Dealing With Urgent Debt Issues

An urgent issue is one which is likely to have a detrimental effect on the client’s situation if it is not dealt with immediately. In relation to debt, it is called an emergency when the issue is a threat to the client’s home, liberty or essential goods and services. To decide whether goods or services are essential, the adviser should take the client’s personal circumstances into account.

The below Prompt List will help advisers to identify and record issues which could amount to an emergency / urgent debt issue.

Urgent Issues Prompt List Form