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Getting Started

Click the questions below to reveal the answers.

What is PayPlan Pro?

We recognised a need in the industry for an information hub for advisers, creditors and employers.

We want to share knowledge, insights and best practice across the industry to ultimately, create a better service for your customers and our clients.

If you have any suggestions for the website, or think that anything is missing – we are all ears! Drop us an email at ProResources@payplan.com

How do I book onto training?

At PayPlan, we offer a range of training for advisers and some of them offer accredited CPD points.

For a list of our upcoming dates, feel free to drop us an email at ProTraining@payplan.com and we can talk you through your options and get you booked in!

Referring To PayPlan

Some of the most asked questions about referring your customers.

What should a client expect when they are referred for debt advice?

PayPlan offers a blend of communication channels for our clients, depending on what works best for them. When you refer a client we ask if email or telephone is their preferred communication channel.

Our team of friendly, expert debt advisers will contact the client and initially ask about their situation, why they need help and next steps.

How can we refer to PayPlan?

Our partners are able to refer their clients for advice through letters, text messages, hotkeys, co-branded landing pages and web forms and through our secure referral form.

The Secure Referral Form is making it easier for creditor’s agents to refer clients. Of the agents using it, 83% believe they are quick, easy and simple to use.


Under ‘About Us’ on the navigation bar, you can find ‘Refer To Us’, simply click here and fill out the details needed.


Other FAQs

Who should our customers contact if they have a complaint?

Ask the client to always contact the provider first to try and resolve the issue.

Failing that, the Financial Ombudsman Service deals with complaints.

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

How is PayPlan funded?

The credit industry recognises the value of our free-to-client approach, and many agree to pay us a contribution for providing the service.

We receive Fairshare Funding from the credit industry, which means our debt advice and debt management plans are 100% free to clients.

Fairshare Funding asks creditors who receive a payment from us under a PayPlan-operated Debt Management Plan, to pay a percentage-based contribution for our service.

Learn more about fairshare.


We can make a difference

or call 01476 518 178