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
News and expert analysis straight to your inbox
Sign up
Online wealth managers have struggled to enter the UK auto-enrolment market because of high costs and legislation and are now looking elsewhere for opportunities. Moneyfarm chief financial officer Paolo Savini Nicci tells Money Marketing the firm has no plans to get involved in auto-enrolment, because of a “crowded” marketplace, relatively low account values and high costs. […]
In recent months, providers have reassessed their plans on offering guaranteed drawdown products
The DFP Wealth Management IFA on the desperate need for a new generation of advisers and existing firms’ role in helping them in