T
A
F
C
OTHERS
50

Give 5 Additional Support Vulnerability

ADDICTION

ARMED FORCES DEPLOYMENT

BEREAVEMENT

CARING RESPONSIBILITIES

FAMILY ILLNESS

HEARING IMPAIRMENT

HOMELESSNESS

HOSPITALIZATION

MINOR UNDER 18

PHYSICAL DISABILITY

POOR LTERACY / NUMERACY SKILLS

IMPRISONMENT

RELATIONSHIP BREAKDOWN/ MARITAL DISPUTE/SEPARATION/ DIVORCE

VISUAL IMPAIRMENT

50

Give 5 Specialist Assistance Vulnerability


TERMINAL ILLNESS

SCHIZOPRENIA

SUICIDAL/SELF HARM

CRITICAL ILLNESS

BIPOLAR DISORDER

PSYCHOSIS

PERSONALITY DISORDER

VICTIM OF VIOLENT  CRIME

LOW MENTAL CAPACITY

DOMESTIC /FINANCIAL ABUSE

PHYSICAL DISABILITY - more than 12 months

HOUSEHOULD VULNERABILITY - for customers with secured mortgage.

50

Give the 4 Types of Consent to Note


GAINED

DECLINED

NOTIFIED BY UNAUTHORIZED THIRD PARTY

UNABLE TO BE GIVEN 

50

Give 5 LLOYDS Package Bank Account

CLUB LLOYDS

CLUB LLOYDS GOLD

CLUB LLOYDS PLATINUM

CLUB LLOYDS PREMIER

CLUB LLOYDS SILVER

GOLD CURRENT

PLATINUM

PREMIER CURRENT

PREMIER PLUS CURRENT

SELECT CURRENT

SELECT PLUS CURRENT

SILVER CURRENT


50
Give 3 HBOS Packaged Bank Account

PLATINUM

ULTIMATE REWARD

REWARD CURRENT



50

Give 5  Support Needs

ADAPT

CAPABILITY

CONTROLS

CORRESPONDENCE

FRAUD 

ID & V

LIFE EVENT

METHOD

SIGNPOSTING


50

Give 5 Unsecured Treatments

1 MONTH PLAN 

2-12 MONTHS 

TEMPORARY ( NIL / WITH OFFER)

CONSOLIDATION

ACCOUNT  CLOSURE



50

Give atleast  5 Benefits in t he UK 

EMPLOYMENT  SUPPORT ALLOWANCE (ESA)

CARERS ALLOWANCE

CHILD BENEFIT

PENSION CREDIT

WORKING TAX CREDIT 

CHILD TAX CREDIT 

CONSTANT ATTENDANCE ALLOWANCE

DISABILITY LIVING ALLOWANCE

INDUSTRIAL INJURIES DISABLEMENT  BENEFIT

PERSONAL INDEPENDENCE PAYMENT

UNIVERSAL CREDIT 

BEREAVEMENT SUPPORT PAYMENT


50

Give 5 signposting  if customer has mental health issue

RETHINK

MIND

CALM (Campaign Against Living Miserably)

PAPYRUS

NHS DIRECT

SHOUT

MENTAL HEALTH AND MONEY ADVICE 

MENTAL HEALTH UK 

50

Give 5 call models  we use  to establish customers situation.

CARERS

TEXAS

SHUSH

BRUCE

IDEA


50

Give 5 Block Codes that  may  reject payment over the phone 

BLOCK CODE A - Authorization Decline

BLOCK CODE B - Bankruptcy

BLOCK CODE H, J ,M , T , Y - Fraud Block

BLOCK CODE G - Gone away 

50

Give 5 Debt Management Companies

PAYPLAN

STEPCHANGE DEBT CHARITY

CITIZENS ADVICE

NATIONAL DEBTLINE

BUSINESS DEBTLINE

SHELTER

GW FINANCIAL SOLUTIONS

50

Give 3 main UK Credit File Agencies

EQUIFAX

TRANSUNION

EXPERIAN

50
Give 5 Payment Methods

DIRECT DEBIT 

STANDING ORDER

INTERNET/ONLINE/MOBILE BANKING

DEBIT CARD PAYMENT 

CASH

CHEQUE

PAYING IN BOOKS

SWITCHED-OUT ACCOUNTS


50

Give 3 ways of authorizing  third party 


VERBAL AUTH

LETTER OF AUTHOITY

POWER OF ATTORNEY

50

Give 4 methods of paying redress/refund

ELECTRONIC PAYMENT

SYSTEM ADJUSTMENTS

CHEQUE

CREDIT CARD PAYMENT

50

Give 5  NUCLEUS Pathway

SELECT PRODUCT

PRODUCT DETAILS

CUSTOMER DETAILS

LISTEN

UNDERSTAND

FIX

50

Give 5 systems/tools we  use in UFA to assist customers

CAT

DM9

AIS

CINS

VISION PLUS

DATAFLOW / STAFF MANAGER

NUCLEUS


50

Give the 5 parts of Call Flow

KNOW YOUR CUSTOMER

SITUATION 

BUDGET

OPTION

CLOSING


50

Give 5 Core Skills

ACTIVE LISTENING 

PRODUCT KNOWLEDGE

RAPPORT BUILDING

CONNECTING INFORMATION

EFFECTIVE QUESTIONING

PROFESSIONAL APPROACH

RIGHT FIRST  TIME

CUSTOMER UNDERSTANDING

50

Give 5 Priority Payments

MORTGAGE'

RENT

SECURED LOAN

COUNCIL TAX

CHILD MAINTENANCE

TV LICENCE

COURT FINES

NATIONAL INSURANCE

GAS / ELECTRICITY

WATER/SEWAGE

HIRE PURCHASE

TELEPHONE/MOBILE PHONE


50

Give 5 non priority debts


CREDIT CARD

PAYDAY/SHORT TERM LOAN

STORE FINANCE

OVERDRAFT

UNSECURED LOAN

STORE CARD

50

Give 4 Pillars of Customer Financial Assistance

SERVICE

PURPOSE

EXPERIENCE

EMPATHY

50

Give 5 screens is Vision Plus

ARSD

ARIQ

ASHI

ASMW

ARQB

ARPH

ARQE

50
Give the 4 parameters of complaint  audit 

MEET CUSTOMERS NEED

INFORMATION DISCLOSURE

REGULATORY  COMPLIANCE 

INTERNAL PROCESS COMPLIANCE

M
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