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Money Matters

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If you're approaching retirement or are already retired it's important to be aware of your finances in order that you can prepare for your future.

 

If you are unsure what you will receive from your pension fund or from the state use the links below to help you calculate your income. You may also be legible for other benefits or discounts as well as tax free allowances.

 

And don't forget to write a will, and make your own decision about what should happen to your assets. Age Concern provide a fact sheet which you can download providing guidance on the issues surrounding wills, and how to go about writing one.

 

Pensions

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Retirement Matters|
Advice and tips on pensions for those approaching retirement.

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The Pension Service|
Financial advice on all aspects of your pension including 'Ask an Expert' and tools such as online pensions projections calculator, personal contribution limits, and online stakeholder pensions.

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Department for Work and Pensions|
In-depth information on pensions as well as up-to-date information on any planned changes.

 

Benefits

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Pension Service|
Information on Pension Credit and Council Tax Benefit.

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BBC Health Practicalities|
Information on what types of benefits you might be entitled to and who qualifies.



 

Tax

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Direct Gov|
How to claim tax free allowances and other benefits.

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The Pension Service|
Income tax and retirement.



 

Writing a Will

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Age Concern|
A fact sheet (pdf) for anyone wishing to make a will.

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BBC Health Practicalities|
How to make a will and choose an executor.

 

Managing Your Finances

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BBC Health Practicalities|
Information about savings and investments, where to get support, and who to talk to.



 


 
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