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Making Money

What % do we save a month? Ask Us Anything

Aug 19, 2024
Dive into the financial world as the hosts explore whether to funnel surplus cash into workplace pensions, ISAs, or SIPs. They share what percentage they save each month and compare long-term strategies with the whims of lifestyle inflation. Personal anecdotes and humorous insights make the discussion relatable, touching on the balance between enjoying life now and saving for the future. Expect lively debates on financial habits, the risks of holding too much cash, and the value of finding personalized financial guidance.
11:48

Podcast summary created with Snipd AI

Quick takeaways

  • Investing surplus cash in tax-efficient environments is crucial for maximizing long-term value while balancing access and risk.
  • Managing lifestyle creep by setting financial rules helps promote healthier saving habits and encourages long-term financial security.

Deep dives

Understanding Compliance and Automation

ISO 27001 and SOC 2 are vital security standards for businesses, especially for those looking to partner with larger companies or those based outside the UK. Automation tools like Vanta help organizations demonstrate their compliance efficiently, saving both time and money in a process that can otherwise be burdensome. With over 7,000 clients, including significant players like Core and Flow Health, Vanta equips companies with streamlined compliance solutions. This capability is increasingly necessary as many businesses require adherence to security standards before considering collaboration.

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