Help with Savings and investments
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Important Information about Plan & Invest
Important information for investors is provided in the following documents, relating to the Plan & Invest services we offer.
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Plan & Invest : FAQs
Find answers to frequently-asked questions about who Plan & Invest is for, and how it works.
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What is the Personal Savings Allowance and what does it mean for you?
Learn about the Personal Savings Allowance and how it might impact your cash ISA. Tax rules can change and depend on circumstances.
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Staying invested
Explore our articles about committing to long-term investments to give your money the greatest chance to grow. Capital at risk.
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Cash and bonds
Cash and bonds are two of the main asset classes investors should know about. Find out more about how they work.
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Most popular funds in an ISA
Find out what are the most popular ISA funds among Smart Investor customers. Capital at risk.
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Ways Ready-Made Investments make investing easier
Ready-made Investments are one way to gain exposure to a diverse range of funds, aligned to your risk appetite. Capital at risk.
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How to protect your investments when markets get spooked
Markets often get spooked in October. Find out what happened in years past and what to do when markets get rocky.
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House prices, holidays and investments – your Brexit guide
From holiday healthcare to sending money overseas, we’ve provided answers to some key questions you may have about the impact of Brexit on your finances.
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Our Investment Experts
Meet our experts who are responsible for providing the insights which can help you make smarter investing decisions.
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