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Money prompts

Budgets, debt, ISAs, the spreadsheet you keep meaning to open.

• money Freelance Rate Negotiation: What to Say When They Push Back

  Get the script for responding when a client pushes back on your freelance rate.

• money Investing Fees: How Much Your Fund Manager Is Actually Costing You

  Find out what your investment fund fees are actually costing you over 20 years in pounds.

• money Windfall Allocation: The Order That Actually Makes Sense

  Work out the right order to allocate an unexpected sum before the emotional spend takes over.

• money Annuity vs Drawdown: Which One Fits Your Retirement Plan

  Compare annuity and drawdown for your specific retirement situation before seeing an adviser.

• money Subscription Audit: What You Are Actually Paying For Each Month

  Find out what you are actually paying for each month and which subscriptions to cut first.

• money Savings Rate Review: Are You Saving Enough Given Your Goals

  Check whether your savings rate is actually sufficient for where you want to be in 20 years.

• money Redundancy Payment: What You Are Owed and What to Do With It

  Understand what you are owed after redundancy and how to make the best use of the payment.

• money Debt Payoff Plan: Avalanche vs Snowball Compared for Your Numbers

  Compare the avalanche and snowball debt payoff methods for your specific numbers.

• money Pension Statement Translated: What You Are Actually Looking At

  Translate your pension statement so you know what you are actually heading towards.

• money ISA Provider Comparison Before You Move Your Money

  Compare ISA providers against the criteria that actually matter for your amount and access needs.

• money Household Budget Reframe After a Big Change

  Reset your budget after a big life change without having to start everything from scratch.

• money Side Hustle Idea Tested for Viability

  Test your side hustle idea against reality before spending time or money building it.

• money What the Mortgage Offer Letter Is Actually Saying

  Understand your mortgage offer before you sign something you will live with for 25 years.

• money Credit Card Statement Decoded

  Decode your credit card statement before the minimum payment becomes a lifestyle.

• money ISA vs Pension: Where to Put This Year's Savings

  Work out whether your next pound goes into an ISA or a pension given your tax situation.

• money Monthly Budget at a Glance

  Turn a month of transactions into three plain findings before you forget about it.

• money Summarise Your Debt Situation Before Getting Advice

  Build a clear debt summary before your advice appointment so you get the most from it.

• money Make Sense of Your Annual Pension Statement

  Find out what your annual pension statement is actually telling you.

• money Decide Between Two Debt Repayment Strategies

  Choose the debt repayment strategy that will work for your specific numbers.

• money Work Out Whether Your Pension Is On Track

  Run a quick calculation to see whether your pension contributions are enough.

• money Translate a Mortgage Offer Letter Before You Sign

  Understand what you are agreeing to in a mortgage offer before you sign it.

• money Review Your Spending Before Adjusting the Budget

  See where the money actually went before deciding what to change.

• money Write a One-Page Summary of Your Annual Financial Position

  Turn your financial numbers into one page you can actually make decisions from.

• money Map Your First Steps Into Investing Without Getting Paralysed

  Take the first practical step into investing without the analysis paralysis.

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