An expert information and advice service for those who need help with unregulated and regulated financial matters or legal matters to help them to plan for and meet the costs of retirement and later life care.

Age UK Notts Money Advice Service

The Age UK Notts Money Advice Service is a free, independent, impartial and confidential face-to-face service.

Our in-house, qualified and professionally supervised Money Advisor supports individuals and carers with planning for the future, helps build financial resilience and compliments the regulated work carried out by an independent Financial Adviser. Areas that can be covered include:

  • Debt and borrowing
  • Saving and investing
  • Benefits
  • Insurance
  • Care and disability
  • Budgeting and managing money
  • Work, pensions and retirement
  • Births, deaths and family
  • Homes and mortgages
  • Cars and travel

Find out more

Age UK Notts Later Life Financial Advisers

The Age UK Notts Later Life Financial Advisers are Independent Financial Advisers or Chartered Financial Planners - a panel who have passed the Age UK vetting process, are regulated by the Financial Conduct Authority and are members of the Society of Later Life Advisers. All the advisers on the panel hold an appropriate:

  • financial planning qualification (Level 4) and a Statement of Professional Standing
  • equity release qualification (covering both lifetime mortgages and home reversion plans), and
  • long term care qualification

Individuals will retain choice and independence by choosing from a panel rather than a single recommended planner or adviser. All of the panel members offer a 30-minute free consultation at our Nottingham hub, or people can access advisers at their own offices or via home visit. They provide regulated advice on:

  • Options for paying for long term care including deferred payment agreements, financial solutions and ways to use property
  • Advice on personal contributions, statutory and other support
  • Equity release
  • Pensions and annuities
  • Investments and savings
  • Tax planning (Inheritance Tax)

Our panel of planners and advisers are as follows:
Hudson Wealth Management Ltd
Sense Financial Solutions
Sue Pickering

To access this service, please call 0115 859 9209.

Disclaimer: Age UK Nottingham & Nottinghamshire hosts a free initial and basic financial advice and assistance service which is provided by a panel of Later Life Financial Advisers.  The Later Life Financial Advisers are Independent Financial Advisers or Chartered Financial Planners, in addition they hold the Society of Later Life Adviser accreditation, they are authorised and regulated by the Financial Conduct Authority.  The Financial Advisers are completely independent of Age UK Nottingham & Nottinghamshire.  Neither Age UK Nottingham & Nottinghamshire nor Nottinghamshire County Council accepts any responsibility or liability for any loss arising directly or indirectly from the use of these Financial Advisers or action taken in reliance on any information or advice that they may give.  Neither Age UK Nottingham & Nottinghamshire nor Nottinghamshire County Council endorses any provider, product or service that may be associated with the Financial Advisers.  Age UK Nottingham & Nottinghamshire and Nottinghamshire County Council would like to make it clear that other financial advisers are available and that users of this service do not need to use the services of the financial adviser following their initial free financial advice session.

Age UK Notts Independent Legal Advice Panel

The Age UK Notts Independent Legal Advice Panel is a group of solicitors who have passed the Age UK vetting process and are members of Solicitors for the Elderly, an independent, national organisation of lawyers who provide specialist legal advice for older and vulnerable people, their families and carers. Individuals will retain choice and independence by choosing from a panel, rather than a single recommended solicitor.

Our legal advisers offer a 20-minute free consultation at our Nottingham hub, or people can access solicitors at their own offices or via the telephone/email or a home visit.

The main areas of law our panel cover are:#

  • Powers of Attorney
  • Court of Protection
  • Estate and tax planning using Wills, trusts and lifetime giving
  • Probate
  • Administration of estates
  • Trusts administration
  • Living Wills
  • Information on home care
  • Preserving assets in the event or residential or nursing care
  • Care home contracts
  • Advice on financial responsibility and funding criteria for care
  • State benefits
  • Home equity release
  • Mental health legislation
  • Elder abuse
  • Mediation
  • Deprivation of Liberty

Find out more

Our Independent Legal Advice Panel are as follows:
Actons Solicitos

Disclaimer:  Age UK Nottingham & Nottinghamshire hosts a free initial and basic legal advice and assistance service.  This legal advice service is provided by a panel of Legal Advisers who are qualified lawyers (a solicitor, a trainee solicitor, a barrister or a pupil barrister) who are authorised and regulated by the Solicitors Regulation Authority.  The Legal Advisers do not provide representation. The Legal Advisers are completely independent of Age UK Nottingham & Nottinghamshire.  Neither Age UK Nottingham & Nottinghamshire nor Nottinghamshire County Council accepts any responsibility or liability for any loss arising directly or indirectly from the use of these Legal Advisers or action taken in reliance on any information or advice that they may give.  Neither Age UK Nottingham & Nottinghamshire nor Nottinghamshire County Council endorses any provider, product or service that may be associated with the Legal Advisers.  Age UK Nottingham & Nottinghamshire and Nottinghamshire County Council would like to make it clear that other legal advisers are available and that users of this service do not need to use the services of the legal adviser following their initial free legal advice session.

Pension Wise Advice Service

We work closely with the CAB who deliver this service to signpost/refer those individuals who need information and advice in relation to their defined contribution pension pot.

Find out more about CAB

FirstStop Advice Line

The FirstStop Advice Line provide free specialist advice regarding residential care issues, advice can also be accessed via our Legal Advice panel.

Whether you want to stay living where you are now, or move to somewhere that suits you better, FirstStop is able to provide information, discuss your options and help you get what you need. Simply call FirstStop Advice line on 0800 377 70 70.

Age UK Notts Housing Options & Silverlinks Advice Service

The Age UK Notts Housing Options & Silverlinks Advice Service is a free, independent, impartial and confidential service for those who need help considering housing and care options.

Find out more

Age UK Notts Welfare Rights Advice Service

The Age UK Notts Welfare Rights Advice Service, whilst benefit maximisation is outside the scope of the service specification, we will refer people to our free in-house welfare rights service, if appropriate.

Find out more

Further information

Downloads

More information about our services can be found in our handy leaflets and flyers.

If you would like to know any further information, contact us.