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Financial wellbeing and additional support resources

If you’re looking for financial wellbeing resources, look no further. This section will help you to manage your finances and has additional support resources such as information on the Debt and Mental Health Evidence Form and our dedicated gambling toolkit. 

Our financial wellbeing and additional support resources are a constant work in progress, meaning we’re always adding new and useful content to help you deal with your finances. Feel free to use any of our resources yourself, with friends and family or if your place of work.

It doesn’t matter whether you’re an existing client, looking for debt advice or an adviser, we’re always happy to help.

Financial wellbeing resources


Monthly budget planner

Financial wellbeing resources Budget planner

Redundancy guide

Financial wellbeing redundancy guide thumbnail

How to calculate your finances 

Financial wellbeing how to calculate your finances into calendar months thumbnail


Student financial wellbeing guide

Financial wellbeing students finance thumbnail

Children (5-15) and parents worksheet

Financial wellbeing money coaching thumbnail

Winter financial wellbeing guide

Financial wellbeing winter financial wellbeing thumbnail


Return to work – employer pack

Return to work – employer pack thumbnail

Post-COVID study: A look into how the pandemic affected personal finance

Post covid study

PayPlan – Breathing Space report

Breathing Space report thumbnail


Additional support resources 



Debt and Mental Health Evidence Form

Debt and mental health evidence form thumbnail

Dealing with debts after bereavement

Accessibility guide

Person at risk of violence (PARV) order

PARV order thumbnail


Domestic abuse disclosure request – Clare’s Law

PARV Order and DA thumbnail

Notice of Correction on your credit file

Notice of correction factsheet thumbnail

Power of Attorney, third party access and Letter of Authority

Power of attorney factsheet thumbnail


New gambling toolkit


Gambling and debt toolkit

Need help managing your money? Use our online debt tool to find out your options

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