What is an annual review and why is it important for you?
At Debt Support Service, we understand that a lot can change in a year! That’s why we complete annual reviews of your financial position – to make sure your Debt Management Plan (DMP) continues to meet your needs and reflects your changing circumstances.
1. Keeps your plan on track:
We review your income, expenses, and financial situation to confirm your DMP is still the best solution for you.
2. Reflects your current situation:
We review your income, expenses, and financial situation to confirm your DMP is still the best solution for you.
3. Gives you peace of mind:
Knowing your plan is up to date and tailored to your needs lets you focus on your journey to becoming debt-free.
What’s involved?
You can complete your annual review in a way that suits you:
Option 1: Speak to us directly
Book a convenient time for a full review over the phone with one of our friendly advisers.
Call us:
Email us:
Online chat:
We are on hand to provide live support. Simply click the message button to start a conversation.
Option 2: Start online and have a shorter call
We review your income, expenses, and financial situation to confirm your DMP is still the best solution for you.
Submit your income and expenses online at your own pace using this link:
Once submitted, we’ll schedule a quick call to confirm your details, finalise the review, and provide a product suitability letter for your records.
Why is completing the review important?
Your financial circumstances can change, and the review ensures your plan stays suitable and affordable. An annual review is a regulatory requirement, meaning if we don’t complete the review, we can’t confirm your plan is still right for you, which could result in it being closed.
Let’s make it easy
• We’ve designed the process to be simple and flexible, and our advisers are here to help every step of the way. Whether you prefer to complete the review over the phone or start online, we’re here to make it as smooth as possible.
• Stay on track with your plan—complete your annual review today!
Watch video
Take the first step today
If you’re ready to regain control of your finances, contact Debt Support Service today. Our experienced team will help you understand your options and create a plan that works for you.