How to learn to manage your money as a widow

Martha | 12/04/2018 | 0

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Martha's question in full

Can you recommend some very basic books for a 69-year-old widow who is now having to manage her money? Thanks

Helena Wardle's Response

Hello Martha,

Yes, there are some great options out there.

If you haven't taken your pension yet, the Money Advice service has some free downloadable retirement guides which are sent out by quite a few pension providers in their retirement packs. They cover pension options and things to consider in a clear language. 

Which has a booked Called Money in Retirement. I always advocate the Which guides as they write in a clear language.

The Good Retirement Guide 2018 by Allan Esler Smith covers a wide range of topics that impacts on retirees and it useful suggestions for retirement that you can refer to.

Retire in Style is a magazine by Moneywise. It's very visual and offers good explanations of a wide range of topics relevant to retirees. 

I hope this helps.

Kind regards,




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This means we can't help with specific personal circumstances or recommend specific investment products. It also basically means that if we say something daft, you have no recourse to come back and complain.

We’re only allowed to give you a steer or share an opinion or tell you the facts - That said, we promise that our answer to you is an independent unbiased perspective with no commercial gain to make. If you need regulated financial advice, you can find a good adviser via sites such as Unbiased & Vouchedfor.


Our Expert


Helena Wardle

Helena is based at Smith and Wardle Financial Planning in Hitchin, Hertfordshire. She began her career in financial services in 2006 at the Nationwide Building Society and started advising clients in 2008. She's a Chartered Financial Planner with experience providing regulated financial advice on everything from mortgages to estate planning. She’s also a qualified pension transfer specialist and all-round good sort.

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