- Introduction
- 1.1 The economic backdrop
- 1.2 Your personality can seriously affect your finances
- 1.3 Building your financial planning model
- 1.4 Try the bad habits test
- 1.5 Week 1 quiz
- 1.6 Week 1 round-up
- 1.7 Further reading
- Introduction
- 2.1 Income, wealth and assets
- 2.2 Taxation and benefits
- 2.3 Managing your budget
- Week 2 quiz
- Week 2 round-up
- Introduction
- 3.1 What are your spending habits?
- 3.2 Setting a budget – things you need to think about
- 3.3 Jenny’s spending and her goals
- Week 3 quiz
- Week 3 round-up
- Introduction
- 4.1 Personal debt
- 4.2 Annual Percentage Rate (APR) of interest
- 4.3 Meet the lenders
- Week 4 quiz
- Week 4 round-up
- Introduction
- 5.1 Managing savings and investments
- 5.2 Understanding savings products
- 5.3 Understanding investments
- 5.4 What are the best performing investments over the long term?
- Week 5 quiz
- Week 5 round-up
- Introduction
- 6.1 Housing and the household balance sheet
- 6.2 Selling property, re-mortgaging and housing as an investment
- 6.3 The household balance sheet
- Week 6 quiz
- Week 6 round-up
- Introduction
- 7.1 Planning for a happy retirement
- 7.2 Personal pensions
- 7.2.1 Moving to average salary pensions
- 7.2.2 Funded and pay-as-you-go pensions
- 7.2.3 The 2015 pensions revolution: freeing up access to pension pots
- 7.2.4 The challenges of the pension revolution
- 7.2.5 Planning ahead for your retirement
- 7.2.6 Financial planning when saving for retirement
- 7.2.7 Spending money in retirement
- 7.3 Planning ahead for your pension
- Week 7 quiz
- Week 7 round-up
- Further reading
- Introduction
- 8.1 Insurance – setting the scene
- 8.2 Home insurance
- 8.3 Life insurance and other types of insurance
- End-of-course test
- End-of-course guide and round-up
- References
- Acknowledgements
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