Help & research

Whether you’re a seasoned investor or first-time investor looking for more information before you get started, we have a range of essential guides.

Introduction to investing

Everything you need to know if you’re thinking about investing for the first time. This guide includes all the basics, along with help on deciding whether to save or invest. It also provides an overview of the types of investment products available.

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Planning for your future

Our planning guide provides information on why planning for your financial future is so important. It includes guidance on how you can start to plan for the future wellbeing of you and your family. This could mean preparing for specific events, such as your children’s future education or your own retirement.

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Understanding risk

By investing you’re accepting an element of risk to your money. But what is risk and why is diversification important when you’re investing? This guide will explain what risk is, what types of risk are involved in investing, and why you might want to consider spreading your risk across different asset types.

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Understand the risks


Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested.

If you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

Learn the warning signs


Investment scams are designed to look like genuine investments.

Financial Conduct Authority - Be a ScamSmart investor