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Good Money Habits

Posted in: Products Last updated: 10 May 2013

Get into good money habits and help ensure you don’t leave a muddle behind for loved ones to sort out. Use the Keep It, Will It, Flag It checklist from Engage Mutual and make your money count.

Get into good money habits and help ensure you don’t leave a muddle behind for loved ones to sort out. Use the Keep It, Will It, Flag It checklist from Engage Mutual and make your money count.

A frequent issue for friends or family struggling with grief as a result of a loved one’s passing is the complex and sometimes bewildering detail involved in sorting out their affairs.  At a time when emotions are running high, it is an additional drain on time and an exhausting process that extends far beyond what people expect.

In some instances, where the deceased has forgotten to update their address, possibly mislaid documents, or omitted to let a trusted person know they have life or savings policy, it could mean that money they have carefully saved may not be known about and could therefore remain unclaimed.

Engage Mutual has produced a handy checklist to help you keep your financial affairs completely up to date, accessible to the people you trust, and ready for every eventuality.

The Keep It, Will It, Flag It checklist encourages individuals to:

Keep It

Keep policies/pensions/savings accounts safe and up to date

Will it

Make a valid will and store it in a safe place

Flag it

Make sure all institutions stay up to date with your address and that trusted individual knows where you keep your important documents