Who is eligible to apply?

The Trust Fund can provide assistance to current and former members of the NEU and its legacy organisations and their dependents. 

How do members apply to the NEU Trust Fund?

Members can fill in this form, or ask for a copy by:

  • contacting the Trust Fund administrator on 020 7782 1573 or 07856 938773
  • emailing the Trust Fund at trustfund@neu.org.uk

In the current COVID-19 emergency, with the administrators working from home, completed forms should then be returned BY EMAIL ONLY to the above address.

How can I help?

Please tick the box on your NEU application or renewal form to donate to the Trust Fund to help us to support members in need.

What is the process for awarding grants?

An application form must be completed in all cases. Grants cannot be approved either by phone or without the trustees carefully considering a request for financial assistance. The application form is checked for details of income/expenditure/savings/employment details/ household dependents and non-dependents.

What types of financial assistance can the Trust Fund provide?

The Trust Fund has assisted members by providing grants towards:

  • general living expenses arising through illness, loss of employment

and relationship breakdowns

  • funeral expenses
  • costs of journeys to hospital
  • short holiday breaks for recovery or recuperation
  • clothing grants for members and dependents
  • respite care
  • wheel chairs, chair lifts and stair lifts

Who makes the decision to award a grant?

The overall decision for the award of financial assistance lies with the Trust Fund trustees.

Guidance notes on completing the Trust Fund Ltd application form

PLEASE READ THESE CAREFULLY

  1. Please ensure you are eligible for a grant before applying. The Trust Fund Ltd can only provide assistance to current members, former members and their dependants.  Student members are not eligible to apply. Please note that the NEU Trust Fund does not provide financial assistance for the repayment of loans, personal overdrafts, credit card bills or mortgage arrears.
  2. Please complete all relevant sections of the application form and answer all the questions.  Where you have not done so, please explain why.  If there are any questions which are not applicable to you, please write ‘not applicable’ in the relevant section.  If at any time you need additional space, please use a continuation sheet.
  3. Please write clearly and legibly, completing the form in black ink, as the form will be photocopied.  A typed application is equally acceptable.  Where you have been asked to complete the form in BLOCK CAPITAL LETTERS, please ensure that you do so.
  4. If you are requesting financial help, the reasons must be given on the second page of the application form.
  5. If you have previously received financial assistance from this or any other fund, please provide date(s) and amount(s) of any grant received on the fourth page of the application form.
  6. With regard to your employment status, please provide (where applicable) the reason for leaving (e.g. resignation, retirement, ill-health retirement, dismissal etc), together with the date of leaving, on the third page of the application form.
  7. With regard to your referees, you must provide the names and full contact details (including address) of two people.  Please ensure that you have spoken to them and obtained their permission to use their names. We do always approach referees and will not normally make grants without written references.  Please make sure that your referees are aware that they need to respond swiftly to any request for references as a delay will affect the processing of your application.  Please note that we cannot accept your GP (local doctor), family members or relatives as referees, or any party with a financial interest in any award made such as a supplier.  We will not chase any of your referees for a reference.  Once we have contacted your referees, it will be up to you to ensure that they return the reference form in a timely fashion.  Applications will not be processed unless both of your referees have provided a reference.
  8. Applicants will be required to provide proof of income and debts (e.g. wage slips, bank statements, receipt of benefits, credit card statements, loan agreements etc).  To avoid delay, please send such supporting documents with the application – copies of the latter documents only are needed if it is shown how they tie up with income and expenditure entries on the application, for example by way of a note beside an item on a bank statement copy.
  9. Please ensure you have read and understood the Terms and Conditions on the fifth page of the application form.  By signing the declaration on the sixth page, you are agreeing to these Terms and Conditions. The information you provide on the application form must be true and accurate in all respects. 
  10. All completed forms must be signed and dated on the fifth page of the application form. Forms should then be sent to the address noted on the first page of the application form. 
  11. Applications will not be acknowledged, but you will be told the result of your application, whether successful or unsuccessful.  The Trustees meet periodically throughout the year and you may apply at any time.  There are delegated Trustees who are able to decide on grants between meetings, although they may refer an application to the next meeting for a final decision.  The time this takes may therefore vary but the Trust Fund Administrator can advise you of the time you can expect to wait at any point, and there are arrangements in place for the consideration of urgent applications.  The Trust Fund Administrator’s number and contact details can be found at the front of the application form. 

Other sources of charitable support

In the event that your application to the Trust Fund is unsuccessful or you need further support, there are other charitable organisations that may, where applicable, be able to help:

Education Support Partnership

https://www.educationsupportpartnership.org.uk/

  • 08000 562 561 
  • 08000 855 088 (Wales)

Provides grants to education staff in financial difficulties. Examples include:

  • Council tax
  • Mortgage payments
  • Rent payments
  • Payments for food

Elizabeth Finn Care

http://www.elizabethfinncare.org.uk/Who_can_apply%40

020 8834 9200

Client group primarily consists of people who have formerly held occupations requiring a degree of responsibility and education, including Teachers in Higher, Further, Secondary, Primary, Nursery and Special Needs Education; Senior Administrators and Inspectors of Educational Establishments, Vocational and Industrial Trainers. 

Applicants must be of British or Irish nationality, or residents of the United Kingdom or Ireland.

Can help people whose former careers have been interrupted or ended through circumstances beyond their control, such as through physical or mental illness, redundancy, family breakdown, or struggling with low income during retirement.

Church Schoolmasters and Schoolmistresses’ Benevolent Institution

http://www.cssbi.org.uk/

Telephone: 01403 250798

Email: info@cssbi.org.uk

Provides for necessitous present or former teachers/lecturers and those in teacher training who are members of the Church of England or of another recognised Christian denomination by giving financial assistance in times of affliction, disablement or other misfortune, and on their demise to provide for their financial dependants, such financial assistance to include (but not be limited to) assistance towards the cost of subsistence and education in each case anywhere within England and Wales.

The Teaching Staff Trust

Education Financial Hardship Grants | Teaching Staff Trust

Phone:01322 293 822

Email:enquiries@teachingstafftrust.org.uk

If you’ve worked or have retired from working in a school, a nursery or in any other education role with under 19’s for five years or more then Teaching Staff Trust is there for you. Their payments are to support you when something you couldn’t have anticipated happens. Among the people they’ve supported are nursery workers, teaching assistants and learning support staff, teachers, lunchtime supervisors, caretakers and school administrators.