Financial Decoder (Jargon Buster)

Upload complex financial documents and get a plain-English explanation.

How it works

1
Upload your document

Share the financial document that's confusing you. All information is handled securely and confidentially.

2
Expert Review

Our financial experts will analyze the document, focusing on the areas you've indicated are confusing.

3
Receive Plain-English Translation

We'll provide a clear, jargon-free explanation of your document, breaking down complex terms and concepts.

4
Optional Consultation

If you request a callback, one of our advisers will contact you to discuss the document and answer any questions.

Common financial terms we can help with:

Our team will review your portfolio document and analyze:

  • TER (Total Expense Ratio)
  • CETV (Cash Equivalent Transfer Value)
  • Bid/Offer Spread
  • Drawdown
  • Unit-linked
  • OCF (Ongoing Charges Figure)
  • LTA (Lifetime Allowance)
  • UCITS
  • Annuity Rates
  • With-profits