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Savings and Investment

Savings and Investment in context

The Need for Advice

Savings and Investment - Deciding Factors

 

 

 

Savings and Investment Products

The Providers

The Products and Their Uses

 

Bank Accounts

 

Building Society Accounts

 

National Savings Products

 

Shares / Equities

 

Gilts

 

Investment Trusts

 

Unit Trusts

 

Personal Equity Plans (PEPs)

 

Individual Savings Accounts (ISAs)

 

Investment Bonds

 

Endowment Policies

 

Maximum Investment Plans (MIPs)

 

Annuities

 

Home Income Plans

    Open Ended Investment Companies (OEICs)
    Employee Share Option Schemes

 

 

 

Comparing Products and Providers

Comparing Different Products

 

Investment Objectives

 

Surrender Values

 

Charges and Commissions

 

Risk and Accessibility

 

Tax Treatment

Comparing Similar Products from Different Providers

Comparing Providers

 

 

Investment Styles and Features of Funds

  Investment styles
  Volatility and risk
  Inflows, Outflows and Cancellation Prices


REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.


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