Financial Capability Strategy Workplace Steering ... AWS
Financial Capability Strategy Workplace Steering Group Financial Fitness Charter Brainstorming Meeting Action Points Wednesday 14th February 2018 11.00 -12.30 MAS, 120 Holborn, London, EC1N 2TD Adam Micklethwaite, Good Things Foundation
Date: Time: Location: Chair:
Attendees Craig Rimmer, TPAS Attending by phone Adam Micklethwaite, Good Things Foundation | Howard Gannaway & Ash Patel, Learning and Work Institute | Neal Southwick, Macmillan | Merlyn Holkar, MMHPI | Thomas Joy, RBS | Rosemary Lemon, Hays | Matt Bland, ABCUL | DJ Marker, Grovelands Money Advice Service Attendees Inigo Churchill (Secretariat) Apologies Patrick FitzGerald, Salary Finance
1.
Welcome
1.1
The Chair welcomed members to the meeting and thanked Thomas Joy and Rosemary Lemon for the work they had done in producing the discussion documents.
1.2
This meeting arose out of an action from the last steering group meeting on Tuesday 30th January 2018. The group agreed to move to a more action focussed approach toward achieving its goals. The meeting also agreed to focus on employer awareness and to think of ways to create an impact. Specifically this meeting was called to brainstorm the idea of a voluntary Financial Fitness Charter as a means of building awareness and starting a movement.
2.
Brainstorming
2.1
Thomas Joy talked the group through his paper on Employer Engagement Strategy. The group were happy with the approach suggested which will form the structure of the work going forward (see particularly Slide 6)
Click for Employer Engagement Strategy
Click for Are Your Employees Financially Fit Click for Are You Financially Fit
2.2
Issues raised, to be considered by the various work streams included: i. How should we reach out to other stakeholders? ii. What would make the idea attractive to employers? iii. Could this initiative be embedded within other approaches? iv. What will employers get out of participating? v. Do we have the right questions?
ACTION ACTION ACTION
Members to indicate which work stream(s) they wish to be involved with IC to doodle poll work stream members to arrange next meeting Thomas Joy will diarise Workplace Delivery Group meetings
2.3
When work streams meet, due to the differing natures of the tasks, they will consider: i. Project stages and outputs ii. How collateral and communications will be signed off iii. What channels will be used for communications iv. What the groups requirements are for a central workspace to track progress
ACTION
Work streams to decide on preferred method of centralised working (ie Slack, Basecamp or other)
2.4
IC & AM will arrange to meet to discuss: i. Communicating with employers and other Steering Groups ii. How items with a small budget requirement will be progressed
ACTION
AM & IC to arrange to meet to discuss i. Arranging a gathering of employers ii. Communications with other Steering Groups iii. Budget availability
2.5
When considering requirements around document security the default position will be one of transparency wherever possible. If individuals or organisations require enhanced levels of security for particular pieces of work these should be highlighted to the group and considered on a case by case basis.
X1 X2 X3
X4
X4
Workplace Steering Group Actions Log Ref X1 X2
X3 X4
X5
Action Members to indicate which work stream(s) they wish to be involved with IC to doodle poll work stream members to arrange next meeting Thomas Joy will diarise Workplace Delivery Group meetings Work streams to decide on preferred method of centralised working (ie Slack, Basecamp or other) AM & IC to arrange to meet to discuss i. Arranging a gathering of employers ii. Communications with other Steering Groups iii. Budget availability
Owner Date due All 23/02/18 IC
When info received
TJ All
Ongoing
AM & IC
23/02/18
Update
Date: Time: Location: Chair:
Attendees Craig Rimmer, TPAS Attending by phone Adam Micklethwaite, Good Things Foundation | Howard Gannaway & Ash Patel, Learning and Work Institute | Neal Southwick, Macmillan | Merlyn Holkar, MMHPI | Thomas Joy, RBS | Rosemary Lemon, Hays | Matt Bland, ABCUL | DJ Marker, Grovelands Money Advice Service Attendees Inigo Churchill (Secretariat) Apologies Patrick FitzGerald, Salary Finance
1.
Welcome
1.1
The Chair welcomed members to the meeting and thanked Thomas Joy and Rosemary Lemon for the work they had done in producing the discussion documents.
1.2
This meeting arose out of an action from the last steering group meeting on Tuesday 30th January 2018. The group agreed to move to a more action focussed approach toward achieving its goals. The meeting also agreed to focus on employer awareness and to think of ways to create an impact. Specifically this meeting was called to brainstorm the idea of a voluntary Financial Fitness Charter as a means of building awareness and starting a movement.
2.
Brainstorming
2.1
Thomas Joy talked the group through his paper on Employer Engagement Strategy. The group were happy with the approach suggested which will form the structure of the work going forward (see particularly Slide 6)
Click for Employer Engagement Strategy
Click for Are Your Employees Financially Fit Click for Are You Financially Fit
2.2
Issues raised, to be considered by the various work streams included: i. How should we reach out to other stakeholders? ii. What would make the idea attractive to employers? iii. Could this initiative be embedded within other approaches? iv. What will employers get out of participating? v. Do we have the right questions?
ACTION ACTION ACTION
Members to indicate which work stream(s) they wish to be involved with IC to doodle poll work stream members to arrange next meeting Thomas Joy will diarise Workplace Delivery Group meetings
2.3
When work streams meet, due to the differing natures of the tasks, they will consider: i. Project stages and outputs ii. How collateral and communications will be signed off iii. What channels will be used for communications iv. What the groups requirements are for a central workspace to track progress
ACTION
Work streams to decide on preferred method of centralised working (ie Slack, Basecamp or other)
2.4
IC & AM will arrange to meet to discuss: i. Communicating with employers and other Steering Groups ii. How items with a small budget requirement will be progressed
ACTION
AM & IC to arrange to meet to discuss i. Arranging a gathering of employers ii. Communications with other Steering Groups iii. Budget availability
2.5
When considering requirements around document security the default position will be one of transparency wherever possible. If individuals or organisations require enhanced levels of security for particular pieces of work these should be highlighted to the group and considered on a case by case basis.
X1 X2 X3
X4
X4
Workplace Steering Group Actions Log Ref X1 X2
X3 X4
X5
Action Members to indicate which work stream(s) they wish to be involved with IC to doodle poll work stream members to arrange next meeting Thomas Joy will diarise Workplace Delivery Group meetings Work streams to decide on preferred method of centralised working (ie Slack, Basecamp or other) AM & IC to arrange to meet to discuss i. Arranging a gathering of employers ii. Communications with other Steering Groups iii. Budget availability
Owner Date due All 23/02/18 IC
When info received
TJ All
Ongoing
AM & IC
23/02/18
Update
