We aim to make our website as accessible as possible. However if you use a screen reader and require debt advice you may find it easier to phone us instead. Our phone number is 0 8 0 0 1 3 8 1 1 1 1. Freephone (including all mobiles).
Female advisor on the phone

Our easy referral form

It's easier than ever to refer your customers to us

As part of our five-year strategy we're aiming to double the number of people we help. One of they key ways we're doing this is by introducing a range of earlier interventions to help more people before they reach crisis point. 

We've consulted with partners to create a range of new, easier ways to refer your customers to us when they need our support, available in addition to our standard warm transfer process.

The easy referral form

Our new easy referral form allows partners to offer their customers a referral to debt advice via email, SMS or a call-back at a time that suits them. To maximise engagement, we've developed a gentle follow-up communications strategy if the customer doesn't complete their debt advice session.

Our new easy referral form:

 Reduces the time it takes to make a debt advice referral
 Gives your customers a debt advice experience delivered via their channel of choice
 Offers your customers multiple chances to engage by delivering gentle reminders

Contact our Partnerships team to start using our easy referral form.

Get started

Or watch our short video to find out more...

How does the form work?

  • icon 4 Ask your customer for their consent and input their personal details.
  • icon 1 If they would like a digital referral, we’ll send them an email or SMS so they can get started right away and complete the end-to-end process, through to setting up a solution.
  • icon 2 If your customer would prefer to speak to an advisor at a different time you can now arrange a call back. One of our expert debt advisers will call your customer back at a time that's convenient to them.
  • icon 3
    If your customer would prefer to speak to someone from our advice team straight away, you'll still be able to warm transfer clients via an inbound call.

Start using the easy referral form

If you'd like to use the easy referral form, please contact our Partnerships team to get started.

Further resources

We have a range of tools and resources for partners including videos, factsheets and case studies.

Find out more

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