Helping those in Financial Difficulty
In this 1-hour training session, we will explore the causes pushing more people into financial difficulty and the impact it has on their emotional, mental and physical wellbeing. We will explore ways in which organisations can support those hit by the economic situation. The right actions can prevent debt from spiralling, retain customers and improve the chances of your organisation getting paid.
£29.00 Plus Vat
This is an essential course and is especially relevant for Frontline Staff and those dealing with customers on a day to day basis. A practical, confidence building toolkit session with useful takeaways.
Being in a position of financial difficulty is a major cause of stress, especially when tough decisions like ‘heat or eat’ become necessary.
Supporting customers in financial difficulty is important and a vital part of Consumer Duty. Staff need to be equipped to handle conversations around this with empathy, respect and professionalism.
In this 1-hour training session, we will explore the causes pushing more people into financial difficulty and the impact it has on their emotional, mental and physical wellbeing. We will explore ways in which organisations can offer forbearance and support customers.
We will cover:
- The causes and impacts of financial difficulty
- Understanding the customer’s perspective, priorities and behaviours
- The role of decision-making in financial difficulty
- Appropriate and helpful conversation techniques
- Effective, compliant and practical support solutions
- The importance of signposting
Please note, this series of mini workshops will be delivered throughout 2025. Your staff can build up a fantastic portfolio of aids to use on a day to day basis as they attend our Mini Toolkit Workshops.
TO BOOK: Book online or email Deborah@createsolutions.co.uk / phone 0161 870 6637. Zoom details will be sent in advance of the session.
