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Book a welcome call

Book a 15-minute welcome call with our Membership Team to help you get started, set things up, and make the most of your credit union membership.

Our welcome call is a friendly 15-minute chat with a member of our team to help you get started. We’ll show you how to use your account, explain the benefits of membership, and answer any questions you might have. It’s a simple way to make sure you’re getting the most out of your credit union from day one.

During our call, we can help you to:

  • Your membership account and its features
  • Getting started with our mobile app
  • When to expect your first repayment or savings deduction
  • Anything else you'd like to know about how the credit union works, and the benefits of being a member.

Who it's for

Anyone can book a Money MOT. It’s useful if you’re managing debt, starting a new job, budgeting for a family, or just want to check you’re not missing out on support.

What to expect

A friendly, confidential chat over the phone or video call. We don’t give regulated financial advice, but we’ll help you understand your situation, share guidance and tools, and signpost you to trusted specialist organisations if you need more tailored advice.

After your MOT

You’ll leave with practical next steps, useful resources, and the reassurance of knowing you don’t have to figure things out alone.