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financial assessments

An Overview of Universal Credit, Pension Credit and ESA for Financial Assessments Officers

Delivered Live Online

Next Running

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Duration

3.5 hour course

Format

Delivered live online by a trainer

Price

£1095 plus VAT for up to 12 delegates

An Overview of Universal Credit, Pension Credit and ESA for Financial Assessments Officers

Course Overview 

The course is aimed at Financial Assessments Officers who need to understand how Universal Credit, ESA and Pension Credit should be applied when carrying out a Financial Assessment for Social Care.

What you’ll learn: 

  • How is Universal Credit awarded, paid and backdated?

  • What information can we get from Searchlight and do you need claimant consent?

  • How does Universal Credit affect entitlement to Financial Assessment?

  • How to calculate Pension Credit.

  • How ESA interacts with other benefits.

  • How a Change of Circumstances can affect the claimant's benefits and their financial assessment.

Who’s it for: 

This course is ideal for Financial assessment officers, support workers, debt advisors, welfare advisers, care providers, social workers and anyone who wants to understand how Universal Credit, Pension Credit and Employment Support Allowance (ESA) can affect the financial assessment.

How it's delivered: 

This course is delivered ‘live on-line’ with a trainer and can be accessed via a PC, Mac or Tablet. With live online, you can interact, ask questions and practice new skills – all without leaving your desk! Perfect for dispersed teams working from home.  

Topics Covered: 

Introduction to Universal Credit

  • Thresholds

  • Awards and Payments

  • Backdating claims

  • Benefit Cap

  • Rent and Housing Allowance

Searchlight

  • What information can we get from Searchlight

  • Explicit Consent

  • The Personal Journal

Understanding UC Payments

  • Assessing on entitlement

  • Tariff Income for UC payments

  • The Link with HMRC

  • The Earnings Taper

  • Variable monthly payments

  • UC and Tax Credits

  • Transitional Arrangements

  • Migration to UC

  • Payments excluded from UC costs

Pension Credit

  • Pension Credit Calculators

ESA

  • Understanding ESA

  • The ESA elements

  • How ESA interacts with other benefits

 

Change of Circumstance

  • How a CIC can affect the claimant's benefits and their financial assessment

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