Supporting older people to access the right financial support

About this event

This session aims to provide you an introductory overview on the ways you can support older people to access the financial support which they may be entitled to.

What you'll learn

This session will explore:

• The financial challenges typically faced by older people
• What benefits older people may already be entitled to
• Why older people may not claim what they’re entitled to, and how to overcome this
• How Independent Age can help provide older people with advice
• How Independent Age can help you, and your team with supporting older people

Who should attend?

Anyone giving any level of money guidance who works with older people.

Who will be the speaker?

Kelly Conlan is a Manager of the Advice and Support Service at Independent Age, the national charity focused on improving the lives of older people facing financial hardship. Kelly has an extensive background in training for various organisations, both in house and on a national level. Kelly also has many years' experience working in the advice sector, and she has an in-depth knowledge of advice topics such as welfare benefits and housing

What areas of the Competency Framework apply?

Knowledge and compliance - Singposting Customers and Technical domain – Welafe & Benefits

https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/4-welfare-and-benefits

Accessibility

This session will be delivered in English. Closed captions appear as standard. If you require any accessibility adjustments to access this session, such as receiving a copy of the slidedeck in advance, please contact the session organisers on moneyguidernetwork@qsa.org.uk.

Keep up to date with the Money Guiders England Network

• Email: moneyguidernetwork@qsa.org.uk
• Twitter
• Register with the England Network
• LinkedIn page

The Money Guiders Programme

Money Guiders is provided by the Money and Pensions Service. It is a programme which seeks to help money guidance practitioners improve their knowledge, skills and confidence. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.

Before attending the session, you could:

• Try out our money guidance confidence checker, to find out how you feel about the conversations you have with customers about money

• Spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.

• Consider how you spot potential problems, how you can start conversations about money in a sensitive way and at an appropriate time?

• Think about how you can maintain good boundaries in your role as a money guidance practitioner within your main area of work?