Debt advice apprenticeship to launch in 2020

04 December 2019

The first debt advice apprenticeship of its kind in the UK will launch in April 2020.

The debt advice apprenticeship is being led by a group from across the debt advice sector, which includes members from PayPlan, Gregory Pennington, StepChange Debt Charity and Christians Against Poverty.

Course content:

The Institute of Apprenticeships has approved the course, which will give advisers a level three qualification. The apprenticeship will cover all areas of debt advice, including:

  • developing a budget
  • supporting and signposting customers with vulnerabilities
  • income maximisation
  • debt solutions in all jurisdictions
  • conduct requirements.

Three-part assessment

This will be the first apprenticeship scheme to include a simulated advice session; ensuring that advisers are able to demonstrate skills such as empathy and active listening.

Advisers will take a closed book multiple choice question test and have a professional discussion with the independent assessment body. Throughout the process, apprentices must show all the knowledge, skills and behaviours required and a competence of the duties required for the role.

Sebrina McCullough, Head of External Relations at Gregory Pennington, who chairs the trailblazer group, said “Debt advice is currently the only area of financial advice that does not have a minimum certified qualification or a threshold level standard. The introduction of this apprenticeship will fill that gap. Our aim is both to raise standards and consistency across the sector and position debt advice as an attractive professional career.”

“It’s fantastic to see the sector come together to create this new apprenticeship and qualification. This is just the first step – the trailblazer group is already considering a recognised professional body for debt advisers and developing a Continuing Professional Development scheme with the potential to develop higher level qualifications in future too.”

PayPlan’s vulnerability and debt advice training

At PayPlan, we offer a wealth of bespoke free of charge face-to-face training on debt and vulnerability. Choose the training course, date and location that’s best you, and we’ll do the rest. Email or download our training leaflet.


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