Wiltshire Money

PayPlan Training | January 2023

PayPlan is offering remote training courses delivered using Zoom. Each course is 3 hours long, including a break. 

Two courses are being offered in January and CPD points are awarded for both courses.

These sessions have been commissioned by Citizens Advice Wiltshire.

Due to the sensitive nature of the courses places are limited and will be allocated first come, first served. Only when delegates receive a confirmation email will a booking request be secured.

Training Details:

Course Name Debt and Domestic Abuse Vulnerable clients – spotting the signs
Course Date  Tuesday, January 24th 2023  Tuesday, January 31st 2023
Course Time 0930 - 1230  0930 - 1230
Course Outline

This training course has been developed in conjunction with experts from the Broxtowe Women’s Project.

Following the landmark Domestic Abuse Bill in 2019, it is important to equip money advisers on how to recognise and assist domestic abuse cases.

  • Overview of statutory safeguards defined in the 2019 Domestic Abuse Bill
  • Defining the different types of Domestic and Economic Abuse
  • Spotting the signs that someone may be in an abusive situation
  • How to react to those signs and engage appropriately
  • How to deliver effective internal / external support interventions
    Innovative methodologies including the ‘Power and Control Wheel’ and ‘The Golden Minute’
  • The links between financial difficulty and domestic abuse
  • Attendees can claim two IMA CPD points for attending the training
  

Vulnerabilities include a range of factors – from learning or physical disabilities to mental health, addictions or abuse – and they can be categorised as short or long-term.

No matter what the vulnerability, it’s important that advisers identify these signs promptly and know how to appropriately respond to and support people.

  • Is my client vulnerable? Gain practical skills to spot the signs of clients in vulnerable situations
  • The FCA definition of a vulnerable person and reference to CONC and legislation
  • How to deal with disclosures from vulnerable clients using conversational models: TEXAS, IDEA, BRUCE, BLAKE and REACH
  • Understand the difference between personal and sensitive data – the differences between the two and how to deal with the data appropriately
  • Attendees can claim two IMA CPD points for attending the training
 

Registration for these courses is now closed

You’ll receive a confirmation email from the WCA training team confirming your place, and a second email with joining instructions from Pay Plan.

Please contact Emma or Thea at the WCA training team with any queries: [email protected]