Age UK Berkshire has been supporting people in later life to manage your money in a variety of ways for many years. We offer a wide range of information and advice, including about pensions, benefits and other ways to increase your income.
One of our valued services is “Money Management”, where we can, if you ask us and only with your full permission, take complete control over managing your finances.
What does the service do?
We have a team of dedicated and trained volunteers who, together with our Financial Advocacy Manager, visit and support you in your own home or in a care home.
There we can assist you in managing your money, making those payments on your behalf by managing your financial accounts. We record all income and payments and can manage all types of finances. We keep you fully informed about your money, about all financial transactions and as well as paying all your bills, we can ensure that you have cash from your account if and when you need that.
We will only do this when this support has been asked for and with your permission.
PLEASE NOTE: It may take up to six months to completely set up this Financial Advocacy service for you, especially if your financial circumstances are complex. We will keep you informed and involve you during all parts of setting-up the service.
Because of the complexity of setting-up and managing this service and in order to offer you the best-possible service, we can only agree to an annual payment arrangement; we do not charge by the hour or the week.
We are happy to accept payment per quarter or per month in advance but this must be for a contracted minimum of a 12 month period.
Please ask about how much this service will cost. In some cases, the local Council's Adult Social care will fund this for you; equally, you or your family can pay for it yourselves.