Your Resource Centre contains the information you need to help you make informed decisions when it comes to dealing with your finances and your health. Our aim is to help you to feel more confident with the financial and lifestyle decisions you are making.
What are the ISA allowances 2019/20?
There are limits to the amount that you can save into the different types of ISA. Here you can find out what the ISA allowances for the 2019/20 tax year are
What does Income Protection not cover?
There are some general concepts about the things which income protection insurance doesn’t typically cover. Discover them here.
What are the rules for gifting money to family members?
Understanding the rules for gifting money to family members will help you decide what you want to do and the help you can give.
What is a Savings Bond?
Discover what a savings bond is, how it differs from a regular savings account and find out more about Shepherds Friendly's Fixed-Rate Bond.
How to make a career development plan
Creating a career development plan is a way to clearly take ownership of your future. We take a look at how you can create a career plan here.
Should you throw a first birthday party?
Do you, or don’t you, have a birthday party to celebrate your baby’s first birthday? We look at the arguments for and against.
How to calculate your monthly budget
Discover how to calculate your monthly budget and download budget planners which will help you at different stages in your life.
How to switch off from work
If you are looking to achieve a better work-life balance, it is important you know how to switch off from work. Discover our ideas on how to switch off here.