Maximizing Benefits: Calculations, Resources, and Information for Effective Planning
Explore the comprehensive guide on benefit calculations, essential resources, practical tips for using Make it Monthly tool, entering information accurately, clarifying the purpose of benefit calculations, and gathering all necessary information efficiently. Get insights on client entitlement, legacy benefits, Universal Credit, and more.
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Presentation Transcript
BENEFIT BENEFIT CALCULATIONS CALCULATIONS
RESOURCES YOU NEED RESOURCES YOU NEED Advisernet CPAG handbook or AskCPAG LHA rate checker Benefits rates poster (this year) Benefits rates poster (last year) CT band checker Band A council tax rates for your local authority
USING MAKE IT MONTHLY USING MAKE IT MONTHLY ARRANGING YOUR SCREEN
ENTERING INFORMATION ENTERING INFORMATION All the figures in QBC are weekly figures, except: All the figures in QBC are weekly figures, except: The figures in the Tax Credit screen (yearly), and The figures in the Tax Credit screen (yearly), and The figures in the Universal Credit screen (monthly) The figures in the Universal Credit screen (monthly) You can use the letter Y for year or M for month before yearly or You can use the letter Y for year or M for month before yearly or monthly figures and QBC will automatically convert them to weekly monthly figures and QBC will automatically convert them to weekly figures for you (when you move to the next box) figures for you (when you move to the next box)
CLARITY OF PURPOSE CLARITY OF PURPOSE WHY ARE YOU DOING A BENEFIT CALCULATION? Is the client entitled to anything they are not currently receiving? Is the client entitled to anything they are not currently receiving? Is the client s existing benefit award correct? Is the client s existing benefit award correct? Would the client be better off moving from legacy benefits to UC? Would the client be better off moving from legacy benefits to UC? How will a change of circumstances affect the client s benefits? How will a change of circumstances affect the client s benefits? How much will the client s UC be? How much will the client s UC be?
GATHERING ALL THE INFORMATION GATHERING ALL THE INFORMATION You might have a completed benefit checklist (but still double check) You might have a completed benefit checklist (but still double check) Lead the client (ask leading closed questions, not open ones) Lead the client (ask leading closed questions, not open ones) Develop a patter, use QBC to prompt you, be systematic Develop a patter, use QBC to prompt you, be systematic Ask more than one question at a time Ask more than one question at a time
