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Home arrow FRF Papers arrow Money Advice Matrix
This questionnaire is assisting Fife Council with a review of Money Advice services and relevant agencies have been invited to complete.
If you feel you are undertaking money advice related work in Fife and have not yet been invited to complete please contact heather.murray@fife.gov.uk to discuss.
We appreciate your assistance with completing this questionnaire, it will help us to assess the levels of assistance provided by each organisation offering income maximisation/money advice services. If you have any queries on this piece of work or particular questions please contact Heather (as above).
The questionnaire is on 3 pages. Please press the Submit button on the bottom of each page. You will then be given a link to the next page.
Thank you.
Your Name:
  *
Agency/Service:
  *
Telephone No:
  *
New Page 1

Information Provision

Do you provide advice only or do you take on casework?:
  *
Do you refer via the FORT system?:
  *
Do you send out your organisation's information to customers?:
  *
Does your organisation signpost to other organisations?:
  *
Do you distribute information about any other money advice organisations?:
  *
Do you use a case management system?:
  *
If so, which system?:
Any other comments from this section?:
New Page 1

Income Maximisation

Do you carry out benefit checks for all customers?:
  *
Do you do benefit checks manually or using a software package?:
If software, which package?:
Do you assist with applications for health related benefits? (e.g. Incapacity, DLA, AA, Carers Allowance, industrial benefits, Statutory Sickness Benefit etc):
  *
To what level?:
Do you assist with applications for housing related benefits? (e.g. housing benefit, council tax benefit, Discretionary Housing Payment, council tax discounts and exemptions etc):
  *
To what level?:
Do you assist with employment/income related benefits? (eg JobSeekers Allowance, Income Support, tax credits, bereavement benefits, retirement benefits, maternity/paternity allowance etc):
  *
To what level?:
Do you assist with child related benefits? (e.g. Child benefit, Guardian’s Allowance, Residence Allowance, Kinship Allowance etc):
  *
To what level?:
Do you assist with ancillary benefits? (e.g. School Clothing Grant, Free School Meals, Help with NHS costs, Healthy start vouchers, Bus passes etc):
  *
To what level?:
Does your organisation assist with applications for Community Care Grants or other Social Fund applications?:
  *
To what level?:
Do you assist with benefits for people from abroad?:
  *
To what level?:
Do you assist with students’ benefits/income?:
  *
To what level?:
Do you carry out grant/charity applications for customers?:
  *
Any other comments from this section?:
New Page 1

Money Advice

Do you look to minimise the expenditure of customers?:
  *
Do you use expenditure guidelines?:
  *
If so, which guidelines?:
Do you prepare income/expenditure forms for customers?:
  *
Do you deal with consumer debts?:
  *
Do you deal with mortgage debts?:
  *
Do you deal with secured loans?:
  *
Do you deal with threatened homelessness?:
  *
Do you deal with fuel disconnection?:
  *
Do you deal with home repossessions?:
  *
Do you deal with rent arrears?:
  *
Do you deal with business debts?:
  *
Do you assist with applications to court? (e.g. Time to Pay Directions, Orders or Time Orders):
  *
Do you deal with bank account or wage arrestments?:
  *
Do you deal with civil and/or criminal fines?:
  *
Do you deal with bank charges?:
  *
To what level?:
Do you investigate the entitlement to apply for Payment Protection Insurance for consumer debts?:
  *
Do you check agreements for liability?:
  *
Do you negotiate with creditors on behalf of customers?:
  *
Do you have DAS (Debt Arrangement Scheme) Approved Money Advisors?:
  *
Do you offer assistance with insolvency paperwork?:
  *
To what level?:
Do you verify income?:
  *
Do you prepare action plans with customers?:
  *
Can you give a brief outline of the support you offer to clients beyond their initial support or advice:
  *
Any other comments from this section?:
* Required field