• Tweet
• Like
• Share...
• Email page
• Print page

Financial capability for older people

HM Revenue and Customs (HMRC) funded a programme of financial capability training for frontline workers who work with older people

A successful pilot in 2006-7 developed two sets of financial capability training materials on tax and related issues. The materials were aimed at frontline workers working with older people and frontline workers supporting migrant workers, so they in turn could help their clients. The pilot also included grant funding to selected bureaux across England, Wales and Scotland to train local frontline workers using the materials.

A full independent evaluation ‘Talking about Tax: evaluation of a financial capability training project for frontline staff working with migrant workers & older people’ was conducted by the National Institute of Adult Continuing Education (NIACE) and is available to read and download

Those reached include:

• housing workers from a range of housing associations and agencies
• local Neighbourhood Projects
• British Legion and other forces and veterans groups
• Age Concerns, Shelter Older Persons Support, University of the Third Age and other local older people's advocacy and engagement groups
• a range of other local organisations in the community such as Gloucestershire Chinese Association, Beauly Angling Club, Fortrose and Rosemarkie Golf Club, Inverness Nordic walking group, Voluntary and Community Action Trafford, Croxteth Advice Centre and Havering Asian Womens Association
• care and disability support organisations including Parkinsons UK, Trafford Carers Centre, DIAL Southend, Highlands Chest Stroke and Heart Service.

Further information

Citizens Advice

Get involved

• Donate now
• Need advice?
• Our campaigns
• Volunteer with us
• Have we helped?