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IFAs not in clover as ABI rolls over on polarisation

Equity income was back in favour last month. Bill Mott&#39s Credit Suisse monthly income and Neil Woodford&#39s Perpetual income funds are in the top 10 for the first time in over a year. Mott&#39s fund returned 26.23 per cent for the year to the end of January, while Woodford&#39s returned 25.84 per cent.

The investment trust sector continues to go from strength to strength, with the average fund returning 5.84 per cent over the last year. It is almost 10 per cent ahead of the aver- age annual unit trust return, which stands at -3.54 per cent.

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Old Mutual spreads its bets on smaller companies

OLD MUTUAL UK Select Smaller Companies Trust Aim: Growth by investing in a portfolio of companies in the UK smaller companies market. Minimum investment: Lump sum £1,000, monthly £50. Investment split: Any proportion of 50-60 companies in the UK smaller companies market. Isa link: Yes. Pep transfers: Yes. Charges: Initial four per cent, annual 1.5 […]

Gartmore waives initial charge on English & Scottish

Gartmore is waiving its initial charge in full for lump sum investors buying English & Scottish Investors Ordinary Shares. The E&S Ordinary Shares fund offer is available with an Isa wrapper until April 5. Lump sum investments must be from a minimum £3,000 to a maximum £7,000. Gartmore marketing manager Ian Overage says: “E&S&#39s strategy […]

Caught in the data act?

Equitable Life and the IFA embroiled in a storm over the release of 450,000 policyholders&#39 details have defended their actions. But City lawyers and the former Data Protection Registrar, now called the Information Commission, believes the move breaks the Data Protection Act. Equitable chief executive Chris Headdon says the company believed it was only supplying […]

Now Autif joins band in conceding polarisation

Autif is the latest trade body preparing to let Gov-ernment plans for phase one of its review of polarisation go through largely unopposed, leaving IFA representatives looking increasingly isolated. It has accepted Government plans to depolarise stakeholder and fund supermarkets although it is trying to hold the line on Cat-standard Isas, arguing that a change […]

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Absence management systems gone AWOL from UK’s SMEs, reports Jelf

A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.

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