View more on these topics

Axa Sun Life launches ISA range

Axa Sun Life has revealed its range of ISAs including the option to have no initial charge on its funds.

The life office has divided its ISAs into an &#39A&#39 class range with up front charges and a &#39B&#39 class range with no up front charges.

The &#39A&#39 class shares have an upfront charge of 3.5 per cent and an annual charge of 1 per cent.

The &#39B&#39 class shares have no initial charge and a 1.5 per cent annual charge. This rises to 2 per cent for the insurance component. There is no cash component on offer.

The stocks and shares component can invest in the Axa Sun Life UK Investment Company and from 1 July in the Axa Sun Life Global Investment Company. The life insurance component invests in a with-profits fund.

The life office is offering both maxi and mini Isa options.


PIA issues pension guidelines

The Personal Investment Authority has issued guidance for advice on personal pensions in the run up to stakeholder pensions.The regulatory update, to be issued on March 30, says advisers should continue to follow the twin principles of &#39know your customer&#39 and &#39suitability&#39.This means advisers should take full account of the clients circumstances before recommending a […]

Autif issues tax guide for unit trust investors

Autif has issued its 1999 tax factsheet to help unit trust investors complete this year&#39s tax returns.The updated guide, Unit Trusts and Tax – Completing your tax return, provides information on three types of income from UK authorised unit trusts and Peps. These are the interest, dividend and foreign income distributions.Autif public relations manager Clare […]

PMI group holds seminar for IFAs

The private medical insurance industry working party is holding a seminar for IFAs to discuss ways forward in the wake of a critical Office of Fair Trading report.It will cover the provision of healthcare in general, private medical insurance, critical-illness cover and income protection.The meeting will be held on Tuesday, April 27 at the London […]

Folgate appoints UK broker business manager

Folgate Insurance has appointed Ray Heap as UK broker business manager.The company which specialises in a range of general insurance products distributed exclusively through brokers and intermediaries has appointed Heap to show its commitment to the market.Heap joins the company from ITT London & Edinburgh. He will head up a new team of account managers […]


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