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Abbey strengthens bond team

Abbey National Asset Management is expanding its bond desk following the integration of assets from Scottish Provident. Sinead Cusack is joining the team from Unicredito Italiano Bank along with Alison Murdoch, who was investment manager on Abbey&#39s UK equities team.

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Scottish Life Mortgages in partnership with Personal Touch Insurance

Packaging operation Scottish Life Mortgages has signed a partnership with Personal Touch Insurance, a mortgage intermediary firm, to offer its direct sales force a range of mortgage deals. Benefits PTI sales people will get as a result of the agreement include free MCCB membership, professional indemnity insurance, back office mortgage tracking, qualified mortgage leads and […]

ANAM appoints head of retail

Abbey National Asset Managers has appointed Simon Gordon as head of retail sales in a bid to boost its unit trust presence in the UK IFA market. Gordon, who was previously head of retail sales at SLC Asset Management, has 15 years experience in the investment industry and joins as Abbey looks to expand its […]

IFAs offered aid to CPD on investments

The CII and the IMA have teamed up to publish a continuing professional development workbook on investment products for IFAs following concerns raised by Sandler over the quality of investment advice. The workbook, available on CII&#39s website, is aimed at IFAs who have the FPC qualification but no specialist investment qualifications.

Close Venture Management – The Healthcare and Leisure Property Trust

Friday, June 7, 2002Type: Unit trustAim: Income and growth by investing in the hotel, care home andresidential development sectorsMinimum investment: Lump sum £11,000Place of registration: Isle of ManInvestment split: 100% in the hotel, care home and residentialdevelopment sectorsYield: 7.5% gross a yearIsa link: NoCharges: Initial 5%, annual 2%Commission: Initial 3% until August 30, 2002, thereafter […]

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