Retirement Planning Guide

Planning for retirement can seem like a daunting task but it is important to think about how you are going to support yourself financially in your later years.

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Open a Stocks and Shares ISA

An ISA provides a flexible way of investing up to £20,000 per year for (2021/22). You don’t pay income or capital gains tax on any money your investments make and can choose from a wide range of investment options.

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Open a Junior ISA

A Junior ISA (JISA) provides a way of investing up to £9,000 a year (2021/22) for a child. Investments are free from income and capital gains tax and the child can access the money once they turn 18.

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Open a SIPP

A Self-Invested Personal Pension (SIPP), is a type of tax-efficient pension designed to help you build up money to provide an income in retirement. You can choose from a wide range of investment options.

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Open a General Investment Account

A General Investment Account provides a flexible way of investing without limits on how much you can put in. Although they don’t provide the same tax benefits as an ISA, they are useful if you’ve used up your ISA allowance.

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Find funds

You can use our simple search tool below to find, learn more about and buy one or more of the funds we offer. If you know what you’re looking for you can search for a fund by name. Alternatively, you can use one or more of our helpful filters to find funds which meet the criteria you choose. Simply click on the filter items to choose your criteria and instantly see your search results.

We’ve included an option to show only those funds on our Focus Funds list , which are highly regarded by our Research Team.
Our dedicated Focus Funds Methodology page sets out all the factors we consider when selecting funds for the list.

You can find out more about a fund by clicking through the different tabs as well as accessing key information documents and detailed factsheets. If you’re ready to buy, simply click the icon to add a fund to your basket.

  

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