Page 30 - Part-A
P. 30
Information, Advice or Guidance
A Activity 1: True or False
Consider the statements below before identifying whether they are
true or false.
1. You should always refer any client that you deal with.
True False
2. A lack of knowledge or experience on the part of the advisor is a
good reason to refer a client.
True False
3. Referrals are always carried out by an advisor or organisation and
not the client.
True False
Check your answers at the end of this workbook.
Key Facts
• Referral is the advisor taking at least partial responsibility for
contacting other organisations when, for whatever reason, they
are no longer able to assist the client
• Signposting is about the client taking (or being given)
responsibility for contacting other organisations to help
them resolve their problem
• A client is normally referred or signposted when you can no
longer help them.
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