Guides

FSCS Licence Information
FSCS Licence Information cover image.
Find out how safe your savings are using our extensive Financial Services Compensation Scheme (FSCS) licence guide.
ISA Transfers Factsheet
ISA Transfers Factsheet cover image.
What are the key points to consider when undertaking an ISA transfer?
7 Key Financial Planning Steps on Divorce
7 Key Financial Planning Steps on Divorce cover image.
A short guide to achieving financial peace of mind, before, during and after divorce.
How safe is your cash?
How safe is your cash? cover image.
The FSCS offers savers valuable protection but you will need to tread carefully to make sure you are fully covered, should your provider go out of business.
Inheritance Tax Guide
Inheritance Tax Guide cover image.
Don't get caught out by inheritance tax. Request our free guide to understand how you might protect your family.
Savings Guide
Savings Guide cover image.
Our free guide aims to make savings simple by explaining theoptionsavailable and how they work, to enable you to make an informed decisionabout which account is right for you.
Wealth Management
Wealth Management cover image.
A value checklist to help you choose or review your Wealth Manager
Additional Permitted Subscriptions (APS)
Additional Permitted Subscriptions (APS) cover image.
Introduced in 2015, this is a one-off additional ISA allowance equivalent to the value of a deceased spouse or civil partner's ISA.
Lifetime ISA or Help to Buy ISA
Lifetime ISA or Help to Buy ISA cover image.
Would a Lifetime ISA or a Help to Buy ISA be better for saving for a first home?
Bereavement guide
Bereavement guide cover image.
Download our guide on how to dealwith the death of a loved one and the practical steps you'll need to take.
Lifetime ISA or Pension?
Lifetime ISA or Pension? cover image.
Get your free Lifetime ISA vs Pension factsheet
Temporary High Balances
Temporary High Balances cover image.
Read our factsheet explaining protection of the Financial Services Compensation Scheme (FSCS) for Temporary High Balances (THBs).
ISA Guide
ISA Guide cover image.
A free guide designed to help you cut through the complexity and maximise the benefits of using ISAs to your advantage.
Lifetime ISA Factsheet
Lifetime ISA Factsheet cover image.
How does the Lifetime ISA work? Learn more with your free factsheet which includes all the key facts
Personal Savings Allowance
Personal Savings Allowance cover image.
How will the Personal Savings Allowance affect you? Request our free factsheet now.
Help to Buy ISA Factsheet
Help to Buy ISA Factsheet cover image.
Learn more about the government'snew Help to Buy ISA scheme, including answers to frequently asked questions.