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  • On-Line Evidence Survey

On-Line Evidence Survey

Thanks to funding from the Royal Bank of Scotland, advisers working for members of the AdviceUK network and members of the Institute of Money Advisers (IMA) 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, AdviceUK, the IMA and Citizens Advice were keen to include the whole free debt advice sector in evidence used. An online survey has been developed to facilitate this.

Please follow this link to submit your social policy evidence using the On-Line Evidence Survey.

Advisers are encouraged to complete the survey whenever they find that a financial services institution has caused an issue for a client.  The survey is intended to be quick and easy to use.  Advisers can save it in their internet browser's favourites for future use.

The evidence submitted will be used in 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.  For this reason advisers should submit examples of both good and bad practice which may affect more people than just the client who has raised the issue with them.

There will be feed back from time to time on how this evidence has been used in the AdviceUK money advice update, Arian, CAB Money and IMA News. If anyone would like to discuss the creditor liaison role or how this survey works in more detail, please contact Alex Dermott, Creditor Liaison Policy Officer at Citizens Advice, either at alex.macdermott@citizensadvice.org.uk or on 020 7833 7191.