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Personal Finances

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  • A pension that you organize for yourself with an insurance company, rather than one that is organized by your employer
    A private pension
  • An account in a bank or similar financial organization that earns interest
    Savings account / Deposit account
  • An amount of money that a customer with a bank account is temporarily allowed to owe to the bank, or the agreement that allows this
    Overdraft
  • Insurance that pays out a sum of money either on the death of the insured person or after a set period.
    Life insurance
  • Spending more money than you earn
    In the red
  • A credit facility that allows you to withdraw funds from your current or savings account even if your bank balance is zero
    An overdraft facility
  • The act of leaving your job and stopping working, usually because you are old
    Retirement
  • One of the offices or groups that form part of a large business organization
    Branch
  • Money paid regularly at a particular rate for the use of money lent, or for delaying the repayment of a debt.
    Interest
  • You have spent more money than you have in your account, and so you are in debt to the bank
    To go overdrawn
  • To pay back money that you owe
    To pay off
  • An account that is shared by two or more people
    Joint account
  • An amount of money that you win or receive from someone unexpectedly
    A windfall
  • Earning more money than you spend
    In the black
  • If a financial organization does this, it becomes a company with shares owned by shareholders, and is no longer owned by the people who have money in it:
    To demutualize
  • A sudden sharp reduction in the availability of money or credit from banks and other lenders
    A credit crunch
  • A price asked for goods or services
    Charges
  • A situation in which the value of a house has become less than the amount of money its owner borrowed in order to buy it
    Negative equity
  • A bank account that you can take money from at any time and that usually earns little or no interest
    A current account
  • Money that you borrow from a bank or other financial organization for your personal, rather than business, use
    A personal loan
  • A business that lends you money if you want to buy a house, or pays you interest on money you invest there
    A building society
  • Shares in investment companies that put money from small investors into a range of companies
    Unit trusts
  • An agreement that allows you to borrow money from a bank or similar organization, especially in order to buy a house, or the amount of money itself
    Mortgage