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Age UK Berkshire has a Money Management service which offers support to older people who need help with managing their financial affairs.  The Money Management team carries out an assessment of clients who are referred to the service and formulates a plan to help them. Volunteers are required to help to deliver the on-going support.

Main Tasks

  • To enhance the quality of life of older and disabled people who live alone and have limited social contact and/or support network, by visiting them regularly at home, generally on a fortnightly basis.
  • To spend time during visits listening to, and talking to clients, usually on a one-to-one basis and determining the best way forward to manage their budget.
  • This may include delivering cash, helping them to pay bills, setting up direct debits/standing orders, helping to arrange payment plans to clear debts, sorting through their post, etc.
  • Occasionally, you may be required to help the client to make certain purchases, such as items of clothing or equipment.
  • To report back to the Money Management team following visits to clients on a regular basis and alert them to any concerns clients may have, or any concerns you may have about clients.
  • To adhere to Age UK Berkshire’s Information Governance policy.

Tasks you are NOT expected to undertake:

  • Any personal care, e.g. feeding, dressing, assisting with the toilet, etc.
  • Housework or laundry.
  • Administering or advising on the use of any medications.
  • Any heavy lifting.
  • Any task you feel uncomfortable with.


  • A desire to make a difference to the lives of older and disabled people is vital, either by supporting clients with their existing bank accounts, or working in conjunction with Age UK Berkshire’s staff to facilitate the use of a Money Management Client Account.
  • Assisting with addressing personal/social issues where applicable.
  • A kind, caring and friendly manner.
  • An ability to listen, and to have empathy with clients.


No previous experience is required, but a willingness to learn, and to participate in training, is important to enable you to best help our clients, and to help you get the most satisfaction from volunteering with this service.

You will work closely with the Money Management team and receive support from the team at Age UK Berkshire’s office in Reading.

Although not essential, you may find it can be an advantage if you have experience of dealing with, or caring for, older or disabled people either informally (e.g. contact with, or care of, older family members) or formally in employment.

It may also be advantageous to have financial experience and/or knowledge of the benefits system, but a common-sense approach to managing money is more important.


You should have at least 2 to 4 hours per fortnight to spare on a regular basis on a weekday between the hours of 10am and 5pm.

You will be required to travel to clients’ homes and may need to attend the office in Reading, so will need to have use of a car or other transport. Travel expenses will be reimbursed.

You will need to be available during the working week to attend an informal interview and to make an introductory visit to the client with a member of staff.

We encourage attendance at any training sessions we organise or offer.
We would require you to attend training in safeguarding vulnerable adults and emergency first aid. 

We organise social events for our volunteers from time to time, and always hope that volunteers can find the time to join us for these enjoyable occasions.

Formal Requirements

We require a completed Application Form filled in online or you can download the Volunteer Offer of Service form and post it to us.

We also require the names of two referees who have known you for a minimum of one year. They should not be family members, and one of these referees should have known you in a formal capacity e.g. employer or tutor.

If accepted as a volunteer, you will be required to satisfactorily pass a Disclosure and Barring Scheme check (formerly a CRB check). Your disclosure of any past or spent convictions may not preclude you from volunteering with Age UK Berkshire.
For more information see

Our Aim

We believe that visiting and helping our clients can be hugely rewarding, and want our volunteers to gain experience, and be proud of what they achieve while with us.  To this end, we offer ongoing support, and hope volunteers will always feel free to contact one of our team to discuss any matter which will help them during their time with us.

Would you like to lend a hand?

AUKB040 Compliments Complaints v1.2 June 2019.pdf


   You can contact Age UK Berkshire on 0118 959 4242 or email