C&G is launching a new one year fixed rate bond, paying 5.25 per cent pa gross/AER until August 31 2005. The rate will paid on balances of a minimum £500, and additions can be made as long as the offer is open.
A Lincolnshire IFA's retired client has had to wait over two months to access a six-figure sum from Pearl which he needs for retirement planning. Riach Independent Financial Advisers proprietor Bob Riach requested a transfer of £257,000 from Pearl's closed with-profits fund to Prudential on May 18 and only received confirmation the fund has been […]
Type: Oeic Aim: Growth by investing in developed markets in the Asia Pacific region excluding Japan Minimum investment: Lump sum £1,000, monthly £50 Investment split: 53.1% Australia, 26.9% Hong Kong, 14.7% Singapore, 2.7% New Zealand, 2.6% cash Isa link: Yes Pep transfers: Yes Charges:Initial 4%, annual 1.5% Commission: Initial 3%, renewal 0,5% Tel: 0800 587 […]
Mr and Mrs Smith have a sizeable investment portfolio and a valuable private residence. They worry about their liability to inheritance tax. They will consider reorganising their investments but wonder if there is a way to remove the value of their home from their estate for IHT purposes. What should they do? Mr and Mrs […]
Northern Rock is offering a protected equity-release mortgage and is updating its equity-release product range. The protected loan offers a lump sum up to half of the property value and the option of protecting up to 50 per cent of the eventual property sale value. It is available at a fixed rate starting at 6.99 […]
In the run-up to the Budget, there was some concern that the chancellor might ‘call time’ on the use of salary sacrifice in employee benefits provision.
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The FCA has warned investors that copycat scammers are claiming to represent the custodian of a failed structured product provider to cheat people out money. Reyker Securities took on custody and administration responsibilities after Merchant Capital, the structured products arm of Merchant House Group, went into administration in January 2013, leaving £400m in structured product plans in […]
The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]