Health and Financial Inclusion Events

The Money Advice Outcomes team were involved with the planning of two events on Health and Financial Inclusion, in partnership with NHS Health Scotland. The first event was held in Glasgow and was aimed at NHS, financial inclusion and advice services across Scotland. The second event was co-ordinated by Dundee colleagues and was aimed specifically at services operating in that area. These events tie in with the work streams that have emerged from phase 2 of the Improving Outcomes in Money Advice project.

The events provided an opportunity for learning, networking and partnership development to help improve access of patients to the advice and support they need when facing financial issues. Money-related advice and support to maximise income and manage costs associated with housing, fuel and debt, can have a positive impact on health.


The aim of the Glasgow event was to help with:

  • Increasing knowledge of what is happening nationally to support people experiencing financial challenges to mitigate impact on health;
  • Sharing good practice particularly around effective partnership approaches;
  • Improving connections between services to deliver better outcomes for people and improve the financial circumstances of people and their families.

This included key speeches from:

Introduction and Welcome

Steve Bell, Director, NHS Health Scotland

A National Perspective from Scottish Government

Isabell Donnelly, Senior Policy Officer, Scottish Government

Financial Inclusion in Health and Social Care Settings

Kate Burton, Public Health Practitioner, NHS Lothian and Roddy Samson, Advice Service Manager, Granton Information Centre

Addressing Poverty: What can the NHS Do?

Fiona Moss, Head of Health Improvement and Inequalities, Glasgow CHP, NHS Greater Glasgow and Clyde

Early Warning Systems

Kirsty McKechnie, Welfare Rights Worker, Child Poverty Action Group


Steve Bell, Director, NHS Health Scotland

Watch the speeches from the event.

There were numerous workshops on offer throughout the day, allowing attendees to pick from two of the following options:

Scottish Welfare Reform Advisory Service (ScotWRAS)

Facilitated by: Sharon Berrie and Vikki Skelton, Shelter

Fuel Poverty Training for Health Staff and Advice Workers

Facilitated by: Barbara Atterson, Energy Action Scotland

Housing Providers Approaches to Financial Inclusion

Facilitated by: Sharon McIntyre, Wheatley Group

Funding Advice Services and Links with Health

Facilitated by: John Osbourne, Scottish Legal Aid Board and Sandra Sankey, Improvement Service

Reaching the Really Fuel Poor

Facilitated by: Alan Grant, Healthy Homes Highland

Financial Capability

Facilitated by: Vicky Glen and Victoria Watson, Money Advice Scotland

Financial Inclusion Project for People with Mental Health

Facilitated by: Jacqueline Croft, Glasgow Association for Mental Health

Welfare Rights and Health Hubs

Facilitated by: Mungo Shirkie, NHS Lanarkshire and Vincent McNeill, Hamilton Citizens Advice Bureau

Poverty and the Changing Nature of Work: How do we Respond?

Facilitated by: James Egan, Glasgow Centre for Population Health and Lisa Buck, NHS Greater Glasgow and Clyde

Working in Partnership with the Money Advice Service

Facilitated by: Scott Morrison, Strategic Partnership Manager, Money Advice Service

For more information about each of the breakout sessions, view the full breakdown here.


The event held in Dundee – Health and Care Welfare Reform Partnership event – had speeches from:


Lucy Rennie, Strategy & Performance Manager, Dundee CHP

Financial Inclusion in Health and Social Care Settings

Kate Burton, Public Health Practitioner, NHS Lothian and Roddy Samson, Advice Service Manager, Granton Information Centre

Welfare Reform a Dundee Context

Gregory Colgan, Head of Corporate Debt and Welfare Reform, Dundee City Council

Watch the speeches from the day.

Participants on the day had the opportunity to attend all five workshops and included sessions around:

Employability, Welfare Reform and Financial Inclusion

Allan Millar, Michael Piggot, Gary Gall, Dot Laurie & Carol McKelvie

Digital Access

Judy Dobbie & Marie Dailly

Universal Credit:  A Year of Change Game

Your Claimant Commitment, Sanctions, Your Money

Digital Hubs

Health and Welfare Reform

Aileen Tait, Blair Finlay, Wendy Third and Sheila Allan

Money, Benefits Debt and Budgeting

Ginny McLanders, Allison Honeyman and Carol O’Neill

Fuel Poverty and Housing Issues

Ian Treanor and Michelle Harrow

Attendees at the event were provided with a booklet entitled ‘Benefit, Money & Debt Advice Services in Dundee’ - download it here.

Sandra Sankey - Project Manager, Money Advice