Ima conference 2011 emma aldridge, turn2us

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  • Ima conference 2011 emma aldridge, turn2us

    1. 1. Working Together to Maximise Income Emma Aldridge – Projects Manager, Turn2us IMA – assuring quality in the money advice profession 17/05/11
    2. 2. What will be covered <ul><li>The need for income maximisation services </li></ul><ul><li>About Turn2us </li></ul><ul><li>Benefits checking and applying </li></ul><ul><li>Introduction to grant-giving charities </li></ul><ul><li>Grants searching and applying </li></ul><ul><li>Income maximisation information and resources for advisers </li></ul><ul><li>Summary and Q&A </li></ul>
    3. 3. The need for for income maximisation services <ul><li>13.5 million people in UK living in poverty including 3.9 million children </li></ul><ul><li>Up to £16.8 billion in benefits unclaimed </li></ul><ul><li>£366 million per annum available in charitable grants </li></ul><ul><li>If faced with a sudden loss in income </li></ul><ul><ul><li>Only 40% of people asked would seek to claim welfare benefits </li></ul></ul><ul><ul><li>Only 3% of people asked would seek help from a charitable source </li></ul></ul><ul><li>(Turn2us & YouGov survey Jan 2010) </li></ul>
    4. 4. <ul><li>People have the money they need to thrive, be healthy and participate fully in society </li></ul>Turn2us Mission Turn2us helps people in financial need access the money available to them – through benefits, grants and other financial help Turn2us Vision
    5. 5. <ul><li>People in financial need: </li></ul><ul><li>Those who could benefit from access to benefits, grants and ot he r support </li></ul><ul><li>Intermediaries: </li></ul><ul><li>Support workers – public, private, voluntary </li></ul><ul><li>Decision makers/Influencers: </li></ul><ul><li>Charitable funds </li></ul><ul><li>National/local government </li></ul><ul><li>Media </li></ul><ul><li>Academics/policy bodies </li></ul><ul><li>Key influencers </li></ul>4 Intermediaries Decision makers/Influencers People in financial need Audiences
    6. 6. How to access Turn2us
    7. 7. www.turn2us.org.uk
    8. 8. Turn2us Helpline <ul><li>Freephone 0808 802 2000 </li></ul><ul><li>Open 8am to 8pm Monday to Friday </li></ul><ul><li>The Helpline Association accredited </li></ul><ul><li>Purpose: </li></ul><ul><li>Source of further support for those that can’t/don’t use website </li></ul><ul><li>For public and intermediaries </li></ul><ul><li>Language Line and Text Relay offered </li></ul><ul><li>Help intermediaries set up and manage their ‘My Turn2us’ accounts </li></ul>
    9. 9. Benefits checking and applying
    10. 10. Benefits under-claimed <ul><li>£16.8 billion of welfare benefits </li></ul><ul><li>go unclaimed </li></ul>
    11. 11. Why benefits are under-claimed <ul><li>Lack of awareness </li></ul><ul><li>Do not know what they are entitled to </li></ul><ul><li>Fear of form filling </li></ul><ul><li>Stigma </li></ul><ul><li>Language </li></ul><ul><li>Lack of access to information about sources of support </li></ul><ul><li>Resistance/embarrassment about asking for help </li></ul>
    12. 12. Benefits <ul><li>The Turn2us Benefits Checkers calculate means-tested benefits only </li></ul><ul><li>Indicates possible eligibility to some non-means tested benefits (e.g. Disability living Allowance ) </li></ul>
    13. 13. Information needed <ul><li>Details of client’s and partner’s income (where appropriate) </li></ul><ul><li>Benefits received and amounts </li></ul><ul><li>Savings, investments and other capital </li></ul><ul><li>Council tax bill </li></ul><ul><li>Rent/mortgage payments </li></ul><ul><li>Information about dependents living with the client </li></ul><ul><li>Income from anyone receiving Carer’s Allowance for someone living with client </li></ul>
    14. 14. Turn2us Benefits Checker <ul><li>Case Study </li></ul><ul><li>Nita (age 62) and Sanjay (age 66) have their grandson, Zack, living with them. Their daughter Mia is not likely to be able to look after Zack for some time. Zack is 4 and has cerebral palsy. </li></ul><ul><li>Nita and Sanjay want to know if they can get any financial help with looking after Zack . </li></ul>
    15. 15. Turn2us Benefits Checker : Nita and Sanjay
    16. 16. Turn2us Benefits Checker : Nita and Sanjay
    17. 17. Turn2us Benefits Checker : Nita and Sanjay
    18. 18. Turn2us Benefits Checker : Nita and Sanjay
    19. 19. Turn2us Benefits Checker : Nita and Sanjay
    20. 20. Turn2us Benefits Checker : Nita and Sanjay
    21. 21. Turn2us Benefits Checker results: Nita and Sanjay
    22. 22. Analysing results with the Advanced Benefits Checker
    23. 23. Grant giving charities
    24. 24. Grant Giving Charities <ul><li>What is a Grant Giving Charity? </li></ul><ul><li>What is a grant? </li></ul><ul><li>Who can receive a grant? </li></ul><ul><li>Application process? </li></ul>
    25. 25. Grants searching and applying
    26. 30. Information and Resources
    27. 31. Information and Resources: Benefits
    28. 32. Information and Resources: Managing Money
    29. 33. Information and Resources: Find an Adviser
    30. 34. www.turn2us.org.uk/My Turn2us account
    31. 35. Resources for advisers <ul><li>Training </li></ul><ul><li>E-learning at www.turn2uslearning.org.uk </li></ul><ul><li>Workshops </li></ul><ul><li>Projects </li></ul><ul><li>Sign-posting </li></ul><ul><li>E-flyer </li></ul><ul><li>Leaflets </li></ul><ul><li>Keep up to date </li></ul><ul><li>E-bulletin </li></ul>
    32. 36. <ul><li>Contact details: </li></ul><ul><li>Emma Aldridge – Projects Manager,Turn2us </li></ul><ul><li>T: 0208 834 9274 E: [email_address] </li></ul><ul><li>Website: www.turn2us.org.uk </li></ul><ul><li>Helpline: freephone 0808 802 2000 </li></ul>Further Information
    33. 37. Any questions?

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