Guides

Retirement Planning Guide
Preparing you for the future
FSCS Licence Information
Find out how safe your savings are using our extensive Financial Services Compensation Scheme (FSCS) licence guide.
ISA Transfers Factsheet
What arethe key points to consider when undertaking an ISA transfer?
An introduction to Cash Savings Platforms
In this guide, we go intodetail on each platform and highlight who these individual platforms might be more suitable for.
7 Key Financial Planning Steps on Divorce
A short guide to achieving financial peace of mind, before, during and after divorce.
How safe is your cash?
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
Don't get caught out by inheritance tax. Request our free guide to understand how you might protect your family.
Savings Guide
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
A value checklist to help you choose or review your Wealth Manager
Additional Permitted Subscriptions (APS)
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
Would a Lifetime ISA or a Help to Buy ISA be better for saving for a first home?
Bereavement guide
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?
Get your free Lifetime ISA vs Pension factsheet
ISA Guide
A free guide designed to help you cut through the complexity and maximise the benefits of using ISAs to your advantage.
Lifetime ISA Factsheet
How does the Lifetime ISA work? Learn more with your free factsheet which includes all the key facts
Personal Savings Allowance
How will the Personal Savings Allowance affect you? Request our free factsheet now.
Help to Buy ISA Factsheet
Learn more about the government'snew Help to Buy ISA scheme, including answers to frequently asked questions.