How to: Book your annual review online

Once a year whilst you’re on a Debt Management Plan (DMP) you must do an annual review to make sure your solution is still suitable and affordable for you. Even if don’t feel your circumstances have changed, we’ll review your spending to ensure your cost of living hasn’t risen and made your DMP payment unaffordable. Bills such as council tax, electricity and gas do all go up each year and if yours have we may need to reduce the amount you pay towards your DMP to ensure you can still afford them, for example.

A few weeks before your review is due we will send you details of how to book it for a time that suits you.

Save time by booking it online

In a recent survey, over 60% customers were not aware that they could book their review appointment online or via the Financial Wellness Group App. But guess what? You can!

On top of that, we’re also making some important changes to our system in the coming months that’ll make it much easier and quicker for you to complete everything you need to do. We will have more details on that very soon, so do keep an eye on your emails and texts for updates.

What happens in your review?

When it’s time for your review, your Review Specialist will call you during the one-hour time slot. They’ll just want to understand:

• Have you had a change in circumstances – for example, changed job, moved house, a dependent child left home and so on. They’ll also ask you if you expect a change in circumstances in the coming few months.
• They’ll walk through your income and spending with you to see if anything has changed. If you got a pay rise at work for example. Or, if you have started back at work and now have to pay more on petrol each week.
• Once they’ve got a good overview of where you are up to, your Review Specialist will be able to talk you through any changes to your payments, or if they think that there’s another way to tackle your debts that might be suitable for you.

 

For step-by-step on how to book your review, see the videos below.

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