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How much money would you like in your savings account to feel comfortable?

110 replies

Blondiebeachbabe · 20/07/2026 20:50

Just that!

OP posts:
fudgy · 23/07/2026 20:35

fashionqueen0123 · 21/07/2026 22:12

You should be investing a large chunk of that. Depending on how long youve had it for it could be worth a lot more. Some of my stocks and shares have doubled or tripled in the last few years

I know it's really stupid of us but we are both just so risk averse and clueless about investing. Any tips on how to educate ourselves on this? I have a friend's whose husband does a fair bit of investing and he has lost a lot of money a couple of times 10k +.

squirrelchops2 · 23/07/2026 20:57

fudgy · 23/07/2026 20:35

I know it's really stupid of us but we are both just so risk averse and clueless about investing. Any tips on how to educate ourselves on this? I have a friend's whose husband does a fair bit of investing and he has lost a lot of money a couple of times 10k +.

Rebel Finance School 100% I already knew a fair bit but it helped me a lot more.
They'll explain re losses etc.

Up to you to be risk averse and make 3.5% or educate yourself and make triple a year. I lost £15k in covid. Im now over £30k higher than that low point.

Honestly Rebel Finance AND read The Psychology of Money by Housel...game changer

fudgy · 23/07/2026 21:34

@squirrelchops2 Thank you, I will look into this and see if we can take the plunge!

upinaballoon · 23/07/2026 21:38

Three million pounds Sterling

squirrelchops2 · 23/07/2026 21:58

fudgy · 23/07/2026 21:34

@squirrelchops2 Thank you, I will look into this and see if we can take the plunge!

Go for it!
You can get at least some into tax free wrappers eg ISA, SIPP and premium bonds whilst you work out the rest

Bjorkdidit · 24/07/2026 05:49

fudgy · 21/07/2026 11:50

We have quite a lot saved about 200k but when I get used to a total in the bank I then get a sort of mental block on spending any of it and so it just kind of builds up and we don't even invest it properly which is probably daft. We both grew up really poor and definitely have anxiety about money now. We are both 50ish and should probably learn to live a little!

Your friend's DH sounds like he's taking money out of the market when it's down, doing something like day trading, buying individual shares or something else unwise if you don't know what you're doing. Or it could also be that he may have lost £10k+ a couple of times, but he may have made far more than that dozens of times.

You're almost certainly not going to lose money in the long term if you put money in a global index tracker in an ISA or pension and also have cash available so you never need to take money out of your investment when the market is down. Investing is volatile, but over time, the gains outweigh the losses, this has always been the case, even with the big crashes, the pandemic, current political instability. Also if you drip feed money in, the money you put in when the market is down buys more 'fund' than it does when the market is up, so more scope to grow. Read about pound cost averaging and 'time in the market vs timing the market'.

When thinking about saving for retirement, whether in a pension or ISA, the Meaningful Money podcast, which is by an IFA who tells most people they don't need an IFA, he talks about the cashflow ladder, which is (after you have an emergency fund and savings for things like holidays, car repairs, Christmas etc) putting all your money in investments, but looking at the money you know you'll need over the next 2-3 years max and moving that to cash. If you always think ahead like that, every 6 or 12 months when you look at taking some money from your pension or investments, if the market is down, you can choose to leave the money invested and look again in 3-6 months, when things might look better and just use the cash you already have - because you have a couple of years worth of cash, you can wait and things will almost certainly have improved in under a year. Also, if you have more than one type of fund, one might have performed better, so you could take money from a different one instead.

As for spending vs saving (or investing) the financial flow chart sets out a 'to do list' for money so you can see what needs doing, and yes, in your 50s depending on what your pensions look like, it could be the time to allow yourself to live a little, or you might be better putting as much as possible in a pension for the tax relief, you can also start to think about how long you need to continue working or if you can start to think about retiring or reducing your hours at work.

The UK Personal Finance Flowchart - UKPersonalFinance Wiki

The UK Personal Finance Flowchart - UKPersonalFinance Wiki

A starting point for your financial planning journey in 8 steps, from the wiki for Reddit's /r/ukpersonalfinance!

https://ukpersonal.finance/flowchart/

Babyenroute · 24/07/2026 05:55

Savings or investments? Those saying millions really need to see a financial advisor and get most invested.

Savings only for instant access needs so around 6 months of outgoings.

Investments aren't really about being comfortable asfor the longer term anyway, but I feel comfortable knowing I'm contributing at least 25% of my salary a month to keep them growing

scaredysquiggle · 24/07/2026 06:22

I have 10 months salary after tax in a savings account and every payday I add a set amount and at the end of the month if there is anything left I transfer that in too. My partner is also doing the same but he has 5 months as he’s had an expensive year with paying off his mortgage and making renovations to his house.(we maintain separate households)

Findyourdomain · 24/07/2026 06:49

I think you get to a certain age and you are no longer comforted by, for example 6 months in your savings, it’s the longer term provision you need to get sorted to feel “comfortable”

fashionqueen0123 · 24/07/2026 11:26

fudgy · 23/07/2026 20:35

I know it's really stupid of us but we are both just so risk averse and clueless about investing. Any tips on how to educate ourselves on this? I have a friend's whose husband does a fair bit of investing and he has lost a lot of money a couple of times 10k +.

I’ve seen people recommend doing the free Rebel finance course. I think it’s on line or on YouTube?! Martin Lewis has started to do some stuff on it too and think he mentioned that, so you could check out his website.

Usually sticking it in on funds which spread across the stock market (EFts etc) are fairly low risk. You don’t just loose 10k randomly. He was either unlucky and was picking shares for example just before a bad world event (like Russia invading Ukraine!) and then panic selling.

If you just choose low risk funds and keep them for years then you won’t just loose thousands. Even the money you could ‘loose’ if you just hold on it will likely come back up. For example when Trump went nuts a year ago a lot of stuff went down but you’re only seeing what you’ve gained drop a bit - youre not loosing money. And those things have all gained loads since then. Youd still have more than you would in a savings account - which is in effect loosing money due to inflation!

Just assume you need to stick it away for 5 years.

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