“How To Fund The Life You Want” workbook live links
This page gives a clickable list of live links from the “How To Fund The Life You Want” workbook.
Worksheet 1b: Future life timeline: life events
Life expectancy calculator: https://www.livingto100.com/
Longevity illustrator: https://www.longevityillustrator.org/
Worksheet 2: Investing in your earning power
PensionBee pension calculator: http://www.pensionbee.com/pension-calculator
Fidelity retirement savings guidelines: https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire
Worksheet 3a: Thinking through your everyday money and budgeting
Wise international money transfers: https://wise.com/
Revolut banking app: https://www.revolut.com/
Monzo banking app: http://www.monzo.com/
Starling banking app: https://www.starlingbank.com/
MoneyHelper debt advice locator: https://www.moneyhelper.org.uk/en/money-troubles/dealing-with-debt/use-our-debt-advice-locator
Worksheet 3b: Approximating your pensions "mountain"
UK government state pension checker: http://www.gov.uk/check-state-pension
MoneySavingExpert tax calculator: http://www.moneysavingexpert.com/tax-calculator
Which? retirement needs calculator: https://www.which.co.uk/money/pensions-and-retirement/starting-to-plan-your-retirement/how-much-will-you-need-to-retire-atu0z9k0lw3p
PLSA Retirement Living Standards: https://www.retirementlivingstandards.org.uk/
Which? Drawdown calculator: https://www.which.co.uk/money/pensions-and-retirement/options-for-cashing-in-your-pensions/income-drawdown/income-drawdown-calculator-making-your-money-last-awvp49g8uq6l
Worksheet 4: Health-checking your products and security
MoneySavingExpert bank safety checker: https://www.moneysavingexpert.com/savings/safe-savings/
1Password password manager: http://1password.com/
Which? scam alert service: https://campaigns.which.co.uk/scam-alert-service/
Worksheet 5: Choosing and checking your asset mix
Portfolio Visualizer backtesting tool: https://www.portfoliovisualizer.com/backtest-asset-class-allocation
Worksheet 6: Managing your mix and your behaviours
ET Money Investor Personality Test: https://www.etmoney.com/know-your-investor-personality
Worksheet 7a: Finding a first-rate adviser
Unbiased financial adviser directory: http://www.unbiased.co.uk/
Personal Finance Society Find an Adviser:
https://www.thepfs.org/membership/find-an-adviser/
MoneyHelper financial guidance: https://www.moneyhelper.org.uk/en
Pension Wise free guidance: https://www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise/book-a-free-pension-wise-appointment
MoneySavingExpert financial information: https://www.moneysavingexpert.com/
Investopedia financial education: https://www.investopedia.com/
Which? consumer advice: https://www.which.co.uk/
The Evidence-Based Investor blog: http://www.evidenceinvestor.com/
Worksheet 7b: Financial summary on a page
Zoopla property value estimates: http://www.zoopla.co.uk/
Further suggestions:
Hapnav financial planning tool: https://www.hapnav.com/
FireCalc retirement calculator: https://www.firecalc.com
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