Moneytree Wealth Management

Adults Complete 109 Life Admin Tasks a Year

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Most of us have a list of personal admin tasks that need doing, such as paying bills, managing our mortgage, topping up our savings or checking our bank statements. On occasions we can all struggle to get through what seems to be a never-ending ‘to do’ list.

A recent survey1 shows that the average adult has four important tasks currently pending, but never enough time to do them. These admin tasks include important things like managing their mortgage and reviewing their insurance and savings.

Whilst admin tasks can be a pain, tackling them can be financially rewarding, and give you a sense of achievement and peace of mind that you’ve finally accomplished them.

Getting the help you need Working with an adviser can help you tackle some of those tasks you know you should attend to. We can review your mortgage, tell you if you’re saving enough in your pension, help you put the right protection policies in place to protect you and your family, and much more besides.

AAT (Association of Accounting Technicians), 2018

Mark Fletcher

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