Support with Financial Matters

We can help anyone living in Copeland over the age of 55 to support themselves and manage financially:

  • Advice and help on money matters
  • Benefit checks – we are an approved agent for the DWP
  • Support to complete applications for relevant benefits
  • A form filling service for products and services
  • Support in setting up of Lasting Power of Attorney
  • Bereavement advice
  • Support with grant applications e.g. Disabled Facilities Grants
  • Liaising with outside agencies /working in partnership
  • Signposting on and referrals to other agencies

If you or someone you know needs our help, fill in our online referral form.

Service Fees:

In order for us to provide our services, we charge a one-off nominal fee for each service as follows;
£10 fee for assistance with Blue Badge applications (the cost of a Blue Badge is £10 as well as the fee)
£20 for a holistic assessment including assistance with benefit checks/claims, housing options advice/applications and assessment for aids and adaptations
£50 fee for assistance with Lasting Power of Attorney applications

These one-off fees will ensure that our service is sustainable and continues to support over 55’s in Copeland.

How to access our service:

Self referral by phone on 01946 552166
Via email: referrals@caasteam.com
Health service/GP referral
Family or friends referral
Adult Social Care or other relevant agency referral