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  Monthly Incomings     Monthly Outgoings  
 
Employment Earnings(net)
Pension(state)
Pension(employer or personal)
Child benefits
Other benefits
Interest from savings
Income from shares, etc
Misc
 
 
 
 
 

Total incomings
   
Mortgage/Rent   Going out
Council Tax   Home telephone
Home maintenance   Mobile telephone
Gas and Electricity   Medicines
Water   Hairdressing, toiletries, other
Household goods   Personal goods
Food and non-alcoholic drink   Motoring
Alcohol   Home insurance
Motoring(fuel)   Car insurance
Other transport   Health insurance
Holidays   Life insurance
Tobacco   Savings payments
Loan repayments   Misc

      Total outgoings
 
 
  Your available disposable income per month is £ 
  That is   % of your original total income
  Did you know that each year you spend £   on 
   
 
back
  ISA Bonds Savings Life
 
  When you decide to save, it makes sense to make sure that you take
advantage of all the
tax-efficient options
available to you.
 
  At some time in your life,
you will probably have a
lump sum of money that
you wish to invest.
 
  When you’ve decided to
save, it makes sense to
make sure that you take
advantage of all the
tax-efficient options
available to you.
 
  Making sure that your
partner and loved ones are financially secure when you die is very important.
 
 
   
   
   
   
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