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Answers to all your financial questions

Who Regulates the IFA Sector

7

Commonly Used Financial Terms
Why Your Financial Data Matters – the Work of the Information Commissioners Office
Who Regulates the IFA Sector – An Overview of the Ethics & Regulation that Guide the UK’s Financial Advisory Industry
Importance of Due Diligence – Buyers Beware!
Treating Customer Fairly
The Pensions Regulator
The work of the Financial Conduct Authority (FCA)

Types of Advisers & Client-IFA Relations

18

Can you Trust the Advice of an IFA – Doing your DD on your Adviser
Developing an Effective IFA-Client Relationship
What is an IFA?
Updated: How to make the most of your complimentary/initial meeting with your Independent Financial Adviser
Commonly Used Financial Terms
What Essentials Do You Need to Prepare for Your First Meeting?
KYC & Product Sign Up – Existing Policies Disclosure
KYC & Product Sign Up – Income & Expenditure Disclosure
Personal Details
Signs that you May Need an Adviser
The Smart Market Place
IFA Fees Explained
Cost Benefits of Engaging an IFA
Virtual Adviser

Investment Types & Associated Risk

20

Investment Tips – Consult with a Financial Advisor
Investment Tips – Invest in What you Know
Investment Tips – Diversify your Investments
Investment Tips – Rebalance your Portfolio Regularly
Investment Tips – Stay Invested for the Long Term
Investment Tips – Consider Property Investments
Investment Tips – Invest in Low-Cost Index Funds
Investment Tips – Understand your Risk Tolerance
Investment Tips – Start With a Plan
Commonly Used Financial Terms
Determining the Price of a Share
What is a Share Price?
Life Insurance Investment Bonds Explained
Indirect Property Investments Explained
Property Income Explained
Yield Curves Explained
Gilts Explained
Investment Bonds Explained
Myths and Facts: Savings Explained
Myths & Facts – Investing & Developing an Investment Portfolio

Savings & Investments

6

Commonly Used Financial Terms
Savings Accounts Explained
ISA Explained
Myths and Facts: Savings Explained
Child Trust Funds
Junior ISA Explained

Life Assurance & Protections

9

What is a Relevant Life Policy?
Commonly Used Financial Terms
Lump Sum & Income Protection Policies
Life Insurance Explained
Investment Insurance
Voluntary Pension Insurance
Savings Insurance
Myths and Facts: Life Insurance
Life Insurance

Pension & Retirement Planning

12

What is the Lifetime Allowance and When will it Expire?
Commonly Used Financial Terms
Occupational & Personal Pension Schemes
Life Insurance Investment Bonds Explained
Pensions Explained – Private Pension Provisions
What is a Pensions Scheme?
Different Types of Pensions
Pension Credits Explained
Wills & Intestacy Explained
Wills Explained – What You Need to Know
State Pensions Explained
What is a Pension?

Mortgage

20

What Is a Mortgage Broker?
What is a Mortgage Lender
Commonly Used Financial Terms
Rental Yields Explained
The Myths of Buy to Let Properties Explained
An Introduction to Remortgaging
Indirect Property Investments Explained
Property Income Explained
How Much Stamp Duty Will You be Liable For?
Common Reasons Why Mortgages are Rejected
Fixed Rate Mortgages Explained
Buy To Let Mortgages Explained
Stamp Duty – What You Need to Know
Buying a Property – Roles and Responsibilities Throughout the Purchasing Property
What can go Wrong with a Mortgage
Myths & Facts: Mortgages Explained
Home Buying Process
The UK Land Registry
Mortgage Deed
What is a Mortgage

Financial Advisory Processes

10

Financial Coaching Service vs. Personal Financial Advice in the UK: Unravelling the Differences
Updated: How to make the most of your complimentary/initial meeting with your Independent Financial Adviser
Fintuity Advisory Process
Commonly Used Financial Terms
Wills & Intestacy Explained
Wills Explained – What You Need to Know
Advisory Gap
Trusting a Digital Adviser
The Financial Services Compensation Scheme
What is the Primary Role of a Financial Adviser?

Other

20

Consumer Price Index
Cost of Living Defined
Cost of Living Explained – Tips to Deal with Debts
Cost of Living Explained – Change Your Bank
Cost of Living Explained – Bulk Buying
Cost of Living Explained – Improve your Energy Efficiency
Cost of Living Explained – Reduce Your Food Waste
Cost of Living Explained – Shop Around for the Best Deals
Cost of Living Explained – Going Digital to Save Cash
Cost of Living Explained – Developing a Budget
Updated: How to make the most of your complimentary/initial meeting with your Independent Financial Adviser
Commonly Used Financial Terms
Tax Bands
Introduction to Share Classes
Wills & Intestacy Explained
Wills Explained – What You Need to Know
Private Equity Firms Explained
Fintuity Raises Two Million in Development Funds to Extend Digital Advice to Emergency Workers & Close the UK’s Growing Advice Gap
Why Your Financial Data Matters – the Work of the Information Commissioners Office
The Gender Pay Gap

Taxation

7

Dividend Income & Taxation Explained
CGT Relief – Incorporation Relief
CGT Relief – Entrepreneur & Business Asset Rollover Relief
CGT Asset Exemptions
What is Capital Gains Tax?
Inheritance Tax – A Guide
National Insurance

Fintuity Advisory Process

Updated on 11/12/2021

Commonly Used Financial Terms Updated: How to make the most of your complimentary/initial meeting with your Independent Financial Adviser

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Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

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