Tuesday, 28th November 2000.
National Mutual’s new Mega 500 fund has been brought in on the back of the new Worldtop 500 index. The index will track the performance of the 500 largest companies in the world. National Mutual is aiming the product at managers of pension funds and administrators of small self administered schemes who are looking for […]
Over two-thirds of 100 IFAs polled at the eXcom conference in October said the most important objective of using technology was to deliver improved levels of service to their clients. The Exchange's role over the past 10 years has been to develop products and services that enable them to do so and this remains our […]
The value ofUK pension funds has fallen for the third consecutive quarter of 2000, according to Edinburgh based performance measurements consultants The WM Company. Overall returns were down 0.4 per cent compared with 0.6 per cent for the first two quarters. The WM Company executive director Peter Warrington says “Returns overall have been disappointing for […]
The new Merrill Lynch defined income and growth fund is an investment trust aimed at investors who are looking for either income or growth. Investors can choose income shares that offer a yearly income of 9.25 per cent, paid quarterly, or zero dividend shares that give a capital rollup option of 30.4 per cent after […]
Jacob de Tusch-Lec explains why he favours bond proxies in Europe (and China). To watch the video click here
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Michael Klimes asks if advisers need to change their thinking on annuities and incorporate them in drawdown for clients
Annuities, drawdown, Sipps – these terms can confuse and alienate customers. People really just want to know what will enable them to have the retirement they’ve always dreamed of, with enough flexibility to deal with life’s changing circumstances and perhaps a small inheritance to pass on too. What is everyday terminology for us in the […]
Royal London has published a discussion paper with pensions lawyers Eversheds Sutherland to help defined benefit trustees handle members interested in transfers. It aims to help trustees understand both what the law requires of them and what good practice might look like. The paper calls on trustees to make members aware that transfer values are […]