View more on these topics

IFA updates Equitable Life guide

IFA Dennehy Weller & Co has updated its free guide for policyholders of

beleaguered pension provider Equitable Life. The guide, last revised in

January, highlights the main options that policyholders have following

Equitable&#39s recent decision to slash the value of its pension plans by 16

per cent across the board. The IFA suggests alternative pension providers

in the guide after being inundated with Equitable customers wanting to move

away from the life office.

Recommended

Buy to let booming, says Midshires

Becoming a private landlord is becoming increasingly popular andbuy-to-let borrowers want to buy more properties, according to researchfrom Birmingham Midshires. A survey of Midshires&#39 buy-to-let mortgage customers revealed 79 per centwould consider adding to their property portfolio. Of this 79 per cent, 64 per cent said they would ideally like between twoand 10 properties. Overall, […]

Three multi-manager Fofs from Credit Suisse

Credit Suisse Asset Management is launching multi-manager funds alongsideits private portfolio service which opened for business this week. The three fund of funds allow Pep transfers and Isas. The balancedstrategic fund will hold up to 20 funds as a lower-risk Fof in Autif&#39scautious managed sector, with up to 60 per cent in equities and the […]

Newcastle performs balancing act

Newcastle Building Society has unveiled the balanced guaranteed equity bond which combines a one-year fixed rate bond with a guaranteed equity bond.Investors can place up to half of their investment in the fixed rate bond element. This is a savings account that pays interest at 8 per cent gross a year until August 31, 2002 […]

Newcastle Building Society – Balanced Guaranteed Equity Bond

Wednesday, 25 July 2001.Type: High interest account and guaranteed equity bond.GUARANTEED EQUITY BONDAim: Growth linked to FTSE 100, Nikkei 225 and EuroSTOXX 50.Minimum-maximum investment: £10,000-£500,000.Term: Five years.Guarantee: Capital returned in full at end of term regardless of movement in indices.Return: 85 per cent of average growth in the three indices during the five year term.Interest […]

Guide

Guide: day-to-day tasks ​— can your system manage?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    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

    Email: customerservices@moneymarketing.com