Applicants who are admitted to the Society's "Roll of Beneficiaries" receive an Annual Grant which currently amounts to £1200. This is paid quarterly, by bank transfer, in March, June, September and December and continues for as long as the beneficiary meets the Society's criteria.
From time to time the Society may find itself with income surplus to its commitments. In these circumstances the Society aims to distribute this as Supplementary Grants to those beneficiaries on the lowest incomes and savings. Such grants should not be relied upon for regular income, but in practice provide welcome additional support to recipients.
It is important that the Society monitors each beneficiary's circumstances, to ensure that they continue to be eligible for the charity's support. To achieve this, beneficiaries are visited regularly by one of the Society's Caseworkers. These visits occur every 12-15 months within mainland Scotland, or 18-24 months elsewhere, and at each visit an up to date financial assessment is completed. Beneficiaries are advised of the visit several weeks beforehand and asked to ensure that bank statements and other documents are available on the day.
The Caseworker’s visit can also provide an opportunity to discuss in confidence, any anxieties or worries that the beneficiary may be experiencing. She can provide an often welcome “listening ear”, and although unable to offer direct advice, she can often provide you with contact details of other organisations which may be of help.
Beneficiaries are asked to notify the Society of major changes to their circumstances which occur between visits. Such changes include changes of address, telephone number, emergency contact and significant changes to capital or income. The Society will no longer support beneficiaries who move into nursing homes or long-term care, or who move to live outwith Scotland.
When a beneficiary is found to longer meet the Society's criteria, they will be withdrawn from the Society's Roll and further payments ceased. In every case the door is left open to the individual to re-apply in future, subject to their meeting the Society's criteria at that stage.The Society reserves the right to "suspend" payments to beneficiaries as an interim measure, pending clarification of their circumstances.
Beneficiaries will also receive periodical Newsletters, Christmas cards and other occasional communications from the charity. The Society will not pass any beneficiary's details to any mailing house.