Macmillan Money & More

Cross-region referral

Submit a referral
Hand a client over to the delivery partner for their home area. Only the details below are shared — no case notes.
Client

Postcode only — never a full address. We use it to route the referral to the right local delivery partner.

Referral

Time-sensitive: e.g. treatment ending very soon. Shown as a highlighted tag to the receiving partner.

Referring advisor

Used to look up the status of your referrals later — no account needed.

Find and confirm the receiving partner with the postcode lookup before sending.

Delivery partner or regional lead? Sign in