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Isis launches IFA portfolio service

Isis Asset Management is launching a portfolio service targeted at
IFAs seeking to consolidate their clients&#39 portfolios within a single
The wrapper, which launches on November 1, will give access to two
funds of funds run by Richard Philbin &#45 the multi-manager growth
and multi-manager balanced funds. Both have been in the top
quartile since September 2001.
There is also a level of investor protection – if the investor dies and
the value is less than at the outset, the shortfall will be paid to the
estate. There is no medical declaration requirement for sums under
Charges are 5 per cent initial and 1.25 per cent annual. Initial
commission is 3 per cent with 0.5 per cent trail, although until
Christmas Isis is offering 4.5 per cent commission, which can be
kept or rebated.


The big match for critical cover

Critical-illness insurance needs a major shake-up because insurers do not understand the customers&#39 needs, says Munich Re general manager Martin Werth.He told Money Marketing last week that the market is failing to address consumers&#39 needs, focusing instead on insurers&#39 perception of their needs.He rejects the notion that income protection should be viewed as the “poorer […]

Leeds & Holbeck – Buy to Let Fixed

Type: Fixed rate buy-to-let mortgage Fixed term: Until December 1, 2006 Fixed rate: 4.99% Minimum loan: £25,000 Maximum loan: Up to 75% of valuation subject to a maximum of £500,000 Income multiples: Up to 3.25 times principal income plus second, 2.5 times joint, or rental income must be at least 130% per cent of monthly […]

HNWs shifting away from advisers

An increasing proportion of high-net-worth individuals expect to dispense with the services of advisers and run their own portfolios, a major new survey reveals.Fifty-eight per cent of millionaires use IFAs at present but only 49 per cent expect to be using them in five years time as increasing numbers take control of their own financial […]

Hargreaves Lansdown wins giant pension contract

Hargreaves Lansdown has clinched a deal to provide pension services to global oil giant BP in the latest stage in a drive into the traditional territory of employee benefits consultants.The IFA will provide annuity services for additional voluntary contributions held by BP&#39s 28,000 active and deferred final-salary scheme members and all money purchase employees.BP is […]


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