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Practical tips for every lifestage

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Lesson time
2 min.

In this lesson you will learn 💸

Three handy, evergreen tips to manage your money across your financial lifecycle.

Your action 📝

Securing your financial future has a lot to do with organisation and planning ahead. To prepare for the next lessons where you'll be building your financial plan, set some time aside in your calendar for a money clean-up (that is if you are not well organised already 😉):

  • Make a list of your accounts and banking tools
     
  • Collect your bank statements and documents
     
  • Get an overview of your pension pots
     
  • Do a little bit of searching to see if you might have any long-time forgotten money pots parked somewhere
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