In summer 2005, I joined U3A for the afternoon
bridge sessions as a way to stimulate the mind following my retirement.
At one meeting, we were encouraged to start new interest groups.
given no thought whatsoever to this issue, but then in the tea interval
at bridge, people were mentioning odd problems such as difficulties
over travel insurance, inheritance taxes, wills, and so forth.
generated a spark of an idea - would the U3A members be interested in a
Money and Finance interest group. Having been a Chief Financial
for a large publically-quoted company prior to my retirement, I had
quite a few contacts in the financial sphere plus a personal interest
in money and financial matters. The concept was well received by
High Lane committee, and hence our group started out in September 2005.
We hold our meetings on the second Wednesday in the months of
March, May, September and November immediately following the normal U3A
meeting in the High Lane village hall. We aim to start at
15.45 and finish by 17.00. To date we have had discussions on
- the importance of having a will in place
- what people can do to minimise the impact of inheritance
- life insurance for the 55+
- how to look for savings on your gas, water, electrical
- where you can search for savings on travel, hotels or
- budget changes
- an outline
of a new
recently Inland Revenue authorised and approved concept for
house onto your children without paying Inheritance tax.
If you are
unable to attend any of our meetings, and wish to raise any matter of a
financial nature or recommend a relevant guest speaker, then please
feel to contact me on firstname.lastname@example.org.