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Debt Advice Handbook 16th edition
Chapter 1: Debt advice: an outline
Debt Advice Handbook 16th edition
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Debt Advice Handbook 16th edition
Chapter 1: Debt advice: an outline
Back to previous
Chapter 1: Debt advice: an outline
1. Professional debt advice
Ensuring good practice
Institute of Money Advisers qualification
Debt Advice Quality Framework and resources
Second tier support from Shelter
Financial Conduct Authority
The client's best interests
A professional attitude
A commitment to social policy
A sound knowledge of law and procedures
A commitment to developing the service
A systematic approach
An ability to involve the client in informed choices
Clients with mental health problems
Guidance on dealing with clients with mental health problems
2. The debt advice system
Client authorisation
Stages of the debt advice process
Initial interview
Monitoring creditor practices
Credit reference agencies
Recording defaults
If the information held is incorrect
3. Administration
The triage interview
Making appropriate referrals
Case recording
Correspondence
Reviews
Closing cases
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CPAG. "Chapter 1: Debt advice: an outline." In
Debt Advice Handbook 16th edition.
, 2026. Accessed March 21, 2026.
CPAG,
https://askcpag.org.uk/?id=-267936CITANCHOR.
CPAG. "Chapter 1: Debt advice: an outline." In
Debt Advice Handbook 16th edition.
, 2026. Accessed March 21, 2026. https://askcpag.org.uk/?id=-267936CITANCHOR.
Contributor(s):
CPAG
Title:
Debt Advice Handbook 16th edition
Site name:
CPAG
Publisher:
Publication date:
February 24, 2026
Date accessed:
March 21, 2026
URL:
https://askcpag.org.uk/?id=-267936CITANCHOR
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