Resources

This is where you can find all the resources mentioned in our Insights Videos

The 6-step checklist for choosing investments

This is a summary of the 6-step checklist which we described in episode 5 of season 2, for choosing the right investment for each of your financial life goals.

The 5-step process for planning your financial freedom

This is a summary of the 5-step process which we described in episode 2 of season 2, for planning your financial freedom.

Growth of regular savings

This is the chart which we showed in episode 3 of season 2 on the long-term benefits of regular investing.

Online risk tolerance test (fee payable)

This online tool will help you to determine your risk tolerance score, as part of your overall risk profile assessment.

Financial Services Compensation Scheme

This link sets out the maximum amount of protection given on savings and investment accounts, investments, annuities and insurance.

How to sort out your money if you become ill or disabled

A helpful summary from our friends at the Money Advice Service.

How to check what state benefits you are entitled to

A helpful online tool that will help you identify what state benefits you might be entitled to.

How do I check my credit score?

A helpful summary from our friends at the Money Advice Service.

Help to Buy ISA vs Lifetime ISA

A helpful summary from our friends at the Money Advice Service.

Ordinary types of Cash Savings accounts

A helpful summary from our friends at the Money Advice Service.

ISAs and other tax-efficient ways to save or invest

A helpful summary from our friends at the Money Advice Service.

Ways to clear your debt: Finding the best option for you

The National Debtline sets out different ways to clear debt, with useful links to further information.

Debt-snowball method

For a fuller explanation of the debt-snowball method mentioned in Season 1, read this Wikipedia post.

Good debt versus bad debt

Before you borrow money, it’s worth knowing the difference between good debt and bad debt. Some things are worth going into debt for, others can leave you in a big financial mess. Here’s how to tell the difference.

The Smart Spending System

This is the diagram to which we referred in episode 2 of season 1, which shows how to organise your spending and bank accounts.

Budget planner

Download this simple budget planner to help you get control of your spending.

The Small Big

A short video which explains when you need to focus on progress made or effort remaining to achieve a goal or task.