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Chelsea Building Society – 2 year Fixed Rate Option (3rd Issue)

Type: High-interest account

Minimum-maximum investment: £1,000-£500,000

Term: Until February 14, 2006

Interest rates: 4.75% gross a year, 4.65% gross a month

Offer period: Until further notice

Withdrawal penalties: Loss of 90 days&#39 interest during the term

Tel: 0800 429429

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Portman Building Society – Two Year Fixed Rate

Type: Two-year fixed-rate mortgage Fixed term: Fixed until December 1, 2005 Fixed rate: 4.25% Minimum loan:£15,500 Maximum loan: Up to 95% of valuation subject to a maximum of £250, up to 90% of valuation subject to a maximum of £400,000, up to 85% of valuation subject to a maximum of £500,000, up to 75% of […]

Neil Bridge

Although he has never worn a wig or wielded a gavel – not to MM&#39s knowledge, at any rate – Schroders sales director Neil Bridge is a master at holding court. Most often seen telling (occasionally clean) jokes and laughing raucously in a bar, Bridge is one of the industry&#39s more colourful and best-known characters. […]

Lender helps brokers on road to regulation

Kensington Mortgages is offering a service to help intermediaries prepare for mortgage and general insurance regulation. The lender, which specialises in non-conforming and impaired-credit cases, plans to issue a series of monthly guides from January to help brokers implement changes ahead of regulation. Mortgage brokers will be regulated from October 2004 and general insurance brokers […]

Lincoln launches structured product

Lincoln Financial Group is launching a new IFA product. The Staged Investment Plan is linked to 11 trusts that are managed by fund managers: Goldman Sachs Asset Management and Delaware International Advisers.

Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]

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