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Which Plan?

Ivinder Virdee

Created on June 17, 2023

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Transcript

START

Read the scenarios to determine the best plan for your customer

Which plan?

informal hold

Breathing space

payment break

Customer is receiving pension. his rfd is a rise in the cost of living. He has a CC which has recently fallen behind 2 payments. he also has external creditors but is up to date with those at the moment. he is up to date with priority bills. his iex has a negative mdi

QUESTION 01 OF 05

NEXT QUESTION

QUESTION 01 OF 05

RIGHT!

customer has fallen behind on his pln payments. he is also behind on priority bills but has plans in place. he is starting a new job at the end of the month

informal hold

payment break

breathing space

QUESTION 02 OF 05

NEXT QUESTION

QUESTION 02 OF 05

RIGHT!

customer has recently lost his job. he is up to date with priority bills and creditors at the moment but will be unable to maintain these going forward.

breathing space

informal hold

payment break

QUESTION 03 OF 05

NEXT QUESTION

QUESTION 03 OF 05

RIGHT!

customer is behind on his water bill and is waiting for them to call back for an arrangement.

payment break

breathing space

informal hold

QUESTION 04 OF 05

NEXT QUESTION

QUESTION 04 OF 05

RIGHT!

customer is up to date with bills but has not been paid his benefits this month so may fall behind whilst he waits for the payment

payment break

informal hold

breathing space

QUESTION 05 OF 05

See results

QUESTION 05 OF 05

RIGHT!

CONGRATULATIONS!

OH NO!

TRY AGAIN