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Welcome to the Research Library
The research library provides access to research notes that cover a range of financial topics. Search for research notes by category or use the search box to search for a key term.
Name Link
Investment Strategy 2 Risk and Asset Allocation
Investment Strategy 2 Fixed Interest and Index Linked Investment
Investment Strategy 2 Equity Investment
Investment Strategy 2 Residential Property Investment
Investment Strategy 2 Commercial Property Investment
Investment Strategy 2 Hedge Funds
Investment Strategy 2 Collective vs Individual Investment
Investment Strategy 2 Investments for Children
Investment Strategy 2 ESG - FAQs
Investment Strategy 2 Making Better Decisions
Investment Vehicles 3 Unit Trusts, OEICs and ICVCs
Investment Vehicles 3 Quick guide to ISAs
Investment Vehicles 3 Life Assurance Policies
Investment Vehicles 3 With Profits Funds
Investment Vehicles 3 Structured Products
Investment Vehicles 3 Purchased Life Annuities
Investment Vehicles 3 Friendly Society Policies
Investment Vehicles 3 Why Consolidate?
Investment Vehicles 3 Investment Trusts
Name Link
Pensions Retirement and Death Benefits 5 Pension Income Options
Pensions Retirement and Death Benefits 5 Comparison of Retirement Income Contracts
Pensions Retirement and Death Benefits 5 Investment Linked Annuities
Pensions Retirement and Death Benefits 5 Drawdown Pension
Pensions Retirement and Death Benefits 5 Recycling Pensions Tax-Free Cash
Pensions Retirement and Death Benefits 5 Money Purchase Pensions – Death Benefit Options
Pensions Retirement and Death Benefits 5 Traditional Lifetime Annuities
Pensions Retirement and Death Benefits 5 Pension Changes from April 2024
Pensions Saving 6 Types of Pensions
Pensions Saving 6 Rules on Saving into Pensions
Pensions Saving 6 Pensions vs ISA for Retirement
Pensions Saving 6 Pension Protection Fund
Pensions Saving 6 Pensions and Divorce
Pensions Saving 6 Auto Enrolment and NEST
Pensions Saving 6 State Pension Top-Ups
Name Link
Tax Planning 7 UK Tax Rules
Tax Planning 7 IHT Planning
Tax Planning 7 Trusts
Tax Planning 7 Share Option Schemes
Tax Planning 7 Quick guide to ISAs
Tax Planning 7 VCTs and EISs
Tax Planning 7 Income Tax on Pre-Owned Assets
Tax Planning 7 CGT and the Family Home
Tax Planning 7 Offshore vs Onshore Investment for UK Expats
Tax Planning 7 Residence Nil Rate Band (RNRB)
Tax Planning 7 UK Residence and Domicile
Tax Planning 7 Save tax with charitable giving
Tax Planning 7 CGT Guide
Name Link
Protection 9 Protection: An Overview
Protection 9 Whole of Life
Protection 9 Term Assurance
Protection 9 Critical Illness Cover
Protection 9 Income Protection Insurance