Investment Overview

Investment Overview

This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.

Deposit Based Investment

Deposit Based Investment

There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.

Asset-backed Investments

Asset-backed Investments

There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

In 2017 the contribution limit for Cash ISAs and Stocks and Shares ISAs was effectively merged, with the overall limit increased to £20,000

Platforms

Platforms

A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.