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Friends Provident – UK Safeguard Optimiser Fund

Type: Unit-linked fund

Aim: Growth by investing in the ISIS FTSE All-Share Index Tracker
fund and the Barclays Global investors Liquidity Plus Fund

Minimum investment: Lump sum £5,000

Investment split: 70% ISIS FTSE All-Share Index Tracker fund, 30%
Barclays Global investors Liquidity Plus Fund

Charges: Annual 0.6%

Commission: Initial up to 5% through Investment Portfolio Bond, extra
0.5% for online applications

Tel: 0845 7573036


Modernisation or stealth taxation?

The Pre-Budget report has created an opportunity for you to contact your trustee clients to update them on the potentially significant changes to trust taxation of income and capital gains.In paragraph 5.93 of the Pre-Budget report, the Chancellor recognises that “trusts have a positive role to play in assisting people to manage their tax affairs […]

Banks still cheapest mortgage lenders – Defaqto

Defaqto&#39s latest annual survey of mortgage costs reveals that banks were the cheapest lenders in 2003, with four banks in the top five places. The survey shows that for standard variable mortgage costs or their equivalent, Egg and HSBC occupy the top spots, followed by Nationwide, Intelligent Finance, Direct Line and Standard Life Bank. Special […]

Ring of confidence

It&#39s one Bill to rule them all – The Diary is glad to see that TheMortgage Business is taking a topical approach to time-keeping. The firm (ingeniously, the Diary might add) persuaded its staff to dress up as characters from the movies for a 2004 calendar. The Diary&#39s favourite is Lord Of The Rings – […]

Prudence bond rate is held at 3.25%

The Prudential looks to be halting the slide of its annual bonus rates, announcing that it is to maintain the present rates on its Prudence bond.Last year, the annual bonus on the bond was 3.25 per cent. The bond now has 375,000 investors. The Pru say that in current market conditions, there is no need […]


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