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Gartmore appoints commercial director

Fund manager Gartmore has announced it has appointed David Middleton as its new head of commercial development.

He joins from Coutts Group where he is currently commercial director and responsible for all product development with the private client bank.

When Middleton joins Gartmore in early 2003, he will report to head of UK retail Paul Feeney and take control for all product development.


Namba and Aifa concern at the gaps in regulation

FSA proposals for mortgage regulation would leave some borrowers unprotected by excluding major product areas, according to the National Association of Mortgage Brokers and Advisers and Aifa. The trade bodies, which are intending to form an association for mortgage intermediaries, are disappointed that product areas such as buy to let, home reversion equity-release plans and […]

Fidelity wraps up investment trust Isa

Fidelity Investments has created an Isa wrapper around its range of five investment trusts.The 5 in 1 investment trust Isa provides access to Fidelity Asian values, Fidelity Japanese values, Fidelity European values, Fidelity special values and the Edinburgh investment trust.Fidelity special values invests in small and medium sized companies in the UK and it aims […]

&#39Pension switch firms must keep up contribution levels&#39

Employers switching pension arrangements from a final-salary scheme to money-purchase should be obliged to maintain the same contribution levels, says Help the Aged. The proposal is one of several floated by the charity in a wide-ranging critique of pension policy published in advance of the Government&#39s Green Paper, which is expected in the next few […]

ISIS Equity Partners – Baronsmead VCT

Tuesday, 12 November 2002 Aim: Growth by investing in established but unquoted UK companies Minimum investment: Lump sum £3,000 Opening-closing date: October 25, 2002-April 3, 2003 for 2002/2003 tax year, May 23, 2004 for 2003/2004 tax year Charges: Initial 5%, annual 3.5% Commission: Initial 3% or initial 2%, renewal 0.5% for five years Tel: 0845 […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]


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