About
Every year, thousands of older people and their carers turn to Age UK Norfolk for support. Whether it’s advice in a time of need, help filling out complicated forms or a friendly chat when they’re ...
Money M.O.T Volunteer Role
Contact person
Scan me or visit www.getinvolvednorfolk.org.uk/o/Age-UK-Norfolk/opportunities/Money-MOT-Volunteer-Role/98309 to join
Summary
Our Money M.O.T service is designed to support and empower individuals over 60, in managing their finances effectively.Detailed description
Our Money M.O.T Volunteers help clients Manage, Organise, and Thrive financially, offering tailored support to build financial confidence and independence. Support is provided to each client, for a maximum of six months.
Main Purpose
To help an older person manage and improve their financial wellbeing through structured support in budgeting, banking, benefits, and paperwork organisation.
Tasks
· Budgeting: Creating income and expenditure statements, identifying and reducing unnecessary outgoings (e.g. cancelling unwanted direct debits, reviewing utility spending).
· Debt Support: Referring unmanageable or regulated debts to appropriate debt management services and supporting any recommendations made.
· Benefits: Completing benefit checks and forms to maximise income and assisting with grant applications (including Disability Related Expenditure).
· Banking:
- Setting up direct debits and standing orders for essential services.
- Assisting with opening bank accounts.
- Supporting access to banking services (apps, telephone banking, card issues).
- Assisting in cases of financial fraud or scams.
· Paperwork organisation: Helping to organise and file paperwork, creating systems to support future independence.
· Signposting: Referring to other relevant services and organisations.
· House Sales: Providing support during the process of selling a home.
Skills
· Ability to process information from various sources (calls, emails, documents).
· Clear and accurate note-taking.
· Confidence in assisting with forms and correspondence.
· Problem-solving and solution-oriented thinking.
· Commitment to equal opportunities and understanding of challenges faced by older people.
· Strong listening and communication skills.
· Empathy and patience.
Availability
Flexible, but within the hours of 9am–5pm, Monday to Friday.
Responsible to and Supported by
Money M.O.T Coordinator
Training
Full training and ongoing support will be provided.
Additional Information
· This role is subject to a satisfactory Enhanced DBS (criminal record) check.
Expenses will be reimbursed
What we will provide to volunteers
💸 Reimbursement of costs🤝 Extra supportAbout Age UK Norfolk
But we couldn’t do it alone. Our dedicated team of volunteers are the backbone of our organisation and without their help; we simply would not be able to deliver all the services that we do.
No experience is necessary, and whatever your talents and interests, there is likely to be a voluntary opportunity where you can share your knowledge, make new friends and make a real difference to the lives of older people in Norfolk.
For more information about our volunteer roles and to gain access to our application form please visit our website or contact our Volunteer Coordinator on 01603 785210 or email at [email protected]