The first thing that has come to mind for this brief is making a pamphlet or booklet that could be accessed in printed format while in a bank, or as a pdf online.
Bank pamphlets are usually well-designed and look presentable, but the problem of alien language still persists no matter what. The idea is to create a pamphlet that is more upbeat than those currently available, using colourful, illustrative graphics that capture the reader and also having the text set in casual language that is easy to understand.
It would go after the set up that Money For Life has already going, making it relatable and understandable to everyone. I am considering making some funky graphics, including fun illustrations that are sort of cartoon-y to go with these to make it more cheerful and to be used instead of the photographs of happy families, puppies and landscapes that bank pamphlets are often seen using.