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

2. 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 2 | Section title

3. Affinity Sutton 57,000 homes 160,000 residents 120 LA’s

4. Affinity Sutton A business for social purpose

5. Our Journey 5 | Section title

6. Why develop a national banking offer?

7. 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

8. What’s on Offer

9. 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: affinitysutton@leedscitycreditunion.co.uk By telephoning Leeds City Credit Union on 0113 242 3343

10. 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/

11. THANK YOU scott.mckinven@affinitysutton.com www.affinitysutton.com

12. Questions for flipchart 1.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? 12 | Section title