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CSAM launches Pep transfer and Isa offering

Credit Suisse Asset Management launches a new multi-manager Pep transfer and Isa offering today.

The move will allow investors to choose any of CSAM’s three new multi-manager funds — Constellation, Balanced Strategic and UK Strategic — for their Isas or Pep transfers.

The minimum investment is £1,000 or £100 a month, while the initial charge is 4 per cent for sums of less than £50,000 and 3.5 per cent of lump sums greater than £50,000. The annual management fee is 2.25 per cent.


Only one confused on IFA-client link is Ron Sandler

I am not sure if Ron Sandler is related to Sir Mark Weinberg but they certainly sing from a similar hymn sheet. The legal relationship of an IFA and his client has been clearly established in the past by the courts. An IFA represents both his or her client, who pays for the services via […]

Larger employers on course for stakeholder

Seventy five per cent of British businesses with a turnover of more than £1m have now either set up a stakeholder pension scheme or believe their existing arrangements are sufficient ahead of the 8th October deadline.According to new research from Axa, that leaves an estimated 32,500 larger employers who need to take action.Head of pensions […]

Dent to steer flagship trust

Fund manager Friends Ivory & Sime has appointed Julie Dent as manager of its flagship British assets investment trust. She will take over the management of the fund from John Stubbs, 58, who is to retire after running the fund since June 1995. Dent has been with Friends Ivory & Sime since 1986. Since 1998, […]

No sign of riches from stakeholder

I recently read an article in Money Marketing by Lorna Bourke, stating that some companies were paying thousands of pounds commission for stakeholder. Maybe I am on a different planet to Ms Bourke but, as you will see from the attached quotation for one of my clients, the commission is £126.36. Prior to April, it […]

Embrace simplicity!

By Fiona Holmes, proposition communications manager When I first took out critical illness cover, I was overwhelmed. It wasn’t just the form filling, it was finding out about the sheer number of illnesses I was covered for. Did it give me peace of mind that I was covered for neuromyelitis optica or systematic lupus erythematosus? […]


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