This project targeted older people in Harehills and Gipton, looking at their benefits and if they would like any further support. The organisations which people were referred on to would welcome referrals from other people too. The following documents were helpful for reference by the staff and you may wish to use them or adapt them for your own use.
The referral pathways document - this gives details of where to refer people onto based on information you may gather during a discussion around finances.

The assessment record form used was a handy checklist used internally. The reminder of assessment for the customer was left after each visit. This is a very easy way of reminding people, and letting their carers know what has been done, and could be put in a persons Personal Information File if they had one.

If this is not a service you provide referrals from organisations to the Benefits Service for a full benefits check are always welcome. A referral form is supplied for this service.

A consultation was carried out by the project in the Harehills and Gipton area. This report is available for your information.