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 

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