Signposting your customers

About this part of your money guidance

You need to give up-to-date and impartial information to your customers when they need it. Sometimes you'll refer them to other people for help that you aren't able to provide. Perhaps your organisation has a policy you need to follow?

Chose the statement that best describes how confident you are about your sources of money guidance information and in referring customers elsewhere

You must select an option below that best describes your attitude when providing guidance to customers.

I'm confident that the information I pass on is up-to-date and impartial, and that I refer customers to the right people.

I think there are some gaps in the information I use, and I sometimes question the referrals I make, but it's mainly ok.

I'm not sure I'm using the best possible sources and sometimes it's hard to know where to refer a customer.