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Personal finance
Make the most of your money with the latest tips and insights from our personal finance experts.
Important information: The value of investments can go down as well as up so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Personal finance
How will you use this year’s ISA allowance?
Take the time to consider what works best for you
Toby Sims Fidelity Personal Investing - 28 Apr 2021
Once-in-a-generation chance to cash-in on lockdown savings
Now is the time to turn ‘accidental’ lockdown savings into a positive for the future
Emma-Lou Montgomery Fidelity Personal Investing - 19 Apr 2021
See in the new (tax) year with a pension refresh
Upcoming changes mean it could pay off to pay in more
Ed Monk Fidelity Personal Investing - 06 Apr 2021
Why volatility can be your best friend (yes, you read that right)
10 important lessons for investors
Emma-Lou Montgomery Fidelity Personal Investing - 01 Apr 2021
How will you make the most of your lockdown savings?
The surprise of the past year could very well be how much it has saved us
Emma-Lou Montgomery Fidelity Personal Investing - 01 Apr 2021
Lockdown pension dippers face tax trap
Money Purchase Annual Allowance limits your retirement saving
Ed Monk Fidelity Personal Investing - 29 Mar 2021
Don’t let the thrill of the chase harm your investment goals
Lockdown boredom and a bit of spare cash can be a dangerous combination
Emma-Lou Montgomery Fidelity Personal Investing - 24 Mar 2021
Will ‘Tax Day’ bring a pensions blow?
Pension tax relief is the crosshairs - again
Ed Monk Fidelity Personal Investing - 22 Mar 2021
Got your ISA and SIPP sorted yet? It’s time to get cracking
The tax year end is looming so it’s time to secure your ISA and SIPP investments now
Emma-Lou Montgomery Fidelity Personal Investing - 18 Mar 2021
Job changes in the pandemic - don’t forget your pension
How can you keep your retirement plans on track?
Ed Monk Fidelity Personal Investing - 17 Mar 2021
Why it’s vital young people learn about investing
COVID makes it even more important the young can build secure futures
Toby Sims Fidelity Personal Investing - 17 Mar 2021
How an ISA can help you save for the future
Getting started on your investment journey
Toby Sims Fidelity Personal Investing - 08 Mar 2021
Why the pandemic’s impact on women should worry us all
The cost of the pandemic on women is clear and there is work to be done
Emma-Lou Montgomery Fidelity Personal Investing - 08 Mar 2021
Beat the deadline to make the most of any ‘lockdown savings’
Use this year’s allowances cleverly
Emma-Lou Montgomery Fidelity Personal Investing - 04 Mar 2021
Use it, don’t lose it
Making the most of your ISA and pension allowances
Tom Stevenson Investment Director - 01 Mar 2021
When did you last show your finances some love?
Odds are there’s still work to do on your relationship with money
Emma-Lou Montgomery Fidelity Personal Investing - 23 Feb 2021
What to expect in next month’s Budget
The Chancellor’s ‘difficult’ follow up
Tom Stevenson Investment Director - 18 Feb 2021
Investing at a young age
An introduction to ISAs, funds, and mayonnaise
Toby Sims Fidelity Personal Investing - 17 Feb 2021
Five mistakes to avoid in this year’s tax return
After the year we’ve had, don’t pay the price for a silly mistake
Emma-Lou Montgomery Fidelity Personal Investing - 29 Jan 2021
How to save £500,000 for your retirement
What does it take to reach this target?
Ed Monk Fidelity Personal Investing - 25 Jan 2021
Young Money - Why invest in your 20s?
Three reasons why you should start investing
Toby Sims Fidelity Personal Investing - 19 Jan 2021
3 New Year resolutions you will want to stick to in 2021
Whatever was out on hold in 2020, 2021 is the year to do it
Emma-Lou Montgomery Fidelity Personal Investing - 31 Dec 2020
3 financial problem areas all women need to focus on
Time to focus on yourself for once
Emma-Lou Montgomery Fidelity Personal Investing - 29 Dec 2020
6 ways to stay a step ahead in 2021
A new year brings fresh opportunity
Emma-Lou Montgomery Fidelity Personal Investing - 23 Dec 2020
Give them the gift of saving this Christmas
Ditch the fads and give them something to last
Emma-Lou Montgomery Fidelity Personal Investing - 15 Dec 2020
4 ways to overcome retirement saving inertia
Delaying starting your pension could be a mistake
Ed Monk Fidelity Personal Investing - 14 Dec 2020
The problems with a Wealth Tax
Fair in theory, challenging in practice
Tom Stevenson Investment Director - 09 Dec 2020
House prices continue to rise - but for how long?
Inflation in house prices may be built on pillars of sand
Toby Sims Fidelity Personal Investing - 08 Dec 2020
Financial pain of Covid has fallen unequally
The lesson of 2020 should be to lock in what savings you can
Ed Monk Fidelity Personal Investing - 30 Nov 2020
Why the cost of care is a burden we all have to shoulder
National Carers Day is a good chance to look ahead and start planning
Emma-Lou Montgomery Fidelity Personal Investing - 26 Nov 2020
Why every woman should have some ‘self-survival savings’
More than a fifth of women have a secret stash - just in case
Emma-Lou Montgomery Fidelity Personal Investing - 24 Nov 2020
A capital gains tax rise: could it happen?
The Chancellor is mulling a tax rise on investments
Ed Monk Fidelity Personal Investing - 16 Nov 2020
Three tips to give a boost to your savings
Saving success is about a few small changes that add up
Ed Monk Fidelity Personal Investing - 16 Nov 2020
Who can you talk to about money?
In the latest Fidelity podcast Tom Stevenson and Ed Monk go over the best ways to chat about money worries as part of Talk Money Week.
Ed Monk Fidelity Personal Investing - 10 Nov 2020
Why this is still one of the few things we can’t talk openly about
Let’s Talk Money Week hopes to break the silence
Emma-Lou Montgomery Fidelity Personal Investing - 06 Nov 2020
Being a Steady Eddie could boost your investments
The benefits of investing come rain or shine
Ed Monk Fidelity Personal Investing - 21 Oct 2020
Why sometimes doing nothing is best
Taking the long-term view saves you having to make the wrong decisions
Jonathan Wright Fidelity Personal Investing - 16 Oct 2020
5 ways to shield your finances from the worst of the pandemic
There is no doubt that the pandemic has taken its toll on so many people’s finances, but worryingly, the latest figures show that it is women who have borne the brunt of the financial strife.
Emma-Lou Montgomery Fidelity Personal Investing - 16 Oct 2020
Five positive reasons to give pessimism a rest
Simple steps that turn uncertainty into opportunity
Emma-Lou Montgomery Fidelity Personal Investing - 01 Oct 2020
Can you save more? Yes, you can
Latest GDP data shines a light on household savings
Tom Stevenson Investment Director - 30 Sep 2020
Can you recreate your salary in retirement?
Replacing your salary is hard - but you may not need to
Ed Monk Fidelity Personal Investing - 17 Sep 2020
Property or pension?
What you need to consider
Ed Monk Fidelity Personal Investing - 16 Sep 2020
How to get your retirement savings on track
Three tips to help
Ed Monk Fidelity Personal Investing - 09 Sep 2020
Back to school - Teach your kids the basics of investing in an ISA or Junior ISA
It’s fair to say 2020 has been a funny old year, so far. But with the possibility of the return to some normality, as kids (hopefully) get back to school after six months out of the classroom, now is a good time to teach them
Emma-Lou Montgomery Fidelity Personal Investing - 03 Sep 2020
Four key questions our retirement specialists hear
What you need to know when accessing your pension
Ed Monk Fidelity Personal Investing - 02 Sep 2020
Will an Autumn tax raid really happen?
So far, the Chancellor has giveth - will he now taketh away?
Ed Monk Fidelity Personal Investing - 01 Sep 2020
Young Money - Three key investing habits
Toby Sims, Fidelity Personal Investing
Toby Sims Fidelity Personal Investing - 28 Aug 2020
Housing: is there profit beyond first-time buyers?
Demand is up but the landscape is changing
Toby Sims Fidelity Personal Investing - 28 Aug 2020
Why are fifty-something men falling for pension scams?
Millions still being lost to ‘pension review’ rip-offs
Ed Monk Fidelity Personal Investing - 27 Aug 2020
Risk: choosing what feels right for you
Life is full of risks. We all know that. From a very young age we start to learn about the risks we can and can’t take; what is acceptable, what is unavoidable.
Emma-Lou Montgomery Fidelity Personal Investing - 25 Aug 2020
Three rookie investor mistakes to avoid
Over-enthusiasm can be your worst enemy
Ed Monk Fidelity Personal Investing - 21 Aug 2020
Investing in uncertain times
How do you regain or indeed gain the confidence to invest when the world around you is shrouded in uncertainty and market volatility is a weekly if not daily occurrence at the moment.
Maike Currie Fidelity Personal Investing - 14 Aug 2020
Young Money: How to get rich slowly
Forgetting fads and investing money for the long term
Toby Sims Fidelity Personal Investing - 14 Aug 2020
My three money lessons for school leavers
Why this generation needs to be smarter with their money than others before them
Toby Sims Fidelity Personal Investing - 13 Aug 2020
What happens to my pension if I get made redundant?
Four important tips if you’re facing financial uncertainty
Maike Currie Fidelity Personal Investing - 12 Aug 2020
Young Money: Investing through a pandemic
Tips for the generation whose prospects have been hit hardest
Toby Sims Fidelity Personal Investing - 07 Aug 2020
Have you been left with a lockdown cash pile?
An action plan to put excess savings to work
Ed Monk Fidelity Personal Investing - 06 Aug 2020
Young Money - recipes for reducing risk
Risk recipes for even the seasoned investor
Toby Sims Fidelity Personal Investing - 31 Jul 2020
Squeezed middle: 40-somethings to stump up for care?
This week, who will pay for you in your old age?
Ed Monk Fidelity Personal Investing - 30 Jul 2020
Young Money - introduction to different assets
Equities, bonds, cash and how to hold them
Toby Sims Fidelity Personal Investing - 23 Jul 2020
Should I take a tax-free lump sum from my pension?
Four questions to ask before you raid your pension
Ed Monk Fidelity Personal Investing - 20 Jul 2020
Best way to save for your child
This week, we’re focusing on saving and investing for children.
Ed Monk Fidelity Personal Investing - 10 Jul 2020
All you need to know about investing for children
How to make your child financially independent
Emma-Lou Montgomery Fidelity Personal Investing - 10 Jul 2020
Let pension fears be a prompt for action
Lots are gloomy about their retirement prospects - but action can be taken
Ed Monk Fidelity Personal Investing - 26 Jun 2020
Which generation’s finances are being worst-affected by the pandemic?
We’re all feeling the pinch, but there is a stark generational divide occurring
Emma-Lou Montgomery Fidelity Personal Investing - 22 Jun 2020
Three lockdown money lessons
What lockdown has taught me
Jonathan Wright Fidelity Personal Investing - 11 Jun 2020
How much do I need to retire?
All you need to know about generating an income in retirement
Ed Monk Fidelity Personal Investing - 11 Jun 2020
How much do you need to retire?
Today on the show we’re hoping to answer one of the most fundamental financial questions any of us will have - how much do I need to give up work and retire?
Ed Monk Fidelity Personal Investing - 11 Jun 2020
Will coronavirus change Gen Z retirement?
Lockdown could hit young people’s savings
Daniel Lane Fidelity Personal Investing - 10 Jun 2020
Financial Wellness in the time of Covid-19
Time to think about your pension
Maike Currie Fidelity Personal Investing - 08 Jun 2020
Glidepath to retirement
How to land smoothly
Tom Stevenson Investment Director - 03 Jun 2020
Are you rethinking retirement?
Coronavirus volatility changing pension plans
Daniel Lane Fidelity Personal Investing - 28 May 2020
Don’t ‘lockdown’ your retirement savings
Why cash is no longer king
Maike Currie Fidelity Personal Investing - 22 May 2020
Should you put your retirement on hold?
Take action now to keep your income plans on track
Ed Monk Fidelity Personal Investing - 20 May 2020
Will Coronavirus extinguish the FIRE movement?
This week we’re revisiting FIRE in light of the pandemic.
Ed Monk Fidelity Personal Investing - 15 May 2020
No time to invest? Here’s a woman who can do it for you
If you’re too time-poor to invest, put your money in the hands of a professional
Emma-Lou Montgomery Fidelity Personal Investing - 01 Aug 2019
Why sustainability is one trend that won’t go out of fashion
Is it time you invested more ethically?
Emma-Lou Montgomery Fidelity Personal Investing - 01 Aug 2019
Mind the pensions gap
What happens when you stop work?
Maike Currie Fidelity Personal Investing - 18 Oct 2018
Time to myth bust money
When it comes to women and money, there are a huge number of misconceptions.
Maike Currie Fidelity Personal Investing - 18 Oct 2018
Closing the gender pay gap
Financial inequality is one of the greatest challenges we face today.
Maike Currie Fidelity Personal Investing - 18 Oct 2018
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