Getting to grips with Quick Benefits Calculator

Who this training course is for

This online training course is for advisers who want to learn how to use Lisson Grove’s Quick Benefits Calculator (QBC) effectively and confidently.

This course is appropriate for advisers at all levels from trainees who have never used QBC before, to experienced advisers, and supervisors who want to more confidently understand how QBC works. A general understanding of the welfare benefits system is required to get the most of this course.

How the course is delivered

The course is delivered online, divided into two morning sessions, each lasting 3.5 hours. It is a practical course. Attendees share their screens with the group as they work through calculations together in each session.

What the course covers

The calculations start simple, with each calculation introducing one or two different benefit rules or functions of the calculator.

The first day is focused on claimant’s under the Universal Credit system it includes:

  • The amount of the standard allowance, couples, and age-rules
  • The children screen, the different rates of the child responsibility element and the two-child limit
  • Identifying the appropriate LHA rate
  • Identifying when the bedroom tax applies
  • Entering earnings and childcare costs the work screen
  • Treatment of earned income and the income taper, including the amount of the work allowance (and who gets one)
  • Savings/capital, the calculation of tariff income, and capital disregards
  • An introduction to the CTR screen, setting the local authority, finding information about your client’s CT band and the rates in your local area
  • How to enter the information including applying the council tax discounts

There is a homework exercise which involves comparing QBC to other commonly use benefit calculators. This exercise also demonstrates QBC’s essential functionality with regards to weekly, fortnightly, and four-weekly paid claimants. We also see the benefit cap in action.

The second day builds on the learning from day one, it covers:

  • Mixed age couples
  • ESA and LCW/LCWRA
  • Overlapping benefit rules and underlying entitlement to carers allowance
  • Working with the tax credits screens, taking a systematic approach to the income worksheet, and identifying errors
  • Using the print preview function to check the information you’ve entered
  • Entering non-dependents, exemptions from non-dependent deductions and how these differ between UC & legacy benefits
  • Comparing UC calculations and legacy benefit calculations

Note. previous versions of this course have covered tax credit calculations in detail. However, the need for these calculations are increasingly rare. If you are looking for a course covering tax credits in more detail I can highly recommend CPAG’s excellent “QBC – making the most of your calculator” course.

Pricing

Number of delegatesPrice per delegate
1-3£100
4-6£85
7-9£75
10 or more£65
Some organisations find that booking an annual allocation of places (say 8) spread over the course of the year allows them to take advantage of the discounted pricing whilst also ensuring that there are always members of the team who have recently attended the training and are able to support others.

Course dates

This course is currently scheduled to run four times a year. Additional on-demand courses are available for groups of 7 or more.

MonthDay 1Day 2
April 2024Tuesday, 16th April 2024 (9:30-1:00)Wednesday, 17th April 2024 (9:30-1:00)
June 2024Monday, 24th June 2024 (9:30-1:00)Tuesday, 25th June 2024 (9:30-1:00)
September 2024Wednesday, 25th September 2024 (9:30-1:00)Thursday, 26th September 2024 (9:30-1:00)
January 2025Tuesday 7th January 2025 (9:30-1:00)Wednesday, 8th January 2025 (9:30-1:00)

Book places