Personal Finance Week – FREE Workshops to Improve Your Finances

Hosted by the Insurance Institute of Sheffield, the Personal Finance Week comes to you across the region, to help the general public with their personal finances, completely FREE of charge. Our aim is to inform and provide practical information, activities and support, to help you get control of your finances now, and plan for the future. The week long event will be taking place across the five major locations in the
region; Chesterfield, Doncaster, Sheffield, Rotherham and Barnsley. All workshops are tailored for a specific audience; with each topic lasting around 40 minutes. We’ll touch upon different subjects that are relevant to you, with a time that suits.
Adulting – All the things you should have been taught at school but weren’t! Covering Budgeting, Debt and a look at Credit file. YOLO – Do you insure your phone but not you? A look at the measures available to protect yourself, because you’re worth it!
Getting on the Property Ladder – A guide to the ‘Do’s and ‘Don’ts’ for getting your finances in shape to buy your first home.
Financial Fitness – a look at ‘home finance’, talking to your family about money and the overall impact on Mental Wellbeing.
Your Longest Holiday – Focusing on how you can plan for your longest EVER holiday – Retirement.
Protecting your Family – A guide to why protecting your family is worth more than protecting your phone
Financial Wellbeing – Wellbeing comes from what you do, not what you own. An introduction to making money work for you.
Financial Fitness for Families – a snapshot of useful information and tips to keep your family financially fit.
Get Fit for Retirement – 5 Exercises to get you fit for your retirement.
Retirement Income Options – Drawdown, Annuity, Fixed Term, Blending, Phasing.
21st Century Retirement – Psychology, social, spending habits, longevity, phased retirement.
Planning Ahead – Here, we’ll talk about Wills, Power of Attorneys and Care.
Estate Planning – With a focus on making your legacy tax efficient we’ll discuss Gifts, Allowances and Misconceptions.
Living in Retirement – A look a longevity, Options for Income and your changing income needs.
Releasing Equity from your home – What you need to know!
Use your Allowances – This session will talk you through allowances and benefits available to your age group.






For more information on these events visit their Facebook page or sign up here for their events on EventBrite.

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  1. Was great to have Patrick on this week’s show to talk about personal finance, if you can make it to any of these events – do!

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