Your finances
We’d recommend that you complete our income and expenditure form so we have a clear picture of your monthly expenses and how we can best support you.
Once completed, a member of our Financial Assistance team will assess how we can tailor support to you. We'll then give you a call using the number we have on file for you.
An Income & Expenditure form is a great tool to give clarity on your finances. It takes into consideration every type of expense and income, and at the end you will be able to see how much you have remaining. If there are funds remaining, this is called a surplus. If there are no funds remaining, this is called a deficit. We use this outcome to make sure the support we offer you is tailored to your needs – today and months down the line.
- Please make sure you have a good understanding of all your income as well as outgoings (including for anyone who you share the bills with). It would be useful for you to have your mobile banking app to hand or bank statement.
- To get a correct understanding of your situation, you’ll need to make sure you enter the most up to date values for each section. Otherwise, the form won’t give you an accurate final answer.
The form can take around 20 minutes to complete, or longer if you’re not sure of your finances.