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Debt strategy charts

You can find debt strategy charts here, jointly published with the IMA in Quarterly Account

The Money Advice Trust has published a series of debt strategy charts jointly with the Institute of Money Advisers (IMA). The charts are intended to be used by debt advisers as quick reference guides. A new edition of each chart is published periodically.

The debt strategy charts can also be accessed through the Learner Resources section of Wiseradviser and are available on the IMA website in the Members’ Zone.

Dealing with debt strategy chart

This chart illustrates options for dealing with debts based on different client circumstances.

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Priority debt strategy chart

Use this guide to identify priority debts.

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Strategy chart for when mortgages are unaffordable

This chart illustrates options when there is not enough money to pay the mortgage.

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