Your money mindset
Learn about ‘financial health’, and gain handy tips on ‘talking money’.
Module 1, Chapter 1
Identifying your money mindset
What is a money mindset?
Why does your mindset matter?
How does financial bias affect you?
What is financial health?
Why do we need money?
Breaking the traditional money mindset trap
Module 1, Chapter 2
Improving your money mindset
Money & happiness
The secrets of your money
5 bad money habits to get rid of
Module 1, Chapter 3
How to have money conversations
Talking money with your friends
Talking money with your partner
Talking money with your employer
Talking money with your children
Planning your money
All you need to know about how to plan your money and how different life-stages impact your wealth.
Module 2, Chapter 1
What's your financial life cycle?
What is a financial life cycle?
Stages 1-2: Education & work
Stages 3-4: Relationships & parenthood
Stages 5-6: Retirement planning & ill-health
Module 2, Chapter 2
Setting up your first financial plan
Your current financial situation
Setting up realistic goals
Defining your money goals
Building your first financial plan
Budget & savings
Learn how to create and manage your budget. Includes beginner-friendly lessons on spending, saving, and your safety pot.
Module 3, Chapter 2
How to use your budget to save money
How to build a safety net
How to grow your safety net
Incorporating your savings into your budget
When do savings become investments?
Ditch the jargon on investing, cover the basics you need on ETFs, providers, advisers, riks and returns and more.
Module 4, Chapter 1
How much will I need to survive my retirement?
When do I need to start saving for retirement?
Module 4, Chapter 2
How does your pension work?
What are my retirement options?
Retirement planning tools and guidance
Module 4, Chapter 3
How can you turn your pension 'green'?
How to turn your pension green
Learn beginner-friendly facts about the gender pension gap, how much you need to save, and access retirement tools & guidance to put your plan into action.
Module 5, Chapter 4
Essential investment tools
How do I know my investment choices are smart?
What is a financial instrument?
What's the difference between human & robo-advisors?
Is it important to have an investment strategy?
Introduction to sustainable investing, the moral value of your money, and how to invest your money in line with your values.
Module 6, Chapter 1
Can your money change the world?
Does your money have a moral value?
What is greenwashing?
Creating a sustainable strategy
The 4 steps to sustainable investing
Learn about the options you have available for finding financial advice (and how this differs from guidance...)
Module 7, Chapter 1
Where to go for financial support
What does a financial advisor do?
When and how to select the right advisor
Helpful tips when choosing an advisor
If you don't want to work through all the modules, you can take a shortcut and access our super fast summary. It won't equip you with in-depth knowledge, but provides a synopsis of the most important points from each chapter.