In July we were excited to launch our brand new Pensions Academy! 🧑🎓 The aim of our Academy is simple – to give you the information you need to make confident financial decisions for the future.
We’ve got everything you need to know about pensions covered in 10 lessons. Get started with the all-important basics, see our top tips to help you start saving at any age, and learn what you need to do when you actually reach retirement.
Ready to get started? 🎓 You can find all our lessons in-app by heading to Discover > Learn and tapping on the Retirement category.
New in your Moneybox app
Here are the updates we made in July. Head to the latest app version to check them out…
- We’ve introduced eight new tracker funds to the Moneybox Pension! 🚀 You can now choose from a larger fund range and invest across multiple funds to build your own portfolio. These are available to explore by heading to Accounts > Personal Pension. Have another investing account with us? Our new funds will be launching on our ISA, GIA and Stocks & Shares Lifetime ISA accounts very soon.
- We updated our Cash Lifetime ISA account screen to give you a clearer view of LISA bonuses in progress, as well as adding any bonus interest due as a new line within your breakdown screen.
- Our app’s colour scheme has also been adjusted to further improve accessibility.
Behind the scenes 🎬
This month we go behind the scenes and chat with not one but two members of the new Moneybox Mortgage Advice team. Meet Samantha, who is one of our expert Mortgage Advisers and Chloe, one of our Mortgage Case Managers and find out what it’s like helping people get the keys to their new homes. 🏡
Keen to join Team Moneybox? Head to our Careers page to check out our open positions.
For Moneybox Mortgage Advice, please note your home could be repossessed if you do not keep up repayments on your mortgage. All investing should be regarded as longer term (at least 5 years). The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and is subject to change.
For the Lifetime ISA, you must be over 18 but under 40 to open an account. If you need to withdraw money for any reason other than your first home (up to £450,000) or retirement, you’ll pay a government withdrawal charge of 25%.