AAA Display options

The new force combining Age Concern Wales logo & Help the Aged in Wales logo

Money matters publications

Couple receiving advice

Guides and factsheets aimed to keep you informed about issues surrounding money. Guides are short and easy to digest giving a comprehensive overview of a subject. Factsheets are longer, more detailed and aimed at professionals.

Factsheet supplement

opens link in new window Community Care FS Supplement (PDF 208 KB) September 2011, factsheet

This is to be read in conjunction with publications designated * below.

Claiming benefits

opens link in new window Benefits, entitlements and financial assistance: a brief guide for older people in Wales (PDF 439KB) - guide

opens link in new window Budd-daliadau, hawliau ariannol a chymorth ariannol: canllaw cryno (PDF 452KB) - canllaw

opens link in new window Attendance Allowance (PDF 182 KB) - factsheet

opens link in new window Benefits under state pension age (PDF 295KB) - factsheet

opens link in new window Capital income and means-tested benefits (PDF 193KB) - factsheet

opens link in new window Carer's Allowance(PDF 152KB) - factsheet

opens link in new window Challenging welfare benefit decisions (PDF 238KB) - factsheet

opens link in new window Claiming benefits - a guide for people over state pension age (PDF 1MB) - factsheet

 Claiming benefits - a guide for people of working age (PDF 1.83 MB) factsheet

opens link in new window Council Tax in Wales FS21W - November 2011 (PDF 240KB) - factsheet

opens link in new window Disability living allowance (PDF 229 KB) - factsheet

opens link in new window Health services information guide(PDF 629KB) - info guide

opens link in new window Help with health costs (PDF 189 KB) - factsheet *

opens link in new window FS1w Help with heating costs in Wales (PDF 215 KB) - factsheet

opens link in new window Housing benefit and council tax benefit (PDF 232 KB) - factsheet

opens link in new window Making the most of your money (PDF 225KB) - info guide

opens link in new window Pension Credit (PDF 240 KB) - factsheet

opens link in new window Pension Credit Guide (PDF 101 KB) - Let's Talk Money publication

opens link in new window Save more, pay less(PDF 415KB) - info guide

opens link in new window State pension (PDF 243KB) - factsheet

opens link in new window The Social Fund (PDF 172KB) - facsheet

opens link in new windowWhen someone dies(PDF 538KB) - info guide

Income and Tax

opens link in new window Council tax in Wales(PDF 204KB) - factsheet

opens link in new window FS14 Dealing with an estate - July 2011 (PDF 194KB) - factsheet

opens link in new window Equity release (PDF 116 KB) - factsheet

opens link in new window Housing benefit and council tax benefit (PDF 232 KB) - factsheet

opens link in new window Income tax(PDF 212 KB) - factsheet

opens link in new window Planning your retirement: money and tax (PDF 275K) - factsheet

opens link in new window Tax Guide (PDF 2 MB) - info guide

Money management

opens link in new window Be money smart (PDF 259KB) - info guide

opens link in new window Debt management (PDF 160KB) - factsheet

opens link in new window Making the most of your money(PDF 225KB) - info guide

opens link in new window Managing your money (PDF 3 MB) - info guide

opens link in new window Self-directed support: Direct Payments and Personal Budgets   (PDF 361 KB) - factsheet *

 opens link in new window Tracing lost money - a guide to finding forgotten assets (PDF 1.1 KB)

Pensions

opens link in new window Pension Credit(PDF 240 KB) - factsheet

opens link in new window Planning your retirement income (PDF 380 KB) - info guide

opens link in new window State pension (PDF 243KB) - factsheet

opens link in new window Making the most of your money(PDF 225KB) - info guide

Legal issues

opens link in new window Advance decisions, advance statements and living wills (PDF 108KB) - factsheet

opens link in new window Arranging for others to make decisions about your finances or welfare (PDF 313 KB) - factsheet

opens link in new window Getting legal advice (PDF 292 KB) - factsheet

opens link in new window Help with legal advice (PDF 203KB) - info guide

opens link in new window  FS7 Making a Will - October 2011 (PDF 185KB) - factsheet

opens link in new window Putting your affairs in order (PDF 214 KB) - info guide

opens link in new window Safeguarding older people from abuse (PDF 273 KB) - factsheet

opens link in new window What to do when someone dies (PDF 538KB) - info guide

Consumer advice

opens link in new window FS82 - Switching energy supplier - January 2012 (PDF 181KB)

opens link in new window Avoiding Scams (PDF 767 KB) - info guide

opens link in new window Driving and Parking (PDF 213 KB) - factsheet

opens link in new window Planning for a funeral (PDF 243 KB) - factsheet

opens link in new window Public Transport and Concessions (PDF 244 KB) - factsheet

opens link in new window Self Directed Support: Direct Payments, Personal Budgets and Individual Budgets (PDF 393 KB) - factsheet *

opens link in new window Television Licence Concessions (PDF 131 KB) - factsheet

opens link in new window Water Advice(PDF 164 KB) - factsheet

Some guides may contain some information which is out of date as there were changes to benefit rates and the state pension age from April 2010. The guide is currently being updated. In the meantime please use it with caution.

Help with downloads

Downloads

What is a download?

A download is a document (like a research report, a leaflet, or an application form) that can be transferred from our website to your computer. You can download a file, view it on your screen, print it, or save it to your computer.

What is a PDF?

PDF stands for ‘portable document format’.

Most downloads on this website are PDFs. We use this format to ensure that the document looks the same on everyone’s computer (website pages, by contrast, appear differently depending on how people have got their computer set up).

How do I download a PDF?

Computers use a program called Adobe Acrobat Reader to download PDFs. If you try clicking on a link to download a PDF and it doesn’t work, you will need to install Adobe Acrobat Reader onto your computer.

How do I install Adobe Acrobat Reader?

The process is quite straightforward and is free.

  1. Go to opens link in new window http://get.adobe.com/uk/reader/
  2. Click ‘Download’.
  3. Wait for the window to offer you the option to ‘Run’, then choose this option.
  4. Click ‘Next’.
  5. Click ‘Install’
  6. Wait for the window to offer you the option to ‘Finish’, then choose this option.

How do I change a download?

PDFs cannot be changed. If you need to be able to type into a downloaded document (for example, if we are offering a letter template that you need to put your name on) we will provide it as a Microsoft Word document rather than a PDF. You can then download it, type into it and save it to your computer.

How do I print or save a download?

Downloads will open on your computer in a new browser window.

Inside this window (below all your web browser menus), there will be a toolbar with options for you to print or save the document.

Close the browser window to return to the Age UK website.

Can my screen reader read PDF downloads?

We have made every effort to make our PDFs accessible to screen readers. Here is an overview of your accessibility options available in Acrobat Reader. Please ensure that you have downloaded the latest version of Acrobat Reader from the Adobe Reader website to ensure that they are included in your version of the programme.

You can use Adobe Reader to read a PDF out loud with the following shortcut keys:

  • Read the document: Shift +Ctrl+Y
  • Read the open page only: Shift +Ctrl+V
  • Read to the end of the document: Shift+Ctrl+B
  • Pause: Shift+Ctrl+C
  • Stop Shift+Ctrl+E


You can also convert a PDF into a web page by following these steps:

  • Copy the URL (web address) of the document (right-click on the link and select ‘Save target as’ or ‘Copy link’).
  • Open the Adobe online conversion tool in your browser and paste the URL into the URL box.
  • Tick the HTML box on the Format option and click ‘Convert’.


You can convert a PDF document into a text file for use with other software and hardware such as Braille printers by opening the PDF and choosing ‘Save as text’ from the File menu.

Your Age Cymru

Set your location to see what Age Cymru offers in your local area.

Age UK Advice:
0800 169 6565
Age Cymru works with Age UK to bring you Age UK Advice.
 
  

Please donate

Age Cymru needs your support

Please donate

Happy people laughing outside

Keep up to date

The best way to keep in touch with everything we're doing here is to sign up for our email newsletter

Get involved

 

 

A couple getting advice

About Age Cymru

Find out what Age Cymru does, its history, how it raises money and more about the charity.

Close window
Display options

Set the appearance of this website so you can read it more easily

Text size

Background/foreground


To see information relating to England, Northern Ireland or Scotland set your preference below: