Financial inclusion information for professionals and volunteers
Financial inclusion information for professionals and volunteers
The following information is for professionals, volunteers and Councillors who want to support Newcastle residents to secure the foundations for a stable life – somewhere to live, an income, financial inclusion and employment opportunities.
- Active Inclusion Newcastle
- Active Inclusion Newcastle partnership arrangements
- Ways to get involved
- ‘Trigger point conversations’ (information sheets)
- Spectrums of advice
- Consultancy lines and email contacts for professionals
- Referrals to Welfare Rights (benefits) and Money Matters (debt) (for professionals only)
- Benefit Bulletins
- Information for advisers
- Active Inclusion Newcastle information update
- Information on housing advice and homelessness prevention
Active Inclusion Newcastle is a partnership approach developed as part of the Newcastle City Council 2013-16 budget setting process. It responds to the growth in demand for financial inclusion and homelessness prevention information, advice and support when resources and certainty are reducing; the transition residents and organisations need to make to a reduced welfare state; the scale of poverty and disadvantage many Newcastle residents face; and the need to change our culture, to promote preventative and partnership response. Active Inclusion Newcastle is guided by our local politicians’ values of fairness, inclusion and social justice and contributes to Newcastle City Council’s priorities of employment, education and skills, and housing. We do this by providing a framework to improve the coordination and consistency of information, advice and support, helping partners to increase residents' financial inclusion and to prevent homelessness. For more information, see our Active Inclusion Newcastle briefing note 2023-24 (pdf, 99kb) or our Active Inclusion Programme (pdf, 1,513kb)
The government acknowledged the strength of our Active Inclusion Newcastle approach by making Newcastle one of three national ‘early adopter’ Homelessness Prevention Trailblazers. This project ran from January 2017 to 31 March 2019. For more information, visit Newcastle’s Homelessness Prevention Trailblazer where there is an overview of our approach and a range of reports and resources to share our learning
- Active Inclusion Newcastle partnership arrangements (pdf, 563kb)
We hold Financial Inclusion Group seminars on a quarterly basis. For more information, see our Financial Inclusion Group page
If you are interested in any of the other groups in the Active Inclusion Newcastle partnership arrangements, contact the Active Inclusion Newcastle Unit email@example.com
We have information sheets to support you to have conversations with residents about the following issues:
- Benefits June 2022 (pdf, 96kb)
- Debt and money June 2022 (pdf, 173kb)
- Employment support June 2022 (pdf, 166kb)
- Financial inclusion June 2022 (pdf, 458kb)
- Housing and homelessness prevention Feb 2023 (pdf, 165kb)
We also have the following information sheet on financial inclusion which is specifically for Newcastle City Council Councillors to use:
Financial inclusion information for Newcastle City Council Councillors June 2022 (pdf, 224kb)
The following toolkits give you more information on topics to support our aim to promote financial inclusion:
The following guides provide information for residents, professionals and volunteers to support our aim to promote financial inclusion:
- Where to get benefit, debt and money advice in Newcastle on webpage Benefit advice services in Newcastle and benefit offices
- The City Council's Energy Service
Please also see the factsheets and guides and Introduction to Benefits guide on our benefits information page
We seek to make the best use of the limited face to face specialist advice services in Newcastle by helping other non-specialist services to prevent and respond to financial exclusion and the risk of homelessness. This means moving from signposting to proportionate responses in which all partners can play a role.
To help us in with this we have developed the following spectrums of advice. These describe three broad tiers (general information, general advice and specialist advice) and act as a guide to help us to better understand where organisations fit into our provision in Newcastle and what support they need to do this. The support to services and organisations includes the information, consultancy lines and training described on this page.
- Spectrum of advice: Benefits - created 2013, last updated June 2022 (pdf, 208kb)
- Spectrum of advice: Money management (budgeting and debt) - created 2013, last updated August 2023 (pdf, 131kb)
To see our spectrum of advice for housing and homelessness, visit our Housing advice and homelessness information for professionals page.
We have opportunities for you to talk to specialists about housing, welfare rights and debt issues. Please note that, unless indicated otherwise, these numbers are for professionals and are not for residents to use.
- Housing Advice Centre, Monday to Friday, 8.30am to 12 noon and 1pm to 4.30pm Phone: 0800 1707 008 (professionals and residents) or email: firstname.lastname@example.org
- Benefits advice (Welfare Rights team), Monday to Friday, 10am to 12 noon Phone: 0191 277 2633 . Email: email@example.com
- Debt advice (Money Matters), Monday to Friday 8.30am to 4.30pm Phone: 0800 1707 008 (professionals and residents). Email: firstname.lastname@example.org
- Financial inclusion, Monday to Friday. Email: email@example.com
- Supporting Independence Scheme and Newcastle Gateway, Monday to Friday, 10am to 4pm. Email: firstname.lastname@example.org
To make a referral to the council's Welfare Rights Service, please complete the online referral form as fully as possible. For help, phone the relevant consultancy line or email - as detailed above. NB those on Eclipse can make a referral through that system.
Please note: The Welfare Rights Service is currently processing a backlog of referrals. More details on the referral form. To ease this, remember there are other benefit advice services in Newcastle which can be found in the booklet Where to Get Advice in Newcastle
For the Money Matters team, see Debt and money advice
To receive Benefit Bulletins email email@example.com giving your name, position and contact number.
- Universal Credit roll out latest, benefit training, latest Where to Get Advice in Newcastle, childcare costs help improved, Sudan, third party deductions, DWP visiting service, voluntary NI contribution extension - and more June 2023 (pdf 309kb)
- Universal Credit latest, benefit announcements in the Spring Budget, benefit cap improvements, bereavement benefits extended to unmarried couples and much more March 2023 (pdf 298kb)
- Benefit and cost of living announcements in the Autumn Statement, Special Guardianship Order and benefits clarification, Jobcentre change, recover a recovered payment, advice for professionals and more November 2022 (pdf 309kb)
- The move to Universal Credit - briefings, Introduction to Benefits training, Cost of Living Crisis information and more August 2022 (pdf 268kb)
- Where to get advice in Newcastle, cost of living crisis - support in Newcastle including professionals' briefings, fit note changes, Universal Credit latest and Newcastle prepares, disability benefit news and more. June 2022 (pdf 318kb)
- Intro to benefits training for you, Ukraine crisis, cost of living crisis, the Spring Statement, Post Office card accounts ending, terminal illness and benefit changes and much more. March 2022 (pdf 360kb)
- Where to get advice, sanctions, Universal Credit, coronavirus and benefits and other changes. December 2021 (pdf 350kb)
- Coronavirus support winding down and benefit news. August 2021 (pdf 326kb)
- Continued coronavirus support and other benefit changes and information. June 2021 (pdf 304kb)
- Budget 2021 and benefits, coronavirus and other important benefit changes and 'advice corner'. March 2021 (pdf 360kb)
- New information on coronavirus and benefits, Newcastle's advice services and benefit changes and tips. December 2020 (pdf 358kb)
If you are an adviser and wish to receive regular (about weekly) emails with the latest benefit changes and issues, please email firstname.lastname@example.org and ask to be added to 'advisers email'.
This weekly email includes information and news items on issues related to financial inclusion and homelessness prevention, including future dates of partnership meetings and other items of interest.
If you want to subscribe to Active Inclusion Newcastle information updates, please email email@example.com and send your email address and contact number.
Newcastle City Council’s Active Inclusion Service provides the following free training opportunities for Newcastle City Council and non-Newcastle City Council professionals, volunteers and Councillors.
We have 'live' training via Teams and E-learning modules:
Introduction to Benefits via Teams
This ‘Introduction to Benefits’ session gives a very basic overview of the benefits system, its structure, basic rules, who can claim what, payments, challenging decisions and important key points. Also explained is where you and residents can get further support and information. This 'live' via Teams session also allows for questions and should last no longer than two and a half hours.
These training sessions are aimed at those who are not specialist benefit advisers but give some benefits support to people (described as tier 1 and 2 in the above Spectrum of Advice for benefits).
Please also see our Introduction to Benefits guide on our benefits information page
Online ‘live’ sessions via Teams - dates:
Tue 26 September 2023. 2-4.30pm
Wed 13 December 2023. 2-4.30pm
Wed 20 March 2024. 2-4.30pm
Active Inclusion Newcastle: Support for people struggling with the cost of living crisis
This iLearn LiVE event is for front line staff in Adult Social Care and Children's Social Care who come into contact with people who are struggling financially due to the current cost of living crisis. You will learn why it is important to know about the services provided by Active Inclusion Newcastle, how we can help the residents you work with, how you can refer into our services and what other support may be available.
The sessions will be delivered via Teams and will last no more than 1 hour and include an opportunity for questions.
These training sessions are aimed at staff who are not specialist advisers but may support people who are experiencing difficulties with debt, benefits and housing (described as tier 1 and 2 in our Spectrums of Advice documents)
Online ‘live’ sessions via Teams - dates:
Monday 25 September -1pm
Wednesday 25 October – 3pm
Wednesday 22 November – 2pm
Friday 15 December – 11am
Introduction to Budgeting
The ‘Introduction to Budgeting’ session is aimed at frontline staff and volunteers who provide face to face support to residents and could provide budgeting information and advice as part of their role. The session will give you the skills to help the residents you support to stay out of debt and manage their money. Following the session, you will be able to complete an accurate budget plan, identify how residents’ income can be increased and their costs reduced, help them to manage their bank account and bill payments and support them with other aspects of financial inclusion.
Face to face sessions - dates:
23 November 2023 - 9.30am to 12.30pm at John Buddle Work Village
1 March 2024 - 1pm to 4pm at City Library
27 May 2024 - 1pm to 4pm at St Martin's Centre
The Active Inclusion Service has produced e-learning modules which are available to both Newcastle City Council and non-Newcastle City Council professionals, volunteers and Councillors.
Debt Awareness - tier 1
This is aimed at frontline staff and volunteers who are in contact with residents who have money problems but do not provide budgeting or debt advice. It takes about 30 to45 minutes to complete. This training can also be completed by staff and volunteers who provide budgeting advice if they are new in their role and / or they want a refresher.
Introduction to Benefits - tier 1
This is aimed at frontline staff and volunteers who do not provide active benefits advice but can give basic information and signpost to benefit offices and advice services. This means you are classed as 'tier 1' in the above 'Spectrum of Advice: benefits'. It takes about 15 minutes to complete. It can also be taken by new starters as part of an induction and as a refresher.
Introduction to Benefits - tier 2
You should only do this module after completing 'tier 1'. This module is a continuation of tier 1 and is for those who can give some basic level of support to people with their benefits but are not welfare rights or benefits advisers. It means you are classed as 'tier 2' in the above 'Spectrum of Advice: benefits'. It takes about 30 minutes to complete.
Introduction to Universal Credit
You should do this module after completing the two ‘Introduction to Benefits’ modules. This module provides an overview of Universal Credit, where you can learn something about who can claim Universal Credit, how to claim it, the rules, key messages, useful contacts and where to get support. It cannot give you the full rules or go into depth about special circumstances but points you in the right direction. It takes about 45 minutes to complete.
For information about ‘Introduction to Housing and Homelessness in Newcastle’ training, see our Housing advice and homelessness information for professionals page.
Other training we previously provided
We will send out a notice when they - or alternatives - become available
Preventing Benefit Sanctions
Newcastle City Council and Jobcentre Plus are working together to find ways of reducing the number of sanctions applied to unemployed people in the city by improving compliance with the requirements for receipt of benefit. As part of this work we jointly held quarterly workshops on supporting residents to avoid benefit sanctions. These have been suspended due to coronavirus but if you want to attend a live version on Teams please email firstname.lastname@example.org and if there is enough interest we can consider setting one up. Also, see ‘How can I avoid a benefit sanction?’ on our Benefits information page.
Challenging benefit decisions - introduction
A new short face to face session, introducing how to challenge some benefit decisions. Includes basics on the law and how it works, the main options of challenging and also getting a decision changed, finding and using the law and guidance, and further support. If you are interested, please email email@example.com and once we have enough numbers we will set up the session.
Newcastle City Council staff:
Access the training by logging into the 'iLearn' Learning Management System. This is done by clicking the ‘iLearn LMS’ button, found in the top right of the intranet home screen. Once in the 'iLearn' area, click the 'Active Inclusion' button, then 'Benefits' or search for one of the above courses.
Non Newcastle City Council staff:
Click this link to sign up.
It’s better to right click and choose ‘Open in new window’ so you continue to view these instructions
- If you already have an account, click the 'All other users' square
- If it's your first time here, you will need to create a new account by clicking on the 'Support & Login Options' below which reveals simple instructions, then click: 'create an account (External users)'
If you have any problems, email firstname.lastname@example.org
Once you have access to the 'iLearn' area, you can find our training by either:
- clicking 'Externals - Active Inclusion' then 'job related' and 'Active Inclusion' or
- clicking 'Find Learning' to search for a specific course
Newcastle has a range of protocols and other resources aimed at preventing homelessness. For more information, visit Housing advice and homelessness information for professionals.
For further information on the free multi-agency safeguarding training we offer visit Training - Newcastle Safeguarding
For the ‘Introduction to Housing and Homelessness in Newcastle’ training, see our Housing advice and homelessness information for professionals page.
Did you know?
Bi-monthly Benefit Bulletins keep you up to date with significant benefit changes and news
if you want to subscribe email email@example.com
For those struggling with money and bills, go to: Support in Newcastle for those affected by the cost of living crisis
Information about the free, low cost and emergency food provision in Newcastle is available at InformationNow
- Benefit advice services in Newcastle and benefit offices
- Benefits information
- Changes to the benefits system
- Check what benefits you can receive
- Universal Credit
- Pathways - clarifying the responses for residents who are homeless or at risk of homelessness
- Housing advice and homelessness
- Financial Inclusion Group
- Coronavirus and benefits - what the changes mean for you
- Information for professionals - homelessness prevention