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  1. FS14.pdf

    person was employed when they died, or pension lump sum benefits. These are often paid to one or more nominated beneficiaries. You can ask the life insurance or pension provider whether you need to include ... estate ⚫ debts owed, including tax (income tax and capital gains tax) due to HM Revenue & Customs and pension overpayments ⚫ details of gifts made up to seven years (sometimes 14 years) before the date of death

  2. Envisage 2017 E.pdf

    a busy North Wales town and studies at university in order to keep herself active. However, having lost her husband and teenage daughter many years ago, as well as recently experiencing a period of ill ... early 80s, finds that although she lives in a large city she is very lonely and very depressed. She lost her son over ten years ago, and her husband lives in a care home, having been diagnosed with dementia

  3. Privacy Policy

    data secure We have appropriate security measures to prevent personal data from being accidentally lost, or used or accessed unlawfully. We limit access to your personal data to those who have a genuine

  4. FS25.pdf

    Returning from abroad December 2023 About this factsheet If you are a British national over State Pension age who moved abroad but are now considering moving back to live permanently in the UK, this factsheet ... ordinary residence 3 2.1 Habitual Residence Test 3 2.2 Ordinary residence 4 3 Finance 5 3.1 State Pensions and Winter Fuel Payments 5 3.2 Means-tested benefits 6 3.3 Disability benefits and Carer’s Allowance

  5. Mandatory concessionary fares scheme - January 2018.pdf

    that this would be in line with the original objectives of the scheme which was for the benefit of pensioners. Whereas Age Cymru would not generally be in favour of the diminishing of entitlements for older ... ill health or disability who are likely to find it more difficult to continue working up to state pension age. According to an independent review by Cridland,1 these groups, along with the self-employed

  6. RB_Oct11_Delivering_The_Equality_Duty.pdf

    Downs Health became an Age Positive champion and played a vital role in the Department for Work and Pension’s Age Positive campaign. By promoting good practices and highlighting the practical benefits of having ... has identified that this small but significant older prisoners’ population is in danger of being ‘lost’ within the younger prisoners’ needs. To address the needs of older prisoners, HMP Norwich has established

  7. FS21w.pdf

    Calculating Council Tax Reduction Scheme (CTRS) entitlement for people over State Pension age 30 15.1 Step 1: What is your total Council Tax bill? 31 15.2 Step 2: Make any necessary deductions ... child under the age of 18). These rules can apply to carers who are working and/or are over State Pension age; also, more than one carer can be disregarded for Council Tax purposes, as long as they meet

  8. Annual_review_201516_lowres.pdf

    #ProudtobeAgeUK #ProudtobeAgeUK 6 7 How one call a week can make all the difference When Roy, 83, lost his wife Phyllis in January 2015, he had no family living close by and often felt very lonely. His ... the phone lines. 8.00am Phil’s first call is straightforward. A man is wondering if he can claim Pension Credit. Phil sends him a copy of our money advice guide. 8.08am Judi’s second call is from a woman

  9. CRS_June16_secondary_annuity_market_proposed_rules_and_guidance.pdf

    consultation paper.  All potential sellers who are not paying for advice should be compelled to attend a Pension Wise guidance session before being allowed to complete their sale.  We are concerned that a broker’s ... believe that all consumers should, prior to completing their sale, undertake a guidance session with Pension Wise (if they are not using paid-for advice). We are concerned that many sellers may not be aware

  10. annual_review_2013_2014.pdf

    highlights 5 million people given information and advice. Influenced the increase of coverage of social pension schemes in 14 low and middle income countries. 5 million unique visitors to www.ageuk.org.uk Funded ... pockets by finding millions of pounds of benefits they’re entitled to, campaign to improve pensions and tackle pensioner poverty to ensure that everyone has a sufficient income and, through our information and

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