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PERSONAL FINANCE

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PERSONAL FINANCE
Lots of you are trying to cut back on your spending at the moment. It’s not always

straightforward but there are some simple ways you can cut costs.



We thought it was about time we shared some of these tips with the ‘Watchdog’

viewers. So, we rounded up some experts in personal finance, mortgages, savings

and debt and sent them to Milton Keynes to offer some face to face advice.



You can watch the results here - http://www.bbc.co.uk/watchdog/



We’ll be taking Watchdog back out on the road in the coming weeks but for now here

are our experts top tips on how you could start saving money now!







PERSONAL FINANCE

Clare Francis

Editor of MoneySupermarket.com



First and foremost think - “Can I really Become a savvy shopper. The retailers are

afford it?” and “Do I need it?” Most of our struggling at the moment but that’s led to

impulse buys end up being the ones that there being some great discounts for you on

topple a budget at the end of the month. If the high street. Look out for vouchers online,

you can’t afford it – simply don’t buy it. If in the paper and also buy-one-get-one-free

it’s something you’re desperate to have - offers - but make sure it’s something you

then plan ahead, put a little money aside really need first!

each month and budget for it.









There is plenty to be saved with gas and

Get your bank statements out. You need to see electricity in particular. if you’re paying

where your money is going every month. You quarterly you may find that switching to

may find that there are some old subscriptions direct debit payments saves you money

or direct debits that you simply don’t need any per month. You may also want to check

more. Also, payments such as for your mobile out one of the online tariffs as they tend to

phone, broadband service, insurance and be the cheapest. It’s possible to save £300

utilities need to be regularly monitored to make a year this way!

sure you are getting the best deal out there. The

market changes fast so make sure you’re on the Consider how you spend money on a day to day

ball with what your company, and others, are basis. This includes simple purchases such as a

offering at the moment. There are plenty of coffee on the way to work. Do you need it or

websites out there that can help you to gather could you simply wait till you get to the office or

information on the most up-to-date deals so it’s perhaps even grab one at home? Cutting back on

worth checking online regularly (your local un-necessary spending can easily lead to having

have free web services if you don’t

library may MORTGAGES a hundred pounds extra at the end of the month.

have home internet).



PLEASE NOTE: The material is for general information only and does not constitute specific investment, tax, legal or other

form of advice. You should not rely on this information to make (or refrain from making) any decisions. Always obtain

independent, professional advice for your own particular situation.

MORTGAGES

David Hollingworth

London and Country Mortgages









24yr old David (centre) gets advice on buying his

first property





Start shopping around for your mortgage

Overpay, overpay, overpay! By maintaining

early. You can secure a deal as much as 6

your payments you could save tens of

months in advance. This should help

thousands on interest over the term of the

sidestep any issues around your equity

mortgage. However, you MUST check that

disappearing as house prices continue to fall.

you won’t suffer any penalty as a result of

overpaying.









Try and get together the biggest

deposit you can afford. This has

always been the case but never

more so than now – the days of

100% and 95% mortgages are gone.

It’s recommended you have at least

Check what your existing lender will offer 10%, but get more if you can as it

you but always shop around. will open up more options in today’s

mortgage market.





If your mortgage payments become Don’t be drawn in just by a low rate. These

difficult get in touch with your mortgage days mortgage products can come with fees

lender at earliest opportunity, it is that amount to thousand’s of pounds. People

always good to communicate with your with smaller mortgages may want to consider

lender as they may be able to offer a going for a deal with a higher interest rate and

solution. a lower fee, as it could cost less overall.







PLEASE NOTE: The material is for general information only and does not constitute specific investment, tax, legal or other

form of advice. You should not rely on this information to make (or refrain from making) any decisions. Always obtain

independent, professional advice for your own particular situation.

SAVINGS AND INVESTMENTS

Danny Cox

Head of Advice at Hargreaves

Lansdown Financial Practitioners









First off, I think it is important to always keep a When investing in shares I recommend

good ‘cash cushion’. This is an emergency fund buying unit trust so that your investment is

that you keep in an instant access bank or spread over several different markets and

building society account so if you ever need funds. The same applies for fixed interest

money you can get it straight away. I would funds, such as corporate bond funds.

recommend that you keep 6 to 12 months worth Purchasing in this fashion spreads the

of expenditure in that account. investment and also the risk (for more

information on what Unit Trusts are, visit

the Direct Gov website at

www.direct.gov.uk).





Spread your investments - don’t put all

eggs in one basket. If you decide to invest

in cash at any point then I would

recommend only putting £50,000 in any

one account. This is because the

government will protect up to £50k but not

beyond.





Make your investments work hard for you by

paying lower charges and paying less tax. Choose I would also recommend that once you’ve

investments where you will get the best invested don’t check up on it too often –

performance and interest rates. people can become caught up in the

constant changes in the market - remember

Think about why you are investing, set yourself investments are often long term and the

goals. For example, perhaps you want to invest for minimum most people should be looking to

extra income or maybe it’s capital growth you are invest, particularly for shares, is around 5

after? Maybe it is growth now and income later? years (though this entirely depends on the

These targets will help you decide which individual situation).

investments to go for.





PLEASE NOTE: The material is for general information only and does not constitute specific investment, tax, legal or other

form of advice. You should not rely on this information to make (or refrain from making) any decisions. Always obtain

independent, professional advice for your own particular situation.

DEBT

Rob Sandalls

Consumer Credit Counselling Service (CCCS)





DEBT



Emily meets with Nicky about her £70,000

debt. Luckily, Rob was on hand to help.

Create a budget for your household

showing all income and expenditure,

including any benefits you receive. If

this shows you have more money

going out than coming in you need to

acknowledge the problem and do

something about it. Do not bury your

head in the sand.



If you are struggling to pay your debts

talk to your creditors at the earliest

opportunity. They are prepared to

listen and can often agree to accept

reduced payments, though this is

entirely at their discretion.



If you cannot agree an affordable

amount to pay back directly with

your creditors then I would

recommend getting in touch with

your local Citizens Advice Bureau

(CAB), National Debtline or the

Consumer Credit Counselling

Service (CCCS) for free debt advice.



With credit cards do not get into the Do not be tempted to consolidate your

habit of making minimum payments. debts as this will often result in a loan

This will mean it will take longer to being secured against your property. In

repay the debt and you will pay more any case your monthly payments may be

interest. Always try and overpay if you smaller but you will pay back much more

can afford to. money over a longer period of time.





PLEASE NOTE: The material is for general information only and does not constitute specific investment, tax, legal or other

form of advice. You should not rely on this information to make (or refrain from making) any decisions. Always obtain

independent, professional advice for your own particular situation.

USEFUL LINKS

Switching Energy Supplier

British Gas recently announced that they will be cutting their prices in February 2009. This

is likely to lead to many other suppliers cutting their prices too, so before you switch we

would suggest waiting until the market settles so that you can make the most out of the

price changes.



Once you are ready to take a look at switching, there are a number of price comparison

websites endorsed by Consumer Focus which should give up-to-date figures on tariffs from

different energy companies. We have listed these below. The process generally takes a

couple of minutes and you need to give details about how you pay your bills and your

usage, so it helps to have your latest bill to hand. Once the sites have calculated your

savings you can apply to switch through the website or you can contact the energy

company directly. You might want to compare savings across a couple of these websites.

You can also use some of these websites to compare anything from insurance to

broadband packages.



Price comparison websites:



uSwitch.com http://www.uSwitch.com



Confused.com http://www.confused.com



Switch with Which? http://switchwithwhich.com



Unravelit http://www.unravelit.com



HomeAdvisoryService.co.uk http://www.homeadvisoryservice.com



energyhelpline.com http://www.energyhelpline.com



TheEnergyShop.com http://www.theenergyshop.com



SimplySwitch http://www.simplyswitch.com



UKPower.co.uk http://www.ukpower.co.uk



MoneySupermarket.com http://www.moneysupermarket.com



Energylinx http://www.energylinx.co.uk



SaveOnYourBills.co.uk http://www.saveonyourbills.co.uk





Disclaimer: These price comparison websites are not endorsed by the BBC but they have

been accredited by Consumer Focus for being in accordance with its Confidence Code.



PLEASE NOTE: The material is for general information only and does not constitute specific investment, tax, legal or other

form of advice. You should not rely on this information to make (or refrain from making) any decisions. Always obtain

independent, professional advice for your own particular situation.

USEFUL LINKS

Managing Money

• http://news.bbc.co.uk/1/hi/business/your_money/default.stm

• http://www.direct.gov.uk/en/MoneyTaxAndBenefits/ManagingMoney/index.htm



Mortgages

• http://news.bbc.co.uk/1/hi/in_depth/business/mortgages/

• http://www.direct.gov.uk/en/MoneyTaxAndBenefits/ManagingMoney/Mortgages/index

.htm



Savings and Investments

• http://news.bbc.co.uk/1/hi/in_depth/business/savings_investments/

• http://www.direct.gov.uk/en/MoneyTaxAndBenefits/ManagingMoney/SavingsAndInve

stments/index.htm



Debt

• Citizens Advice Bureau (CAB): www.citizensadvice.org.uk/

• National Debtline www.nationaldebtline.co.uk

• Consumer Credit Counselling Service (CCCS) www.cccs.co.uk



• http://news.bbc.co.uk/1/hi/in_depth/business/borrowing_debt/default.stm

• http://www.direct.gov.uk/en/MoneyTaxAndBenefits/ManagingDebt/index.htm



Consumer Energy Organisations



CONSUMER FOCUS

http://www.consumerfocus.org.uk/



CONSUMER DIRECT

http://www.consumerdirect.gov.uk/EnergySupplyandPost/energysupply/



SAVE ENERGY

http://campaigns.direct.gov.uk/actonco2/home/in-the-home/save-

energy.html?utm_source=google&utm_medium=cpc&utm_term={keyword}&utm_campaign=defra





ENERGY SAVING TRUST

http://www.energysavingtrust.org.uk/





SAVING MONEY ON ENERGY BILLS - OFGEM

http://www.ofgem.gov.uk/Consumers/SaveMoney/Pages/SaveMoney.aspx







The BBC is not responsible for the content of external sites


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