Useful Guides
The following guides which you have found useful can now be downloaded from the Home Page.
Guide to Protection – an introduction to the basic protection products – Life, Income Protection and Critical Illness.
Guide to Annuities – Introduction to the range of choices available to those facing retirement.
Introduction to Pensions – an outline of the different types of pensions available and some of the basic rules.
Guide to planning for Redundancy – some financial tips to help those fearing or under threat of redundancy
Guide to RDR – a guide outlining how Retail Distribution Review will enhance what ‘Independent’ means for a client
Guide to Savings for Children – an outline of the different options available to prepare for a child’s future
Ten reasons to see an Adviser – an introduction to the benefits of professional advice
Guide to Diversification – outlining the importance of diversifying a portfolio to avoid market shocks and meet investment objectives
Guide to income investing – an overview of the different asset classes which can be used to generate income for lower risk investors
Ten rules of successful investment – ten tips on how to build a successful investment portfolio for all weathers
Ten ways to recession proof a portfolio – ways to protect a portfolio from some of the worst excesses of recession
ISA Guide 11/12 – an introduction to ISAs for the 2011/12 tax year
Guide to IHT 11/12 – an introduction to Inheritance Tax, the allowances available and how to minimise any liability
Make the most of your savings - some tips on how to make maximum return from savings - even when markets are tough < Go back to Intelligence
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