The Local Authority Financial Inclusion Toolkit has been produced by the Financial Inclusion Champions team to help develop and support the role of Local Authorities around the Financial Inclusion (FI) agenda. The toolkit contains a range of information, resources and briefing notes to help authorities develop and deliver plans and projects around this agenda, including tackling FI at a strategy/policy level as well as practical tips and guidance to embed FI within the day to day work of key service areas.
FI is a cross-cutting issue and the toolkit has been designed to be relevant to officers working in different departments and services, ensuring that a holistic and co-ordinated approach to this agenda can be developed within the organisation.
You can download specific sections of the toolkit by clicking on the links below.
What is Financial Inclusion?
The Business Case for Financial Inclusion
- What is Financial Inclusion & why should Local Authorities support it?
- The Economic Impact of Financial Inclusion (Leeds City Council)
- Financial Inclusion Beacon Authorities - Case Studies
Embedding Financial Inclusion in Local Authority Services
- FI & Economic Development
- FI & Revenues
- FI & Benefits
- FI & Housing Options
- FI & Adult Social Care
- FI & Equalities
How can Financial Inclusion support wider Council Policy & Objectives
- How can Financial Inclusion support the delivery of Sustainable Community Strategies & LAA's?
- FI & Local Economic Assessments
- FI & Health
- FI & Community Safety
Promoting Financial Inclusion to Staff
- How to set up a Credit Union Payroll Deduction scheme
- Delivering financial advice & guidance to employees - Consumer Financial Education Body
Information & Resources for Councillors
- From Recession to Recovery - the importance of personal finances (LGA)
- A Guide to Personal Finance - support for constituents (The Financial Fringe)
Further Information
Comment on the Toolkit
We will be looking to develop and enhance this material over the forthcoming months, adding additional content and new briefing notes as appropriate. Your comments are therefore welcome, particularly in relation to the questions below, to help us shape this material, ensuring that it is relevant, useful and fit for purpose.
- Have you used the toolkit to inform and develop any financial inclusion plans & projects? Please provide details.
- Which particular section/s of the toolkit have you found most useful?
- Do you think there are any gaps in content? What additional content would you like to see covered by the toolkit?
- Do you have any other suggestions to improve the toolkit, either in terms of content, format or accessibility?
Please therefore take the opportunity to let us know what you think by sending comments to This e-mail address is being protected from spambots. You need JavaScript enabled to view it