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Cazenove Fund Management – UK Dynamic Fund


Growth by investing in UK stocks including those listed on Aim

Minimum investment:
Lump sum £1,000

Investment split:
100% in UK companies including Aim stocks

Isa link:

Pep transfers:

Initial 3.5%,
annual 1.5%

Initial 3%,
renewal 0.5%:

Tel: 020 7155 5566


Royal Liver Assurance – Progress

Type: Menu based protection plan providing income protection and term assurance with optional critical illness and unemployment cover INCOME PROTECTION Minimum benefit/minimum premium: None/£7.50 a month, £75 a year Minimum-maximum ages: 16-59, 18-59 for unemployment cover Deferred period: Choice of 4, 8, 13, 26 or 52 weeks Definition of disability: Own occupation Options: Guaranteed premium […]

Tom Baigrie on protection

Some industry commentators have been saying recently that simplified advice and generic information will not work. Or to put it another way, if you do not thoroughly know what you are talking about then you are a liability and should shut up. The commentators are talking about government initiatives to lower the bar of knowledge […]

Going through the emotions

We recently asked people who already have a protection product how important claims support was for them. The results make interesting reading and suggest that the potential support available to customers should be a consideration when recommending a provider. Traditionally, advisers concentrate on the details of how much cover for what price over what term […]

Many IFAs confused over how to justify renewal

More than one in 10 financial advisers have no idea how to justify trail commission to their clients, according to research from 1st Software. Three out of four advisers questioned in its survey said they will generate regular client reports and review their portfolios as justification of ongoing commission. Seven per cent will review providers&#39 […]

India: too big to ignore?

By Kunal Desai, head of Indian Equities, Neptune  India is officially the world’s fastest-growing major economy and remains firmly on track to become the third-largest economy by 2030, overtaking Japan and Germany. As an accelerating labour force combines with increasing labour productivity, is India getting too big to ignore? Click here for full article   […]


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