Guide 01 of 10 · Get in order
Investment Intelligence
Find every pension, ISA and savings account you have, and put them all on one page.
What’s included
- 20 pages, in plain English, with charts and examples
- 13 topics, each a short read
- A checklist to act on, and sources so you can check every fact
- Part of the full course: all ten guides for £78, one payment
Take a look inside
Two pages from Investment Intelligence, as you’ll see them.
What’s inside
We Are All Investors Now
- How we got here
- The minimum is only a starting point
- Your State Pension
Why You Need a Plan
- What the surveys say
- What retirement actually costs
- Work out your own number
The Budget’s Impact on You
- A single Budget can move the goalposts
- Five lines make a plan
- Scrapped a planned cash ISA cap
Harness The Power of Savings
- Start with costly debt
- Build your emergency fund
- A lesson from Omaha
Understanding ISAs
- What changed recently
- Choosing a provider
- Transferring an ISA
Starting Young
- Parents: the Junior ISA
- £50 a month from birth
- From 18: your first ISA
Pension Proofed
- Why workplace pensions are powerful
- Check for a match
- What is a master trust?
Question Your Default Option
- Five questions to ask
- When it may be worth looking closer
- What is it invested in? Shares, bonds, regions
Understanding SIPPs
- The main pension rules
- Changes on the horizon
- Self-invested personal pension
Why We Stay Still
- Find your lost pensions
- Why charges deserve your attention
- Before you move any pension
Becoming a True Investor
- What “the best” means here
- The Four Ms: how professionals think about quality
- Time and compounding
Your Money Map
- Then choose one improvement
- Everything on one page
- Keep passwords somewhere secure, not here
Free, Impartial Help
- MoneyHelper : pensions, money and debt guidance
- Pension calculator : free from MoneyHelper
- State Pension forecast : on gov.uk
Get Investment Intelligence and the other nine guides.
One payment of £78. Download straight away and keep them for good.