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What we do

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Providing guidance and clarity to organisations who wish to embed fair policies and processes in the treatment of their customers who are in a vulnerable situation.

We will support you to drive a culture to ensure consistency is delivered in order to produce fair outcomes for all.

Experienced in designing bespoke schemes, bringing ideas and visions into full operational projects with complete impact and outcome reporting.

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Our professional team of experts will work directly with you to listen, design and deliver a scheme which will support your customers in vulnerable situations and help meet your regulatory requirements.


We operate in all sectors; Energy, Water and Telecoms to ensure the right solution is delivered to your customers.  

We offer an array of services including:

  • Individual assessments

  • Warm home discount broader group assessments

  • Social tariff, checking applications meet your criteria

  • Energy efficiency home measures, including hints and tips for your customers  

  • Vulnerability training for your staff members


Money Management

One of the first steps to gaining control of finances is to produce a realistic budget. It takes effort, needs to be accurate and record all income and outgoings.  This can be stressful for many individuals.


We offer a range of services to help individuals, discuss good behaviours, explain priorities all to help individuals understand their money better.  We will also check to see if the individual is receiving all the benefits they are entitled too. 


Our range of services include:

  • Income maximisation 

  • Budgeting 

  • Understanding bills 

  • Good behaviours

  • Benefit entitlement checks

  • Scenario planning

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Energy Efficiency

Energy bills are a concern for many people, so understanding costs and knowing what actions can be taken to reduce them is critical.


Our experts can offer support and guidance to your customers, by carrying out a home energy survey, discussing the findings and giving hints and tips on how to be more efficient going forward, to save money on their energy bills. Our excellent customer focus ensures the highest level of service is delivered. 

We can offer:

  • Home energy survey

  • Switching 

  • Installation

  • Hints & tips 

  • Sources of available funding  

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We are well aware that one of the key factors to securing financial stability is to gain employment and to increase income into the household. UK employment has risen to 4.1% in the three months to July with 695,000 workers losing their jobs since March. Meanwhile, the number of people claiming work-related benefits, such as Universal Credit was 2.7 million in August - up by 121% since March. Our services help people of all ages, backgrounds and walks of life to gain the skills and knowledge to enter employment.

The journey consists of:

  • CV writing 

  • Getting ready for an interview

  • Interview tips & guidance 

  • Helping to secure training to increase skills

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Administration & Assessments

Our services allow you to focus on strategy by outsourcing the administration, grant assessments and financial procedures. Efficient operations and secure management procedures are in place to help design and administer your project.

We perform grant assessments in line with your criteria, acting as your trusted communicator if required.


  • Scheme design 

  • Monitoring and timely reporting

  • Administrative support 

  • Assessment of individual and organisation applications

  • Charity and Trust fund management  

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Training Solutions

Delivery of training solutions for teams who are dealing with customers in vulnerable situations.

All vulnerabilities are not clear and visible, some are temporary and can be difficult to detect if a customer is not forthcoming with information.


Our training solutions enable staff members gain a full understanding of situations that can make people vulnerable, how to look out for triggers, effectively listen and communicate.   

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Our research can help deliver quality insights to deliver better solutions.

To make informed strategic decisions, research and impact projects can provide you with the evidence.

  • Aligning services with 'customer needs'

  • Design more effective programmes 

  • Explore opportunities and challenges

  • Generating ideas

Research can make decisions smarter building on evidence.


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