Tel: 01423 819452

Emailenquiries@cbgsolutions.co.uk

Webwww.cbgsolutions.co.uk

Lasting Power of Attorney Guide

Tina has compiled a State Benefits summary matrix:

State Benefits Summary Matrix (2016/2017)

Other Sources of Benefits Advice

Age UK website offers benefits advice, including

  • a benefits calculator, which identifies which benefits you may be missing out on such as tax credits and housing benefits
  • a tax checker, to check last year’s bill or help to work out the amount owed to HMRC and whether you are paying too much
  • free financial publications

www.ageuk.org.uk/money-matters

More in Shell Pensioners Association

Benevolence Fund

A charity to help members who are in need, usually identified with the help of PLRs. If the trustees support the case they make a grant or interest-free loan. Members of the SCPF/SOCPF (who are SPA members and live in the UK) are eligible to receive benevolence from the SPBA.

Investment Planning

Below is some useful information for SPA members who would like advice on investment planning.