Factsheets


There is a huge amount of information available on all aspects of personal finance.  These factsheets have been written with as little jargon as possible to try to explain the main features of the products available and the associated risks.

(Some of these products are no longer sold but could still be in a portfolio.)

General:

Risk

Wills

 

Savings and Investments:

Collective investments

Individual Savings Accounts

Ethical investments

Friendly Society plans

Equities

Fixed interest investments

Gilts

National Savings

Endowments

Investment bonds

 

Planning for Retirement:

Personal Pension Plans

Additional Voluntary Contributions

State pensions

Pension transfers

Appropriate Pension Plans

Section 32 plans               


Retirement Income:

Income from pension plans