Policy in PracticeWebinar: Introducing UBBC 3.0

Wednesday 15 March 2016

Housekeeping• Audio check• Please ask questions • Polls and a survey• Finish by 11:30

Speakers

Deven GhelaniPolicy in Practice

Zoe CharlesworthPolicy in Practice

Leonardo KellawayPolicy in Practice

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Over to Deven

Agenda• Brief introduction to Policy in Practice• The need for a benefit calculator• Evolution of our software• What’s new• Let’s look at 3 cases• Questions and answers• Next steps

We make the welfare system simple to understand, so that people can make the decisions that are right for them

Evolution of our software

Built UCC to help small group in Whitehall30k+ hits within 3 months

Added current system for first client, LB LewishamHelped 3x as many households into work

Fastest in the market, helped w2w clients and housing associationsAdded budgeting module

Data analysis and broader policy coverageModelling CTRS schemesAdded DHP calculator

Collected four years of customer feedbackDecided to re-build from scratch

Launch of UBBC 3.02012

20132014

20152016

2017

Background: why the upgrade?• The welfare system is as complex as ever, and changing all of the time• Broader than the current system, or UC - discretionary support, free school

meals, support for disabled people – desire to be comprehensive• Flexibility for users, employment advisors and welfare rights experts across

a range of sectors (back to work, housing providers, local government)• Greater demand for guidance, in addition to job search and links to local

support• Link into to our analytical tools, helping local authorities and others to

target support to individual households. • Future proof the infrastructure and the UI for new integrations and modules• A modern intuitive user experience

Search is only 5% solved – why stop now?Larry Page and Sergey Brin, Google

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Poll 1: What are the most important uses of a calculator for your organisation?

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Powerful softwareHelping people make decisions that are right for them

Key concepts behind UBBC 3.0

Income maximisat

ion

Engaging and easy to use

Action oriented advice

How these concepts are supportedI

ncome maxi

misation

Accurate calculation of benefit incomeIndividual actions for maximising incomeBudgeting that shows where you can make savingsQuick links to benefit application and job search

Engaging an

d easy

to use

Visual charts and engaging User interfaceCompare different scenarios side by sideBenefit breakdown for advocacyCustomised for organisations and advisors

Action oriented

advice

Personalised action list for user and adviserBetter off calculation linked to job searchBudgeting that shows how to reduce costIdentify barriers and sources of supportCalendar for UC payments

Meeting the needs of your organisation

Meeting the needs of your clients

of tenants require no support

30% of clients

require some support

50% of clients

require a lot of support

(and take up 80% of staff time)

20%

Source: Curo Group, 2017

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Over to Leonardo

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Let’s look at some cases

Case 1: AbbyAbby is an unemployed single parent who is considering returning to work but concerned about childcare costs.

Will Abby be better off in work?

Case 2: Belinda and CarlBelinda and Carl are a couple with 2 young children currently living with their family. They want to move to their own property but are not sure if they can afford it.

What rent can Belinda and Carl afford?

Case 3: DeborahDeborah is a single parent with 3 children. Another older child, and their partner, also live at home. She has moved to Universal Credit and doesn’t understand why her household’s income has reduced.

Why has Deborah’s household income reduced?How can she improve her situation?

DeborahThis is a more complex case and illustrates:

• How the calculator can be used to examine benefit levels in complex cases

• How the calculator supports the role of organisations in benefit support and advocacy.

• This is of particular importance given the increasing amount of time that organisations need to spend on this role under Universal Credit.

New features• New features to meet the core roles of income maximisation,

support and engagement:

• Actions• Barriers and support• Budgeting calendar• Prints

Clear, actionable print layoutsSelect your scenarioShow current system or UCShow information for advisor or userSelect print, email or download

• Assessment• Detailed breakdown• Actions• Benefit actions and

information• Budget actions• Support action• Calendar

www.policyinpractice.co.uk

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Poll 2: From a management perspective what are the most useful features of the software?

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“Any software is only as good as its implementation and the support we’ve had from the team to bed in the new service has been a massive benefit to us.” Jemma Johnstone, Serco

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“Our tenants are facing increased pressure on their budgets as a result of welfare reforms. This is one of the key reasons why we chose Policy in Practice's Universal Benefit and Budgeting Calculator software. It allows us to provide better income and budgeting support to our tenants.” Linda Tookey, First Wessex Housing Association

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Questions

www.policyinpractice.co.uk

Thank youZoe Charlesworthzoe@policyinpractice.co.uk

Leonardo Kellawayleonardo@policyinpractice.co.uk

0330 088 9242hello@policyinpractice.co.uk