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Chelsea Building Society, Plymouth

. Our members are more than just customers, they are part of our mutual society . We are the 2nd largest building society, but still small enough to care . We are committed to providing local service and a level of customer service that you'll want to recommend . We believe in financial security, that's just one of the reasons many of our 3.5 million members trust us with their money . We aim to offer straightforward products that offer long-term value . We are right in the heart of the communities we serve

9 July 2015
South West
Local Alliances:
Plymouth Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

At the Chelsea Building Society, we are committed to supporting our customers wherever possible. Our customer base leans far forward to the 55+ category and therefore, we feel we have a responsibility as a society to be as dementia aware as possible.

We are very interested to see how our existing Vulnerable Customer Policy can support our customers and their families living with dementia and are confident that our upcoming dementia awareness session will increase our knowledge and understanding of the condition.

We are committed to attending monthly DAA meetings to further our knowledge via shared learning.

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

We are a small branch of 5 staff in Plymouth City Centre so our attendance to some events may be hampered by this on occasion.

Member website


2. Actions

  • Staff team to attend a dementia awareness session

    We have invited Claire Puckey (Dementia Friendly City Co-ordinator, Plymouth City Council) into our branch to take all staff through a full awareness session on the 15th of July 2015 with the aim of seeing where our Vulnerable Customer Policy can be supported.

    Being implemented

    2015 - Third Quarter Update

    New member

  • To assess the branch presentation

    Staff team to assess the dementia awareness presentation and implement changes where possible to ensure that we are dementia friendly.


    2015 - Third Quarter Update

    New member

  • To attend monthly PDAA meetings

    To commit to attending monthly PDAA meetings, with our branch manager, Judith Pritchard attending the first on the 9th of July 2015.

    Being implemented

    2015 - Third Quarter Update

    New member