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About dementia
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What is dementia?
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The dementia guide - get your copy
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Supporting a person with dementia
Guide for carers - get your copy
Staying independent
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Lasting power of attorney
Deprivation of Liberty Safeguards
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About dementia
About dementia
Back
Worried about memory problems
Worried about memory problems
Back
Causes of memory problems
Talking to someone about their memory problems
Is it getting older or dementia?
Types of dementia
Types of dementia
Back
What is dementia?
Alzheimer's disease
Vascular dementia
Frontotemporal dementia
Young-onset dementia
Symptoms and diagnosis
Symptoms and diagnosis
Back
Dementia symptoms
Dementia diagnosis
Stages of dementia
Later stages of dementia
Treatments
Treatments
Back
Dementia medication
Alternative therapies
Person-centred care
Talking therapies
Managing the risk of dementia
Managing the risk of dementia
Back
Risk factors for dementia
Reduce your risk of dementia
Possible risks of dementia
Additional treatments for dementia risk
Get support
Get support
Back
Dementia support services
Find support near you
Dementia support line
Join our online community
Publications and factsheets
Dementia information in your language
Daily living
Daily living
Back
Eating and drinking
Toilet problems and continence
Washing and dressing
Making your home dementia friendly
The dementia guide - get your copy
Help with care
Help with care
Back
Care homes
Carers - looking after yourself
Health and social care professionals
Supporting a person with dementia
Guide for carers - get your copy
Staying independent
Staying independent
Back
Driving
Equipment, adaptations and improvements to the home
Using technology to help with everyday life
Legal and financial
Legal and financial
Back
Paying for care
Benefits for people affected by dementia
Lasting power of attorney
Deprivation of Liberty Safeguards
Cost of living support
Get involved
Get involved
Back
Donate
Donate
Back
Make a donation
Leave a gift in your Will
Give in celebration
Ways to give in memory
Play the Lottery
Other ways to donate
Events and fundraising
Events and fundraising
Back
Join an event
Organise your own fundraising
Corporate partnerships
Request your fundraising pack
Campaign with us
Campaign with us
Back
Quality social care
Improve dementia diagnosis
Northern Ireland
Wales
Volunteer
Volunteer
Back
Ways to volunteer
Support our dementia services
Take part in Dementia Voice opportunities
Become a Dementia Friend
Become a Dementia Friend
Back
Dementia-friendly resources
Dementia training services
Dementia teaching resources
Research
Research
Back
Our research
Our research
Back
Take part in dementia research
Why do we fund research?
Research we are funding
Dementia research news
For researchers
For researchers
Back
Why apply to us
Our research grants
Manage your grant
News for researchers
Dementia innovation
Dementia innovation
Back
Get involved with dementia innovation
Accelerator Programme
Longitude Prize on Dementia
Innovation product portfolio
About us
About us
Back
Who we are
Who we are
Back
Our strategy
How your money helps
Working for us
Wales
Northern Ireland
Our people
Our people
Back
Ambassadors
Vice-Presidents and Patrons
Trustees
Policy and influencing
Policy and influencing
Back
What we think
National policies
All-Party Parliamentary Group on Dementia
News and media
News and media
Back
Read our blog
Dementia together magazine
Latest news
Audio and video
Shop
Contact us
Dementia professionals
Financial services action plan
Choose your key actions
Please complete the below
Complete
1. Improve staff awareness and understanding
?
60% or more of all our staff to become Dementia Friends.
(required)
For all customer facing staff to become Dementia Friends.
(required)
To appoint a senior level Dementia Friends Champion.
(required)
To identify and train specific employees within your business to become dementia specialists.
(required)
2. Communicate effectively
?
Ensure the initial information gathered from the customer is recorded on central systems and processes, so does not need to be repeated at every interaction.
(required)
Review the types of formats used for providing information to the customer, and simplify the language used.
(required)
Leverage existing feedback mechanisms to understand how customers with dementia are feeling and how you are treating them.
(required)
Engage further with Alzheimer’s Society or Dementia Action Alliances to understand the challenges that people affected by dementia face.
(required)
For customer facing staff to gain further training on dementia, enabling them to better identify and support a customer living with dementia.
(required)
Design an accessible and supportive physical environment for people living with dementia.
(required)
3. Create a supportive environment for staff
?
Provide support for customer facing staff who deal with customers living with dementia on a regular basis.
(required)
Provide support for staff who are directly affected by dementia within their family.
(required)
Create a personal support plan for staff diagnosed with dementia.
(required)
4. Offer suitable products
?
Ensure your range of financial products can meet the needs of people living with different types and stages of dementia.
(required)
Offer a flexible product range, which can respond to changes in someone’s circumstances.
(required)
Record key details which can offer a tailored service to meet your customer’s best needs, helping them to select the best products in response to their specific type of dementia.
(required)
Offer affordable products for people living with dementia.
(required)
5. Spot crime, prevent fraud and financial abuse
Design a simple procedure for a member of staff to be able to act on any suspicious activity.
(required)
Ensure staff are aware and regularly reminded of their legal duties and responsibilities with regard to Power of Attorney, Third Party Mandates, Mental Capacity, and Deputyship.
(required)
Engage with your local police force to understand the top scams and crime in your area.
(required)
Share intelligence about scams with your customers living with dementia, and their family and carers.
(required)
Ensure customer facing staff are aware of the indicators of financial abuse and can embed a flagging system to support people living with dementia.
(required)
6. Support friends, family and carers
Do your best to ensure policies designed to safeguard people living with dementia do not make products and services inaccessible for a family or carer.
(required)
Ensure customer facing staff are well informed and kept up-to-date on the processes around Power of Attorney and Court of Protection orders and are able to communicate these clearly to the customer.
(required)
Ensure customer facing staff are aware of the different types of third party access options available.
(required)
Review and standardise procedure for dealing with joint accounts, where one person has dementia.
(required)