Fidelity is extending its 0 per cent initial charge offer period for Isa and Pep transfers into its investment trust range until April 30. Transfers can be made individually into a range of five trusts or into its 5-in-1 investment trust Isa package.
I have built up considerable amounts of cash while waiting for markets to improve. I know I should move out of cash but where can I get a real return while markets are unpredictable? The main purpose of investment planning is to create financial independence. This is when you own the properties in which you […]
You know times are tough in the offshore industry when they start scaling back on basic telecomms. The Diary understands that Scottish Equitable International's marketing department is down to one mobile phone between them – but it could have been worse without the selfless efforts of product marketing manager Steve Whalley, who spurned the chance […]
Just when you thought you knew what to expect from mortgage regulation, the Government has bowled the industry a googly in the form of Chancellor Gordon Brown's review into long-term fixed-rate mortgages, announced in the Budget. On the agenda at this year's Money Marketing Live roadshow at London's Olympia on May 13 will be a […]
Monday, 14 April 2003 Type: Capital protected bond Aim: Growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £3,000-no maximum, £7,000 Isa Term: Six years Guarantee: Original capital returned in full regardless of performance in the index Return: 21% growth at the end of three years if index grows by 21% or […]
By Kunal Desai, Manager of Neptune India Fund Kunal Desai recently celebrated his third anniversary as manager of the Neptune India Fund. Kunal has built a strong track record of outperformance since he assumed responsibility for the Fund, delivering a return of 30.3 per cent ompared to the MSCI India Index gain of just 14.0 […]
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]