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Money Matters - Taking Control

finance pensions retirement Oct 19, 2019

For this week's topic, I asked Caroline Anstee, Managing Director and Founder of Financial Designers, Anstee and Co to talk us through pension options for women in the UK.

Question: What options do women have to take control of their finances independently?

Caroline:

  1. If you are in your 40s and still working: Keeping up to date with their pension, having it reviewed regularly and contributing if affordable after looking at the budget. Request a state pension forecast. Have a plan and review it annually, saving as much as you can. Keep protection under review to ensure all liabilities are covered. Review any company benefits and ensure any dependents are secure. Don’t rely on anybody else looking after you in retirement.
  2. If you are in your 50s and still working: same as before but streamline the plan a bit more, review the plan and see if you are on track. Review whether current plans are still fit for purpose.
  3. If you are 50 plus without a pension of...
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Lasting Powers of Attorney

finance legal practical Jul 03, 2019
Few of us are comfortable thinking about our own mortality, let alone talking about it. We might recognise we need to sort out our affairs, but we put it off until, too often, it's too late and our loved ones are left with a legal and financial mess to clean up at a time when they are dealing with grief.
 
This is not my area of expertise, so I have asked Dani King of father and daughter firm, Wellingborough Wills, to write an occasional series of guest blog posts for us. This week, she explains Lasting Powers of Attorney. Over to you, Dani.
 

Perhaps you have heard the term Lasting Powers of Attorney, or LPA, but are unsure what they actually are. Maybe your older relatives have asked you to act as an attorney for them, but you’re not certain what the role entails. Here we will cover what LPAs are, what they are used for and how you can make one. 

What are LPAs?

An LPA is a legal document that nominates someone that you know and trust to look after your...

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