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1. Intermediaries guide: What does Turn2us do?

Turn2us helps people struggling with financial hardship gain access to welfare benefits, charitable grants and other financial help – online, by phone and face to face through our partner organisations.

Research has shown that people who have money difficulties are more likely to be reached through face-to-face support. That is why your work as an intermediary between people in financial need and the services we provide is fundamental to Turn2us and at the heart of what we do.

The Turn2us website

Our free, accessible website is a comprehensive and invaluable resource designed to help you find appropriate sources of financial support, quickly and easily, based on the particular needs and circumstances of the people you are working with.

Features include:

  • A Benefits Calculator to help people to make sure they receive all the welfare benefits they are entitled to

  • A Grants Search containing the details of around 1.500 charitable funds that may be able to provide financial support and other services

  • Information on benefits and grants

  • A Find an Adviser tool to help users find local advisers according to their needs

  • Confidential ‘My Turn2us’ accounts used to make online enquiries to grant-giving charities and to provide additional comparison tools to help you compare how your clients' benefits might change if their circumstances do.

The Turn2us helpline

Our free helpline (0808 802 2000 Mondays to Fridays 9.00 am to 8.00 pm) is a confidential and independent service that helps people in financial need access the money available to them in welfare benefits and charitable grants. Our fully trained advisers are there to help those who might not have internet access or have difficulties using the internet.

2. Key features of Turn2us Intermediary Accounts

Contents

 

Introduction

There are certain features for intermediaries on the Turn2us website that are only available if you have a ‘My Turn2us’ intermediaries account. These include an intermediaries Benefits Calculator and access to information about intermediary only charitable funds on our Grants Search tool.

All personal details are held in the strictest confidence and in line with our Turn2us Website Privacy Policy.

Turn2us Benefits Calculators

Financial assistance may be available to your clients from benefits depending on their particular circumstances.

Turn2us has two Benefits Calculators:

  • Public

  • Intermediaries.

Key features of the Turn2us Public Benefits Calculator

  • A maximum of seven steps to find out your benefit entitlement

  • You will only be asked questions relevant to your particular circumstances

  • Help text available for every question

  • Interim results are shown during the calculation so you can see potential eligibility at every step

  • Calculates entitlement to all means-tested benefits in the UK

  • Calculates expected Universal Credit entitlement for comparison with current benefit entitlement

  • Indicates possible entitlement to non-means tested benefits and other help

  • Show a detailed results page, with the benefits identified, estimates for weekly and annual entitlement, guidance on how to claim and a summary of the information entered

  • Save a calculation at any point so you can return to it to complete or amend it at a later date

  • View full results and a summary of the information entered as a PDF for printing or downloading

  • Links to our Grants Search tool to help people go on to find other sources of financial help and support

  • Displays on mobile devices, making it easier to carry out benefit checks when you don't have computer access.

Key features of the Turn2us Intermediaries Benefits Calculator

You can access an Intermediaries Benefits Calculator when you are logged into your Turn2us intermediary account. In addition to the key features and functions of the Turn2us Public Benefits Calculator provided above, this gives you additional features:

  • Access a simple breakdown of how each benefit entitlement in the results page was calculated

  • Save up to three versions of a calculation against each client so you can carry out 'better-off' or 'change of circumstance' calculations and compare the results

  • Duplicate and edit calculations so you don't need to re-enter the same data several times

  • Filter the results dashboard to view total benefit entitlement found for all clients over a set period of time

  • View advanced reporting features and the ability to export reports for analysis.

To access the Intermediaries Benefits Calculator, log into your Turn2us intermediaries account and then select the Benefits Calculator from the Get Support page. The video below is a "How to" guide to using this tool:

Turn2us Grants Search

Financial assistance and other forms of support are often available from grant-giving charities, depending on an individual's particular background and circumstances. Our Grants Search contains information on over 1,500 charitable funds offering welfare and educational grants, as well as other support services.

To access the Intermediaries Grant Search, log into your Turn2us intermediaries account and then select the Grants Search from the Get Support page.

Online grant enquiries

Your ‘My Turn2us’ account enables you to make online enquiries (the first stage of applying for charitable grants) using our online grant enquiry form and send it off to charities that may be able to help the people you are working with. You can also track the progress of enquiries and look at any messages you have sent and received.

You will not have to repeat the same information over and over again when looking for help for the people you work with.

The Turn2us site remembers any details that you have already entered on the online forms. Having an account also allows you to fill in the forms a bit at a time rather than all at once. If you need to submit an application to another grant-giving charity at a later date, all the data will be saved and carried over to the new form.

Intermediary only charitable funds

Some charitable funds on the Turn2us Grants Search database can only be accessed via an application from an intermediary. These funds do not appear on the public part of the Grants Search. However, intermediaries who have registered for an intermediary account with Turn2us are able to see this information when they do a grants search while logged into their 'My Turn2us' account.

The Elizabeth Finn Fund (EFF) and the Edinburgh Trust

Turn2us has two grant-giving funds to help people on low incomes who meet certain qualifying rules: the Elizabeth Finn Fund (EFF) and the Edinburgh Trust. 

If you are an intermediary logged into your intermediary account and you have a client who fits the eligibility criteria for help, you can fill in and submit a full application form online on the Turn2us website.

See the Elizabeth Finn Fund and Edinburgh Trust page for more information.

Confidentiality and data protection

All personal details are held in the strictest confidence and in line with our Turn2us Website Privacy Policy.

Benefits calculations

Benefits calculations are available to registered intermediaries and are saved against clients within the database.

Verified intermediaries can also access calculations carried out by other members within their organisation.

To become verified, you must be approved by another member of your organisation.

Benefits calculations are saved for six months on the server as specified in the data retention guidance in our Turn2us Website Privacy Policy.

Personal information

Our website uses an SSL certificate which makes sure that there is an encrypted connection between the web browser and the server. This means that any personal information that's entered on the website is encrypted when being transferred to the web server.

We have carried out penetration testing where we get a third party company to attempt to hack the website. They report back if there are any vulnerabilities in the site (which there are none).

Passwords

Passwords are all encrypted within our database which means that even if someone were to access the database, they would not be able to read someone's password.

Protection against cyber attacks/hackers

We have a firewall on our web server which is designed to inspect incoming traffic, weed out any malicious attacks and provides a first line of defence between a potential hacker and the data that we are hosting.

See the Turn2us Website Privacy Policy

Costs

It is free to register for a Turn2us Intermediary Account and there is no charge to organisations to use the intermediary version of the Grants Search.

However, we make a small charge for commercial organisations, local authorities, housing associations and large charities (annual turnover more than £1 million) to use the intermediary Benefits Calculator. This is to contribute towards Turn2us' ongoing technical and administration cost.

Please read our charging policy for more details.

Related links

3. How do I register for a Turn2us intermediary account?

Contents

 

Accessing the Intermediary account registration page

If you are an intermediary and would like to register for a Turn2us intermediary account, please click on the 'Register' button at the top right hand corner of the website. (See Screengrab below.)

Screengrab of Home page highlighting the 'Register' link

You will see a page with three options - 'Individual', 'Intermediary' and 'Provider'.

Click on the 'Intermediary' option. (See Screengrab below.)

Screengrab of registration page

This takes you to the first page of the Intermediaries Registration form (See Screengrab below)

Screengrab of the first page of the intermediary registration page

The first thing you need to do is check whether your organisation is already listed on our system.

To do this, type at least three letters of your organisation's name into the search box. (See Screengrab below.)

A drop-down list of options should appear. (See Screengrab below.)

Example of drop-down list on Select your organisation page

Then you need to follow the instructions depending on whether:

If your organisation is listed

If your organisation is listed, click the button beside the organisation's name and click 'Continue'. (See Screengrab below.)

Screengrab of select your organisation section

You will then see the 'Select your branch' page. (See Screengrab below.)

Screengrab of the select your branch page

The organisation is the main office of the charity/company that operates independently. Branches may be a separate office, department, team or scheme within an organisation. 

An example would be Save the Children UK. The main office would be the 'organisation' and the local offices it has across the UK would be the 'branches' (as they operate according to the main office policies and procedures. 

Some charities have independent offices, such as Citizens Advice.  

If your organisation has branches

Any branches we already have listed will appear in a list. If the branch you work in appears, select it and then the 'Continue' button. (See Screengrab above.)

If the branch is not listed, select the 'My branch is not listed' button. (See Screengrab above.)

This will take you to the 'Create new branch' page. Fill in the form and click 'Finish' unless you want to request more than one branch, in which case you should click the 'Request another branch' button. (See Screengrab below.)

Screengrab of the create new branch page

This will take you to the 'Your details' page.

If you are from a local Citizens Advice

If you are from a local Citizens Advice, use the format: Citizens Advice (CAB) Sutton. This will make sure that anyone searching by the terms 'Sutton' or 'CAB' or Citizens Advice will be able to find your organisation.

If your organisation does not have branches or you are an independent worker

Click the relevant option and 'Continue'.

This will take you to the 'Your details' page.

If your organisation is not listed

If your organisation is not listed, click the 'I cannot find my organisation' button.(See Screengrab below.)

Screengrab of I cannot find my organisation section

This takes you automatically to our 'Request a new organisation' page. Fill this in and click 'Continue' at the bottom.(See Screengrab below.)

Screengrab of part of the Request an new organisation page

This will then take you to the next page which asks you to say whether your organisation has branches or not as well as whether you work independently. 

If your organisation has branches

The 'Create New Branch' page will appear.

Fill in the form and click 'Finish' unless you want to request more than one branch, in which case you should click the 'Request another branch' button.

Clicking 'Continue' will take you to the 'Your details' page.

Screengrab of the create new branch page

If your organisation does not have branches or you are an independent worker

Click the relevant option and 'Continue'.

This will take you to the 'Your details' page.

'Your details page'

On the 'Your details' page, you will be asked to fill in your details and choose a password.(See Screengrab below.)

Screengrab of the top part of the your details page

You will also be asked to tell us your preferences about receiving information from Turn2us and to agree to the Terms and Conditions. (See Screengrab below.)

When you have done this, click 'Continue'. (See Screengrab below.)

Screengrab of the legal and preferences section of the your details page

You should see a confirmation notice. (See Screengrab below.)

Screengrab of the confirmation notice

Need help registering?

Help text

You will find a question mark on the left-hand side of many of the registration form's questions, If you click on this, it will expand to give you help text to help you understand the question and how to answer it. (See Screengrab below for an example.)

Screengrab of an example of help text

Need help with registering or logging in? page

If you have any questions about registering or logging in, you may also find it helpful to read our Intermediary accounts: Need help with registering or logging in? page.

 

4. Verifying organisations and users

When you register for an intermediary account, you have to select the organisation you work/volunteer for.

If this is already in our system, you will be able to select it and can carry on registering for your own intermediary account.

If it isn't there, you will need to register it. Once you have done this, you can register as an intermediary with your organisation by completing our online form.

Then you should receive email confirmation of your account. If you don't, please check your spam and junk mail folders as they occasionally get sent there.

Once the organisation and you as a user are registered, you can use the intermediary features on our website straight away. However we will verify the organisation and user.

Verifying organisations

Verifying your organisation is generally a straightforward process. A member of Turn2us staff will check your organisation and verify it. If they have any questions about your organisation, they will contact you for further information.

Verifying users

There are two levels of intermediary user:

  • Standard intermediary: who can access only their own clients, enquiries and benefit calculations. This is the type of user you will be when you first register. You will only be able to access your own clients, enquiries and benefits calculations at this stage.

  • Verified intermediary: who can access clients, enquiries and benefit calculations of any member of staff or volunteer from their organisation/branch. You become this type once someone from your organisation who is already 'verified' approves your account. If you are the first intermediary who registers for a newly created organisation, you will automatically become a verified user.

Confidentiality and data protection

All personal details are held in the strictest confidence and in line with our Turn2us Website Privacy Policy.

5. Logging into your Turn2us intermediaries account

When you have received confirmation of your Turn2us intermediary account, you can log into your account by taking the following steps:

  • Go onto the Turn2us website and click 'login' on the top right hand corner of any page

Screengrab showing the login option on the Turn2us website
  • Enter your user name and password (See Screengrab below.)

  • Ticking the 'Remember me?' box means that you will not have to enter your user name and password the next time you visit the Turn2us website. If you are using a public computer or you share the computer you are using with others, we recommend that you don't tick this box

  • Click the 'Login' button

  • You are now logged in to your ‘My Turn2us’ account.

Screengrab of the login page

Need help logging in?

If you need help registering for an intermediary account or logging into your account, read our Intermediary accounts: Need help with registering or logging in? page.

Can't remember your login details or having issues logging in?

If you are having issues logging in or can't remember your login details, go to the login page and click the 'forgotten username/password' link at the bottom of the page.

Screengrab of login page highlighting 'forgotten username/password' link

Follow the instructions on the 'Forgotten Password form' to get a reminder of your Username or link to reset your password.

Screegrab of the 'Forgotten Password' form

Please note: For the password reset, once you have filled in this form, a link will be sent to your registered email address. You need to click this email link within seven days to reset your password. You also cannot click this link more than once. Every time you need a new password, you have to make a fresh request for a password reset using this form.

6. Intermediaries My Turn2us section

Once you have logged in, there are various actions you can do within your account.

You can access the intermediaries' versions of the Benefits Calculator and Grants Search.

You can also use the features for intermediaries that are available through the 'My Turn2us' section.

To access this, hover your mouse over the 'My Turn2us' option on the main navigation bar at the top of the screen so that the My Turn2us navigation list for Intermediaries appears. You can then click on the option you want. (See Screengrab below.)

Screengrab of the Intermediary account My Turn2us menu

Options available

  • Verified Intermediaries: Only visible to "verified intermediaries" to verify new accounts from your organisation when they are added

  • Clients: Find, edit and add clients to your account

  • Favourites: View pages you have saved as favourites on the Turn2us website

  • Intermediaries: Go back to the intermediaries account landing page

  • Messages: Check what messages you have and respond to them

  • Update your details: Update your user profile

  • Sign out: Sign out of your account.

The following pages of this guide explain some of these actions in more detail.

7. Accessing the intermediaries' versions of Turn2us Benefit Calculator and Grants Search

Provided you are logged into your Intermediaries Account, you can access the intermediaries' versions of our Benefits Calculator and Grants Search through the Get Support page. (See screengrabs of landing pages below).

See Key features of Turn2us Intermediary Accounts for more information on what these tools offer you.

All personal details are held in the strictest confidence and in line with our Website Privacy Policy

Screengrab of the front page of the intermediaries' Benefit Calculator

Screengrab of the intermediaries Grants Search

Help to use the tools

There is information on the Get Support page to help you use these tools. (See Screengrab below.)

Screengrab of the Find Benefits and Grants page

You may find it helpful to view the video below for a "How to" guide to using the intermediaries' version of the Benefits Calculator.

8. Intermediary accounts: Clients

When you are logged into your Turn2us Intermediaries account, you can add clients to your account and save details of any benefits calculations and grants searches you do on their behalf.

To access the 'Clients' page, hover your mouse over the 'My Turn2us' option on the main navigation bar and click 'Clients' from the Intermediaries navigation bar.

This takes you to the Clients page. (See Screengrab below.)

Screengrab showing the Clients link for the Turn2us intermediary accounts

Adding a new client

If you want to add a new client to your account, click 'Add new client' on the Clients page. Fill in the details and click 'Add Client' at the bottom of the screen. This will take you back to the main Clients page and there will be a message on the screen to say that your client has been added successfully.

Screengrab of Intermediaries Add Client page

Screengrab of Clients page with message

View clients

You can view your clients by clicking on the 'View client details' link for the client you want to view. Or if you have a lot of clients or are a verified Turn2us user and want to find a client that another member of your organisation added, you can do a search using the search box.

Screengrab of Clients page

If you click 'View client details', a page containing information about the client will appear. The client's name will not be displayed. You can check it by clicking 'Show client name'.

On this page there are various options you can choose:

  • Client notes

  • Enquiries sent

  • Benefit calculations

  • Edit Client

  • Delete Client


Click on the relevant box or link to access the option you want.

Screengrab of a Client information page

9. Intermediary accounts: Messages

You can send and receive messages through your Turn2us Intermediaries Account. 

To access the Messages page, hover over the 'My Turn2us' option on the main navigation bar and click 'Messages'. (See Screengrab below.)

Screengrab of Intermediary My Turn2us menu showing Messages link

This brings up the Messages page. (See Screengrab below.)

Screengrab of the Turn2us Intermediaris Messages page
  • Inbox: Shows you any new messages you have

  • Sent: Shows you all the messages you have sent

  • New message: You can send a new message to people you have contacted via Turn2us.

You can also delete or archive messages by clicking the tick box by the relevant message and then clicking either delete or archive at the bottom of the page. You can view archived messages by clicking the Archive option at the top. (See Screengrab below.)


Screengrab of Messages page.

10. Intermediary accounts: Update your details/request changes or deletion of an account

You can update your details or request changes to/delete of your account using your intermediaries account.

Hover over the 'My Turn2us' option on the main menu bar and select 'Update Your Details' from the Intermediaries navigation bar. (See Screengrab below.)

Screengrab of Intermediary My Turn2us menu highlighting Update your details

You will see a Summary page. (See Screengrab below.)

Screengrab of Summary page for updating details

Changing preferences

If you want to change your preferences, tick the appropriate boxes on the summary page and click 'Update'. (See Screengrab below.)

Screengrab of the 'Legal and Preferences' section of the summary page

Change details

If you want to change your details, click 'Change details' on the summary form. (See Screengrab below.)

Screengrab of summary form

This takes you to an 'Update details' page (see screengrab). Make the changes you need to make and click 'Continue'. (See Screengrab below.)

Screengrab of the Update your details form

This takes you back to the Summary page.

Request a change to your organisation or branch details/access permissions/deletion of an account

There are three changes that you can't make yourself for data protection reasons. Instead you need to request a change:

  • Change your organisation or branch

  • Delete your account

  • Request organisation-wide access to the Benefits Calculator/client data.

More information on each option and how to request the change is provided when you click on the links at the bottom of the Summary page. (See Screengrab below.)

Screengrab of the Request a change section of the summary form

When you have made all the changes you want to, click 'Update' on the Summary page. You should get a confirmation at the top of the screen that your changes have been made. (See Screengrab below.)

Screengrab of confirmation message

11. Intermediary accounts: Elizabeth Finn Fund and Edinburgh Trust

Turn2us has two grant-giving funds to help people on low incomes who meet certain qualifying rules - the Elizabeth Finn Fund (EFF) and the Edinburgh Trust. 

If you are an intermediary logged into your intermediary account and you have a client who fits the eligibility criteria for help, you can fill in and submit a full application form online on the Turn2us website.

This page gives a summary of who the two funds help and the next page explains how to make a full online grant application using your Turn2us intermediary account.

The Elizabeth Finn Fund (EFF)

For people on low incomes who are in financial difficulty and:

  • Have a professional background: That means they hold or have formerly held an occupation requiring a certain level of responsibility and education or whose partner has done so. See the full list of occupations that Elizabeth Finn Fund (EFF) supports (PDF file size 240kb) for more information
  • Who have British or Irish nationality or the right to reside in the UK
  • Be resident in the UK or Ireland
  • Have less than £4,000 in savings
  • Be on a low income or in receipt of welfare benefits.

For more information, see our Elizabeth Finn Fund (EFF) information page.

The Edinburgh Trust

For people on low incomes who are struggling financially and:

  • Live within the boundaries of the City of Edinburgh Council local authority area

  • Have limited accessible household savings

  • Are on a low household income.

For further information, see our Edinburgh Trust information page.

12. Intermediary accounts: Full Online Grant Applications to Elizabeth Finn Fund and Edinburgh Trust

Making a full online grant application to the Elizabeth Finn Fund (EFF) or Edinburgh Trust using your intermediary account

Login to your intermediary account.

Select 'My Turn2us' from the navigation bar at the top and then 'Online Grant Applications'. (See Screengrab below).

Screengrab of the Intermediary MyTurn2us menu highlighting the Online Grant Applications link

This takes you to the Online Applications Homepage. (See Screengrab below.)

Screengrab of Online Applications Homepage

Select the fund you want to make an application to and then click the 'Select & Continue' button. (See Screengrab below).

Screengrab of Online Applications Homepage organisations section

This takes you to an Online Applications page on which you can add a new client or select an existing one to create an application to the fund you have chosen. (See Screengrab below.)

Screengrab of Online Applications page

Choose an existing client

If you want to choose an existing client to make the application for, select them from the Client list at the bottom of the page and click the 'Create Application' link at the end of the line (highlighted in the Screengrab above).

This will take you to the first page of the application form for the charitable fund.

Creating a new client

If you want to create an existing client to make the application for, click the 'Add New Client' button which appears after the Application guidelines/supporting materials section about half way down the page. (See Screengrab below).

Screengrab of the Online Applications page

This will take you to the 'Add Client' page. Fill in the form and click 'Add Client' button at the bottom of the page. This will take you to the first page of the application form for the Fund.

See the 'Clients' page in this user guide for more information on managing clients.

Filling in the application forms

Before you fill in the form

On the 'Add new client or select an existing client to create an application form' page, after you click the fund you want to apply to are some guidelines that you should read or download before you start filling in the application form.

One of these is a blank application declaration PDF which you will need to print off, fill in and upload as part of the application. (See Screengrabs below.)

Screengrab of Online Applications Client page - Elizabeth Finn Fund

Screengrab of Online Applications Client page - Edinburgh Trust

Application questions: Elizabeth Finn Fund

The Elizabeth Finn Fund form has eight sections that you need to fill in:

  1. Qualification Criteria

  2. Main details

  3. Reason for application

  4. Eligibility

  5. Health

  6. Household Income

  7. Household Expenditure

  8. Agreement and Declaration.

There are two forms:

  • Elizabeth Finn Fund: For people in the UK

  • Elizabeth Finn Fund: For people in the Republic of Ireland.

Application Question categories - Elizabeth Finn Fund

Application questions: Edinburgh Trust

The Edinburgh Trust application form has seven sections you need to fill in:

  1. Qualification Criteria

  2. Main Details

  3. Reason for Application

  4. Health

  5. Household Income

  6. Household Savings and Debts

  7. Agreement and Declaration.

Filling in the forms

Fill in each page of questions about your client and click 'Next' when you have completed the page. This will take you to the next page.

Questions with an asterisk* are mandatory. You can't complete the form with filling these questions in.

You can go back to a previous page by clicking the 'Back' button at the bottom of each page of the form However you have to complete each page before you can go onto the next page number.  For example, you can't fill in page 1 then jump to page 6 without filling in the pages in between.

Unsure what a question means or what is required in your answer?

If you are unsure what the question means or what is required in an answer, click the blue question marks on the right hand side to see an explanatory note. (See Screengrab below.)

You do not have to complete the whole form at once. To save what you have done so far, click the 'Save and come back' button at the bottom of the page. (See Screengrab below.) When you return to complete it, you will find your application in the Online Applications Homepage.

Screengrab of the first page of the Elizabeth Finn Fund (UK) application form

Pop up boxes

You may also get a pop up box when you give a particular answer to a question. This may be an explanatory note or asking you to do something before you can continue with the application.

For instance, the first question asks whether the applicant has completed a benefits calculation to ensure they are receiving all the benefits they are entitled to. If you put 'No' as the answer, you will get a pop up box which explains why a benefits calculation is necessary and that you will not be able to continue to fill in the form until he or she has done one. (See Screengrab below.)

Screengrab of the Elizabeth Finn Fund application forms

Uploading documents

You will be asked to upload evidence while filling in the form. (See Screengrab below.) You need to choose the files first from your computer by clicking the 'Choose files' button. When you have done this, you have to click the 'Upload' button. It then appears as a link on the form.  If you upload the wrong file, you can remove it by clicking the Delete button.

Please upload files in PDF format.

Applicant Evidence section of

Declaration form

Please download and print the declaration for the applicant/partner to sign. (

If you have access to a scanner, you can then upload a PDF of the form (see 'Uploading documents' above) to the 'Declaration page' at the end of the form. (See Screengrab below.)

The signature is confirmation that the information is correct and that we are able to hold the applicant's/partner's information on our database and process the application. We cannot process a case without a signed declaration.

Screengrab of Declaration section of the Elizabeth Finn Fund form

Review application

When you have completed the form, click the 'Review application' button. (See screengrab above.)

This will take you to a page where you can review all the information that you have entered. (See screengrab below.)

Screengrab of Review Application button on the Elizabeth Finn Fund online application form

Review form of Elizabeth Finn Fund online application form

If you want to make changes to any of the information, you can click 'edit page' in the relevant section and this will take you back to the page you want to edit. (See Screengrab below)

Bottom of review application form page of the Elizabeth Finn Fund online application form

To send off your completed application, click the 'Complete Application' button. (See Screengrab below.)

Complete Application button on Elizabeth Finn Fund online application form

You will get a confirmation page which will also allow you to create a new online application or update an existing one. (See Screengrab below.)

Confirmation page of the Elizabeth Finn Fund online appiication form

You can also Download and then save a copy of the application form by clicking the 'Download Application' button. (See Screengrab below.)

You can also go back to your applications homepage by clicking the 'Back to Application list' button. (See Screengrab below.)

Screengrab showing buttons at the end of the Elizabeth Finn Fund online application form.

13. Turn2us intermediary workshops

Turn2us runs regional and in-house workshops across the UK to help front-line workers and volunteers (‘intermediaries’) to use Turn2us tools and services to support people in financial need.

You can find out more about this training programme and book a place on a regional workshop on our Turn2us workshops page.

If you would like to discuss whether a Turn2us workshop would be suitable for your organisation, please contact the Turn2us Training Co-ordinator.

Registering for an intermediary workshop

There are two steps to registering for an intermediary workshop:

  • Setting up a Turn2us intermediary account

  • Registering for the workshop you want to attend

Setting up a Turn2us intermediary account

You can do this using our intermediaries registration form. The How do I register for a Turn2us intermediary account? page gives you a step-by-step guide to filling in this form.

Please note: If you are from a charity that is listed on the Turn2us Grants Search, you can't register for a Turn2us website using the Provider user account that enables you to manage your Turn2us profile and online enquiries (if you accept them). You can only register through an intermediary account in your name.

Please note: Each person wanting to attend a Turn2us workshop must set up their own intermediary account and then register for a workshop.  You can't register several people from your organisation from the one account. This is because having an intermediary account is necessary to take part in the workshops.

Registering for the workshop you want to attend

When you have set up your intermediary account, you can then register for the workshop you want to attend.

Go to the Turn2us Workshops and Presentations page.

Scroll down the page until you see the list of workshops.

Select the workshop you want to attend and click the register button.

Screengrab showing a sample list of workshops and the register button

This will take you to the Workshops registration page.

If you are not already logged into your intermediary account, it will ask you to log into it.

Once you are logged in, the rest of the page will show your details and have a 'Register' button in the middle.

Accept the terms and conditions and click 'Register'.

Screengrab of the workshop registration page

You should see a Confirmation page and receive a confirmation email.

Screengrab of the Workshops Confirmation page

Further information

If you have any questions about Turn2us intermediary workshops, please contact the Turn2us Training Co-ordinator.

14. Other Turn2us services for intermediaries

Information

Benefits changes

The following Turn2us resources can help you keep posted on benefits changes:

  • Turn2us benefits changes information: This lists all the changes that we are aware of by the date that they will take effect. It also links to specific sheets on proposed new benefits, e.g. Universal Credit and Personal Independence Payment, and measures that affect benefits, such as changes to State Pension age. It is updated as soon as new information becomes available.

  • Regular Turn2us news items: Turn2us publishes news items on the home page and in the news archive. Many of these focus on benefits changes.

Grants information

Read our About charitable funds and grants information section for more information about what grant-giving charities do and how they work.

Your Situation section

The Your Situation section of our website provides welfare benefits and grants information according to a range of situations that many people who use Turn2us services find themselves in.

This includes:

  • Armed Forces (Serving/Veteran)

  • Bereaved

  • Bringing up a child

  • Carer

  • Expecting a child

  • Ill, injured or disabled

  • In work - on a low income

  • Looking for work

  • Migrant

  • Older person

  • Prisoner

  • Studying (aged 16+)

  • Young person (aged 16-17).

There is also an A-Z of benefits to help you quickly find information on specific benefits. 

Find an Adviser tool

Our Find an Adviser tool allows you to search for sources of information and advice on benefits, housing, jobs, legal issues and other practical help.

It contains details of local, regional and national organisations in all areas of the UK.

Use the Turn2us Find an Adviser tool

Keeping up to date

Intermediaries e-newsletter

Frontline News is our monthly e-newsletter to keep you informed about:

  • Turn2us services and plans

  • Current research into financial need

  • Benefits and grants news updates

  • Resources to help individuals and intermediaries

  • Case studies showing how our services can improve the lives of individuals in financial need.

Subscribe to Turn2us News

News articles

Turn2us publishes news items on the home page and in the news archive. Many of these focus on benefits changes.

See Latest News for more information

Social media

You can join our social media communities to keep up to date with news about Turn2us and interact with other intermediaries.

Turn2us is now available on Facebook, Twitter, Instagram, LinkedIn and YouTube. Links to these accounts are provided in the footer of every page of the Turn2us website.

Projects

Turn2us works in partnership on a number of projects involving intermediaries and voluntary sector organisations.

For more information on our project work with intermediaries, contact Debby Mulling, Turn2us Head of Engagement.

Turn2us promotional materials

Promotional materials and publications are available from Turn2us for display and information purposes.

See our promotional materials page

Last updated: 4 June 2018