View more on these topics

Keydata Investment Services – Innovative Growth Plan

Guaranteed equity bond

Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment:
£3,000-no maximum,
Isa £7,000

Six years

Original capital returned in full regardless of performance of index

Up to 80% growth if index rises,
up to 30% growth if index falls

Closing date:
April 23, 2004,
Pep/Isa transfers April 8, 2004

Initial 3%

Tel: 020 7710 6906


1% world is to blame for poor pension service

I recently undertook a review of a client&#39s investment portfolio on the issues of inheritance tax and her investments. This included her Standard Life personal pension fund, into which her estranged husband&#39s company pays a reasonably sizeable sum each month, as does she. Her policy is one of a grouped arrangement, presumably for all full-time […]

Eagle Star cuts annual bonuses

Eagle Star is scrapping the reversionary bonuses on its conventional with-profits pension policies this year, Zurich has announced.But the company will pay a reversionary bonuses of 0.25 per cent for conventional with-profits life policies. Eagle Star&#39s new annual bonus rate for its series 5 unitised with-profits fund is 1 per cent for life policies and […]

MD role for Kenmir as FSA restructures

Regulatory responsibility for IFAs has changed hands as David Kenmir becomes one of three managing directors in an FSA reshuffle. Clive Briault has been promoted from director of prudential standards to managing director (retail markets), giving him res-ponsibility for regulating firms with predominantly retail business. This includes IFAs, ins-urers, high-street banks, building societies and mortgage […]

Budget kick in the teeth to savers says West Brom

West Bromwich Building Society chief executive Andrew Messenger called today&#39s Budget a kick in the teeth to millions of hard pressed savers and borrowers. He said the 20 per cent rate of tax on savings, deducted at source, serves only to punish and discourage those who save. He says; “We want to see this tax […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm