View more on these topics

Abbey For Intermediaries – Two-Year Fixed Rate

Abbey For Intermediaries – Two-Year Fixed Rate

Type: Fixed-rate mortgage

Fixed term: Until April 2, 2013

Fixed Rate: 6.19%

Minimum loan: £6,000

Maximum loan:  Up to 90% of valuation subject to a maximum of £250,000

Income multiples: Based on affordability

Conditions: Capital repayments of up to 10% a year allowed without penalty in the fixed-rate period, available to home movers and first-time buyers only

Arrangement fee: £599 booking fee

Redemption fee:  3% of the amount repaid in the first two years, plus repayment of cashback if mortgage repaid on or before March 2, 2013

Introducer’s fee: Refer to lender




Corporate finance adviser banned and fined £150,000

The FSA has banned a corporate finance adviser from working in regulated financial services and fined him £150,000 for engaging in market abuse. The regulator was directed to take the action against Zimmerman Adams International corporate finance executive David Massey by the Upper Tribunal (Tax and Chancery Chamber). On November 1 2007, Massey short sold […]

Aegon wealth portfolio offers guide to bond tax

Aegon has launched a new opt-ion on its offshore investment bond, the wealth management portfolio, which allows UK customers moving to Spain, France or Italy to benefit from tax deferral and ensure that their bond is tax-compliant. Aegon says the European portability option enables customers to ensure their bond is tax-efficient without having to move […]

Lloyd George’s Ko to retire after 29 years in industry

Lloyd George Management director Adaline Ko is retir- ing after 29 years in financial services. Ko joined Lloyd George in 1994 and has managed the £7m Eastern opportunities fund since its launch in January 2000. Chris Tang will take over the fund but Ko will co-manage with Tang until the end of February. The fund […]

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm