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Abbey National – Safety Plus Growth Issue 5

Friday, November 2, 2001.

Type: Guaranteed equity bond.

Aim: Growth linked to the FTSE 100 index.

Minimum-maximum investment: £3,000-£500,000, Isa


Term: Five years.

Guarantee: Capital returned in full along with 20 per cent growth at

end of term.

Return: Capital along with up to 60 per cent growth.

Closing date: December 7, 2001.

Commission: None.

Tel: 0800 302030.


Survey reveals reasons for people shunning pensions

Only 10 per cent of adults expect to be able to live on the state pension but 39 per cent have made no additional provision for their retirement, according to research from HSBC.The bank surveyed 1,004 UK adults in August and its research reveals that 63 per cent expect the state pension to be worth […]

Tep-by-Tep guide

The endowment market may help you in more ways than you think. Recent regulatory concerns have caused many IFAs to stop selling endowments but these products still have a role to play for most advisers in the guise of the traded endowment market.An increasing number of endowment policyholders are becoming aware that they can sell […]

Quester – Quester VCT

Tuesday, October 30, 2001.Aim: Income and growth by investing in unquoted companies.Minimum investment: Lump sum £3,000.Opening-closing date: September 26, 2001-until further notice. Charges: Annual 2.5 per cent.Commission: Initial 3 per cent.Tel: 020 7227 3358.

AA unveils telephone advice plans

The AA’s has unveiled details of its plans to offer telephone-based independent financial advice.The AA will offer a retirement planning service which aims to incorporate a detailed evaluation to gauge each customer’s income and tax planning requirements.Business Development Manager for the AA’s IFA Julie Richards says: “We have noticed an increased demand for this type […]

10 September thumbnail

Johnson Fleming set to hold auto-enrolment support webinar

Two years since the process of auto-enrolment began, the looming re-enrolment deadline provides the perfect opportunity to assess whether the support you have in place, which may well have been hastily selected at the start, is fit for purpose. Johnson Fleming is holding a webinar on 10 September at 11:00 to discover the key issues and concerns you should consider when thinking about your current support options.


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