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Hartford goes for gold boost

The Hartford is offering extra allocation on its gold bond.

In a bid to help IFAs attract with-profits and cash deposit investors, the US firm is offering enhanced allocation of up to 102 per cent on lump-sum investments into its unit-lin- ked bond, a deal which will run alongside a customer loyalty programme.

The latter scheme offers up to 3.5 per cent tiered so that clients get 1.5 per cent of the fund value if they remain inves-ted for seven years and a further 2 per cent at 10 years.

The former pays out an extra 1 per cent for sums between 25,000 and 49,999, 1.5 per cent for funds between 50,000 and 99,999 and 2 per cent on all sums over 100,000.

Both the loyalty scheme and the enhanced allocation offer run from September 1. The allocation deal is open-ended but Hartford pledges to give adv- isers 30 days’ notice before termination.

Marketing director John Enos says: “We have signed agency agreements with over 20,000 RIs and with this deal are targeting advisers active in the lump-sum market.”


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