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Referrer details

Client details:


Please ensure you have complied with Data Protection guidelines and obtained your customer’s consent before this referral is made. As the person making this referral, you have a duty to confirm whether the customer you refer poses any risk to others. If this applies please ensure you provide all relevant details.


Data Protection Declaration

As part of our funding requirements, we need to provide information to our funders about our clients, in order for them to create statistics, performance reports and/or evaluations. Occasionally funders will require access to files to carry out inspections and audits. We might also need to share your data with other organisations and partner agencies in order to advance your case. If you give us your consent to hold and share your information in these ways, it will be treated confidentially and in accordance with the Data Protection Act of 1998 and the General Data Protection Regulation (GDPR). Talking Money’s full Data Protection Policy is available upon request. Your information will never be sold to external parties.

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Talking Money is authorised and regulated by the Financial Conduct Authority, registration no. 618880
Talking Money is a company limited by guarantee registered in England, no. 2457362
Charity registration no. 900311
VAT registration no. 741778409
Data protection registration no. Z4759465

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