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CLI adds seven offshore fund links

Canada Life International is adding seven external fund links to its range of offshore products.

The seven, all from JP Morgan Fleming Asset Management, brings CLI&#39s total external links to 89 from 11 fund managers.

Existing external links are provided by a range of managers including Edinburgh Fund Managers, Fidelity, Invesco Perpetual and Merrill Lynch.

The new funds include the JPMF premier equity growth, UK dynamic, European smaller companies, FF-Eastern European, FF-US strategic value, global fixed income and European Strategic value.


L&G launch protected fund

Legal & General is launching a second tranche of its protected portfolio investment, available from January 14 until February 22, 2002. The Protected Portfolio offers growth potential from 30 stocks selected from the top 200 UK companies and gives capital security after its five and a half year term. The portfolio is available as an […]

Pavilion Asset Management – Socially Responsible Investment Fund

Wednesday, January 9, 2002.Type: Oeic.Aim: Growth by investing in 50-70 UK stocks.Minimum investment: A shares £500, I shares £1m.Investment split: 100 per cent in 50-70 UK stocks.Yield: 1.9 per cent.Isa link: Yes.Pep transfers: Yes.Charges: Initial A shares 5 per cent, annual A shares 1.5 per cent, Ishares 0.85 per cent.Special offer: Initial charge on A […]

ScotEq Protect points to checking income cover levels after pay rises

IFAs should check their clients have enough income protection to cover salary increases following traditional end of year pay reviews, says Scottish Equitable Protect.It says this is particularly relevant for high-net-worth clients who may have received pay rises significantly outstripping inflation. Clients may not have taken up their annual inflation-linked cover option and should be […]

Pink offers stepped discount mortgage

Packager Pink Home Loans is launching a three year tiered discount mortgage funded by Staffordshire Building Society. In the first year of the loan borrowers pay a rate of 3.34 per cent, which increases to 4.34 per cent in year two and 5.34 per cent in year three. After the discount period expires the loan […]

Tax year-end planning with the family

From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]


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