Managing paperwork and finances

Get practical tips and support to help you organise paperwork, manage your money, and find help if you need it.

Last updated: 28th November

Keeping on top of paperwork and finances is important for living well and staying independent. Many people find these tasks harder as they get older, but there is help and support available.

Everyday paperwork

Staying organised with letters, bills, and forms can feel overwhelming, but there are ways to make it easier.

  • Reading letters and forms: If you find it hard to read small print, try using a magnifier or ask for letters in large print. Many organisations can send information in a format that suits you, such as large print, audio, or Braille.
  • Filling in forms: If you’re unsure how to fill in a form, don’t be afraid to ask for help. Family, friends, or carers can often help you. Many local libraries, community centres, and advice services (like Citizens Advice or Age UK) offer free support with form filling.
  • Getting organised: Keep all important paperwork in one place, such as a folder or box. Use dividers or labels to separate different types of documents (for example, bank statements, bills, medical letters).
  • Writing support: If you find writing difficult, try using a pen with an easy-grip handle or a signature guide. There are also gadgets to help steady your hand. Our find the right equipment with AskSARA has more examples of helpful gadgets.
  • Support for carers: If a family member or friend helps you, our support for carers has tips and information for them.

If you need extra help, you can contact local advice services or Staffordshire Cares for guidance with paperwork and forms.

Managing your money

  • Keep saving: Saving is important at any age. It helps you prepare for the future, especially if you might need to pay for care.
  • Check your benefits: You might be able to get help like pension credit, winter fuel payment, housing benefit, or council tax reduction. Use Help on a low income - Citizens Advice to check what you could claim.
  • Budgeting: Tools and calculators are available on the Citizens Advice website to help you manage your money.

If you need help managing money

Free debt advice

If you are worried about debt, these charities offer free, confidential help: