View more on these topics

Close Property investment – Quartet

Type: Exempt unit trust

Aim: Growth by investing in a portfolio of 13 UK commercial properties

Minimum investment: £25,000

Place of registration: Isle of Man

Investment split: 100% in commercial property

Charges: Initial 2%, annual 5.5%

Commission: Initial 5%, renewal 1%

Tel: 0800 917 7107


&#39Shortfall in pensions may bring calls to reopen misselling review&#39

A leading pension IFA is warning that the industry could face calls to reopen the pension review as compensation from misselling is buying policyholders only half the benefits of those who stayed in their final-salary schemes.Richard Jacobs Pension & Trustee Services director Richard Jacobs says poor investment returns and annuity rates are leaving compensated pensionholders […]

More misselling claims on the way City law firm warns

The industry could face another raft of misselling claims when the next wave of structured products mature this month despite the rallying markets, City law firm Reynolds Porter Chamberlain has warned. RPC points out that Scottish Life International, Scottish Mutual and Pinnacle Insurance are all among those which have stock-market linked so-called precipice bonds maturing […]

IFAs merge in move to boost RIs

Norwich IFA Crossley Mackenzie is merging with City of London-based Helm Godfrey Partners to form a 28 RI group.The merger is part of Helm Godfrey&#39s plans to boost its RI count to 50 by the end of 2004. It also plans to increase group turnover from around £3.5m to £7m over the same period.IFA Helm […]

Would you buy a used car from an ombudsman?

I have just re-read an article in CTC Compensation Bulletin – Issue 10 (June 17) and part of it highlighted how totally unfair our financial services world has become.The part I refer to is as follows. A client invested £7,500 in a firm&#39s corporate bond and gilt fund. Three years later, the client wrote to […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm