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Adviser with a client

This page contains case study based exercises to help you understand more about the features of the Turn2us Benefits Calculator and Turn2us Grants Search .

You can use them as a learning resource, helping you to find out how to use the tool the case study demonstrates. 

Benefits Calculator

Joe and Joanna

Joe and Joanna aged 41 are married and have a son aged 10 who is disabled.  They live in a privately rented flat. Joe has a disability and is employed and Joanna is a carer for their son.

Follow our case study to establish what benefits they are eligible for. Then how a change of circumstances and a better-off calculation will affect the couples benefits.

Grants Search


Michael is 44 and is single. He lives in a housing association rented house, postcode CM2 0AU. He used to be an accountant and was an engineer but has been out of work for several years due to redundancy.

Michael wants to find out if he can get any financial help as he is struggling to cover some unexpected costs on his car.

Michael-case-study-(PDF-file-size-639 kb)


Daisy, aged 37, is a single mother of two children, Tom (8) who is severely disabled and Chloe (10). Daisy has recently found out that her breast cancer has come back and has taken long-term sick leave from her job as a sixth form state school teacher. She is currently receiving statutory sick pay. Her washing machine is broken and she is behind on her mortgage payments.




If you are an intermediary working with people in financial need on a paid or voluntary basis, you may find the case studies above helpful to:

  • Familiarise yourself with our online tools before attending Turn2us workshop or if you are unable to participate in one at the present time
  • Use as a refresher after attending one of our workshops or to help you teach your colleagues how to use the Turn2us tools.

Customised intermediary resources

We may be able to devise and update customised courseware for organisations to tailor training and materials for their staff and volunteers. 

Please email the Turn2us Training Department if you want more information on our work with intermediaries and what we can offer you.

Last updated: April 2017