Money essentials
Get familiar with money management, pension essentials & making more of your money.
Topics
Understanding the essentials is the first step in improving financial wellbeing. Simply scroll to the topics and resources that interest you to get going.
Personal finance essentials
Keep your financial wellbeing in good health
Tips to help you discover how to keep your money in good health
Budget planner
A calculator from MoneyHelper to track your money coming & going
Managing your money
A free guide from MoneyHelper to understand money management
Pension essentials
Workplace pensions
An introduction to workplace pensions
Understanding pension contributions
A guide to how your payslip shows pension contributions
Starting out with pension basics video
A video about the benefits of your pension and how it all works
Making more of your money
Types of savings
Information from MoneyHelper including saving for life goals
Is it worth putting my bonus into my pension?
Tips on whether it’s worth putting your bonus into your pension
How it works: pension tax relief
A guide to help make sense of tax relief on pension contributions
How to track down my old pensions
Useful tips to help you find old or lost pensions
Transfer my pensions
A guide to combining your pensions in one place
Pay more into your pension
Information about saving more in regularly or as a one-off
New resources
Transfer my pensions
A guide to combining your pensions in one place
Keep your financial wellbeing in good health
Tips to help you discover how to keep your money in good health
Understanding pension contributions
A guide to how your payslip shows pension contributions
