Social Policy

Ongoing Social Policy Evidence

Thanks to funding from the Royal Bank of Scotland, the Institute of Money Advisers and advice UK members can now work in partnership with Citizens Advice to influence best practice in the financial services industry through the appointment of a Creditor Liaison Policy Officer.

Citizens Advice has a long standing charitable aim to use the experiences of bureau clients to campaign for change, so that everyone with the same problem can be helped, whether or not they sought advice. The basis of Citizens Advice social policy work has been anonymous case studies from bureaux which demonstrate how policies, practices or legislation has affected clients.

For this work to be as effective as possible, Citizens Advice, the IMA and advice UK were keen to include the whole free debt advice sector in evidence used. An online survey has been developed to facilitate this.

Follow the link to take part: Social Policy Evidence Form

Advisers are encouraged to complete the survey whenever they find a financial services institution has caused an issue for a client, be it good or bad. The survey is quick and easy to use and advisers can save it in their internet browsers favourites for future use.

The evidence submitted will be used in two evidence reports into best practice in the financial service industry as well as being used to support the influencing work carried out with firms on behalf of the free money advice sector. Therefore advisers should submit examples of both good and bad practice which may affect more people than just their client.

There will be feed back from time to time on how this evidence has been used in: Arian, CAB Money, IMA news, and the regular email to advice UK members. If anyone would like to discuss the creditor liaison role or how this survey works in more detail contact: alex.macdermott@citizensadvice.org.uk or 020 7833 7191.