Read how Money Matters helped John and Margaret manage their money

John, 76, lives with his 72 year old wife Margaret. John registered as partially blind. He also suffered from arthritis and angina, and these conditions, in addition to mobility problems, meant John was unable to leave his home without the assistance of his wife Margaret, who was also his carer.

money matters case study

Both John and Margaret were retired, and were struggling to make ends meet. For several years, John had to use taxis to get to and from the hospital, as his health issues meant he was unable to use public transport. This added cost weighed heavily on the couple, who were referred to Money Matters requesting information on help available to cover hospital transport costs and other transport costs.

How we were able to help

Age UK Sutton assisted John by:

  • Applying for his Attendance Allowance.
  • Applying for his Carers Allowance.
  • Applied for the Council Tax Reduction scheme.
  • Carried out best energy deal check.
  • Referred John to the Local Authority for a community care assessment for adaptions within the property.
Thanks to our help, John was awarded Attendance Allowance at the highest rate, backdated 6 weeks. It was also discovered that John had an underlying entitlement to carers allowance, which entitled the couple to a nominal amount under the council tax reduction scheme.

Furthermore, the local authority fitted hand rails in the couple's home, with further adaptations to the shower to come. Finally, having received information on the Green Deal Home Improvement scheme, John and Margaret hoped to benefit from it.

Reflecting on the help they received, John and Margaret said "We are very grateful and cannot thank Age UK [Sutton] enough!" 

*Names have been changed
*Picture is not representative of named individual(s)

Further information