Abbey for Intermediaries has extended the availability of its Choice Income Bond, which will now remain open until December 15. Initially intended only to be available until December 9, the Scottish Mutual bond offers a choice of fixed annual or monthly income or growth at the end of the five-year term.
The minimum investment is £10,000, with a maximum of £250,000 and commission of 3 per cent is paid, with a give-up option of a maximum 3 per cent.
As FSA spokesman for the probe into the extent to which IFAs trust providers' marketing material, Rob McIvor says the buck stops with the adviser. So that's it then, case closed, throw away the keys, we are obviously all guilty for believing that what we read is true. But is that a fair basis on […]
The FSA is launching an investigation into the extent to which IFAs trust product providers' literature. This has been hastened by the precipice bond problems and the split-capital debacle. The IFAs I come across do not glibly accept all they read and Plan Invest has a reasonable record in questioning marketing material, going back to […]
The Prime Minister is understood to be calling on the Treasury to relax the proposed £1.4m lifetime limit for executives whose companies contribute to pensions for their staff. The Treasury is continuing to review whether the lifetime pension fund limit should be raised, indexed to wages rather than prices and whether funds over the limit […]
Type: Budget individual private medical insurance Minimum-maximum ages: 45-79 Minimum premiums: Selected self pay level £1,500 - £42.19 level 1 hospitals, £33.70 a month level 2 hospitals, selected self-pay level £3,000 - £31.10 a month level 1 hospitals, £25.54 a month level 2 hospitals, selected self-pay level £5,000 - £25.32 a month level 1 hospitals, […]
Trevor Greetham, Head of Multi Asset at Royal London Asset Management, reveals why clients should be seriously concerned when short-term holdings of cash turn into a long-term investment. There is nothing wrong with holding wealth in the form of cash on a short-term basis. For many people capital stability is important and access to ready cash […]
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Discretionary fund manager Beaufort Investment has promoted internally to fill the position of chief investment officer and has also appointed a new funds research executive. Beaufort Investment is part of the vertically integrated Beaufort Financial group. Head of portfolio construction Shane Balkham has been appointed as CIO and investment analyst Emma Clarke has been named […]
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
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