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February

Budgeting masterclass

Relieve the stress of living paycheque to paycheque, with a money management system that works for you. Audit your spending and find places to save.

March

Plan for the new tax year

Learn how to take advantage of the various allowances you have at your disposal before the end of the tax year. Use it or lose it.

April

Strengthen your family finances

Whether you are planning to have children or saving for your children’s future, you want to set up your family for financial success.

May

Become financially resilient

Get rid of those lingering debts, save for that rainy day fund and put the right protection in place so that when life throws those inevitable curveballs at you, you’re prepared to handle it.

June

What you need to know about investing

Build the knowledge and confidence to make your first investment, and put good investing habits in place that will serve you over the long term.

July

Boost your financial confidence and wellbeing

Discover how to improve your relationship with money, take control and feel more secure.

August

Optimise your savings

Get clear on what you’re saving for, how you’re going to save and what options you have in terms of accounts and interest rates.

September

Plan for retirement

Whatever stage you’re at in your career, it’s a good time to plan for retirement. Learn the key features of pensions and other products, and build a strategy your future self will thank you for.

October

Buy your first home

Discover all the things you need to consider when buying your first home, and put a plan in place to achieve it.

November

Learn to have effective money conversations

Money is a sensitive subject. Learn how to break down the taboos of talking about money and approach money conversations, at work and at home.

December

Manage your money ethically and sustainably

You care about people and planet, and want to manage your money in line with these values. Discover ways you can use your finances to support a sustainable future.