By using the Affordability Passport, clients can gather their income and expenditure information as well as their Experian credit report in less than ten minutes. This online tool helps clients better prepare for receiving debt advice, and provides advisers with a single, reliable report detailing clients’ financial situation.
We partner with money advice organisations to provide free access to the Affordability Passport which uses open banking technology to gather information. Money advisers from referral partner organisations can request an Affordability Passport on behalf of their client.
If you would like to refer a client or if you're interested in becoming a referral partner, please complete the relevant form by clicking below.