Debt and welfare
benefits training.
Practical training for staff who meet people with money worries. Staff learn to spot financial difficulty early, talk about money with confidence, and know when and where to refer for specialist advice.
Who the courses
are for.
Courses suit anyone whose work brings them into contact with people struggling with money.
- Housing officers, income and tenancy sustainment teams
- Student support and wellbeing teams
- Charity, community and advice centre staff and volunteers
- HR and line managers
Courses and
bespoke training.
Introduction to Money Advice
What money advice is, how regulated debt advice differs from support and guidance, and how to refer well.
Staff learn the stages of the advice process, the difference between priority and non-priority debts, what staff can and can't say, and and how to refer.
Budgeting and Money Management
Helping someone build and keep to a budget.
Staff learn how to put together a realistic income and expenditure with someone, spot pressure points, and support people whose income changes from month to month.
Debt Awareness: The Basics
Recognising financial difficulty and when to refer.
Staff learn the signs that someone is struggling, why priority debts such as rent and council tax come first, what enforcement and bailiff letters mean, and when to refer for specialist advice.
Introduction to Welfare Benefits
An overview of the main benefits and how to check entitlement.
Staff learn how Universal Credit works, Council Tax Reduction and Discretionary Housing Payments, carrying out a basic benefit check, and the mandatory reconsideration route when a decision goes wrong.
Understanding Disability Benefits
How disability benefits work and how to support someone through a claim.
Staff learn Personal Independence Payment, Attendance Allowance and Child Disability Living Allowance, how assessments work, gathering supporting evidence, and the basics of reconsiderations and appeals.
Bespoke training
Courses designed around your team and the people they support.
Training is information and education. It doesn't qualify staff to give regulated debt advice.
In person or online
In-person sessions at your venue, or live sessions on Zoom or Teams, anywhere in the UK. Courses can be booked on their own or together, and prices are quoted for each booking.
Commission independent debt advice
Organisations can also commission regulated debt and welfare benefits advice from Money Saviour C.I.C. for the people they support.
About commissioned debt advice →Training
questions.
What does debt awareness training cover?
Debt Awareness: The Basics helps frontline staff recognise when someone is struggling with money, understand why priority debts such as rent and council tax come first, make sense of enforcement and bailiff letters, and know when to refer for specialist debt advice.
What does welfare benefits training cover?
Introduction to Welfare Benefits gives staff an overview of Universal Credit, Council Tax Reduction and Discretionary Housing Payments, and how to carry out a basic benefit check. Understanding Disability Benefits covers Personal Independence Payment, Attendance Allowance and Child Disability Living Allowance, including assessments and reconsiderations.
Does the training qualify staff to give debt advice?
No. Training is information and education. Regulated debt advice can only be given by an FCA-authorised organisation. The courses help staff spot problems early, support people practically and refer to specialist advice at the right time.
Can training be delivered online?
Yes. Courses can be delivered live on Zoom or Teams, or in person at your venue, anywhere in the UK.
Can courses be tailored to our team?
Yes. Any course can be adapted to your team and client group, or a bespoke course can be designed.
How much does the training cost?
Prices are quoted for each booking, depending on the course, group size and how it's delivered. Get in touch for a quote.
Talk to us about
training your team.
Send us a message and we'll reply as soon as we can. Prefer email? Write to us at hello@moneysaviour.co.uk.
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