Work and Income referral process

Learn how the Work and Income referral process integrates with the Building Financial Capability sector
Free tutorial
Rating: 3.5 out of 5 (104 ratings)
4,469 students
43min of on-demand video
English [Auto]

The history of Work and Income referrals to the budgeting sector
How referrals changed as the budgeting sector transitioned to the BFC sector (overview)
Why Work and Income refers clients to BFC providers
How the Work and Income referral process works
The client experience in various scenarios
What Work and Income expects by way of reporting
Ways to resolve issues with the referral process in practice


  • Interest in the budgeting / BFC sector in New Zealand
  • This course is open to anyone


This course uses MSD material to explain their referral practice from the BFC sector perspective.

We will acknowledge the shared history of the budgeting movement with government support and the different types of referral systems that have been used previously. Note: If you're keen to get to the new referral process, you can simply skip the background lessons.

Then we’ll look in-depth at how the current referral system has been established, including some practical examples.

The course will finish with some discussion of ways to resolve issues that you might see when receiving referrals in practice, and develop a positive ongoing relationship with your local Work and Income office. 

Who this course is for:

  • A financial mentor (MSD-funded or non-funded)
  • A MoneyMates facilitator (MSD-funded or non-funded)
  • A budget advisor
  • A Work and Income staff member


On behalf of the NZFFBS, 1973 to 2017
MIKE Curry
  • 3.5 Instructor Rating
  • 104 Reviews
  • 4,469 Students
  • 1 Course

The New Zealand Federation of Family Budgeting Services operated as the professional body for the budgeting sector from 1973 to 2017.

The NZFFBS was responsible for training budget advisers, providing tools of trade (including a client management system), and creating links with external stakeholders like banks, finance companies and government departments.

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