money
Money prompts
Budgets, payslips, contracts, quotes. The numbers you've been avoiding, made legible.
2,240 prompts live in money next drop in 13:39
- Translate Actuarial Concepts in a Defined Benefit Pension Valuation
Plain-language actuarial terms from a DB pension valuation report.
- Decide Whether to Wind Down a Side Business
Helps decide whether to keep or close a side business.
- Translate a Lifetime ISA Penalty Notice
Explains exactly what the LISA withdrawal charge costs you and why.
- Translate a Defined Benefit Pension Annual Statement
Decodes a defined benefit pension statement into plain retirement income figures.
- Decide Whether to Accept a Financial Settlement Offer
Tests whether a settlement offer fairly covers your actual loss.
- Decide Whether to Draw From Your Pension or ISA First in Retirement
Works out a tax-efficient order to draw from pension, ISA and cash.
- Decide Whether to Take an Equity Offer in a Pre-IPO Company
Helps you read a pre-IPO equity offer for what it's really worth.
- Reframe Financial Security as a Set of Trade-offs Rather Than a Goal
Stop chasing a moving target and see security as trade-offs.
- Decide Whether to Remortgage Early and Pay the Exit Fee
Calculates whether breaking your fix early beats the exit charge.
- Plan a Three-Month Debt Repayment Strategy
Build a realistic three-month plan to clear down debt.
- Decide Whether to Pay Off Debt or Build an Emergency Fund First
Helps you choose the right order: clear debt or build a safety net.
- Compare Two Retirement Income Strategies
Compares an annuity against drawdown for retirement income.
- Critique a Small Business Revenue Model
Finds the structural weak points hiding in your revenue model.
- Decide Whether to Buy or Lease a Vehicle Through Your Business
Compares buying versus leasing a business vehicle on tax and cash flow.
- Critique a Redundancy Payment Calculation
Checks your redundancy payout for errors and missed entitlements.
- Compare Two Investment Strategies for a Late-Career Professional
Compares investment approaches as you near the end of accumulation.
- Critique Your Own Savings Habit
Examines why your saving doesn't match what you say you want.
- Decide Whether to Consolidate Multiple Pension Pots
Walks through whether merging your pension pots is the right move.
- Critique an Investment Portfolio for Hidden Fees and Drag
Exposes the fund charges, trading costs and cash drag you've missed.
- Critique a Personal Budget Before a Mortgage Application
Audits your budget for the spending patterns lenders quietly flag.
- Plan a Personal Finance Review for the New Financial Year
Run a systematic finance review for the new UK tax year.
- Decide Whether to Fix or Track Your Mortgage Rate
Weighs up fixed versus tracker at renewal against your risk tolerance.
- Critique a Financial Adviser's Recommendation Letter
Checks whether your adviser's recommendation is genuinely suitable and justified.
- Summarise How UK Income Tax Bands Work
Understand UK tax bands, including why a raise won't cost you