Clear, balanced – and compliant
Each guide is written in simple, jargon-free language. We’re careful to explain both the potential downsides and upsides of investing. And because they’ve been fully reviewed by our compliance teams, you can put each guide in front of your clients with complete confidence.
Throughout our guides, we stress the importance of speaking to a financial adviser before making any investment decisions. So we hope they’ll add real value to your client activities.
Download the first guides below – and watch out for more in the series.
A guide to bonds
A clear and simple guide to the unique role of bonds in a portfolio, including the different types of bond, how they can generate regular income and where they sit on the risk-reward spectrum. Includes a clear summary of the different types of bond fund available.
A guide to multi-asset investing
Get clients confident with the concept of multi-asset investing. Our beginner’s guide goes step-by-step through the principles of multi-asset investing, how it delivers risk diversification, and what assets it may invest in. We also outline key types of multi-asset strategy.
A guide to equities
An invaluable introduction to ordinary company shares, how they can make money for an investor (and how they can lose it). We also highlight the different ways to invest in equities, including a run-down of the types of equity fund that investors may encounter.
A guide to investing for income
Between retirement and regular outgoings such as bills, holidays or the cost of care, the idea of some extra income can be very appealing to clients. We look at how you can achieve income in a number of ways, including different types of investments like equities, bonds and property.
A guide to investing for growth
In investment terms, growth is simply a rise in an asset’s value, and why most people invest. Growth is rarely a simple process, though. Here is a simple guide for clients to explain why growth matters, and where to look for it.