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Fidelity best selling ISA

Isa sales are set to smash records set by their stock and share predecessors, Peps.

The best selling ISA manager is Fidelity Investments which sold in excess of £1.1bn of ISA products in the past fiscal year. This amounts to a 32 per cent increase on its Pep sales from last year.

Runner up prize goes to Jupiter, the defending Pep sales champion. The fund manager estimates that it sold £1.05bn last year, 18 per cent greater than its personal equity plan total, but not enough to hold on to the title.

Technology funds gained the most ground. Managers like Henderson Investers and Aberdeen Asset Managers also enjoyed dramatic growth in sales over the last year.


ScotLife kicks off seminars

Scottish Life is planning a series of nationwide seminars for IFAs todiscuss the business opportunities presented by stakeholder.The seminars will travel between nearly 30 venues after kicking off inLeeds on May 3. There are four dates in Birmingham, two in London, one inCardiff and one at Glasgow&#39s Hampden Park.The tour will also take in regional […]

TUC ready to launch stakeholder plan for one million

The Trades Union Congress is to launch its own stakeholder pension planfor up to one million of union members who do not have pensions.The plan, which will be available through all the TUC&#39s affiliated memberunions, is in the process of being fleshed out, with the TUC known to benegotiating with several potential providers.It is the […]

Independent View

In conversation with a representative of the FSA, we touched on thesubject of greater professionalism. One of the bees in my toupee. Do youreally want to attain the now rather tainted image of the “professions”?Bearing in mind the medical and legal scandals plus the militant approachof some of the teaching unions, I would have thought […]

Set your sites high

I have recently been contacted by a whole host of organisations which aresetting up services to help IFAs in developing a web presence.I will be examining some of these in more detail on this page in the nearfuture. This week, I would like to look at some of the key issues IFAsshould be considering when […]

Auto enrolment – so far so good?

Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]


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