10 things to ask the people you support or employ to do this Talk Money Week
Published on:
29 October 2024
This Talk Money Week (4-8 November) we’re asking organisations to encourage their audiences to ‘Do One Thing’ that could improve their financial wellbeing. To make things simple, we’ve put together ten bitesize ‘Do One Thing’ call to actions for you to use in your communications.
Just copy and paste the text in bold, and its accompanying link, and share it via your internal or external communications channels.
Set up a lasting power of attorney for a loved one
Encourage the people you employ or support to set up a lasting power of attorney for a loved one. It will give everyone peace of mind that financial affairs or decisions can be made if someone close to them is no longer able to.
Share this link: How to make and register a power of attorneyOpens in a new window
Check your current pension
Knowing how much you have in your pension and how much you are currently contributing is key to planning for your financial future. Encouraging employees to check their pension will empower them to start taking positive actions – this could simply be using the MoneyHelper Pension Calculator to check their pension is on track for their future needs.
Share this link: MoneyHelper Pension calculatorOpens in a new window
Write your will
There’s no need for people to wait until they have dependants to make provisions for the future. This guide will help the people you share it with to work out the basics, so they can start writing their will.
Share this link: Making a will and planning what to leaveOpens in a new window
Need to have a serious conversation with someone close to you about money? Use MoneyHelper’s How to talk about money guide to get you started
Talking about money can be difficult and it can be hard to know where to start. These guides cover preparing for and approaching a conversation, and dealing with responses. They’re also broken down into categories such as friends, family, partners and children.
Share this link: How to have a conversation about moneyOpens in a new window
Interest rates going down? Make sure you’re getting the best savings rates
Share this MoneyHelper article with the people you support or employ to ensure they know how to keep an eye on savings interest rates and make sure they're getting the best deals.
Share this link: How to find the best savings accountOpens in a new window
Save money on your home loan by re-mortgaging
Switching from an existing mortgage deal to a new one could help cut a monthly mortgage bill. However, it’s vital to check that remortgaging is the right move.
Share this link: Remortgaging to get the best dealOpens in a new window
Make your bank account work better for you
MoneyHelper’s guide covers the basics of banking, including how to make the most of a bank account, how to switch and the common fees to watch out for.
Share this link: How to open, switch and close a bank accountOpens in a new window
Thinking of switching to save money on bills or payments. Not all comparison websites are the same. Read MoneyHelper’s guide on how to get the best out of them
When it comes to finances, knowledge is power. Users can find advice on which comparison sites are the most appropriate for different areas of their finances, including mobile phones, credit cards, energy and everyday essentials.
Share this link: Get the most out of comparison websitesOpens in a new window
Protect your loved ones - understand what help your family would get if the worst happens.
Promoting good financial wellbeing doesn’t only mean focusing on the here and now. Encourage your employees and the people you support to check what employee benefits they are already entitled to and what kind of cover they may need, including things like life insurance and ill-health protection.
Share this link: How to know what kind of protection insurance you needOpens in a new window
Take a Money Midlife MOT
Aimed at people between the ages of 45 and 65 who are living and planning to retire in the UK, the Money MidLife MOT is a tool that can help your employees assess where they are financially and help them plan for the future. They'll get a personalised report to help them focus on what matters to them and signpost to support and guidance to help their put your plans into action.
Share the link: Money Midlife MOT toolOpens in a new window
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