Refer Your Client

Our telephone and digital based service is funded to help families & individuals at risk of financial hardship and debt crisis.

Please note PS CIC are not able to provide ‘stand-alone’ form-filling services for non-means tested benefits such as PIP, DLA, AA or CA.

Further details available here:


Please check your client is able and willing to receive advice remotely or has support in place to aide their money advice journey. Pennysmart advisers can facilitate 3-way advice sessions and casework support if necessary.

To refer your client into our money advice and casework support service you can either complete our downloadable PDF referral form, or you can submit the details directly through our online referral portal below.

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