Dosh Financial Advocacy For Adults With Learning Disabilities

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About Dosh Steve Raw MD for Dosh [email protected] ®

Transcript of Dosh Financial Advocacy For Adults With Learning Disabilities

Page 1: Dosh Financial Advocacy For Adults With Learning Disabilities

About Dosh

Steve Raw

MD for [email protected]

®

Page 2: Dosh Financial Advocacy For Adults With Learning Disabilities

Dosh - Vision

To be the best option in helping people with a learning disability to be more

independent and have more control over their own money

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Dosh – About Us

Dosh has been set up to provide financial advocacy supportDosh helps people with a learning disability to be more independent and have more control over their own moneyDosh is set up as a not-profit company. This means that all money earned by the company is used to run the business and provide good quality financial support to people with a learning disability

Advocacy

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Dosh - Aims

Strategic Aims:1. To engage with and value our customers so we are the

preferred choice for Financial Advocacy and Appointeeship for people with learning disabilities

2. To build and maintain strong financial foundations and systems that ensure added value for our customers, while ensuring financial stability for Dosh

3. To develop our range of products and services to meet the needs of our customers and the personalisation agenda

4. To develop our response times for customer requests and demands which will meet our Key Performance Indicators

5. To develop the role of Financial Advocacy

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What Dosh Financial Advocacy do:

Develop personal budgets and money plans and helping people work through them.

Support people to learn new skills and understand money concepts

Join a person’s circle of support Support people with and provide account management for their

Individual Budget or Individual Support Fund or Direct Payment Do a welfare benefits assessments in someone’s home Offering the support needed for the person to manage their own

benefits Checking people’s money is safe Support the person to open a bank account and set up payments Becoming a ‘person centred’ appointee ensuring all decisions

are made with them in line with the MCA

Assessment

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Dosh works in partnership with other Care and Support Providers

Dosh is an independent company within the Thera Group. Dosh can continue to provide financialsupport when a Thera Company no longer provides a person’s care and support Currently we work in partnership with8 x care and support providers Dosh also works in partnership with

local authorities, PCTs and families

Independent

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Dosh - how we work

To give you an idea of the services Dosh would be able to provide through a Person Centred Appointeeship, I have listed the following:

The administration and claiming of individual’s benefits Appealing Benefit decisions if required Welfare Benefit Assessments Liaison with the previous customers Appointee to relinquish and start appointeeship Access to Dosh suite of Assessment and Money Plan forms such as Money Plans Access to Internet Banking – Bacs payments Best Interest Decision form and process – coordination for major purchases (if people do not already have bank accounts) Individual Dosh (Barclays) bank accounts Support with Direct Debits and Standing Orders for their utility bills Assistance with Fairer Charging assessments To be a member of the customer’s Circle of Support  A ‘Named Person’ (a local representative that is both a Financial Advocate and carries out the

role of Appointee) A local Dosh representative (attending reviews, meeting with Circles of Support, responding

to emergencies which require a personalised quick response) Dosh’s MD - I am involved in clearing Best Interest Decisions, authorisation of internet bank

payments etc Dosh Financial Administrator and Dosh Administrators who provide back office support for

our customers Internet Banking facilities and Docuware – electronic administrative software 

How

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Dosh - how we monitor our performance

Key Performance Indicators – each team member including the MD has a set of KPIs they report on to the Dosh Board and other stakeholders

An annual internal audit by independent auditors An annual external audit by independent auditors Dosh Business Plan – Strategic Aims and Objectives Dosh Spreadsheets which record our performance for

Bank Statements, Benefit notifications, Payments and Best Interest Decisions (BIDs)

Customer Feedback – Meetings and Presentations

Monitoring

Performance

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Dosh – our resources include:

Docuware – Electronic filing and scanning software

Ferret – Benefit Assessment Software Internet Banking Citrix – Laptops and XDA with email Accessible Assessments and budget

tools Financial Accountant Administrative Team and Office Learning Development Portfolio

Resources

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Dosh – what makes us different

Appointeeship with Advocacy Dosh are members of a person’s circle of support Financial Standards set by adults with learning disabilities Dosh publishes a bi- monthly newsletter and benefits news

pack Dosh has local representatives that regularly visit and work with

individuals We can provide continuity when care and support providers

change We can provide continuity when individual and private

brokers/support assistants leave Dosh do not have a conflict of interest Dosh are experienced in Account Management for Direct

Payments, IBs and ISFs

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Dosh is in the business of continuous improvement

Financial Standards designed by adults with learning disabilities – Dosh will work and report to these

Will set new challenging KPIs and work to improve on the targets and performance of current KPIs

Will consider new types of support Will find ways to make their current ISF and IB

contracts more person centred. Will enhance the accessibility of their current tools and

products We aim to give a ‘wow’ factor each month which

introduces something new and gives added value to the people we support

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Dosh – Contact Me

You can contact me for more information through:

www.dosh.orgEmail: [email protected]: 07841 052 174Dosh Office on 0300 303 1288