Avoiding hidden dangers in retirement

Make sure you don’t run out of money or face a reduced standard of living Increasingly, more and more pensioners are keeping much of their pension invested after they retire. This means they’re faced with two very different risks when deciding what to do with their...

Creating a financial roadmap

Planning for success can be complicated in today’s world No two people have identical financial circumstances, which is why it’s essential you have a custom financial planning solution that meets your individual needs and goals. Planning for financial success can be...

Maintaining a diversified portfolio

Spreading risk between different kinds of investments When you start investing, or even if you are a sophisticated investor, one of the most important tools available is diversification. Whether the market is bullish or bearish, maintaining a diversified portfolio is...

Pooled investment funds

Diverse range of funds that invest in different things with different strategies Pooled investment funds – also known as ‘collective investment schemes’ – are a way of combining sums of money from many people into a large fund spread across many investments and...

Investment bonds

Life insurance policies where you invest a lump sum in a variety of available funds Investment bonds are life insurance policies where you invest a lump sum in a variety of available funds. Some investment bonds run for a fixed term, others have no set investment...