Attitude to risk

When investing, the bigger the potential risk the bigger the potential return. Where you sit on this scale is your ‘attitude to risk’.

Understanding how much risk you’re happy to take to achieve your goals can help you decide what to invest in.

Popular terms

Lump sum and death benefit allowance

This is a limit on the total tax-free lump sums that can be paid from your pensions both in your...

Lump sum allowance

When you access your pension, you can usually take up to 25% of the value tax-free. The lump sum allowance...

Ready-made pension

A simple, low-cost pension where you choose from four AJ Bell fund options.

Money paid in is automatically invested...