Financial Guides

free financial guides & resources

We think everyone should be able to understand their financial picture without having to jump through hoops or get lost in the jargon. That's why we've put together our Financial Guides, which are free to download and keep.
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What is an Annuity?

An Annuity is a guaranteed income that is usually generated with capital from a pension to fund your retirement.

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isas explained

Whether you're thinking about investing or are looking for a better way to save, ISAs are a strong option.

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your retirement options

The choices you make in retirement will affect your income for the rest of your life - understand your options with our retirement guide.

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getting started with investing

Investing in markets doesn't give the same security as cash savings accounts, but the potential for long-term growth is greater.

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what is income drawdown?

Income Drawdown is a flexible way to manage your pension. It enables you take income as and when you need it, rather than a fixed amount.

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self-invested personal pensions

A Self-Invested Personal Pension, or SIPP, is a type of pension that lets you take control of your retirement money and investments.

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estate planning

An estate is made up of everything you own. This includes property, investments, belongings, as well as physical and intangible assets.

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Protection Planning

Protection planning offers peace of mind for the future, for yourself and for your family. Read our guide to find out more.

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power of attorney explained

There are a number of reasons why you might need someone to make decisions for you or act on your behalf.

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how to spot a pension scam

You hear a lot of horror stories about people being scammed out of their hard-earned pensions. Find out how to stay safe in our guide.

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