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Framlington offers free transfers during May

Framlington is offering what it is calling a “knockout transfer deal” for the month of May, allowing investors to transfer their Peps and Isas into its range of funds with no initial charge.

It is offering 1.5 per cent up-front commission to IFAs during the month with 0.5 per cent a year renewal following that.

The special offers applies to four Framlington funds, equity income, monthly income, high income managed by George Luckraft and UK select opportunities run by Nigel Thomas.

Marketing director Craig Walton says: “After the great start Nigel and George have made, we want to make it as easy as possible for investors to transfer away from poorly performing funds into the funds they manage.”


Reinventing the deal

MM: Why launch a new protection company now?DR: Most of the motivation comes from wanting to imp-rove the service to IFAs. Doing the right things in terms of the products and certainly the service proposition. There is a good opportunity to almost reinvent what protection insurance is all about. MM: Are the service levels of […]


This year&#39s pre-Budget speculation in the financial services industry was focused on possible further changes to National Insurance – notably raising the upper earnings limit changes to the taxation of life policies targeted IHT reform changes to offshore fund taxation and possible reform of the rules on residence and domicile. What follows are the main […]

L&G cares for the country

Legal & General staff have been getting their hands dirty working on a community project.Thirty staff from the Birmingham insurance division have been helping to create an outdoor wildlife learning centre at the Ackers Trust. The trust works to help provide community areas for disadvantaged families from multicultural backgrounds. It is set in 80 acres […]

Life assurance company taxation

8.1 BACKGROUND The Inland Revenue issued a press release on 23 December 2002 entitled “Making Taxation of Life Insurance Companies Fairer” about new rules for the taxation of life offices (including Friendly Societies carrying on life assurance business). Some of the new rules took effect from 23 December 2002. While the broad structure of life […]

A bull case for US equities?

Neptune video: a bull case for US equities?

Watch Felix Wintle, head of US equities at Neptune, discuss why he believes US equities are in a structural bull market and the key factors that can drive the S&P 500 higher.

In the video, Wintle addresses the following:

• The US market and why — despite equities rising from 2009 — he believes the structural bull market only started in 2013
• Key economic and corporate factors that can drive the S&P 500 higher
• Investment themes and sectors offering exposure to the domestic recovery


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