Universal Credit in Depth, Part 1 course outline:

3 hours on Day 1, including registration, course presentations and practice, break and time for questions

  • Rollout and migration issues & age conditions
  • Break
  • Eligibility issues

Aims
This part of the course looks at the current rollout issues affecting Universal Credit claimants, and the age-related entitlement conditions. It enables participants to understand who should pursue a UC claim, including the upper and lower age limits. This part of the course goes on to consider some of the eligibility issues that advisers may face when working with Universal Credit claimants.

Objectives
By the end of Part 1 participants will:

  • Understand the differences between the natural and the managed migration to UC.
  • Have explored the effect of different changes of circumstances on legacy benefits.
  • Understand the age conditions for Universal Credit, including awareness of mixed age couples.
  • Recognise the factors to consider when deciding whether to claim UC.
  • Be aware of the immigration, residence and presence rules in UC.
  • Understand how student status interacts with UC.
  • Know about the capital rules.
  • Have considered the claimant commitment and conditionality rules.

Universal Credit in Depth, Part 2 course outline:

3 hours on Day 2, including registration, course presentations and practice, break and time for questions

  • The UC calculation
  • Break
  • Claims, payments & problems

Aims
This part of the course examines some of the calculation issues that may come up when working with Universal Credit claimants. This part of the course goes on to look at the issues that come up for people when trying to make and manage a claim to UC. It enables participants to help vulnerable claimants avoid UC payment related problems.

Objectives
By the end of Part 2 participants will:

  • Understand the steps in a UC calculation.
  • Be able to recognise when elements are missing.
  • Be able to explain the effect of income.
  • Know how the benefit cap can affect awards.
  • Have explored a range of typical UC claims-related problem areas.
  • Understand claim closure and suspension and what action can be taken.
  • Understand how the UC assessment period works and how changes of circumstances affect the award.
  • Be aware of the different ways of tackling UC problems and when/how it is appropriate to use them.

Methods of delivery
This course is delivered online live with a BTC trainer. It is a practical course delivered using a combination of trainer presentation, exercises and case studies, group discussion and games. Participants will be provided with e-learning supporting material including PowerPoint slide handouts, a comprehensive training pack pdf and additional resources. There is a 20-30 minute break halfway through each part of the course.

Intended audience
This is an advanced course for professional advisors with previous experience of Universal Credit and This course is for participants with experience of Universal Credit and the wider system who want to explore the more difficult areas of UC. Please consider whether our Universal Credit Overview course may be more suitable for you before you book onto this course and contact us if you are unsure on 020 3488 4765.

Certificates & post course support
Participants will receive an e-certificate for completing both Parts 1&2 (6 hours) of any complete BTC course. This also guarantees eligibility to access our free 12 months post-course advice service (including priority entry to free webinars).

Course instructions
This online course is run over Zoom. In the week before the course, you will receive an email with Zoom link(s) and access the supporting materials. You will need to download (or print) the pack (and slides, if you wish) before each part of the course, unless you have selected a printed pack when booking.

Participants will need a good wifi connection and a suitable computer/laptop to access both the Zoom session and the pack throughout. You may wish to use a separate device for the pack (or split your screen) if you cannot or do not wish to print. We recommend participants log in a few minutes beforehand. You may also wish to have a pen and paper handy to make notes.