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Alexander Forbes snaps up The Bureaux

Corporate pension IFA Alexander Forbes Financial Services has acquired The Bureau, the holding company of The Annuity Bureau and other specialist IFAs.

In a bid to strengthen its position in the annuity broking market, AFFS has bought TAB for an undisclosed amount, bringing under its umbrella The Drawdown Bureau, The Care Funding Bureau and The Investors Bureau.

AFFS managing director Tim Morgan says: “This is a great deal for both companies. The Annuity Bureau has long been recognised as the leading specialist in annuity broking, income drawdown and care funding advice.”


Skipton takes long view

Type: Flexible fixed-rate mortgage with discount Discounted term: Until March 31, 2005 Discount: 0.25% Payable rate: 5.99% Fixed term: Until March 31, 2014 Fixed rate: 6.24% Minimum loan: £5,000 Maximum loan: Up to 95% of valuation subject to a maximum of£200,000, up to 90% of valuation subject to a maximum of £300,000, up to 85% […]

JPMorgan Fleming -Elect

Type: Investment trust Aim: Income, growth and capital preservation by investing in investment trusts, investment funds and liquidity funds Minimum investment: Lump sum £50, monthly £50 Investment split: Managed growth shares &#45 65% UK, 35% overseas, Managed income shares &#45 85% equities, 15% fixed-interest, Managed cash shares -100% sterling liquidity funds Types of share: Managed […]

Sarasin launch structured investment product

Sarasin Investment Management have launched a new structured investment product for investors seeking exposure to the growth prospects of world stock markets, the availability of periodic income and the protection of what it calls a &#39cast iron&#39 repayment guarantee in five years time. The Sarasin Guaranteed Portfolio is a five-year fund-linked ivestment note that offers […]

Life firm told to rethink its 17 tech systems

A life office with 17 different back-office systems is believed to have been warned by the regulator to streamline its systems ahead of changes to reporting regulation. Money Marketing understands that the company was told by the FSA that it will not accept its information from 17 different sources and that this data will have […]


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