financial support for retirees

Whatever financial issues are holding you back from enjoying retirement, we’re here to help.

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learn to thrive in retirement – not just survive it. 

Retirement is your time to try new things, reach new goals and enjoy some well-deserved rest, but sometimes, things don’t go to plan. From unexpected bills to managing debt, many people like you face all sorts of challenges every day. No matter what you’re going through, we’ll work with you to find a solution, and help you reach your retirement goals – whatever they might be. 

Are you concerned about finances? Get in touch today to see how we can help you.

 

no problem is too big or too small.

From unexpected bills to managing debt, many people like you face all sorts of challenges every day. No matter what you’re going through, we’ll work with you to find a solution.

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managing debt 

Is debt preventing you from having the retirement you want? Get in touch and we can help you find debt support that suits you and your circumstances.

 

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carer support 

Looking after a loved one? It shouldn't have to cause financial strain. We can offer financial support, to help both you and the person you care for.

 

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pension guidance  

It can be daunting facing retirement without a pension plan in place. If you need assistance planning your finances for retirement, get in touch.

 

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unexpected bills 

We're here for those last-minute curveballs. If you have an unexpected financial concern that you're not prepared for, we'll do what we can to help.

 

 

are you struggling to budget effectively?

If you’re struggling with debt, have never budgeted before or are spending more than you’d like each month, it's probaby the right time to create a budgeting plan. Explore our resources and self-helop guides.

 

 

how to tell if you're being scammed - and what to do about it

Worried about being scammed? It can be scary, especially if you don't know what to look out for. Luckily, we've broken down everything you need to know in order to be vigilient when it comes to fraud and scams.

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pensions: what to do if you haven't got one

If you haven't got a pension, you could be worried about how you're going to afford to live when you retire. Here we discuss what your options are if you don't have a pension to fall-back on during retirement.

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budget planners

MoneyHelper’s budget calculator alongside our downloadable budgeting spreadsheet can help to show you exactly where your money is being spent and how much you’ve got coming in.

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how to trace old pensions

unsure what pensions you have or where they are? follow our simple tips to find out.

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retired and in debt? here are your options

In debt and retired? It can be a daunting time. We've broken down what you can do.

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budgeting

If you're overspending each month, it may be time to set up a budget. Our useful tools can help you to start.

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taxes, planning, and private pensions: what you need to know

There can be a lot to understand during your retirement. We've broken down what you need to know about taxes, planning and private pensions.

upcoming events

29 April 2025 12.30pm – 1.30pm BST

supercharge your sleep

Do you want to get a good night's sleep? Join us to discover practical tips and activities that will help you sleep longer and better.
espresso series
6 May 2025 12.30pm – 1.30pm BST

communicating compassionately

Want to build trust and rapport? Learn key strategies like body language and listening with compassion to foster meaningful connections.
espresso series
14 May 2025 12.30pm – 1.30pm BST

overcoming imposter syndrome

Are you struggling with imposter feelings? Join us to explore ways to overcome imposter syndrome, and how to break free from these beliefs.
espresso series
20 May 2025 12.30pm – 1.30pm BST

navigating burnout

Feeling drained? Stress can cause negativity and burnout. Join us to manage stress and boost wellbeing.
espresso series

your questions answered 

Who is eligible for support?

We support past and present members of the Institute of Chartered Accountants of England and Wales (ICAEW), ACA students, ICAEW staff members, and the family and carers of members and students. 

Not sure if you’re eligible? Use our interactive eligibility tool to check if you or your family could get support.

Are your services open to everyone, regardless of financial situation?

Most of our services, including mental health support and legal advice, are provided free regardless of your financial circumstances. For our financial grants, we will conduct an assessment, looking at your income and assets, to determine what help we can provide.

I’m an accountant, but not a member of ICAEW, can you still help?

Unfortunately not. We only support past and present ICAEW members, their carers and their families. If we are unable to support you, where possible we will point you to help elsewhere. Please visit the ACO members page to see if there is another occupational charity that can assist you. 

caba has supported me in the past; can I receive support from caba again?

We assess all applications based on current circumstances. Whether you’ve received support in the past or not, we’ll discuss all your options with you. Please call us if you need our help.

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