In this guide, you’ll learn the key considerations, work through a practical example and find useful next steps. Take your time and use the free worksheets to put ideas into practice.
What you’ll take away
- MoneyHelper
- Citizens Advice
- GOV.UK
MoneyHelper
Free, impartial money and pensions information: moneyhelper.org.uk.
Citizens Advice
Help understanding debt, benefits, housing and consumer rights: citizensadvice.org.uk.
GOV.UK
Official information on benefits, tax, childcare, business registration and public services: gov.uk.
NHS
Information about NHS Continuing Healthcare and health services: nhs.uk.
Age UK
Later-life information and support: ageuk.org.uk.
StepChange
Free debt advice and debt solutions information: stepchange.org.
Keep this checklist handy
- Check the date of guidance
- Use official websites for current eligibility rules
- Seek qualified individual advice for complex decisions
Putting your learning into practice
Use the guidance above to identify the information you need and the questions to investigate. Consider:
- MoneyHelper.
- Citizens Advice.
- GOV.UK.
- NHS.
This is general financial education, not a personal recommendation, an assessment of suitability or an invitation to buy or arrange a financial product. Check current official information and obtain appropriate professional advice for individual circumstances.
Keep learning
Use a worksheet to explore your own figures, or browse another topic in the guide library.
Download free worksheets →Explore more guides →