Intrum
- 10:10 – 10:20 MALG National Update – Heidi Oliver on behalf of Bob Winnington, CEO – MALG
- 10:20 – 10.40 Motivations & Barriers to Seeking Debt Advice: Setting the Scene – Daniel Kelly, Senior Sector Development Manager, Money and Pensions Service (MaPS)
- 10:40 – 11:00 Getting the Message: Reviewing and Improving Client Communications – Peer Lawther, Marketing Manager – StepChange Debt Charity
- 11:00 – 11:10 Comfort Break
- 11:10 – 11:35 Case Study: Best Practice Referral Strategy’s – Sharon Horsley, Customer Experience Operations Manager – Novuna Personal Finance & Sam Oliver-Jones, Relationship Manager – StepChange Debt Charity
- 11:35 – 12:05 Q&A / Panel Session: Chaired by Phill Holdsworth, Co-Founder & Director – AurumGold Limited
- 12:05 – 12:15 AOB & Close