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IFAA calls for radical ISA reforms

The IFA Association is calling for radical reforms of the Government&#39s Individual Savings Account proposals, calling it a "tax-efficient Christmas club". The IFAA wants to see a minimum investment period, an annual limit of £6,000, fees for IFAs advising on transfer of Pep funds to ISAs, a limit on investment in non-European Union funds because of risk and no overall lifetime limits. It also says there should be more incentives for non-taxpayers to save.


Ethical trusts outperform mainstream funds

UK ethical and ecological funds showed an average growth of 8.1 per cent during 1997. The return showed that ethical funds outpaced their mainstream rivals, after an average rise for all UK unit trusts and Oeics of just 4.7 per cent, according to Co-operative Insurance Services. A table of ethical trusts&#39 performance, compiled by CIS […]

Why IFAs need bonus details

Do annual bonus declarations on with-profits funds tell us a great deal about recent investment performance? Annual bonus rates this year are likely to remain unchanged or fall because yields on gilts and equities have fallen. This provides relief for actuaries as financial reserves are replenished. UK pension investments, including those supporting with-profits, will show […]

&#39Hourly rate&#39 ignores servicing

Lorna Bourke has made the usual journalistic error (Money Marketing, January 24). Commission relates not just to the sale of a financial services product but to the year-on-year servicing and advice at no extra cost to the client. If you split £869 over a 10- or 15-year term, then the hourly rate drops significantly. Perhaps […]

BoS offers James Bond fans a licence to spend

Bank of Scotland plans to give James Bond fans a licence to spend when it launches a new 007 credit card in the New Year. The MasterCard will be marketed by TransNational and backed by the Bank of Scotland. It will sport a Bond logo that should be the envy of all would-be secret agents. […]


Natixis Global Asset Management’s quarterly Portfolio Barometer offers insights into UK financial advisers’ model portfolios and the allocation decisions they are making. Natixis’s Portfolio Research & Consulting Group works with financial advisers and other intermediaries to analyse and enhance their model portfolios and help them develop investor portfolios suited to today’s complex markets. The Portfolio […]


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