Pension-age claimants – income maximisation

Next date

Remaining places
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Location
Online
Tutor
Will Hadwen
Member price
£160.00
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The CPAG member discount will be automatically applied in the checkout for each attendee with a membership.
Standard price
£200.00

Other dates

Remaining places
17
Location
Online
Tutor
Will Hadwen
Member price
£164.80
Sign up to become a member
The CPAG member discount will be automatically applied in the checkout for each attendee with a membership.
Standard price
£206.00

Remaining places
17
Location
Online
Tutor
Will Hadwen
Member price
£164.80
Sign up to become a member
The CPAG member discount will be automatically applied in the checkout for each attendee with a membership.
Standard price
£206.00

About this course

Older people commonly do not claim all that they are entitled to. This course provides an introduction to pension credit and aims to help you with effective benefit checks to maximise income.  

The course covers:

  • State pension
  • Who is eligible for pension credit and how to work out guarantee credit entitlement
  • Claiming pension credit and how it interacts with ‘passported’ benefits
  • How universal credit affects benefits for older people
  • How disability benefits are affected as state pension age rises
  • Entitlement conditions for pension age disability payment
  • Income maximisation tactics and benefit checks for older people.

This course is aimed at advisers with a working knowledge of the benefits system.

This course assumes that claimants are based in Scotland for the purposes of disability and carer benefits, passported help and other devolved benefits. For information on rules specific to England and Wales, see our course on our England/Wales programme here. 

The course will be delivered online via Zoom from 10am to 1pm each day. 

It is a practical course, delivered using a combination of trainer presentation, exercises and group discussion. Participants will need a Wi-Fi connection and a suitable device to access the internet. It is not recommended to join via a mobile phone.

Looking for training in-house?

This course can be delivered in-house.

Learn about in-house training