Refer your client to Benefits in Place

Click here to make a secure client referral Benefits in Place secure referral

You'll be asked to input your email address. Within 10 minutes you will be emailed a link to the secure referral form. We aim to contact clients within 3 working days.


To use our new system, we need to have pre-approved your  domain address. To have your domain approved for this referral tool. please email To check if your organisatin is already approved, please check here.

To use this form, you must have signed a Data Sharing Agreement with us. If you are not sure of this, please email

There is more information about the new referral tool and a video guide below:

Citizens Advice Inward Referrals - Introduction for Partners