Your questions answered...

Money matters

Although it might seem daunting, mananging your money is often easier than you think. We are here to provide confidential advice and guidance on any of your money matters.

Below we have listed some of our most frequently asked questions.

Q.How do I budget?
A.

The most important thing about budgeting is that you use a system that suits you. Once you've done it a few times, it can take just a few minutes each week to keep on top of it.

Start by listing all your income such as wages, benefits, tax credits, maintenance etc. If your pay varies it could be worth trying to work out an average for the week or month.

Next, list all your outgoings including bills, food, loans and those costs that may only crop up occasionally – such as birthdays, Christmas, holidays, car tax, TV license. Try to work out an average weekly / monthly amount for these 

Try the MoneyBasics UK: Budget Calculator or download the MoneyBasics Budget Form to see how you can manage your spending better.

The results should give you an idea if you are managing well or struggling and may need further advice. You may also be surprised as to how much you are spending on certain items and try to cut back on these expenses.

Q.What's so good about having a bank account?
A.

Having an account is safer than carrying large sums of cash. It can help you to manage your money and may mean you can pay bills by direct debit. Gas, electric, water and insurance suppliers often give discounts or cheaper rates for those who pay by direct debit.

Your benefits can be paid directly into your account and if you start work you may need an account to have your wages paid into. You could even earn interest on any savings.

For further information or advice on what types of accounts are available and how to open a bank account, take a look at our useful contacts.

Useful links

Q.I'm having problems with debt
A.

Most of us owe money to people most of the time. Bills are a fact of life, but we may find ourselves swamped by debts and can’t see a way of paying them all.

If you need help overcoming debt, and would like some free imaprtial advice, take a look at our useful contacts.

A few golden rules when it comes to dealing with debt:

Do

  • Face up to your situation and resolve to deal with it.
  • Get in touch with everyone you owe money to and explain your situation.
  • Tackle your priority debts first as these have more serious consequences – rent, mortgage, council tax, gas, electricity, hire purchase, court fines. Non-priority debts like credit cards, overdrafts, unsecured loans, catalogues can be sorted later.
  • Remember it is better to offer small regular amounts that you can keep to rather than large irregular ones you can’t.
  • Do keep copies of all letters you send or receive.

Don’t

  • Ignore the problem. It won’t go away.
  • Give up trying to reach an agreement with your creditors.
  • Be threatened or bullied into making promises you can’t keep to.
  • Borrow more to pay off debts – you could get deeper into debt.
  • Be afraid to ask for free specialist help.
Q.I need a loan
A.

You should not borrow money if you cannot afford to pay it back but we do recognise that sometimes an emergency or unexpected situation arises meaning that you have to borrow. You should always think about whether you really need to borrow the money and if it is for something that is absolutely necessary.

Having decided that you do need to borrow the money you need to look around to see what options are available and most suitable for you. You will need to look not only at the amount of the regular repayment but also at the length of time over which you make the repayments. The longer the period over which you make repayments the more you will pay back!

You will usually have to pay interest on the amount you borrow – this means you will pay back more than you actually borrow. As above, don’t borrow money for longer than is necessary as this will also cost you more to pay back.

Consider whether you can afford to make the repayments. Some ways of borrowing are cheaper than others and some lenders are actually illegal and may cost you an arm and a leg! If you are having difficulties dealing with your money matters or are in debt you should always seek advice.

Credit Unions

A credit union is a not-for- profit company made up of members. You can save with a credit union and you can borrow from a credit union at rates much cheaper than most doorstep lenders and at some rates which are competitive with the banks.

Find your local credit union

Useful links:

Q.Saving for a rainy day
A.

It is important to set aside money, not only for emergencies, but also for major expenses like education, homes, cars, and eventually retirement. Most financial advisors recommend at least the following:

  • Have at least enough in savings to cover three months of rent and expenses.
  • If at all possible, set aside at least one-fourth of your income each year for emergencies, big purchases (like homes or cars), and retirement.

Although it is not always possible to meet the saving goals above, the best way to start is to start saving a little at a time. Once you create a budget within which you can live comfortably, you might want to look at ways of cutting back on other expenses or creating more income.

You may want to talk to a financial advisor about ways you cut costs and earn more off the savings you have.

If you need any advice or tips on saving, take a look at our useful contacts.

Find out about a new government supported cash saving scheme called the Saving Gateway.