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Jupiter and offer ISAs

Jupiter has signed a deal with internet site which will allow investors to apply for an Isa in advance of the end of the tax season on April 6.

Investors who use the site will benefit from the 1 per cent discount on the initial charge that Jupiter offers on any lump sum equity Isa investment.

The agreement includes details of Jupiter&#39s Isa range on the weekly website, the fund manager&#39s logo appearing on the website and the ability for customers to go straight to the Jupiter website and purchase online directly.

Jupiter joint chief executive Edward Bonham Carter says: “People should take advantage of the breaks by investing in an ISA. We are excited about this joint initiative and the potential it offers to our customers.”


ScotMut cuts bonuses on unitised WP

Scottish Mutual has reduced the annual bonus rate on unitised with-profits pensions to 6 per cent from 6.75 per cent last year. The unitised with-profits life annual bonus rate is cut to 5.25 per cent from 6 per cent. Reversionary bonuses on traditional with-profits life policies remain at 2 per cent on the basic benefit […]

Tories in pledge to axe LTC asset rule

The Tories have pledged to allow people to keep their assets after their long-term care cover cash runs out. In a speech to the free market thinktank Politeia in London last week, Tory Shadow Health Secretary Dr Liam Fox said Labour punishes people who take out LTC cover by forcing them to surrender their assets […]

Virgin One appoints business partnerships head

Virgin One has appointed Anthony Richardson, 35, as head of business partnerships to lead a team of five business partnership managers working with IFAs. Richardson has 16 years of intermediary experience and was formerly national account manager at Abbey National. The appointment is in preparation for Virgin One&#39s launch into the intermediary market this summer. […]

IFS offers guide to Budget tax changes

The Institute of Financial Services is offering a guide to help IFAs keep pace with the Budget changes to the tax system. The 2001 Budget Changes Question Bank comprises 50 exam-style questions and answers on all the relevant developments effective from April. IFS believe this is the most effective way of explaining to IFAs the […]

Artemis Monthly Distribution Fund: positioning and outlook

Managers James Foster and Jacob de Tusch-Lec outline the fund’s investment approach and discuss current investment themes and outlook for the bond and equity markets. As James and Jacob confirm, the Artemis Monthly Distribution Fund’s aim is to generate an income from both equities and bonds. They explain their investment approach in each asset class, the sectors where they are […]


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