Page 75 - Part B

Information, Advice or Guidance

Options shared

Once you have identified the client’s requirements and any outstanding questions
have been answered, it is time for you to provide the advice and any options you have
to the client. It is important at this stage that you remain impartial: explain all the
options and advice, and allow them to make up their own mind.

It is important, also, that you take into account any particular special needs or
requirements your client may require. For example, they may need information in
different languages, or in different formats, such as braille or large print.

Discussions with the client

Once the options and advice have been presented to the client, it is important to have
some time to discuss them with the client and help them understand the different
options that may be available.

Agreed plan

As mentioned in previous sections of this workbook, it is vitally important that
you agree a plan of action with a client. This step helps ensure there are no
misunderstandings between the client and advisor, and that the client’s consent is
obtained before putting any advice into action. Although the steps seem fairly logical
and lead on from each other, you may well have to repeat a number of steps when, or
if, new information, advice or guidance comes to light.

Key Facts

• The advice meeting should follow the following steps: further
questioning, opinions shared, discussions with the client and
agreeing a plan

• You may have to repeat a number of steps during a meeting.

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