View more on these topics

Friends Ivory & Sime – Isis Progressive Growth Fund

Tuesday, November 13, 2001.

Type: Oeic.

Aim: Growth by investing in zero-dividend preference shares.

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

Investment split: 100 per cent in zero-dividend preference


Yield: 7.5 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 4.75 per cent, annual 1 per cent.

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 08457 992299.


Survey says firms are ignoring clients&#39 spouses

Financial services firms are failing to fulfil their potential by disregarding crucial information about customers&#39 spouses, according to business solutions specialist Xchange.A survey it commissioned found that 39 per cent of marketeers working in financial services disregard or fail to collect information on the relationship between cohabiting customers.Xchange says that by ignoring such information, companies […]

Public like IFAs&#39 service but wary of commission

Consumers overwhelmingly approve of the service they get from financial advisers, but still see commission as influencing the advice they are given, says a new survey by KPMG.Eighty-one per cent of people taking advice when buying a mortgage, pension or life product say they were very satisfied with the service but 70 per cent believe […]

Skipton Building Society – 5 Year Capped Plus 0.6 Per Cent Discount

Tuesday, November 13, 2001.Type: Flexible capped rate discount mortgage. Discounted term: Two years.Discount: 0.6 per cent.Capped rate: 6.65 per cent.Capped term: Until January 31, 2007.Minimum loan: £5,000.Maximum loan: Up to 95 per cent of valuation subject to nomaximum.Income multiples: 3.5 times principal income plus second or 2.75times joint. First time buyers 3.25 times principal income […]

Flagship funds shun Selestia in charges row

Two of the leading providers on Old Mutual&#39s Selestia platform have refused to make their flagship funds available following a disagreement over charges.Credit Suisse Asset Man-agement has not provided its income or monthly income funds for the platform while Framlington has omitted its health fund. The dispute over charges has been the main reason for […]


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 advice.

    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