Dosh financial advocacy for adults with learning disabilities

Uploaded on

Supporting adults with learning disabilities to have more control and independence with their money

Supporting adults with learning disabilities to have more control and independence with their money

  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads


Total Views
On Slideshare
From Embeds
Number of Embeds



Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

    No notes for slide


  • 1. About Dosh Steve Raw MD for Dosh [email_address]
  • 2. Dosh - Vision
    • To be the best option in helping people with a learning disability to be more independent and have more control over their own money
  • 3. Dosh – About Us
    • Dosh has been set up to provide financial
    • advocacy support
    • Dosh helps people with a learning
    • disability to be more independent and
    • have more control over their own money
    • Dosh is set up as a not-profit company.
    • This means that all money earned by the
    • company is used to run the business and
    • provide good quality financial support to
    • people with a learning disability
  • 4. Dosh - Aims
    • Strategic Aims:
    • To engage with and value our customers so we are the preferred choice for Financial Advocacy and Appointeeship for people with learning disabilities
    • To build and maintain strong financial foundations and systems that ensure added value for our customers, while ensuring financial stability for Dosh
    • To develop our range of products and services to meet the needs of our customers and the personalisation agenda
    • To develop our response times for customer requests and demands which will meet our Key Performance Indicators
    • To develop the role of Financial Advocacy
  • 5. What Dosh Financial Advocacy do:
    • Develop personal budgets and money plans and helping people work through them.
    • Support people to learn new skills and understand money concepts
    • Join a person’s circle of support
    • Support people with and provide account management for their Individual Budget or Individual Support Fund or Direct Payment
    • Do a welfare benefits assessments in someone’s home
    • Offering the support needed for the person to manage their own benefits
    • Checking people’s money is safe
    • Support the person to open a bank account and set up payments
    • Becoming a ‘person centred’ appointee ensuring all decisions are made with them in line with the MCA
  • 6. Dosh works in partnership with other Care and Support Providers
    • Dosh is an independent company
    • within the Thera Group.
    • Dosh can continue to provide financial
    • support when a Thera Company no longer
    • provides a person’s care and support
    • Currently we work in partnership with
    • 8 x care and support providers
    • Dosh also works in partnership with local authorities, PCTs and families
  • 7. Dosh - how we work
    • To give you an idea of the services Dosh would be able to provide through a Person Centred Appointeeship, I have listed the following:
    • The administration and claiming of individual’s benefits
    • Appealing Benefit decisions if required
    • Welfare Benefit Assessments
    • Liaison with the previous customers Appointee to relinquish and start appointeeship
    • Access to Dosh suite of Assessment and Money Plan forms such as Money Plans
    • Access to Internet Banking – Bacs payments
    • Best Interest Decision form and process – coordination for major purchases
    • (if people do not already have bank accounts) Individual Dosh (Barclays) bank accounts
    • Support with Direct Debits and Standing Orders for their utility bills
    • Assistance with Fairer Charging assessments
    • To be a member of the customer’s Circle of Support  
    • A ‘Named Person’ (a local representative that is both a Financial Advocate and carries out the role of Appointee)
    • A local Dosh representative (attending reviews, meeting with Circles of Support, responding to emergencies which require a personalised quick response)
    • Dosh’s MD - I am involved in clearing Best Interest Decisions, authorisation of internet bank payments etc
    • Dosh Financial Administrator and Dosh Administrators who provide back office support for our customers
    • Internet Banking facilities and Docuware – electronic administrative software
  • 8. Dosh - how we monitor our performance
    • Key Performance Indicators – each team member including the MD has a set of KPIs they report on to the Dosh Board and other stakeholders
    • An annual internal audit by independent auditors
    • An annual external audit by independent auditors
    • Dosh Business Plan – Strategic Aims and Objectives
    • Dosh Spreadsheets which record our performance for Bank Statements, Benefit notifications, Payments and Best Interest Decisions (BIDs)
    • Customer Feedback – Meetings and Presentations
  • 9. Dosh – our resources include:
    • Docuware – Electronic filing and scanning software
    • Ferret – Benefit Assessment Software
    • Internet Banking
    • Citrix – Laptops and XDA with email
    • Accessible Assessments and budget tools
    • Financial Accountant
    • Administrative Team and Office
    • Learning Development Portfolio
  • 10. Dosh – what makes us different
    • Appointeeship with Advocacy
    • Dosh are members of a person’s circle of support
    • Financial Standards set by adults with learning disabilities
    • Dosh publishes a bi- monthly newsletter and benefits news pack
    • Dosh has local representatives that regularly visit and work with individuals
    • We can provide continuity when care and support providers change
    • We can provide continuity when individual and private brokers/support assistants leave
    • Dosh do not have a conflict of interest
    • Dosh are experienced in Account Management for Direct Payments, IBs and ISFs
  • 11. Dosh is in the business of continuous improvement
    • Financial Standards designed by adults with learning disabilities – Dosh will work and report to these
    • Will set new challenging KPIs and work to improve on the targets and performance of current KPIs
    • Will consider new types of support
    • Will find ways to make their current ISF and IB contracts more person centred.
    • Will enhance the accessibility of their current tools and products
    • We aim to give a ‘wow’ factor each month which introduces something new and gives added value to the people we support
  • 12. Dosh – Contact Me
    • You can contact me for more information through:
    • Email: [email_address]
    • Mobile: 07841 052 174
    • Dosh Office on 0300 303 1288