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&#39Lack of investment theme is holding back Isa season&#39

Negative investor perceptions about the Government&#39s commitment to Isas and the lack of unifying investment themes has left the viability of an Isa season in doubt, according to Isis director Jason Hollands.

He says the past few years has seen a Isa season dominated by so-called “must-have” products that “whipped investors into action” but although there is some talk of rising interest in mixed equity and bond funds, there appears to be no clear sense of a dominant story for 2004.

Hollands says after an impressive bounce back by equities over the past year. The industry will be keeping its fingers crossed that investors could be drawn back to equity Isas.

Hollands says: “Too often, investors have piled into asset classes or sectors at the very worst time thanks to the latest Isa season fashion.

“Following the latest fashion has often been a terrible mistake for Isa investors. In a climate where there is no single big investment story, investors will hopefully be encouraged to look at their own personal circumstances and pick investments that blend with their existing portfolios rather than the must-have current story.”


FSA in structured probe on provider-owned IFAs

The FSA is investigating whether provider-owned IFAs have disproportionately recommended the structured products of their parent firms as part of its wide-ranging misselling probe.The move could leave Chase de Vere Financial Solutions, the Bank of Ireland-owned firm recently fined for a misleading bond promotion, open to more scrutiny as the only IFA with links to […]

Gavin swears by rap

Creative brains have been at work among the pension team down at Millfield in recent weeks. Everybody knows that art is a reflection of torture and one adviser wanting to expunge his ghosts through the medium of rap is the Millfield Eminem Gavin Squires.Gavin&#39s life is not, it would seem, troubled by the usual gangsta […]

WPA launches PMI product for new businesses

Health insurer WPA has launched a new private medical insurance product for small and start-up companies. WPA says the Smart-Start product costs 60 per less than similar schemes, getting staff back to work as soon as possible by avoiding NHS waiting lists. A 25-year old in Reading would pay £100.73 a year for Smart-Start which […]

Survey reveals long delay for term cover

A term insurance policy takes an average of 48 days to be put on risk, according to research by IFA Torquil Clark.Torquil says it sold term policies from 15 providers last year and the average time for a policy to be put on risk was just under seven weeks.Scottish Widows and new player Bright Grey […]


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