The Retail Trust also allows for pre-authorised case workers to make applications on behalf of an applicant. To be approved as a case worker you must be employed by a recognised money management or advice charity, government agency, apprenticeship or traineeship training provider.

Prior to making an application on behalf of a client, external case workers will be required to register via the Retail Trust financial aid application and have their account validated. To validate your account please visit the ’my account’ section of the Retail Trust website:

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Then select ’my financial aid applications’:

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Once you have selected this option simply click the link and follow the steps to register as a case worker.

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Once the Retail Trust is able to authorise your request, your registration status will change and you’ll be able to see your application in the ’my applications’ section:

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All case worker registration requests should be routinely approved within 72 hours. If the Retail Trust is unable to confirm your access within these timescales one of the team will be in touch directly to advise accordingly.


Click here to make an application