5 Key Money lessons
Your simple starting point to smarter money decisions.
We want managing your money to be easy. But with so much information out there, it’s difficult to know where to start. That’s why we created the ‘5 key money lessons’ - we’ve simplified the essentials of everything you need to know about personal finance into five easy lessons. If you’re not sure where to begin when it comes to taking control of your finances, It creates the perfect starting point. Equally, if you’re a seasoned finance expert it acts as a useful basis for checking everything is in order.
The five lessons are outlined below. By clicking on each topic, you will be directed to different sections of our site where additional details and resources await. These lessons are structured to unfold in a logical sequence, encouraging you to begin with the first lesson. Once you have successfully applied its principles to your financial life, you may then shift your attention to the second lesson, and so forth. This progressive approach ensures that you tackle the most important areas of your financial life first, before moving onto the next. When you’ve finished all of them you can get stuck into even more content across our site!
Here’s what you’ll learn:
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1. Create a Budget
Before doing anything with your money, you need to understand what you have and where it goes. Budgeting is the foundation for managing debt, saving, investing and everything else you're going to learn.
Learn how to build a budget -
2. Manage Debt
From credit cards to mortgages, managing debt well is critical. Some debts are helpful, others harmful — we'll help you handle both wisely.
Learn to manage your debt -
3. Start Saving
Get into the habit of saving for big expenses and emergencies. We'll help you build a reliable savings routine that sticks.
Learn more about saving -
4. Invest for the long term
Investing helps you grow your money over time. It's also critical for building a sucessful pension for retirement. We'll demystify the basics and show you how to get started with confidence.
Learn more about investing -
5. Insure against key risks
Sometimes life throws unexpected curveballs. Insurance helps to protect you from these unexpected financial shocks. Learn what cover matters and why it’s worth it.
Learn more about insurance
Ready to get started?
Each lesson is simple, practical, and designed to help you build confidence with your finances. Start with budgeting — your first step towards having a solid financial foundation.
Start now with Lesson 1