FINANCIAL INCLUSION SERVICES

Tender description

L&Q is relaunching its financial inclusion offer following its merger with Trafford Housing Trust, with the intention of providing all L&Q residents, irrespective of location, with a reliable, repeatable and consistent platform of financial inclusion services. These will include debt advice, welfare rights support and energy advice, all backed by a high quality triage service. The procured advice services will provide: • Triage for all customers referred to our financial inclusion offer, streaming customers either to a phone-based solution for low-need cases, or to our in-house team for high-need, vulnerable residents and complex cases requiring sustained intervention, and high quality referral of customers unsuited for either to external services which meet their needs. We anticipate up to 7000 referrals annually • Provision of the phone-based solution for low-need cases, comprising debt advice, welfare rights support and advice, and energy advice. We anticipate approximately 2400 unique individuals accessing this aspect of the service annually, with the remainder moved over to our in-house team by high quality referral and handover