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Inform clients about sources of financial support available to them when arranging a funeral

URN: PPLFOS18
Business Sectors (Suites): Funeral Services
Developed by: People 1st
Approved on: 2022

Overview

​This standard is about informing clients about the sources of financial support available to them which may be required during the arrangement of a funeral.

This standard is for all funeral directors, funeral director assistants and funeral arrangers.

When you have completed this standard you will be able to demonstrate your understanding of and ability to:

  • Inform clients about sources of financial support available to them when arranging a funeral

Performance criteria

You must be able to:

1. establish whether your clients require financial support when arranging a funeral 2. provide your clients with information about sources of financial support that is up-to-date and sufficient for their requirements 3. provide your clients with information about sources of financial support in a format they understand and that meets their requirements 4. give clients sufficient opportunities to ask questions and clarify the information given regarding possible financial support 5. confirm clients’ understanding of the information given to them 6. keep records of the information given to clients that are clear, accurate and stored securely in accordance with relevant regulations, legislation, codes of practice and your funeral business’ policies and procedures

Knowledge and Understanding

You need to know and understand:

1. why it is important to clarify whether your clients require financial support when arranging a funeral 2. how to establish clients’ requirements for financial support 3. what information to provide to clients about sources of financial support available to them 4. where to locate the information on financial support that your clients require 5. how to check the reliability, accuracy and currency of information you provide 6. how to check your clients’ understanding of the information you provide to them 7. the different ways of providing information to clients 8. the requirements to store and record information given to clients in accordance with relevant regulations, legislation, codes of practice and your funeral business’ policies and procedures

Scope/range

When providing information for clients about sources of financial support, you must show that you can achieve the outcome when dealing the following:

1. Financial support given by:
1.1. State/Government assistance
1.2. insurance and related financial services
1.3. charities and benevolent funds
1.4. payment terms with your funeral business

2. Information:
2.1. written in their own language
2.2. verbal
2.3 online

Scope Performance

Scope Knowledge

Values

Behaviours

Skills

Glossary

Links To Other NOS

The standards in the funeral operations suite should be complemented by pan-sector standards such as working relationships, business, administration and resource management, as well as any other specific requirements of the employer.

External Links

Version Number

2

Indicative Review Date

2027

Validity

Current

Status

Original

Originating Organisation

People 1st International Ltd

Original URN

PPLFOS18

Relevant Occupations

Funeral Director, Funeral Director’s Assistant, Funeral Services Attendant, Funeral Services Operative, Funeral Arranger

SOC Code

6138

Keywords

Funerals; funerary; undertakers; undertaking; provides; providing; gives; giving; supplies; supplying; products; requirements