In Harry Hughes’ most recent blog, he shares a personal account that highlights why income & expenditure assessments are essential for customers to complete. Firms that prioritise customer engagement and customer service can utilise Income & Expenditures (I&Es) to show that they are more than just a “tick box exercise”, providing an essential step in helping customers who are facing financial difficulty.
Read his thoughts on why active I&E participation can benefit both firms and their customers here.
