View more on these topics

G E Life – Balanced Income and Growth Plan

Thursday, November 8, 2001.

Type: Guaranteed equity bond.

Aim: Income and growth linked to Dow Jones Euro Stoxx 50.

Minimum investment: £7,000.

Place of registration: Dublin.

Investment split: 100 per cent linked to the Dow Jones Euro Stoxx


Guarantee: Capital returned in full at end of term provided index does

not fall by more than 30 per cent during the term and the final level is

at or above the initial level.

Isa link: Yes.

Charges: None.

Commission: Initial 3 per cent.

Tel: 0800 7835067.


Ombudsman publishes booklet for financial services industry

The Financial Services Ombudsman is launching a booklet aimed at IFAs, insurers, banks and building societies, explaining its role and how it resolves disputes.The booklet sets out how firms should handle complaints before the ombudsman gets involved, the types of complaint the ombudsman can deal with and how the process works.Chief Ombudsman Walter Merricks says: […]

Arrogant actuaries have lost the way for with-profits

Terence O&#39Halloran is certainly keen on his insurance (Money Marketing, October 25). He has lambasted Roger Harris and has allowed his heart to rule his head.With-profits endowments for savings are inappropriate in the majority of circumstances. They are tax-inefficient, inflexible and very expensive.Individuals have far more flexible and cost-effective arrangements available – as well as […]

Smith & Williamson – Balanced Portfolio Fund

Friday, November 9, 2001.Type: Oeic.Aim: Income and growth by investing in bonds, UK and internationalequities.Minimum investment: £5,000.Place of registration: Dublin.Investment split: Bonds 20 per cent, UK equities 55 per cent,international equities 20 per cent, cash 5 per cent.Yield: 2.5 per cent.Isa link: Yes.Charges: Implicit.Commission: Subject to negotiation.Tel: 020 7637 5377.

Gerrard – Millennium Global Portfolio Service

Wednesday, November 7, 2001.Aim: Income or growth by investing in UK unit trusts, Oeics and investment trusts.Minimum investment: £30,000.Investment split: 100 per cent in UK unit trusts, Oeics and investment trusts.Income facility: Monthly.Charges: Initial up to 3 per cent, annual 1.25 per cent.Commission: Initial up to 3 per cent, renewal 0.5 per cent.Tel: 0845 0700122.


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