Financial calculators, research and guides to help you manage your money
Financial planning, tax and investments can be complex, with ever-changing rules and legislation. Our free financial library gives you access to a wide range of guides, research and factsheets to help you keep up-to-date on the pertinent issues relating to your money. You can also use our financial calculators, covering everything from budgeting and mortgages through to pensions and retirement.
If you prefer to manage your own investments, we give you the tools to do just that – including our buy list, ESG research, monthly round-ups, quarterly fund focus review and regular webinars covering topical issues.
Guides and factsheets
From budget summaries, to understanding the different types of ISA, or a quick guide to investing in venture capital trusts (VCT); our research library has a wealth of information to help you. We produce regular guides and updates on a wide range of financial planning and investment topics, such as tax planning, financial protection and sustainable investing.
Financial planning and investment calculators
Helping you 'do the maths' to achieve your financial goals, model different scenarios, and see the potential impact of small changes to your plans. Please note, to use our calculators you need to be logged in to clarityONLINE - it's free to use, you just need to provide some basic details to set up your account.
Investment research
For many people, one of the most difficult aspects of financial planning is understanding investments and having the confidence to make your own decisions. The ongoing comprehensive research carried out by our investment committee underpins our investment management services – as well as our fund buy list (with ESG* options for all main sectors), quarterly fund focus update, and regular briefings and webinars.