financial support for retirees

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

Rate this content

 

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.

2.png 3

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.

 

1.png

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.

 

retirement finances.png

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.

 

retirement financial support.png

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.

GettyImages-95058175.jpg

 

 

 

useful articles 

approaching and enjoying retirement banner -1281725866 (2).jpg

in debt and retired? here's what you can do

Managing debt during retirement can be stressful, but luckily, there are a few things you can do to help manage the burden. Read on to understand your options.

Untitled design (8).png

not sure how to access old pensions? here's how to trace them

Have you got numerous pension pots from many years ago that you are unsure how to access? Luckily, they can be easy to trace. Here’s how. 

tool-kit---1286668043-article.jpg

taxes, planning and pensions: what you need to know

Do you have questions about retirement? It can be a daunting time, so we’ve broken down some common questions. 

upcoming events

18 September 2024

managing up and laterally

Join us to explore how to build productive, successful relationships with your boss, peers, and colleagues. Discover the significance of …
espresso series
24 September 2024

women's health, managing the menopause

This course helps you understand how female hormones and health change over time and the positive steps you can take to stay healthy. Learn how …
enhanced webinar
26 September 2024

returning to work with confidence: your transition toolkit

Are you excited and nervous about returning to work? Returning to work after a period of leave, be it parental leave, a sabbatical, redundancy, …
espresso series
2 October 2024

develop your self-awareness and improve your career

Self-awareness is an effective way to find out more about who you are, what you can do and how you relate to other people. Having a good sense …
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. 

  1. No matter where your career takes you, past and present members of the Institute of Chartered Accountants of England Wales (ICAEW) are eligible for caba’s services for life, even if you change your career and leave accountancy 
  2. ACA students (ICAEW Provisional Members) who are either an active student or have been an active student within the last three years are eligible for caba's services 
  3. Past and present staff members of the ICAEW or caba are eligible for caba's services for life, even if you leave either organisation. Please note, for former employees, our financial support is only available to those who have had five years continuous employment with either organisation 
  4. Family members and carers of either an eligible past or present ICAEW member, ACA student or past or present employee of the ICAEW or caba are eligible for caba's support. We define a family member as a: 
    1. spouse, civil partner or cohabiting partner 
    2. widow, widower or surviving civil partner who has not remarried or cohabiting with a partner 
    3. divorced spouse or civil partner who has not remarried or cohabiting with a partner 
    4. child aged up to 25. Please note, children aged between 16 and 25 are not eligible for individual financial support 
    5. any other person who is dependent on the eligible individual supporting them financially or are reliant on the eligible individual’s care 
    6. any other person on whom the eligible individual is reliant, either financially or for care 

You can find out more about our available support both in the UK and around the world on our support we offer  page. 

Are your services means-tested?

If you need financial support, we carry out a means test where we consider income, expenditure, capital and assets.  

*Please note none of our other services are means-tested. 

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.

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

We understand that circumstances change. If we’ve helped you in the past there’s no reason why we can’t help you again. You can contact us at any time. Please call us if you need our help.

view more questions



Not got the answer to your question?