Work with advisers


 

Referring someone for money advice is the first step.

The next step is
giving advisers your support and input.

 

 
Money advisers’ skills

Just as you are not a debt expert, money advisers are not mental health specialists.

 

However, in most agencies there should be at least one adviser who has received some training in working with clients with mental health problems. Clients may wish to ask for that person.

Confidentiality

The client will need to decide what they want (and do not want) to tell the money adviser about their mental health problem.

Working together

Where feasible, there may be situations where you (or someone in your service) could accompany or sit-in on the first advice session with the client. In some cases, clients may need support throughout the advice process from you, or another worker.

Before advice sessions

Health and social care workers can help clients by:

 

  • assisting them to gather all relevant paperwork or bills
  • preparing information on how a client’s mental health affects their ability to manage money or repay debt 
During advice sessions

The worker can help by building trust between the adviser and the client, and offering reassurance.

After advice sessions

Workers can help by supplying requested paperwork to advisers, as well as checking how clients are coping with undertaking any tasks.

 

 

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© 2009 Royal College of Psychiatrists