Money Matters

As a starting point for the Working Group we consulted on some of the issues older people were facing around financial inclusion. Some of the issues that might come under our scrutiny include:-

  • problems around power of attorney procedures;
  • converting a pension into an annuity;
  • dealing with finances after the bereavement of a loved one;
  • understanding benefits entitlements;
  • budgeting for home maintenance and unexpected events;
  • knowing what guidance/information to use;
  • financial abuse aimed at pensioners;
  • the use of debts and loans;
  • funding care through equity release;
  • knowing how and where to access advice or guidance; and
  • Knowing which information and providers to trust.

These problems range from having a number of different initiatives and solutions to being completely unaddressed, showing the potential positive impact this group could have with the right actions

A Message from the Chair

John Wellham

John Wellham


TRUSTEE of Leeds Older People’s Forum (LOPF) Vice-Chair

Member of Leeds Ageing Well Board

Member of the Leeds Breakthrough Project- “Making Leeds the Best City in which to Grow Old”

Age Hub representative

Member of Leeds Equality Assembly

Trustee of Care & Repair Leeds ( and member of their Strategy and Finance Committee)

Committee Member of Civil Service Pensioners Association (CSPA)



Vice- Chair of Future Years, the YH Forum on Ageing

Member of Regional National Pensioners’ Convention ( NPC)

Member of Care-Connect Advisory Committee ( based at Sheffield University)

Member of the YH Dementia Action Alliance ( YHDAA)



Member of 3 Age Action Alliance ( AAA) Working Groups:

  • Transport
  • Money Matters
  • Safe, Warm Homes

Director of the English Age Network (EAN)

Member of Care & Repair England’s “National Older People’s Housing Champions’ Network”

Current Focus

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The Money Matters Group brings together a range of organisations from across the financial, voluntary and statutory sectors. As a group we believe we can pool this knowledge and experience and develop some practical approaches aimed at helping some of the most vulnerable in society overcome the challenges they may face when accessing the financial sector and its range of services.

Popular Resources

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EngAgeNet’s comprehensive new publication: ‘A New Narrative on Ageing’

Member Resource

Negative portrayals of older people are commonplace: the media is largely preoccupied with the assumed cost of ageing, reinforcing a view that older people are dead weight in society - non-productive beneficiaries of state largesse; at the same time, however, they are perceived as well off, and in the eyes of some social commentators responsible for both the housing crisis and youth unemployment.  Like any group outside the social mainstream, older people are routinely stereotyped and are the subject of many false assumptions and untruths.

Latest Thinking

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AAA Money Matters Meeting Minutes – 18th Jan 2018

AAA Money Matters Group 18 January 2018   Present   Denise Keating (enei chair) Sally West (Age UK) Mike Duggan (Civil Service Pensioners’ Alliance) Sean Smith (Equity Release Council) Sarah Turner (DWP Telephone) David Tottey (DWP Secretariat)   Introductions etc   Denise opened the meeting.   Election of new chair   Possible candidates were sought. […]