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Chartwell launches bonds guide

Chartwell IFA has produced a guide for investors to help them plan ahead for April, when the 10% tax credit on dividend income can no longer be reclaimed.

Chartwell says this will lead to a redistribution of assets within client portfolios, with bonds forming a greater proportion of PEP and ISA portfolios to ensure tax efficient income is maximised. The guide highlights the coming tax changes, and gives details on a selection of high quality bond funds that we believe are worthy of investor attention.


Anger over Liverpool Vic admin reshuffle

Leading protection intermediaries are criticising Liverpool Victoria&#39s normally high service standards, saying they have fallen off since the firm announced plans to move life policy admin from Exeter to Bournemouth.Life Policies Direct director Jason King and Lifesearch senior technical adviser Kevin Carr say files are being lost between the two offices and there is confusion […]


“Yes. Abbey have completely ruined Scot Prov. It was a good company before they got their hands on it.”Nigel Graham, Stevenson Financial Planning Centre “No. But ScotProv has a lot of good protection products giving the industry a good variety. If products start going as well as people it will leave a bit of a […]

Christows on to a winner

CHRISTOWS INVESTMENT FUNDS Managed Growth Fund Type: Oeic fund of funds Aim: Growth by investing in exchange traded funds, investment funds and quoted securities in the UK and overseas Minimum investment: Lump sum £1,000, monthly £50 Investment split: 100% exchange traded funds, investment funds and quoted securities Isa link: Yes Pep transfers: Yes Charges: Initial […]

Life in the fast lane

First off the blocks at 5.30pm in the Scottish Life offices Friday pub sprint each week is deputy sales director Jim Smith, the Diary learns.What lies beneath that business suit is a body that has twice beaten Olympic gold medallist Alan Wells in a 100-metre sprint. Apparently, our Jim was a superb sprinter as a […]


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