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Forsyth Partners – Forsyth United Kingdom Fund

Oeic fund of funds

Growth by investing in open-ended UK equity funds

Minimum investment:
Lump sum £5,000

Investment split:
100% open-ended UK equity funds

Place of registration:

Initial 1%,
annual 2%

Subject to negotiation

Tel: 020 8649 9440


Annuity edge

With a savings gap of £27bn in the UK, the current generation of working-age people are not making proper provision for their retirement, particularly woman. The ABI&#39s pensions and savings index shows that 46 per cent of working women are not saving enough for their retirement. Demographic projections reveal a serious problem for most developed […]

B&B in link-up with Standard to distribute Sigma range

Bradford & Bingley is to become the main distributor of Standard Life&#39s Sigma fund range under a new agreement which the life office hopes will help it win a bigger slice of the mutual fund market. B&B&#39s advisers will buy through Sigma any funds on its recommended panel which also appear on Standard&#39s platform, currently […]

ISA sales up 21 per cent over March 2003

Net ISA sales in March were more than double February&#39s level at £496 million — 21 per cent higher than March 2003, the latest figures from the Investment Management Association have shown. Additionally, net ISA sales April 1 to April 5 were £247 million, which bought net ISA sales for the 2003/04 tax year to […]

Edinburgh Partners – European Opportunities Fund

Type: Oeic Aim: Growth by investing in Europe excluding the UK Minimum investment: Lump sum euros 10,000 Investment split: 100% in European equities excluding the UK Place of registration: Dublin Charges: Initial up to 5%, annual 1.25% Commission: Subject to negotiation Tel: 0131 270 5570

DB transfers – one more factor to consider

Jim Grant – Senior Product Insight & Technical Support Analyst We look at how higher DB transfer values could cause a lifetime allowance issue and how that affects the advice process. Advisers are receiving an increasing number of requests from clients looking to transfer their pension from final salary schemes to personal pensions. This is a […]


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