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Introducing Financial Capability for DRO clients: the toolkit Introducing Financial Capability for DRO clients: the toolkit

Introducing Financial Capability for DRO clients: the toolkit - PowerPoint Presentation

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Uploaded On 2018-11-10

Introducing Financial Capability for DRO clients: the toolkit - PPT Presentation

September 2016 The Financial Capability DRO toolkit has been developed during the DRO pilots that have been tested across the Citizens Advice network in 2015 Clients that are recommended to go down the path of a DRO are in a specific set of circumstances that are unlike the majority of other cl ID: 726102

dro financial clients toolkit financial dro toolkit clients capability recommended advisor life intervention advice 231 skills client targeted aic

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