Focus Forum: The Debt Advice Journey

Focus Forum Details:

Date	Tuesday the 17th of June 2025
Time	1100 - 1200
Maximum number of participants	30
Who is this for?	This Focus Forum will provide a high-level overview of the debt advice process and the client journey. It will be of interest to staff and volunteers who work with clients with problem debt who want to discuss the boundaries of debt advice.

#	Item	Facilitator(s)
1	Welcome and Introductions	Benedict van der Linde, Wiltshire Money Partnerships Manager, Wiltshire Money
2	Facilitated Discussion (suggested topics): What are people’s motivations and barriers to seeking debt advice? What is a Debt Management Plan (DMP) provider? What are the Financial Conduct Authority rules for organisations providing debt management services? What happens when clients seek debt advice? What debt support can non-FCA licenced organisations provide? When should a debt advice referral be made?	Katherine Cronnelly, Head of Advice Services Wiltshire Citizens Advice
3	Focus Forum close	Benedict van der Linde, Wiltshire Money Partnerships Manager, Wiltshire Money