Managing my financial journey
Managing my financial journey

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Week 3: What’s on offer? The marketplace and current issues

Introduction

Last week it was about players in marketplace – the financial firms and the regulators – and the issues, challenges and changes they are currently experiencing.

This week you will focus on the financial products in the marketplace and at the developments taking place in these – like the growth of the equity release market and the pensions revolution in the UK. You will look at the financial firms to go to for the products and the risks associated with them. You will also look at the factors that you should apply to your decisions about financial products by using a four-stage decision-making model.

The marketplace is changing – let’s have a look at what is on offer.

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This course is presented with the kind support of True Potential LLP.

The True Potential Centre for the Public Understanding of Finance [Tip: hold Ctrl and click a link to open it in a new tab. (Hide tip)]  (True Potential PUFin) is a pioneering Centre of Excellence for research in the development of personal financial capabilities. The establishment and activities of True Potential PUFin have been made possible thanks to the generous support of True Potential LLP, which has committed to a five-year programme of financial support for the Centre totalling £1.4 million.

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