My Money Matters

Toolkit

The two-pot system

Some important new changes for retirement funds are coming ...

Starting a new job is a big change

Making decisions that affect your future self is easier if you know what matters most to you and what your goals are.

Leaving your employer

Keeping your savings invested in your retirement fund, instead of spending them, means they can keep growing.

Retiring soon

Embracing retirement opens the door to exciting life changes. Being informed and getting support will empower you to make the right decisions for you.

Other financial matters

Even small financial decisions you make every day can affect your ability to reach your goals.

Get the most out of your money

Here are some tools to help you explore ways to make your money and savings work for you and to give you the best chance of reaching your goals.

Watch

this video which shows how having the right support and advice can help you plan and achieve your shorter term and longer term goals

Investing for a goal

saving for a goal, diversifying your investment portfolio or bolstering your savings, a collective investment scheme can help you to reach your target

Watch the introduction video below to find out what's in the My Money Matters toolkit and how to get around.