Financial Capability for Residents

This course will enable residents to gain a clear perspective on how to manage money, budget, manage debts, respond to Enforcement Agent action, maximise Welfare Benefit income and manage a bank account. It also looks at how to obtain a grant, how to complain effectively, the implications of insolvency and bankruptcy and smart shopping.

Course contains

  • Universal Credit
  • Managing money
  • Setting and keeping to a budget
  • Managing debts
  • Dealing with enforcement agents
  • Insolvency and bankruptcy
  • Financial inclusion
  • Fuel poverty
  • Dealing with creditors
  • Debt denial
  • Accessing credit record
  • How to complain including about Payment Protection Insurance
  • Understanding a financial statement
  • Obtaining grant assistance
  • Smart shopping and cooking.
  • Learning outcomes

    After attending this course delegates will:
    • Have an overall understanding of the implications of Universal Credit and Welfare Reform
    • Understand the importance of budgeting, managing money and dealing with debts
    • Become more financially aware and apply learning to help and assist other residents
    • Understand the legislation that is available to help residents with difficult financial problems
    • Understand how to combat debt denial and learn to become more confident in dealing with financial matters.

    Suitable for

    Tenants, Shared Owners, Leaseholders, Resident's Associations, anyone with debt or related problems.

    Meet the trainer

    Stuart Freeman has trained for Shelter since 2010. Stuart has over 30 years experience in delivering Housing , Debt and Welfare Benefits Advice including representation and conciliation. He gained a Masters Degree in Housing and Social Policy at the London School of Economics, a Diploma in Housing and is a Chartered Institute of Housing Member and a Fellow of the Royal Society of Health.

    He is a Trainer, Consultant and Practitioner in respect of housing, debt and welfare benefit matters and specialises in appeals in respect of welfare and housing benefit decisions. He trains staff of Housing Organisations and Community Groups and also Residents and has designed and delivered Financial Capability Courses and Resident Ambassador Courses.

CPD hours 0