4 Volunteer financial advisor volunteer volunteer roles in Bristol

Help older people claim welfare benefits through home visits, form-filling and friendly support.

About Us

Age UK Buckinghamshire is a local, independent charity and part of the wider Age UK Network. We support older people across the county through vital services including befriending, information and advice, dementia support, practical help at home, and welfare benefits support - helping people stay independent, connected, and supported.

Our work is more important now than ever. Many older people face growing challenges such as the rising cost of living, social isolation, and difficulty accessing support. 

As demand for our services continues to increase, community support is essential to help us reach more people in need. By raising awareness of what we do, we can ensure that older people know where to turn for help, and inspire others to support our work through volunteering, fundraising, and partnership.

What do Welfare Benefits Volunteers do?

Help older people boost their income by becoming a Welfare Benefits Volunteer.

Many older people face financial difficulties because they are not claiming all the welfare benefits they are entitled to. At Age UK Buckinghamshire, we support older people to access the benefits they deserve by offering personalised advice and practical help.

Our trained volunteer advisors visit people in their own homes to guide them through the claims process, completing benefit forms on their behalf and ensuring applications reflect their individual circumstances.

Following full training, you will be matched with clients for one-off home visits, usually lasting one to two hours. Along the way, there’s often time for a friendly chat, and perhaps a cup of tea, while making a real difference to someone’s quality of life.

What skills does a Welfare Benefits Advisor need?

• Empathy and patience with older people
• A professional, friendly and approachable manner
• Attention to detail and good record-keeping skills
• A non-judgemental approach
• Willingness to learn about older people’s benefits

What training do we provide?

Successful applicants complete 2 training sessions covering the needs of older people and welfare benefits.  At the end of this initial training, you will be “buddied” with one or more experienced volunteers, first as an observer and later as an advisor until you have the knowledge and confidence to undertake one-to-one visits.

How much time do we expect you to give?

Once trained, you can commit to as many or as few visits per week as you wish. Each visit takes, on average, about 1 – 2 hours.  There are quarterly meetings that provide support and additional training days from time to time to keep up with new legislation.

What is our commitment to you?

• We will provide initial and ongoing training to help you develop your knowledge and skills.
• We will continue to support you in your role, providing information and advice as necessary.
• We will discuss with you any problems you may have with your role, or any concerns we have.
• We will reimburse reasonable, approved out of pocket expenses.

As the Guild has grown in the past few years, our risk management, financial controls, and body of policies and procedures have also matured. Following the scheduled departure of two trustees earlier this year, the Guild’s Finance Subcommittee is seeking to welcome an independent member with relevant skills to attend meetings and advise on financial matters to help us make good decisions effectively.

This voluntary role supports trustees and staff by providing independent insight, constructive scrutiny, and professional expertise on financial planning, budgeting, risk, and long-term sustainability. As a guest to Finance Subcommittee meetings, you will review financial information, contribute to discussions, and help ensure resources are used effectively to maximise our charitable impact for students.

The Finance Subcommittee currently consists of two elected Officers, two external Trustees, and may include a student trustee in future. Papers and reports are ordinarily provided by the Guild Director, who is a non-voting guest to Subcommittee meetings. The Subcommittee normally meets four times per year for around two hours.

Students’ Union experience is not essential, but we are seeking a volunteer able to operate within our distinctive context. We are particularly interested in applicants with experience in finance, accounting, audit, charity governance, or business management.

Volunteer Trustees

Volunteer Trustee opportunities

We are seeking to appoint new Trustees to become actively involved in the strategic direction, governance and decision making of the charity.  As a Trustee you will join a dynamic and supportive team committed to making a difference to people affected by cancer.  With a new, incoming Chair, this is an exciting time to join the Board as it works toward shaping the charity’s future.  The role offers the opportunity to make a lasting impact while providing a rewarding and satisfying experience that enables personal development and growth.

The charity is happy to hear from people across the country and in particular anyone with the following experience or expertise.

Healthcare
Medical Practitioners or Allied Health Professionals with recent experience of working with cancer patients/or cancer treatment, ideally within the NHS.

Commercial
The Penny Brohn UK National Centre offers external organisations a unique environment for their own business use which includes daily and residential bookings as well as tenancy agreements.  Due to a successful period of growth in recent years, the charity would welcome the expertise of a Trustee with significant experience in this area who can support the development of this income stream further.

Values and Behaviours
All Trustees are expected to uphold and model Penny Brohn UKs values of courage, resilience, compassion, warmth and community and to champion an inclusive, evidence-informed approach to holistic cancer care.

Support for new Trustees
New Trustees are fully supported through a planned induction into the organisation, starting with an introduction to each area of the Charity.

Time commitment
The Trustee Board meet four times in-person each year at the National Centre in Bristol on Fridays, generally between 9am – 4pm.  Trustee representation is also required on one or two online sub-committees, which are held up to four times per year for each committee and Trustees will be appointed to the sub-committees once recruited into post in accordance with their relevant skills and experience.  Attendance is also required for the AGM and an annual Trustee Away Day as well as occasional events or strategic discussions

Attendance at Key Events
As ambassadors for the Charity, the Trustee Board is encouraged to ensure that there is Trustee representation at key events throughout the calendar year such as fundraising, networking and other high-profile events.

Tenure
Trustees are appointed for a three-year term with a maximum appointment of four terms (12 years).

 Expenses
All Trustees are eligible to be reimbursed for expenses incurred whilst on Board business, this includes attendance at Board Meetings.  Eligible expenses include:

• Reimbursement of petrol costs, rate currently set at 45p per mile, (15p per mile after 500 miles incurred annually) or the equivalent 2nd class rail fare, whichever is the lower.
• Any car parking fees associated with the travel.

Thank you for your interest in this important voluntary role.  For further information, please download the attached information pack.

How to Apply

Thank you for your interest in becoming a Trustee at Penny Brohn UK. For full details about the role, recruitment process and application requirements, please download the attached information pack and visit the Penny Brohn UK website, where you will find instructions on how to submit your application.

At Penny Brohn UK, we are committed to promoting equality, diversity, and inclusion throughout the organisation.  We are proactively taking action to support EDI and Wellbeing to support our ethos of creating a diverse culture that is reflective of both our employees and the lived experience of all communities touched by cancer. We welcome applications from individuals from all backgrounds regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability.