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Financial Jargon Buster Dictionary

This glossary is provided for information only and is not regulated by the Financial Services Authority.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

P

Package Trade
Paid-up Benefits
Passive Management
Penny Shares
Pension
Pension Annuity
Pension Fund
Pension Transfers
Pensionable Earnings
Pensions Ombudsman
Pensionable Service
Pensioneer Trustee
Percentile
Performance Management
Performance to date
Performance Since Launch
Persistency
Personal Allowance
Personal Equity Plan (PEP)
Personal Pension Plan
Policy
Policy Conditions
Policy Fee
Policy Holder
Political Risk
Pooled Investments
Portfolio
Portfolio Construction
Portfolio Manager
Portfolio Optimisation
Position
Positive Periods
Potentially Exempt Transfer
Pound Cost Averaging
Power of Attorney
Preference Shares
Premium
Premium Frequency
Present Value
Preserved Benefits
Price Series
Price-Earnings Ratio (PR)
Primary Market
Private Sector
Privatisation
Profit and Loss Account
Program Trading
Property
Protected Rights
Protection Overlay
Proxy
Public Sector
Purchased Life Annuity
Put Option

Q

Qualifying Policy
Quantitative Management
Quartile

R

Rally
Range
Rate of Return
Real Estate
Real Interest Rate
Realise
Real Return
Rebate
Rebate-only Personal Pension
Redemption Fee
Redemption Penalties
Redemption Yield
Reduced Allocation
Reduction In Yield
Reflation
Repurchase Agreement (Repo)
Reserves
Retail Price Index (known as RPI)
Retained Benefits
Retirement Annuity
Retirement Date
Return
Risk
Risk Evaluator
Risk-Free Asset
Risk Management
Risk Premium
Risk Return
Roll-over Relief
Roll-up Funds
Running Yield
R-Squared

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

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Mercier Allen and Associates Limited (Registered Office: 43-44 Carfax, Horsham, West Sussex RH12 1EQ; Registered in England and Wales Number 5440169) is a trading name of Mercier Allen and Associates Limited an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk). Mercier Allen and Associates Limited is a Limited Company.

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