Content

• What if your broker / platform / fund manager goes bust?

• The Importance of % Savings Rate (includes interactive spreadsheet)

• Shock absorbers: cash, bonds, gold and more

• The balance between pensions, ISAs and other savings pots

• Employee Share Schemes

• Follow through = Clarity + Implementation + Accountability

• Everything you need to know about Self-Invested Personal Pensions (SIPPs)

• Investment platforms and transfers

• What you need to know about insurance

• Choosing your asset allocation

• How to save for a deposit on a house / flat

• Buy to let property versus stockmarket investing

• Exchange Traded Funds versus Traditional Funds

• Priorities and the basics of your financial plan

• What to do with an inheritance, bonus or other windfall

• Measuring your financial progress (includes example spreadsheet)

• Everything you need to know for your emergency fund

• Mortgage paydown vs Investing

• Understanding your workplace pension