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Information Guides

We believe everyone should have access to the right financial help. Which is why we’ve created a range of useful guides to help you make the right choices for you and your money.

Bear in mind that with investing, your capital is at risk and you may get back less than originally invested.

Choose your guide

Investing for the real world webinar

Could you benefit from financial advice?

Do you have grand plans for the future? Maybe you want to help your children through Uni, buy a holiday home, or retire as early as you can? You might not have considered it before, but financial advice could help you reach your long-term goals. But what is financial advice and how does the service work? We’ve created this free guide to explain.

Financial advice guide
Investing for the real world webinar

Are you saving without investing?

Whether you want to save money, try and grow your money, or even a bit of both, this guide was designed for the saver and investor in you. It covers the basics of investing and could help you decide if it's something you'd like to investigate further.

Saving and investing guide
Investing for the real world webinar

What will your ideal retirement look like?

You might think retirement is a long way off, but it’s never too early to start saving and planning for a retirement you deserve! Our Retirement Planning guide is an introduction to how much you might need to save for retirement, how to save and your options when it comes to claiming your pension.

Retirement planning guide
Investing for the real world webinar

To invest or not to invest? You decide.

With savings interest rates at all time low, it might be an idea to consider investing your money to achieve greater longer-term growth. If you’re new to investing and unsure of the next steps to take, download our Investing guide today. Discover if you might benefit from investing and how long to invest for.

New investor guide
Investing for the real world webinar

Need help with inheritance tax planning?

Nobody wants their hard-earned money going to the taxman, rather than their loved ones. But inheritance tax can be a tricky subject to get your head around. Download our guide to learn if inheritance tax might affect you, how to calculate the total value of your estate and steps you could take to mitigate the impact of inheritance tax.

Inheritance tax guide
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