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Financial services websites launched by Roberts Clark

Roberts Clark Independent Financial Solutions is launching a series of financial services, legal, tax and accountancy web sites.

The IFA says Need An Adviser.com is 15 internet sites combined into one which include Divorce Adviser.com, Wills Adviser.com, Pensions Adviser.com, Savings Adviser.com andTax Free.

The site features interactive tools, policy search databases, quotations, online applications and stakeholder designation as well as an on line diary for consumers to book virtual adviser help.

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Edinburgh crosses into Malta

Edinburgh Fund Managers is to move into the Maltese investment market in ajoint venture with Maltese insurance provider GasanMamo Insurance Agency. The firm, which last week announced its £20m acquisition of PortfolioFund Managers, will provide the investment products for GasanMamo&#39s newlylaunched fund management arm, GasanMamo Financial Services. EFM&#39s managed growth portfolio will be the first […]

Equitable slashes bonuses but MVA is halved to 7.5%

Equitable Life is slashing with-profits pension funds by 16 per cent andlife policies by 14 per cent by cutting terminal bonuses. A fund quoted at December 31, 2000 to have a value of £50,000 willfall to £42,000. If the guaranteed value of the fund is higher, thatvalue will be paid. No reversionary bonus will be […]

Record moves at fund firms

Fund manager moves have soared to an all-time high, with almost a quarterof all unit and investment trusts witnessing a change in lead manager lastyear. A total of 470 unit trust managers moved in 2000, up by 78 per cent fromthe 1999 figure of 263. Of 374 investment trusts, 59 saw a change inmanager. The […]

Premier zeros in

On the subject of the investment strategy of the fund, Pack says: “Very sound with a strong mix of 30-40 holdings. I feel that the target redemption yield of 8 per cent is slightly high.”Marsh feels that the strategy is a very sensible approach for its target. He mentions that zeros are quite a complex […]

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