Personal Finance FAQs:

Pensions

• Annuities
• Personal Pensions
• Occupational Pension Schemes
• Pension Transfers
• SIPPs (Self-Invested Personal Pensions)
• SSAS (Small Self-Administered Schemes)
• Drawdown Pension (AKA income drawdown or pension fund withdrawal)
• Phased Retirement
• Combination Plans (Drawdown Pension and Pension Fund Withdrawal)
• Pension Simplification
• Divorce & Pensions

Investment

• Exchange Traded Funds
• Investment Bonds
• Investment Trusts
• Invidual Savings Accounts
• Shares / Direct Investment
• Unit Trusts / Open Ended Investment Companies (OEICS)
• The Internal Taxation position of the main types of UK Investment Products

Individual Protection / Life Assurance

• Critical Illness Cover
• Life Assurance
• Income Protection AKA Permanent Health Insurance (PHI)
• Private Medical Insurance
• Wills and Intestacy

Other Topics

• Mortgages
• Inheritance Tax