View more on these topics

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 […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment