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‘Financially Fit for Later Life’ project launches

Posted Tuesday, 22 August 2017

  • Natwest

Age UK South Lakeland has secured funding from NatWest for a ‘Financially Fit for Later Life’ project in the area.  Volunteers are required to assist with Road Shows. 

Age UK South Lakeland will be supporting up to 350 older people from rural communities, over the next sixteen months, who are finding themselves in challenging financial circumstances.   Trained staff and volunteers will be assisting clients in tackling their difficulties in managing finances, increase their disposable income, improve well-being and reduce loneliness.

The project will also provide 10 Road Shows to promote ‘Financially Fit for later Life’ across the South Lakeland area to an additional 350 older people.  To assist the delivery of these Road Shows we are seeking a number of volunteers who are confident in using the internet and speaking to older members of the public.  If you would like to be involved in this exciting new project and volunteering opportunity please contact us.

New volunteers to Age UK have the benefit of a half day Volunteer Induction course followed by on-going support and access to other training courses

The programme is being partially funded by NatWest’s Skills and Opportunities Fund. In 2017 the fund will donate £2million to support organisations which have created programmes to enhance financial capability and enterprise in their communities.

Stacey Perruzza, Community Banker at NatWest, said: “Financially Fit For Later Life’ is a fantastic initiative that has potential to have real impact on the people who participate as well as those delivering it. We are delighted to support Age UK South Lakeland on the rollout of this programme.”

If you are interested in volunteering please contact Helen Prince on 01539 728118 or email

About Age UK South Lakeland  

Age UK South Lakeland provides a holistic service offer across the district, over the past five or more years we have experienced a growing need to provide support to enable older people manage their financial affairs. A decade ago the need for foodbanks in South Lakeland would have been unthinkable but today they are a fact of life. The financial pressures on older people are increasing year on year and in many cases their ability to manage that pressure is limited by their fixed incomes.


NatWest serves customers in England and Wales, supporting them with their personal, private, business banking needs. NatWest helps customers at all stages in their lives, from opening student accounts, to buying their first home, setting up a business, and saving for retirement.

Alongside a wide range of banking services, NatWest offers businesses specialist sector knowledge in areas such as manufacturing and technology, as well as access to specialist entrepreneurial support.

NatWest has been running MoneySense, an impartial financial education programme for 5–18 year-olds, for more than 21 years. By the end of 2018, NatWest will help another 1 million young people to understand and take control of their finances.