2 Day Developing Basic Benefits

Who is this course for?

This course is for trainee advisers who are now advising clients in the Bureau. Other advisers could use this course as a refresher day on benefits. This course does not include detailed calculations of benefits.

Aim

To familiarise new advisers with the social security, tax credits and pension credits systems by providing practical examples of benefit advice-giving

Objectives:

By the end of the course advisers should be aware of:

•  The difference between means tested and non-means tested benefits and how they link together
•  The basic rules of entitlement to sickness and disability benefits
•  The basic qualifying rules for income-related benefits
•  How to carry out a benefits check – identifying potential entitlement to benefits
•  Benefit “passports”