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Berkeley Alexander – Freesafe

Wednesday, March 6, 2002

Type: Accident, sickness and unemployment insurance

Maximum benefit: £1,500 or 65% of monthly salary, whichever is


Benefit payment term: Choice of 12 or 24 months

Deferred period: Choice of 30 or 60 days

Premium: £3 per £100 for unemployment cover, £4.75 per

£100 for accident, sickness and unemployment cover

Commission: Initial 25%, renewal 25%

Tel: 01273 477784


Scottish Mutual – Income and Growth Plan 2

Monday, March 4, 2002 Type: Capital protected Isa Aim: Income or growth by investing in Quaich Investments 2 Minimum-maximum investment: £7,000-£500,000 Investment choice: Dublin based company Term: Five years two months Guarantee: Capital returned in full at end of term provided the Dow Jones Eurostoxx 50 does not fall by more than 20% Return: Choice […]

Saga enters discount broker market

Over-50s holiday, publishing and financial services group Saga is entering the discount broker market.Saga, which already has an IFA, will offer cut-price equity Isas from all the UK&#39s fund providers. The service, which started this week, will be targeted at Saga&#39s core over-50s market and will discount 3 per cent from the initial charge of […]

Selestia and Berkeley link for risk-rated Isa portfolios

Multi-manager platform Selestia has teamed up with IFA network Berkeley Independent Advisers to offer a choice of four new investment portfolios for the Isa season.The portfolios, conservative, select, performance and income, have been devised by Selestia&#39s portfolio construction technology, and bring together a selection of funds from the Selestia platform.Selestia is providing marketing aids for […]


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