Combining sums of money from many people into a large fund spread across many investments
Pooled investment funds – also known as ‘collective investment schemes’ – are a way of combining ... Read More
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Making investment decisions on behalf of the investor
There are many reasons to invest through a fund rather than buying assets on your own. At a basic level, investing in a ... Read More
Whether it’s termed ethical, responsible or sustainable investing, the aim is generally the same: it’s investing your money in businesses which have some intention of making the world a better ... Read More
Spreading risk between different kinds of investments
When you start investing, or even if you are a sophisticated investor, one of the most important tools available is diversification. Whether the market ... Read More
Making informed decisions to improve your chances of achieving your financial goals
If you want to plan for your financial future, it helps to understand risk. If you understand the risks ... Read More
A lifelong process
Protecting your wealth from market ups and downs
If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least ... Read More
The most radical changes to pensions in almost a hundred years
It’s well worth taking the time to think about what you really want from your investments. Knowing yourself, your needs ... Read More
Effective estate planning can safeguard your wealth for future generations
If you want to have control over what happens to your assets after your death, effective estate planning is essential. After ... Read More
Current affairs have a significant impact on how people feel about the economy
People who feel pessimistic about the UK economy or their own personal finances are more likely to plan ... Read More
‘The tragedy of old age is not that one is old, but that one is young’
With the UK’s population ageing, more people will be living with long-term care needs. Oscar ... Read More