This offers some more detail around many of the areas in the “Starting your financial journey” session. It will look at income and expenditure planning and effective budgeting. It will then look at savings and investing and a more detailed overview of different types of investing. It considers retirement goals and expectations and looks at different types of pensions, the State Pension and pension income options. The session also touches on estate planning and looks at all your associated benefits with all these areas.
For the benefit of those who have already attended this session the following pdf summarises the key learning points.