View more on these topics

Fidelity – Fidelity Retirement Income Fund

Fidelity

Fidelity Retirement Income Fund

Type: Oeic fund of funds

Aim: Income by investing in bonds, equities, property securities and commodities mainly through Fidelity funds

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 100% in a portfolio of bonds, equities, property securities and commodities mainly through Fidelity funds

Isa link: Yes

Pep transfers: Yes

Charges: Initial 3.5%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 414181

Recommended

Chartwell rebrand means end of the Cavendish Grant brand

Chartwell’s four business activities have been rebranded under the Chartwell banner meaning an end to the Cavendish Grant brand. Cavendish Grant IFA becomes Chartwell Private Client, Chartwell Direct becomes Chartwell theinvestorcentre.com, the fund arm becomes Chartwell Fund Management and the independent mortgage brokers remains as Chartwell Funding.The firm’s multi-asset Oeic is rebranded the Chartwell Oeic.Chartwell […]

British Insurance launches new PPI policy

British Insurance has launched a new payment protection insurance product which is more than £30 a month cheaper than the average high street PPI policy.If a 30 year old couple took out a £7500 loan over five years with monthly repayments of £147.33 insurance over the life of the loan would cost £3591 from Bank […]

‘Personal accounts may hit group protection’

Swiss Re is warning that personal accounts could damage the group protection market and increase the protection gap.Head of technical development Ron Wheatcroft says employers may not feel incentivised to provide group protection after auto-enrolment in personal accounts is introduced.He says: “Employers are more and more under the cosh financially and if they have to […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment