Unit 34 - Investment Opportunities and Financial Planning
Instelling
PEARSON (PEARSON)
*Certified Distinction Grade Work* Contains and covers all aspect of Unit 20 Learning Aim A,B, and C with the highest quality:
Contains P1,P2,P3,P4,P5,P6,M1,M2,M3,D1,D2,D3
A Investigate the four main
asset classes of investment
A1 Cash
A2 Bonds
A3 Equities
A4 Property
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Unit 34 - Investment Opportunities and Financial Planning
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Voorbeeld van de inhoud
Investment opportunities and financial planning
Presented by Falak
Financial advisor
Learn how to
grow wealth
through
financial
planning for the
, Explain the main features, risks and benefits of the four main asset classes of
investment
Class 1: CASH
1) Explain the difference between three different account ( Barclays )
Interest-earning instant savings accounts: These accounts enable the customers to receive
interest on their deposits, which is paid out on a regular basis, such as monthly or annually.
Funds in these accounts are freely accessible and can be withdrawn without penalty at any
moment. Barclays provides an instant-access savings account known as the Barclays Online
Savings Account. Customers may make deposits and withdrawals at any time without penalty
with this account, which pays interest on the whole sum. This account also provides internet
banking, mobile banking, and phone banking. Moving forward, Interest-bearing restricted
access saving accounts: These accounts also earn interest on monies placed, but they often
include limits on how frequently funds may be taken without penalty, to influence heavy saving
then more spending. A saver, for example, may be obliged to give notice before withdrawing
cash or may be limited to a particular amount of withdrawals per year. The Barclays 30 Day
Notice Account is a notice account offered by Barclays. Customers must give 30 days' notice
before making a withdrawal from this account, and there is a limit to the amount of
withdrawals that can be made without penalty each year. This account also provides internet
banking, mobile banking, and phone banking. Savings accounts often have a fixed duration,
such as one, two, three, or five years, as well as a fixed interest rate for that term. In exchange
for a greater interest rate, the saver commits to leave the funds in the account for the whole
time. Barclays has a number of fixed-term savings accounts, including the Barclays Fixed Rate
Bond, which allows consumers to lock in an interest rate for one, two, or three years. These
accounts are perfect for consumers who wish to save for a specific purpose and are willing to
leave their money alone for a certain amount of time, prominently long term savings. These
accounts also provide internet banking, mobile banking, and phone banking. Moreover,
Barclays also provides various savings account alternatives, such as regular savings accounts,
ISA accounts, children savings accounts, and more. These accounts are designed to meet special
needs such as tax-free savings, kid savings, and regular saves for short-term goals. Overall,
Barclays provides its customers with a diverse choice of savings accounts, each with its own set
of features and interest rates. Customers may select the account that best meets their savings
objectives and personal preferences, and they can manage their accounts using a variety of
banking services.
2) Explain how your cash can be eroded if interest rates do not exceed inflation rates
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