View more on these topics

Friends in ethical stakeholder deal

Friends Provident is joining forces with IFA Holden Meehan to launch what it believes is the first ethical stakeholderstyle pension.

There are no initial charges. Flexible contributions can be paid at any time with the minimum regular contribution of £20 and the facility to accept payments from other approved pension arrangements.

Holden Meehan says the New Generation scheme is responding to increasing dem and among its customers for investment choices which take into account ethical, social and environmental issues.

Friends Provident says the pension offers an alternative to employees who want good returns but also want to minimise damage to the environment and communities.

The pension will be offered exclusively through Holden Meehan&#39s 25 advisers based in London and Bristol offices.

The company&#39s group pension clients include Friends of the Earth and the Soil Association.

Holden Meehan managing director Patrick Meehan says: “There is now a great deal of research to show that, given the choice, most people would prefer to invest successfully without compromising their principles. It was important for us to develop a suitable ethical stakeholder scheme. Employers need to offer their staff a good pension scheme and the combined offer of a simple pension plan which invests in environmentally-friendly funds offers a unique opportunity for socially responsible investment.”

Friends Provident head of stakeholder strategy Paul Stanbridge says: “Stakeholder pensions will provide a simple, excellent value vehicle for retirement savings. The ethical stakeholder offers the ideal product for the growing number of people who want to play their part in protecting the environment and investing with a conscience.”


R&SA offers IHT pack to advisers

Royal & Sun Alliance International Financial Services is launching a UK inheritance tax planning pack for IFAs.The company says the pack is designed for IFAs looking to maximise opportunities for IHT planning among UK clients.As part of the launch, the offshore life office has repackaged its existing IHT trust plans and added a new plan […]

Woolwich – Open Plan 1.95 Per Cent Discount For 2 Years With £500 Cashback

Tuesday, 7th November 2000.Type: Discounted rate flexible mortgage.Discounted term: Two years.Discount: 1.95 per cent.Payable rate: 5.8 per cent.Minimum loan: £1,000.Maximum loan: Up to 95 per cent of valuation subject to no maximum.Income multiples: 3.25 times principal income plus second or 2.5 times joint.Features: Underpayments, overpayments, payment holidays, lump sum withdrawals, interest calculated daily.Arrangement fee: None.Redemption […]

Standard consultants push final opportunity

IFAs are attacking Standard Life broker consultants for going all out to push its high up-front commission-paying pension plans before switching to stakeholder-style products.A sales aid, leaked to Money Marketing, has been sent to IFAs under the headline: “Do not miss this opportunity!!!”It highlights how IFAs can still earn full initial Lautro and renewal commission […]

Playing it safe

As SG Asset Management approaches its third birthday, it is far from the speculation which surrounded the build-up to its launch.Four years ago, founder Nicola Horlick walked out of Morgan Grenfell and set up SGAM a year later. With the launch of its first fund, the UK growth fund, media attention continued to surround the […]

Artemis Monthly Distribution Fund: positioning and outlook

Managers James Foster and Jacob de Tusch-Lec outline the fund’s investment approach and discuss current investment themes and outlook for the bond and equity markets. As James and Jacob confirm, the Artemis Monthly Distribution Fund’s aim is to generate an income from both equities and bonds. They explain their investment approach in each asset class, the sectors where they are […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm