Click here to read a PMI article on becoming a
TPAS volunteer
TPAS is a voluntary organisation providing free help and
information to members of the public. We rely on pension
professionals to volunteer their services, and are always delighted
to hear from anyone who would like to know more about being an
adviser.
What does a TPAS adviser do?
The majority of advisers handle
casework from their home or their office, by letter or telephone or
both. Casework can be anything from clearing up a simple
misunderstanding between the member and the scheme, to a more
complicated problem involving skill and diplomacy from the
adviser.
Our London office has a rota of volunteers who
help to answer telephone enquiries from the public on the Pensions
Helpline and deal with routine correspondence. These
advisers typically give up one day a week or one day a fortnight,
although we are also pleased to hear from individuals who could
help out ad hoc at busy times.
How much time does it take?
It takes as much time as you are able to spare. We would think
that you should allow about 3-4 hours per month. The important
thing is that once you take on a case you pursue it promptly and
efficiently. If, due to other commitments, you cannot take a case,
you can return it to the office.
What commitments do I have to make?
You must be prepared to:
- abide by the TPAS Code of Practice, which is set out in our brochure;
- attend an Induction Session (normally lasting 1-2 hours);
- attend two out of every four Adviser Workshops - two are held
each year and they normally qualify for two hours Formal CPD under
the PMI scheme;
- take some casework each year.
Induction Sessions and Workshops are
held at various locations throughout the country.
All out-of-pocket expenses are reimbursed, and so there is no
financial commitment.
What are the benefits of being an adviser?
In our experience pension professionals find being an adviser
rewarding for a variety of reasons.
Many people wish to do some form of voluntary work. For those
working in pensions, or who are retired after a career in pensions,
being an adviser is a valuable use of their knowledge and
experience in what is often, to members of the public with pension
problems, a very difficult and confusing subject.
Being an adviser also frequently brings career benefits. Taking
on cases outside their normal areas of work broadens the adviser's
experience and can help in their everyday work. Career prospects
can also be enhanced as a result of the experience gained and the
commitment demonstrated by being an adviser.
Some advisers feel that the main benefit is simply being able to
help people with their pension problems.
How do I apply?
To apply to become an adviser, please print and complete this application form and forward to us at 11
Belgrave Road, London, SW1V 1RB. Alternatively, call us on
0845 601 2923 and request a brochure and application form. Click here for our code of conduct.
