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Highland & Islands Financial Inclusion Partnership Event, 29 April 2016

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Sandra Sankey

Project Manager

Tel. 01506 283788

Email Sandra

The Money Advice Outcomes team was asked to help plan and deliver an event bringing key stakeholders across the Highland and Island communities together, to share in their learning, knowledge and practice and identify ways to strengthen partnership working across the financial inclusion sector.


The event took place in Inverness at the Spectrum Centre on Friday, 29 April 2016.


The day was attended mostly by senior management stakeholders across council, housing, health, credit union and third sector organisations.


The event tied in with the work stream as emerged in phase 2 of the Improving Outcomes in Money Advice project and provided an opportunity for learning, networking, a forum for discussing some of the challenges to partnership working and exploring the solutions and what works well and learning from good practice.


This event was a collaborative approach with colleagues from the Improvement Service, Money Advice Service, Scottish Government, Money Advice Scotland, Education Scotland, ASH Scotland and many wider stakeholders.


The Financial Capability Strategy for Scotland  helped to set the context for the day.


View the programme for the event.


Watch all the speeches and download the presentations from the day below.

Introduction and Welcome

Sandra Sankey, Project Manager, Money Advice Outcomes, Improvement Service

Download the slides

Financial Capability in Scotland

Nick Watkins, Head of Research and Insight, Money Advice Service

Download the slides

Money Advice Scotland

Yvonne MacDermid, Chief Executive officer, Money Advice Scotland

Download the slides

Financial Education

Jim Lally, Education Scotland (

Download the slides

Scotland’s Credit Unions: Investing in our Future

Andrew Forsyth, Scottish Government

Download the slides

Financial Inclusion – tobacco as one piece of the jigsaw

John Watson, Deputy Chief Executive, ASH Scotland


Download the slides

Watch this video to hear from the school pupils from St Catherine’s Primary School.  Education Scotland has been involved in the evaluation of a financial education project in this school.

West Lothian Approach to Money Week

Sandra Sankey, Project Manager, Money Advice Outcomes, Improvement Service

Download the slides


Watch the video to hear more about the success of West Lothian Money Week.


A West Lothian Money Week case study will be published soon.

Closing Remarks

Allison Barnes, Money Advice Service

Vox Pops

Hear from the attendees at the event


Participants had the opportunity to join two discussion groups on the day. View the summary of the workshop discussions.


A Storify was used to capture any tweets and photographs from the day.


Read what participants felt about the day in the evaluation summary report.



Cheryl MacFarlane, Office Manager, Highland Communities Credit Union said that it was good to be part of the event and that she managed to meet up with various people and take away lots of ideas


Since the event Cheryl has made contact with Jim Lally, Education Scotland for further support about how to engage education staff and parents and how to stimulate further buy in to strengthen the partnership working with the credit union. Although they currently run some collection points in schools the credit union is keen to explore the opportunity to grow this further.


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