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We know that there are many confusing terms used in the Financial Planning profession. That's why we've created this glossary to help you understand terminology and ancronyms you may be unfamiliar with.

Do you have a word in mind that's not listed? Simply submit it to us at the bottom of the page and we'll aim to add it the glossary with a full explanation within 24 hours.


Attachment Order

Attitude to risk


Benefit Nomination

Capacity for Loss


Defined Benefit (Final Salary) Pension

Defined Contribution (Money Purchase) Pension

Lasting Power of Attorney (LPA)

Money Purchase Annual Allowance (MPAA)

Pension Commencement Lump Sum (PCLS)

Personal Finance Portal (PFP)

Tax free cash (TFC)

Request a definition

If you'd like an entry added to our Glossary that's not currently listed, enter it below and we'll aim to add it within 24 hours.

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