FreeBen Entitlement Reports

FreeBen gives you FREE, UNLIMITED, INSTANT Entitlement Reports

The FreeBen Entitlement Report informs your clients on their entitlement to Working Age and Retirement Age Means Tested Benefits.

It provides a personal illustration of their entitlement, along with general guidelines as to how this may be affected by increases in their income and/or capital.

Producing the Entitlement Report is simple - just follow the on-screen prompts to complete a basic fact-find, which only asks questions relevant to the means-tested benefits. Then click a button to preview, print, or save the report (as a non-editable PDF). You don't need any specialist knowledge of the benefits to produce the report.

The reports are in a high quality, professional-looking format, and are addressed to your client in plain English.

Click here to download a sample version of an Entitlement Report for England, Scotland and Wales.

Click here to download a sample version of an Entitlement Report for Northern Ireland.

This basic report will provide sufficient information in many cases. However a more detailed personal illustration may be required, to show how this entitlement to benefits may be affected by an increase in income and/or capital. For this purpose, FreeBen also provides a Projection Report service.

Using FreeBen, you can produce as many FREE Entitlement Reports as you like. You can print, save and file these reports.

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