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Evercore Pan Asset- PanDynamic Cautious Balanced

Evercore Pan Asset- PanDynamic Cautious Balanced

Type: Managed portfolio available through the Ascentric platform

Aim: Growth by investing in a portfolio of ETFs managed to a cautious balanced risk profile

Minimum investment: Lump sum £1,000

Investment split: 70% in defensive fixed income assets and 30% in risk assets including equities and property

Charges: Annual 0.25%, plus annual 0.25% platform charge and additional annual charges for product wrappers, dealing charge of £1 for each transaction are available for an annual fee of £60

Commission: Agreed between adviser and client




FSCS spent £280,000 on Keydata judicial review

The Financial Services Compensation Scheme has racked up almost £300,000 in legal costs fighting the judicial review against its decision to classify Keydata as an intermediary. Money Marketing understands the FSCS’s stated costs were £280,000, including paying its law firm Bingham McCutchen and appointing Charles Flynt, QC, as counsel to defend its case in the […]

Fidelity backs Pica Omo push

The Pension Income Choice Association has had a boost for its campaign for improved retirement choice after Fidelity Investment Managers backed its stance on the open market option. Pica is calling for the current policy, where an annuity is the default option, to be scrapped and replaced with a new three stage communication procedure that […]

IFS report calls for ‘VAT-like tax’ on financial services and housing

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Pru UK sales up 3% to £548m

Prudential has reported a 3 per cent rise in total UK APE sales for the first nine months of the year from £534m to £548m. For Q3 the insurer’s UK business saw sales increase 5 per cent from the same time last year from £166m to £158m. New business profit in the UK grew 14 […]

Rise of the machines

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