Guide to regular investing

Preparing to invest

Our savings plans offer a wide selection of different types of investment funds to invest in that could help you to achieve your financial goals. However, before investing, it’s worth reminding yourself of a few key points that can help you get the most from your planning:

  1. Establish your investment time frame – what are you hoping to achieve and by when?
  2. Work out what you can afford to invest – how do your aims fit with the rest of your financial commitments and planning?
  3. Determine your attitude to risk – have you assessed which type of investment funds best fit your aims and outlook?

These are all aspects you can discuss with your financial adviser as you prepare for your investment journey.

Click on the links below for more information about different aspects of investing. You can also find a handy summary of essential investment terms in our investment glossary.

Once your FPIL policy is up and running, it is important to review your investment portfolio at set periods over time to check that you are still on track to achieve your financial goals, whilst remembering that investing in one of our savings plans should be a medium to long-term consideration.

We recommend that you always consult your financial adviser to ensure that any investment is the right choice for you.