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www.affinitysutton.co m AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

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Page 1: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

www.affinitysutton.com

AFFINITY SUTTON:NATIONAL BANKING OFFER

Scott McKinven

Financial Inclusion Manager

Page 2: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Affordable Financial Services to all residents

• Affinity Sutton

• Leeds City Credit Union

• Why we choose this route?

• How we have established the offer internally and to residents

• Partnership with Leeds City Credit Union

• The services and products on offer

• What has the last 12 months taught us

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Page 3: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Affinity Sutton

57,000 homes

160,000 residents

120 LA’s

Page 4: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Affinity SuttonA business for social purpose

Page 5: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Our Journey

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January 2013

August 2015

Page 6: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Why develop a national banking offer?

Page 7: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Affinity Sutton’s new national banking offer

Affinity Sutton’s Money Matters programme and Leeds City Credit Union are working together to bring a competitive and ethical range of financial products and services to both staff and residents across the country. Unlike traditional Credit Union partnerships, you don’t have to live in a certain area to be eligible to join, anyone living in an Affinity Sutton property or working for Affinity Sutton, CBS or Grange can become a member.

Leeds City Credit Union offers a range of products, covering:• Savings Accounts including a Christmas Savings Club• Personal Loans• Bill Paying Account (jam-jar account)• Current Account and Visa Debit Card• Enterprise Loans 

Page 9: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Interested?

Both staff and residents can access Leeds City Credit Union products and services by:

• Directly through the Leeds City Credit Union website:

http://www.leedscitycreditunion.co.uk/

• By emailing:

[email protected]

• By telephoning Leeds City Credit Union on

0113 242 3343

Page 10: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Summary – My 5 Key Points

• It takes longer than you think

• Engage internally and externally

• Make your offer clear

• Drive the partnership

• Promote, Promote, Promote

•http://www.affinitysutton.com/en/for-residents/advice-and-support/money-matters/

Page 11: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

THANK YOU [email protected]

www.affinitysutton.com

Page 12: Www.affinitysutton.com AFFINITY SUTTON: NATIONAL BANKING OFFER Scott McKinven Financial Inclusion Manager

Questions for flipchart1. Members of Credit Union

2. Who is in the room – who works for a housing provider?

3. What issues have you had with partnerships? What did you / we do?

4. Do you know what your residents needs are?

5. Have you learnt anything from today?

6. What are you going to do / action in the office tomorrow?

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