Case Recording Templates

On this page you will find two forms intended as a useful resource for advisers to help gather and record key information when interviewing clients with debt problems. The forms have been developed in response to the Money Advice Service Peer Review Scheme, which identified at an early stage some of the common challenges debt advisers and their organisations face in keeping accurate, tailored and relevant client records.

The forms have been developed jointly by AdviceUK, Citizens Advice and the Money Advice Service, and are endorsed by all three organisations. They are editable in Microsoft Word and can be attached to any case management system and hard copy record.

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