Refer Your Client

Our telephone and digital based service is funded to help families & individuals at risk of financial hardship and debt crisis.

In financial hardship i
Have problem debt i
Have less than £6000 in savings i

Please note PS CIC are not able to provide ‘stand-alone’ form-filling services for non-means tested benefits such as PIP, DLA, AA or CA.

Further details available here:

Claiming Personal Independence Payment
Claiming Disability Living Allowance for a child
Claiming Attendance Allowance for those over pension age
Claiming Carers Allowance for looking after someone

Please check your client is able and willing to receive advice remotely or has support in place to aide their money advice journey. Pennysmart advisers can facilitate 3-way advice sessions and casework support if necessary.

To refer your client into our money advice and casework support service you can submit the details directly through our online referral portal below.

Referral details

Name of referring officer:

Name of referring organisation:

Referring officer telephone:

Referring officer email address:

This client meets the following criteria:

Case sub-matters

Client details

Contact details

Client title:

Client first name:

Client surname:

Date of birth (DD/MM/YYYY):

Telephone:

Email address:

Preferred contact time:

Address

Address line 1:

Address line 2:

Address line 3:

Town / City:

Postcode:

County:

Council area:

Funder Reference Number (if applicable):

Background Information:

By ticking this box you are confirming you have verbal consent from your client to share their personal details for the purposes of making a referral to Pennysmart CIC for free money advice and that your client has agreed, and does not have any safeguarding risks associated with us calling them via telephone, sending emails or SMS messages

Enter this code » Verify
Into the verify box »