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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1. Why invest? 2. Investing video 3. Learn about investing 4. Learn about accounts 5. Plan and review 6. Getting started

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Learn about investing

Before you invest, it is important to understand how it all works. The following articles explain the things you should consider before investing as well as the different types of investments available to you when building your own portfolio.

The importance of risk

Learn about investment risk and how to take it into account when building your portfolio.

Asset classes and allocation

Learn what an asset class is and how you can use them to build your own portfolio.

Introduction to funds

Learn what a fund is and how you can trade in them. We also look at different investing styles.

Investing for income or growth

We explore the differences between income and growth funds and when you might consider these approaches.

Active or passive investing

Learn about the differences between passive and active investing as well as which approach might be right for you here.

Ethical investing

There are different ways to approach ethical investing; we look at what these are and what these funds invest in.

Multi-asset investing

There are different approaches you can have with multi-asset investing. We explain what multi-asset investing is with some examples of different types of multi-asset funds.

Equity Investment

An introduction to shares, investment trusts and exchange traded funds. These investment options are traded on the London Stock Exchange.

Morningstar ratings

Learn the different ways investments are rated by our research partner Morningstar, so you can choose the most suitable ones when building your portfolio.

We don’t provide advice as to whether an investment is suitable for you. Before investing you should make sure you understand the risks involved and, if you’re unsure, seek expert financial advice.

Past performance of an investment is not a guide to future performance, the value of investments or income from them may go down as well as up and you may get back less than you originally invested. Tax treatment depends on your individual circumstances and may change.

Accounts

Investment options

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