ARE YOU GETTING THE MONEY YOU’RE ENTITLED TO?

Older people are missing out on pots of money they’re entitled to, have contributed towards and deserve. Find out how we can help.

Find your happy place

Entitlements Advice

ARE YOU GETTING THE MONEY YOU’RE ENTITLED TO?

According to Age UK and CAB, retired people in the UK fail to claim over £2.2bn a year to which they may be entitled*. Even if you believe you’re not currently entitled to any benefits, you may become eligible to receive certain allowances once you’ve moved or if your situation changes in the future. So, when you’re ready to buy, our Entitlements Advisor, Aleks Clayton can offer free support and advice to help you understand which allowances you may be able to claim and how much financial support you could receive.

ABOUT OUR ENTITLEMENTS ADVISOR, ALEKS

Aleks has been giving advice on entitlements for over 18 years, having started out helping patients for a cancer charity. She began working for McCarthy Stone in 2015 and has embraced the opportunity to specialise in helping older people get the money they are due.
‘I love making a difference. It’s very rewarding. For example, I spoke to one woman was living alone in a huge four-bedroom house in a lovely location – but her pension was very low and although she had no mortgage, she was struggling with bills. She wanted to move into one of our retirement properties, but although she could afford to buy, she was worried about service charges. I helped her claim a range of entitlements from Attendance Allowance and Pension Credit to free Council Tax and TV license, which allowed her to make the move. The best thing is, it gave her a new lease of life – not just financially, she really benefited from the lower maintenance home and company on her doorstep.’

ENTITLEMENTS EXAMPLE

An entitlement review with new homeowner Mrs Smith revealed that she was qualified to claim £89.15 per week via Attendance Allowance (annual amount of £4,635.80). Her yearly service and ground rent charge at her new McCarthy Stone development was £3,221.56 per annum.

Ask our friendly team about entitlements advice on

0345 556 4120

*Source: https://www.ageuk.org.uk/globalassets/age-uk/documents/reports-and-publications/reports-and-briefings/money-matters/benefit_take-up_and_older_people_may-2021.pdf
^†Correct as of April 2022

Pauline Fall, McCarthy Stone Homeowner

“The Estates Manager, Rugile has been fantastic in helping me settle in. I have loved my first few months as an owner of a beautiful apartment. I feel safe and secure and know that I have the help and support of the fantastic staff whenever I need it. More than anything I value the independence I have to enjoy my retirement surrounded by my family and newfound friends.”

Charles Ashworth, McCarthy Stone Homeowner

“I wanted to move into a place where I would be part of a community, feel safe and have stacks of facilities on my doorstep. Poppy Court ticked all the boxes for me, and I haven’t looked back, it really is living made easy.”

Carolyn Richardson, McCarthy Stone Homeowner

“It also means you get to move into a ready-made community which has been great for mum as she’s been able to make friends really quickly and blend into life at the development. The social scene is fantastic – she’s almost never at a loose end and everyone rallies round and supports each other which is just so wonderful to see.”