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An everyday story of Teps

Traded endowment policy market maker Beale Dobie is urging endowment customers not to surrender their policy like Mike and Betty Tucker from Radio 4&#39s The Archers. The Tuckers plan to cash in their policy to pay for a wedding but Beale Dobie says it would be worth more on the Tep market.

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IFAs&#39 share of fund sales soars to 61%

IFAs took the lion&#39s share of unit trust sales last year with a leap from 48 per cent to 61 per cent of the market. Autif figures show IFA sales rose by £8.7bn to £22.5bn from £13.8bn in 1999. Tied agents and salesforces saw their market share slump from 27 per cent to 20 per […]

Norwich Union – Sustainable Future

Friday, 2nd February 2001.Type: Oeic.Aim: Growth by investing in socially responsible companies via Norwich Union funds.Minimum investment: Lump sum £500 monthly £50.Investment split: Any proportion of corporate bond, UK growth, absolute growth, global growth, managed and European growth.Isa link: Yes.Pep transfers: Yes except absolute growth and global growth.Charges: Initial 4 per cent, annual – corporate […]

Gartmore goes for growth

Turning to the charges, Fleming, Both and Collins thinks the charges are reasonable, but Dilke-Wing thinks the annual management charge is high.Moving onto commission, Both and Fleming think it is fair and reasonable. Collins says: “I like the way that Gartmore has not made provision for commission in the package. This suits our system of […]

Chase Fleming gets dynamic about Europe

Flowers concludes: “As this product is a Luxembourg based umbrella fund, the investor has to be careful when it comes to arranging any tax planning issues. It is a distribution fund, so another factor is that gains will be subject to capital gains tax, making tax planning even more important. Also no income is expected […]

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]

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