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 Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology