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This site is being developed by
the UK Shareholders' Association (UKSA) as a basic financial
advice service that is truly independent and unbiased. |
Political message
This site is designed to be of practical
use. But it also, currently, has a political purpose. The
government has committed to a policy of making individuals
responsible for their own financial affairs, and offering
the financial education to enable them to do this. This site
is a practical demonstration of how such education could be
provided - cheaply, efficiently and honestly.
Visit Education
for an explanation of how this site contributes to the financial
capability debate.
For more political context visit
the UKSA
site.
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What we are about
This site provides basic, unbiased financial
education, cradle-to-grave. We exist because the innocent consumer
cannot be expected to distinguish good from bad in the flood of
purported financial advice that is available to him.
Where you will find this site very different from
most others is in its emphasis on basic principles. Other sites
teach you the characteristics of financial products but leave you
ill-equipped to chose between them.
Our message
Good financial habits are not difficult. They
are only made to seem so by those with a vested interest in confusion.
Whatever your level of knowledge, if you work through the lessons
of this site:
- you will be able to manage your own affairs,
and/or
- you will understand the need for good advice
and will be able to look for it.
How to use this site
This site comprises three education modules and
six sections of supporting material.
Education modules
Foundation
The essential basis for managing your financial
affairs.
Simple
Investing
All you need to know to invest competently.
Advanced
Investing
A way forward if you want to improve.
Support
Choosing
Products
The advice your commissioned 'adviser' won't give you.
Assets
Information on the main types of asset available to the private
investor.
Products
Information on the main types of financial product.
Wrappers
Information on ISAs, SIPPs and CTFs.
Who's
Who?
Information on the main players in the Financial Services jungle.
Commentaries
Supporting explanation and research.
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