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Tools and resources

Product understanding


Learn about ISAs, equity release, and how structured financial products can provide low-risk growth over a set period.

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Checklists


Helpful lists of questions to ask about the financial side of some of life’s challenges, such as protecting your family, organising a funeral and arranging later life care.

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Financial tools


Resources to help you calculate your pension, choose a financial adviser, get a financial healthcheck and understand financial jargon.

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Useful links


A list of websites with further information and resources for you.

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