FOR YOUR FAMILY · AGEING PARENTS & ESTATE
Ageing parents often have accounts, pensions, and policies scattered across years, some half-forgotten even by them. Know Your Dosh gives families one place to gather what’s found, track it going forward, and let the right people see it, without a parent losing control of their own money.
It feels morbid, or nosy, or simply too big. So it waits until waiting is the expensive option.
Pensions from old jobs, a policy in a drawer, an account nobody mentioned. £89bn sits dormant in the UK because families didn’t know it existed.
Fifty years of providers, addresses and passwords impossible to piece together in a hard week.
“We should sort this out sometime” is said every Christmas. A shared view gives it somewhere to start.
Every asset, account and property in one secure place, a map, not a treasure hunt. Assets & Net Worth →
Parents share what they choose, with who they choose including a trusted adviser. How it works →
Insurance and renewals stay visible to the family, so nothing quietly expires. Liabilities & Renewals →
Dinesh · United Kingdom
Know Your Dosh doesn’t go hunting for accounts you haven’t told it about. Once you or your parent adds an account, pension, or policy, it’s tracked and visible from then on.
Yes. Permission controls mean a parent can give a child visibility, or a level of access they choose, while the parent’s own login and control stay exactly as they are.
Yes. Trusted advisers can be given access alongside family members.
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