Benevolent Fund

The Group Pensioners' Association Benevolent Fund is an independent registered charity for retired employees of the Group and their dependants.

WHO CAN APPLY

Assistance will be considered to help all retired employees and their dependants irrespective whether or not they have ever subscribed to the Fund or belong to the Group Pensioners' Association.

This help is mainly given to the elderly, but others in need particularly the disabled are also considered.

HOW DO WE HELP

The Fund helps towards the cost of providing specific items for individuals e.g.

  • stair lifts
  • cookers
  • furniture
  • heating systems
  • dentures
  • wheel chairs
  • walk-in showers
WHAT ARE THE CRITERIA FOR QUALIFYING FOR ASSISTANCE

There are no fixed criteria to obtain assistance from The Fund. Each application is considered on its merits. However it is unlikely that help would be approved by the Trustees for those with significant savings/investments (excluding owner -occupied property) or income.

IS THE FUND ABLE TO HELP WITH THE PAYMENT OF HOUSEHOLD BILLS

No. The intention is to provide assistance of a “one-off” nature for capital expenditure items as detailed above. Please note the Fund is unable to assist with the cost of medical treatment. It is worth noting that household bills can sometimes be reduced by incurring capital expenditure – e.g. replacement of an old central heating boiler will usually reduce utility bills.

HOW DO I APPLY FOR ASSISTANCE FROM THE FUND

Application forms can be downloaded below or can be obtained from the Trustees. Please email rbsgpa.benfund.trustees@gmail.com

Ben Fund Application (Please download and complete)

Once fully completed and signed this should be submitted together with competitive quotes to the address shown on the form . Additional information in support of the application may be submitted with the form if considered appropriate. The Trustees of the Fund reserve the right to ask for supporting documentation and/or evidence of savings, investments and income in connection with any application when considered necessary. Retrospective assistance within a reasonable timescale can occasionally be considered.

HOW SOON AFTER I APPLY WILL I KNOW IF MY APPLICATION IS APPROVED

The Trustees aim to acknowledge receipt of all applications within 14 days and to respond to the application in full within 4 weeks.

HOW CAN YOU HELP

The work of the Benevolent Fund is widely appreciated.

The GPA Benevolent Fund was established in 1979 with £1000 of GPA Funds. Since then it has been funded from time to time by donations, bequests and legacies. Had it not been for that generosity support could not be given to those pensioners and their dependants who are in necessitous circumstances.

Please help us to continue this work by making a regular donation or by considering a legacy when making your will. Your contribution will be gratefully received.

We are registered under the Gift Aid Scheme which will enable us to recover tax. A donation form incorporating a Gift Aid declaration and a standing order form can be accessed below.

Donation Form Standing order form

If you require any further information regarding the Fund please contact Linda Webster on 0131 343 6467 or Nigel Hay on 07973786097. They will be happy to help

 

NOTE: The Bank Workers charity is also available to Bank workers.

 

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