Five Steps to Plan your Finances
08/13/20 • 9 min
In this weeks episode, Emma, Julie and Becky talk over the essential for every financial planner, PIPSI which is the order in which your financial objectives should be considered and achieved. What is PIPSI we hear you ask? Well it’s Protection, Income Protection, Pensions, Savings and Investments.
Podcast formerly Your Recipe for Financial Success.
Visit themoneycompass.co.uk for more information on this topic, news and more episodes.
In this weeks episode, Emma, Julie and Becky talk over the essential for every financial planner, PIPSI which is the order in which your financial objectives should be considered and achieved. What is PIPSI we hear you ask? Well it’s Protection, Income Protection, Pensions, Savings and Investments.
Podcast formerly Your Recipe for Financial Success.
Visit themoneycompass.co.uk for more information on this topic, news and more episodes.
Previous Episode
Five top tips for budgeting
In this weeks episode, Emma Julie and Becky are exploring their top 5 steps to help you plan your finances post lockdown. Talking through the pros of saving when you are paid, checking over old bank statements and setting up a separate account for bills this episode is a great starting point for any journey into the world of finance!
Podcast formerly Your Recipe for Financial Success.
Visit themoneycompass.co.uk for more information on this topic, news and more episodes.
Next Episode
Control Your Money After Lockdown
In this week’s episode, Emma has a special Guest Emma Roache from Unlocking your full potential. Together they are talking about how you can take control of your money anxieties and how you can get support with any of your financial concerns.
Podcast formerly Your Recipe for Financial Success.
Visit themoneycompass.co.uk for more information on this topic, news and more episodes.
The Money Compass - Five Steps to Plan your Finances
Transcript
Julie Hunt
So today we're going to be looking at the bread and butter of any financial advisers recipe book, something we call PIPSI. Emma, do you want to tell us what PIPSI actually stands for.
Emma Knights
Yes, I will. So, PIPSI is the order that we start looking at different areas of investing and protection. What it actually stands for is Protection, Income Protection, Pensions, Savings and Investments.
Julie Hunt
So why is PIPSI so important?
Emma
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