Be part of our money management service

Finance volunteers needed for Age UK Berkshire

Age UK Berkshire has a Money Management service, which offers support to older people who need help with managing their financial affairs. The Money Management team carries out an assessment of clients who are referred to the service and formulates a plan to help them. Volunteers are required to help to deliver the on-going support.

Main Tasks

  • To enhance the quality of life of older and disabled people who live alone and have limited social contact and/or support network, by visiting them regularly at home, generally on a fortnightly basis.
  • To spend time during visits listening to, and talking to clients, usually on a one-to-one basis and determining the best way forward to manage their budget. This may include delivering cash, helping them to pay bills, setting up direct debits/standing orders, helping to arrange payment plans to clear debts, sorting through their post, etc.
  • Occasionally, you may be required to help the client to make certain purchases, such as items of clothing or equipment.
  • To report back to the Money Management team following visits to clients on a regular basis and alert them to any concerns clients may have, or any concerns you may have about clients.
Organisation
Contact person firstname
Gaynor
Lastname
Baveystock
Contact person's position
Wellbeing Manager
Their phone number?
0118 959 4242
Contact instructions?
Monday–Friday; 9–4.30

Location description
Across Reading.
Wheelchair accessible?
No
Car parking for the volunteer?
No
Secure bicycle parking?
No
Near public transport?
No
How much time?
A few hours a week
What times and days of the week?
Mon-Fri daytime
Availability required
Any of these times
Task type?
Finance
Will suit someone like this:
Happy to work soloPrecise and methodicalNetworkerSociablePatientSupportiveCommunicatorEmotionally robust
Post suitable for supported volunteering?
No
Is training given?
Yes
Training description
Induction training.
Is support given?
Yes
Description of support
From Money Management Coordinator and Volunteer Manager.
Are expenses paid?
Yes
Description of expenses
Travel.
Will I need my own transportation?
Yes
Will the volunteer be CRB or DBS checked?
Yes
Are references required?
Yes
Will there be an interview?
Yes
Are they properly insured?
Yes
Minimum age
18
Do they need a specific gender?
No
How many volunteers needed?
5