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Videos
INTRODUCTION TO MYFINANCEFUTURE
What is MyFinanceFuture?
Watch our 2-minute introductory video to get an overview of the MyFinanceFuture Planner,
how you could use it to create a personal financial plan, and the resources available to support you.
DIY FINANCIAL PLANNING "HOW TO" SERIES
How to create your own Financial Plan
Watch our webinar to get a structured, 5-step process for creating, tailoring and maintaining your own financial plan,
and a demo showing you how to create and tailor a plan using the MyFinanceFuture Planner.
How to Test your Financial Plan
The second webinar in the series walks through a structured approach to testing your plan for a range of adverse scenarios,
helping you to plan for how you would respond and adjust your plan to prepare for potential future challenges.
How to Optimise your Financial Plan
The third webinar in the series explains how you can optimise your plan, offering an approach to identifying "leaks" & opportunties for optimisation,
and a range of techniques for improving plan outcomes, with a focus on tax-efficiency.
EXPLAINER VIDEOS
Salary Sacrifice: Response to changes
Explains the changes to Salary Sacrifice Pension Contributions announced in the November 2025 Budget,
covering what Salary Sacrifice is, its benefits and downsides, the impact of the changes, then sets out the steps to take in response.
LAUNCH THE PLANNER