Guides & Tools
- 10 April 2012
Pension guide: the basics
Your state pension is a useful fou...
- 12 March 2012
What is financial planning?
Whether your goal is a holiday, a ...
- 1 March 2012
How to transfer an ISA
It’s important to correctly transf...
- 18 May 2012
Saving money with electric vehicles
Electric vehicles (EVs) are enteri...
- 4 May 2012
The Retail Distribution Review (RDR)
The way you pay for financial advi...
176 more guides
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What others say about it
Built with help from people like you
The MoneyVista service has been developed by people who have deep understanding of financial services. But from the outset MoneyVista has worked with a group of people like you, to make sure that the service explains financial planning in simple terms, and so that the service is easy to use.
Lisa, Norfolk
"I have worked with this project for nearly 6 months and it's been so interesting to see this idea develop and expand over the months. I can see that my feedback has been included in the product and that has been really satisfying to see how I have been able to influence, even in a small way, this product."
Jim, Glasgow
"I have been working with the MoneyVista site for almost a year. The developers for the site have reconstructed almost every facility to ensure a User Friendly informative site that can easily be adjusted to suit individual needs. Many of these facilities have been enhanced through Customer users i.e. myself, whose suggestions are taken on board and developed."
These people have been able to identify how the service has been able to help them to develop their financial plan:
Steve, Essex
"The most useful part of the website I think is the future planning section which has provoked me to think about life/sickness cover and pensions which are very important but probably don't get given enough consideration by people in general."
Anita, Harlow
"I think there are lots of useful parts incorporated in the site e.g. the 'Learning Modules' and the 'Tutorials' to help you to get started and for support along the way."
Jacquie, Sussex
"For me it was being able to see EXACTLY what my financial situation will be upon giving up work. I would have to say it was an alarming wake up call to see that plunging line!"
Alicia, London
"In my opinion, the most useful part of the site includes budgeting and planning for specific events (i.e.: major expenses such as property purchases and retirement) as well as accounting for unplanned events such as illness. The visual graph and ability to alter financial data in simple and easy to use. The tutorials are also an effective support feature."
Chris, London
"The graphics, showing how your investments extrapolate, are clear. You can easily see the effects on your future income of taking a holiday, modifying your pension arrangements, saving more or less, etc.
The language used is jargon free, there are no clever 'financial industry' terms used. Everything is explained simply, all the options are laid out in a straightforward style. There are plenty of 'help' options that explain the issues."
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