A financial product promising a steady stream of income, helping you retire without the risk of living too long!
An evergreen loan is a special type of loan that lets you kick the principal can down the road while you focus on interest payments.
A rider providing guaranteed withdrawals from your annuity regardless of market performance.
Annuities designed to provide immediate income payments.
A Life Annuity is a financial product providing guaranteed income for life.
An open-ended investment company (OEIC) is a publicly-traded investment fund in the UK that offers flexibility, liquidity, and professional management.
Optimized Portfolio As Listed Securities (OPALS) is an investment strategy developed by Morgan Stanley that optimizes equity holdings within a single-country index.
A flexible mortgage option that allows borrowers different payment choices, with potential risks.
A guide to Unit Investment Trusts and their unique characteristics.
A versatile financial product combining insurance and investment.
A permanent life insurance product that allows policyholders to invest in a variety of separate accounts.
