Meet the Other Phone. Flexible and made to last.

Meet the Other Phone.
Flexible and made to last.

Buy now

Please or to access all these features

Chat

Join the discussion and chat with other Mumsnetters about everyday life, relationships and parenting.

What should young adults know about finance?

24 replies

Wallywobbles · 25/06/2020 21:23

Sorry rather dull, but I on the back of another posters advice I was wondering what you think everyone should understand about finances - eg savings, direct debits, paying bills, mortgage basics, pensions.

This is my basics. What should be added?

  • Savings - always have 6 months put away in just your name, in case you loose your job or have to set up home

  • Direct debits - for all bills, set up to go 2 days after your salary comes in

  • Mortgage basics - an understanding of compound interest, interest rates, extra costs, breaks - mean more interest (anything else?)

  • Pensions - tax free way of saving for the future, take advantage of any employee schemes, start ASAP

  • Use an app that tells you the money in your accounts and all spending so you can spot any anomalies.

  • Spread the risk - don’t keep all your money in one place

My DSis always told me I was stupid for not knowing financial stuff but I was always too scared to ask her!

OP posts:
strawberry2017 · 25/06/2020 21:35

Important to know the pros and cons of taking out loans/credit cards.
Obviously good for helping to build credit ratings but making sure low interest, meeting payments at all times, etc

To avoid payday loans at all costs - dangers of them.

Buying things on credit - eg sofas
Can work well if interest free but can cost a hell of a lot more if not

bashcrashfall · 25/06/2020 21:42

You have a mix of advice and information there. I would just go for information:

  • difference between a credit and a debit card
  • Understanding interest on a loan - benefits of saving up front rather than buying on credit
  • Your rights using credit/debit cards - chargebacks etc (I would probably include some stuff on consumer rights in financial education)
  • benefits of saving/investing/paying down debt
  • what to do if you get into debt (don't ignore it/how to seek help)

To be fair its now fairly easy to find information on any topic. You might just be better off teaching about finding reliable information online and then that would cover this and lots of other things. Knowing things is much less important that knowing how to find out things and being able to assess what is reliable information and advice.

Willowkins · 25/06/2020 21:47

I was talking to my Young Adult just today. Among others:

  • Don't spend your savings on running costs

Interested in this thread?

Then you might like threads about this subject:

Bargebill19 · 25/06/2020 21:47

How about adding an understanding of the paye tax and NI system. I am surprised at the number of adults who don’t know I what they are paying out of their wages and whether it’s correct. In short: how to read a wage slip and know if it’s correct or not.

Wallywobbles · 25/06/2020 21:58

Thank you. I've not a financial idiot normally but sometimes people talk on a thread about different kinds of interest for example and I realize that there's a lot I don't really understand.

A lot of my knowledge is based around reducing tax liability.

I also teach business students and I'm always a bit stunned by their lack of basic understanding of personal finance beyond the bank of mum and dad.

One of my kids really gets it but is comfortable with numbers. The other cries at the sight of 2 numbers on a page.

OP posts:
poppym12 · 25/06/2020 21:59

i tried to ensure my dc was aware of all of these pointers and tips. it hasn't worked at all. not got a pot to pee in.

Diorissimo1985 · 25/06/2020 22:02

I think pensions is one of the most crucial points for young people. When you’re a teen or early 20s, retirement and old age seems so far away that is hard to imagine.

Pipandmum · 25/06/2020 22:03

Before all that: basic budgeting. I'm sure the majority of young adults get their first job and credit card and max it out! Knowing what you need to budget for: they only think of things like phone, transport, rent and eating out. They forget about council tax, utilities, internet and so on, because their parents have always paid those. Long before mortgages, pensions and loans, working out how to live within their means is top of the list.

cherrypiepie · 25/06/2020 22:04

Save 10% of your income.
Have a spending account and transfer a set amount of money into it a month for spending eg mine is £300 in a starting account this goes on petrol, entertainment and eating out. gifts, clothes, health, beauty, fitness, small and gardens house bits, odd bits from amazon.
Have a separate wages and bills account
Plan annual expenses (Xmas car service family birthday) or future purchases of over £100 eg Fitbit/ raybans)
Have it all in a spreadsheet recorded.
Take £10 cash a month out in piggy bank for Xmas treats

Gatehouse77 · 25/06/2020 22:11

An understanding of the utilities you need to pay for.
Building up your credit rating without borrowing.
Where to look for information and how to refine your search.
Tracking your spending (periodically or regularly) to see where your money goes and if you want/need to make changes. Understanding that it’s something you do forever if you want to maximise your money/minimise your spending.
How to work out the difference between saving up for an item versus getting a loan and the effects on your outgoings.

Theyweretheworstoftimes · 25/06/2020 22:13

Pensions, compound interest, mortgages, loans, assets, equity, how does a credit card work, how does a credit file work, how expensive debt can be if not managed, consequences of financial mismanagement, understanding financial linkages, direct debits, standing orders, income and expenditure. Affordability. Joint and several liability.

If you run a business:

Cash flow, balance sheet, profit and loss, different types of debt options depending on complexity of the business.

If you have good financial understanding you can make a little money work very hard.

Wallywobbles · 25/06/2020 22:17

@Theyweretheworstoftimes thank you - you gone into territory that I struggle with there

compound interest
equity,
how does a credit card work,
how does a credit file work
understanding financial linkages
joint and several liability.

OP posts:
Theyweretheworstoftimes · 26/06/2020 09:19

All of this is online.

It takes a little bit of work to understand but will save you thousands of pounds and will help you manage your money effectively.

I will try to post some links for you. The trickier stuff is worth the work to understand it

Compound interest

www.debt.org/blog/compound-interest-how-it-works/

Home equity use the principle for any asset

www.thebalance.com/what-is-home-equity-315663

Credit cards

www.google.co.uk/amp/s/www.moneyadviceservice.org.uk/en/articles/credit-cards/amp

Credit file

www.which.co.uk/money/credit-cards-and-loans/credit-scores/credit-reports-all-you-need-to-know-a6kbx3x10l1w

Understanding financial linkages

www.checkmyfile.com/articles/2917/credit-reports/guide-to-financial-associations.htm

Joint and several liabilities

www.lexology.com/library/detail.aspx?g=06dd2d6e-710b-43ca-9ec4-19a132a411af

Hope that helps a bit

FedUpAtHomeTroels · 26/06/2020 09:31

Make sure they know, It's not a bargain if you don't have the money to buy it. Pay off the Credit cards in full each month, have no debt except a mortgage.
If you want a new couch, bed, carpet, etc save for it, don't pay interest charges on it. Look at the end cost it'll put you off charging things.
Live within your means, just because friends or family have three holidays a year and a new car every three years doesn't mean you deserve to have that too. They might be spending their life making minimum CC payments and it will eventually all collapse.

PaperMonster · 26/06/2020 09:33

I used to teach personal finance. I used to start with basic costs of running a home. They often had no idea about the price of food items! Then we progressed!

ArriettyJones · 26/06/2020 09:35

How to build a credit score and how credit reference agencies work.

TeenPlusTwenties · 26/06/2020 09:40

Pay for things upfront.
Then if you lose your income you aren't in debt.
Plus it is generally cheaper.
Then put away in savings ready for the next year.

Valkadin · 26/06/2020 10:06

Many things I would have written have already been written

Never reveal your salary or how much you have in savings
Be aware of serious relationships where there is a huge imbalance in salary.

If you are the high earner marriage may not be a good idea, of course there is currently a gender imbalance regarding salary. Contentious to write this but this is at the outset of a relationship and no dc involved as a woman that earned considerably more than my ex partner but did not marry him I’m glad I didn’t.

ParisOnWheels · 26/06/2020 10:44

I do debt advice. Based on what I see regularly I’d say three things:

  1. You might need a car or a laptop or a fridge or whatever. You don’t need a high end fancy, top brand name one on finance.
  2. Don’t lend money to friends/family you can’t afford to lose. Especially don’t take out a loan in your name for them.
  3. If you do get into debt, don’t bury your head in the sand.
Sophiesdog2020 · 26/06/2020 10:48

My 2 got an unexpected inheritance at 17/15, though obvs didn’t get control until 18. I see so much on here about how young adults will waste an inheritance at 18, and it is a risk (they were beneficiaries in will of a distant cousin who didn’t specify an age).

However, we have used it to educate them, it has given us the springboard to help them with and discuss finances.

They already had S&S ISAs that the money is drip fed into, but eldest is now getting interested in researching and buying individual shares.

Both are currently in retail jobs waiting to travel (gap year/finished uni), putting earnings into a separate savings account on pay day and bringing back small amounts as needed.

We encouraged them to get a credit card to help their credit scores, as they will have the deposit to hopefully buy a house in 20s. They use them sensibly, for petrol, travel costs etc and move earnings back from savings to clear the bill each month.

They also had sim only phone contracts in own name at 18, also for credit scores.

Eldest has upgraded his current account to one earning interest, as he has realised it is better than most savings accounts.

We had helped DS get a small car before his inheritance came through, we helped DD the same but she got a slightly better one, using some of her savings. We suggested that she re-paid her savings from her earnings over next few months, to make her realise how easily it would be to fritter the inheritance pot.

My DS has just been asking me about Tax allowances, he has started a PT retail job after finishing uni, paid weekly, some weeks more than others, so varying tax.

He realised his allowance is lower than the normal, we found that HMRC were using bank interest details from 2018/19 and he must have had over £1k interest that year. Their money is sitting in 2/3 yr bonds until put in ISAs so they get interest as those mature, which can affect tax. He thinks 19/20 & 20/21 interest will be below 1k, so it will all catch up, but a good lesson in tax!

We have set up SIPP pensions for both, but also need to look at what their current employers offer. Even if they only build up a small pot, if it includes some employer contributions, and can then be moved to their SIPP when they leave, it will be worth contributing.

We will look at mortgages with them when the need arises, and make sure their deposits are protected if they buy with a partner.

I think ours are doing ok with their knowledge, but they have good role models, we have always been very careful and they are learning from us. We have a nice 4 bed house and cars paid in cash, but never stretched ourselves property wise as preferred to save for early retirement, which is now in sight at 56 & 57.

DH has a colleague who picked up a brand new Range Rover just before lockdown, but still working well into his 60s. Each to their own..

Lola001 · 26/06/2020 11:27

I never touch my salary until my usual payday so I don't have an extra weekend of spends (my spending usually happens at weekends food shop/odds and ends) and this is even more crucial in the December pay when I end up with it up to a week early at times, alongside this I save an extra £10 a month that way in January when it's all depressing I pay for a meal out /an extra activity each weekend out of this I find it helps my January blues and its not out my budget.

Mydiary · 26/06/2020 13:53

You can only spend it once. Once it’s gone, you won’t get it back.

Buy what appreciates, lease what depreciates.

There’s never a bad time to buy a property. It’s either high interest rates or low prices or low rates and high prices.

Wallywobbles · 28/06/2020 20:59

These are brilliant thank you. But as good for me (and lots of others too I suspect) as for my kids.

OP posts:
goose1964 · 28/06/2020 21:02

The difference between want and need,so you want Netflix but need to pay rent.

New posts on this thread. Refresh page
Please create an account

To comment on this thread you need to create a Mumsnet account.

This thread is closed and is no longer accepting replies. Click here to start a new thread.

Swipe left for the next trending thread