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Clerical puts forward new fund collections

Clerical Medical is introducing a new range of fund collections graded according to risk as defensive, cautious and balanced for a range of its products including individual personal pensions

Available from March 2004, the collections recommend holding for funds from in-house fund manager Insight Investment and external fund managers UBS, Newton and Schroders.

Clerical retail funds marketing manager Amanda Pitt says: “We have designed the fund collections to give intermediaries extra diversification in investment style as well as offering a good range of investment managers. We have received a number of requests from intermediaries for collections such as this and are happy to be able to provide them. We may extend the range of fund collections in the future.”


L&G provide late ISA application service

Legal & General put arrangements in place to accept applications for the 2003/ 2004 tax year up until midnight on 5 April to help investors who leave making their ISA investment to the last minute. Customers are able to use L&G&#39s telephone dealing service on Freephone 0800 092 0092, which on Monday 5 April will […]

Tony Wickenden&#39s Budget 2004 commentary

The expectation levels for significant and mostly unwanted change that would impact directly or indirectly on financial advisers and their clients were extremely high ahead of this year&#39s Budget speech. So what did we get? Well, quite a lot, resulting in substantial scope and need for effective communication with key clients. I will focus on […]

A budget of missed opportunities – Bitner

David Bitner, head of product operations for The MarketPlace at Bradford & Bingley, believes the Chancellor should have addressed the falling levels of first time buyers in his Budget, given he is concerned enough about supply and demand in the housing market to have commissioned the Barker Review. He says the Chancellor should have updated […]

Equitable Life Edge – Tom McPhail

The Equitable Life with-profits fund was nothing more than a form of sophisticated pyramid scheme. It was a con. I am paraphrasing Lord Penrose a bit here but bear with me. The scheme used complex actuarial practices which masked its true financial position from even the closest scrutiny. It deliberately maintained payouts to existing investors […]


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