Better payment arrangements for customers
In the digital age cheque transactions are being phased out by banks and supermarkets. This change in financial industry practice, as well as the uncertainty around Australia Post’s delivery times, means Public Trustee (PT) needs to change its method of providing money for essentials to some customers.
Over the past six months PT has worked to improve the way it provides money to customers specifically for supermarket payments (i.e. food and household shopping).
For most Personal Estate customers, the use of cheques for supermarket payments has now been replaced with an electronic funds transfer set-up, providing customers with a more secure and reliable method to access their funds, as well as the ability to be more independent.
PT’s Acting Personal Estates Manager Andrea Sax said the success of the payment transition to date has been thanks to the preparedness of customers and their carers/case workers to work through the challenges of implementing such an important change in process in order to arrive at a better outcome.
“By individually assessing customer’s circumstances before implementing the change, we have sought to make the transition as non-disruptive as possible.”
“This much more reliable payment method has not changed our customer’s budgets or allowances for supermarket payments; they continue to receive their existing regular, recurring payments, just now in a more efficient and secure way.”
For the small number of customers yet to transition, PT continues to work with their case workers, addressing any concerns and reviewing payment values as necessary. These customers will continue to receive their standard supermarket payments via the old cheque method until the right set-up is established.
PT is currently the legal financial administrator of more than 4100 South Australians and is responsible for supporting the community’s most vulnerable by providing expert personal financial administration services to those who are unable to manage their own affairs.