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Exeter offers discount

Exeter Investment Group is offering a 1 per cent discount on its Managed Growth and Global Opportunities funds until October 31. Both funds will see their initial charges reduced from 5 to 4 per cent over the offer period. The Exeter Managed Growth fund is top in the Actively Managed Sector over one, three, five and 10 years, while the Global Opportunities fund is also top quartile for the same periods.


SVM flagship fund grows by 17 per cent

Scottish Value Management has announced its flagship fund, the UK Growth Fund has reached its seventh anniversary at the top of the tables in its sector. The fund manager&#39s monthly update for September reports the fund achieved growth of 17 per cent in the year ending August 23 making it first out of 49 in […]

Gareth Marr

The cheapest way of handling stakeholder communication for IFAs is to do nothing. For many, this is probably the best planning at the moment.Stakeholder should be viewed as two separate and dis-tinct products – an employee benefit arrangement distributed via the employer and a personal financial product for the individual. If your main business is […]

Cann hoping to treble number of CFP holders

The Institute of Financial Planning says the Certificate of Financial Planning hasa bright future.The qualification is endorsed in the UK by the IFP, which held its annual conference last week in Warwick.The CFP was introduced four years ago as an attempt to set a high standard of recognition for IFAs. But it has been slow […]

Abbey looking for European partner

Abbey National is said to be looking for a European partner after concluding there are no more domestic mergers to be found.The second largest mortgage lender is said to believe any further mergers would fall foul of competition watchdogs.The bank wants to sign a deal with a non-banking partner which will give it a foothold […]


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