Better Off Calculator
Maximise your customers’ income
How clients use the Better Off Calculator
Advisor
version
Advisors use the Better Off Calculator to deliver consistent, effective support to customers. Developed for casework, it enables teams to save and revisit cases, model changing circumstances and use visuals to support customer conversations.
Built-in impact reporting helps organisations track outcomes and demonstrate value.
API
system integration
Our easy API allows seamless integration of income maximisation into organisations' existing customer journeys to build financial resilience.
Universal
Housing Form
Housing providers combine affordability assessments, income maximisation and housing applications into one journey to improve tenancy sustainment and reduce arrears.
Social tariff
modelling
Identify eligibility for utility discounts and model the impact of social tariffs alongside benefit entitlement and wider support.
Customer self serve
Self serve calculators enable customers to check their own eligibility for benefits and support, either independently or in preparation for an advice session, reflecting “no wrong front door” and “tell us once” principles, while a 30-second quick check offers a simple starting point for those seeking an immediate indication of what support may be available.
Triage support
Advisors use the Better Off Calculator to securely refer clients to trusted partners, supporting advisor collaboration and seamless warm referrals and a smoother “tell us once” journey for residents.
In-journey support
Live chat connects customers with expert benefits advisors in real time, combining digital self service with human support to improve engagement and completion rates.
Apply Once
Organisations use Apply Once to enable residents to apply for multiple support schemes through a single application, improving take-up while evidencing consistency and impact.
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Client case studies
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Better Off Calculator
Sectors that use the Better Off Calculator
Better Off Calculator
“The Better Off Calculator has been hugely central to our response to the various financial pressures on our tenants. Since January 2021 over £3.5 million in additional benefits has been generated through the calculator. There's also been £850,000 in extra income generated to rent accounts, reducing or wiping out rent arrears for some tenants.”
Better Off Indicator
“In the last year, we have engaged 1,342 households with our Better Off Calculator and we've seen a potential benefit increase of £1,661,886. Not only that, we have worked with Policy in Practice to integrate the Standard Financial Statement to align our income and expenditure with the wider financial services sector.”
Better Off Apply Once
“Our bespoke Benefits Calculator, developed with Policy in Practice, checks whether customers are claiming all the benefits their household is entitled to and assesses them for our discounted tariffs. Over the past year we’ve been able to signpost customers to more than £2.6 million of potential unclaimed benefits, and a total of £8.6 million since 2020. In some cases we know this assessment has helped customer to access more than £3,000 in benefits they didn’t realise they were entitled to.”
Better Off Score
“The scale of success is absolutely phenomenal. We got 95% of our clients identified with potential for extra benefits and support, which was significant. On average we've unlocked a life enhancing amount of £583 per household per month. Some of our clients have really complex situations and low incomes; that amount of money is life changing.”
Frequently asked questions
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