More Money For You

Client: Age UK

The Rothesay Foundation, the charitable foundation of pensions insurance specialist, Rothesay, has been pivotal in the development of Age UK’s vital benefits check service, working together to address the barriers facing older people understanding their benefits eligibility and making a claim.

In 2023, the Rothesay Foundation launched a pilot campaign with Age UK to help fund its free and confidential benefits check service for older people. The pilot helped more than 4,500 older people and identified an incredible £23 million of unclaimed benefits, delivering on our shared ambition to help improve the quality of life for older people in need.

Following the successful pilot, the Rothesay Foundation has provided an additional £2.47 million to significantly expand the programme over the next two years. This will fund benefit checks for over 11,000 more people and aims to uncover £55 million more in annual benefits. It will also enhance support for older people with, complex forms and process, to access these benefits and follow up services.

These benefits can be life-changing, easing the burden of care costs, and energy bills. Successful applicants also reported emotional benefits, including reduced anxiety.

This vital service was made possible by the support of the Rothesay Foundation