Money Advice Trust > For advisers > Debt advice resources for agencies

Resources for agencies

The Trust offers a number of resources for free-to-client advice agencies, including our ‘How to deal with debt’ guide.

The new 'How to deal with debt' guide for England and Wales is now available to order. The revamped guide uses behavioural insight techniques and has gone through extensive user-testing to maximise the chances of people using it taking the steps they need to deal with their debts.

Orders can be placed for the new guide by completing the order form here. Orders are limited to two boxes (approx 60 guides) at this time and will be delivered in approximately two weeks.

To help you get the most of the new National Debtline guide, we have compiled handy tips on how to use the guide with the people you support.

The guide sets out three steps:

  • Step 1: Know what you’ve really got. This step takes users through completing an accurate and sustainable budget that is compliant with the Standard Financial Statement (SFS).
  • Step 2: Maximise your money. This steps looks at how users can increase income and reduce expenditure.
  • Step 3: Choose your debt solution. This step looks at the different solutions for dealing with debts and how to engage with creditors.

Guides for Scotland and Business Debtline

We also have a 'Dealing with your debt' guide available for Business Debtline (England and Wales) which can be downloaded as a PDF below.

Please note: printed copies of the Scottish guides will be updated in due course. This information is currently available online on the National Debtline and Business Debtline Scotland websites.

Agencies or advisers belonging to local Citizens Advice, Advice UK or the Institute of Money Advisers can order copies of the guides free of charge. For other organisations there may be a charge – please contact 0121 410 6259 or email: publications@moneyadvicetrust.org.

PDF versions of the guides

 

England and Wales

Business Debtline

Scotland - online four steps guide

Printed copies of the Scottish guides will be updated in due course. This information is currently available online on the National Debtline and Business Debtline websites:

Leaflets, posters and referral cards

We also provide leaflets, posters and referral cards to promote our services for both consumers and staff teams – find out more about how to order these.

The production of the self-help packs for use by other agencies is kindly funded by the Money and Pensions Service.
 

For consumers/those with personal or business debts


If you are a consumer and you would like to view the online version of the guide, you can download a PDF version in the above section.
 

Money advice strategy charts

 

Alongside Quarterly Account and the Institute of Money Advisers, the Money Advice Trust has produced a series of charts and tables to help free-to-client debt advisers in England and Wales. You can download these charts by clicking on the links below: 

 
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