www.affinitysutton.com affinity sutton: national banking offer scott mckinven financial inclusion...
TRANSCRIPT
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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Affinity Sutton
57,000 homes
160,000 residents
120 LA’s
Affinity SuttonA business for social purpose
Our Journey
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January 2013
August 2015
Why develop a national banking offer?
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
What’s on Offer
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:
• By telephoning Leeds City Credit Union on
0113 242 3343
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/
THANK YOU [email protected]
www.affinitysutton.com
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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