Investments
o Ethical investments
o Investing for income
o Investment trusts
o Investment Bonds
o Discretionary Fund Management (DFM)
o ISAs
o OEICs
o Offshore investments
o Socially responsible investments
o Unit trusts


 Insurance & Protection
o Critical illness
o Income protection insurance
o Life insurance


 Savings
o Lump sum
o National savings
o Regular savings
o Savings for children
o School fees planning


Financial Planning
o Wealth management


Tax & Trust Planning
o Capital gains tax
o Estate planning
o Income tax
o Taxation planning


Pensions & Retirement

o Annuity purchase
o Auto enrolment
o Final Salary
o Pension consolidation
o Pension drawdown
o Pensions & divorce
o Pensions & retirement planning
o Pension review
o Pension transfers
o Pension Switches
o Phased retirement
o Sipps/SAAS
o Stakeholder

o Tapered annual allowance

 

 

 

 The Financial Conduct Authority does not regulate wealth management, tax and trust planning.