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Lazard offers fund of funds transfer Pep


Lazard Asset Management


Aim: To provide capital growth and/or income through investment on a fund of funds basis.

Minimum investment: £10,000.

Investment choice: Lazard income portfolio trust or growth portfolio trust.

Yield: Growth – 0.5 per cent, income – 3.1 per cent also on income portfolio choice of capital withdrawals at 2.5 per cent, 5 per cent or 7.5 per cent.

Charges: Initial – 5.25 per cent, annual – 1.25 per cent.

Special offer: 1 per cent discount on initial charge.

Offer period: Until December 31, 1998.

Commission: Initial – 4 per cent, renewal – 0.5 per cent.

Tel: 0800 374810.


Scottish Widows increase allocation rates

SPECIAL OFFERScottish WidowsRETIREMENT OPTIONSType: Increased allocation for transfers into Scottish Widows Income Drawdown or Phased Retirement plans.Offer: External transfers – 1 per cent added to allocation, internal transfers from other Scottish Widows pension contracts – 1.5 per cent added to allocation.Offer period: Until December 1, 1998.Tel: 0131 655 6000.

Skipton lanches 2 year stockmarket bond

Skipton Building Society2-YEAR GROWTH BONDAim: To achieve capital growth linked to the performance of the FTSE 100 stockmarket index.Minimum-maximum investment: £2,000 – £1m.Term: Until October 30, 2000.Return: 100 per cent of the growth of the FTSE 100 stockmarket index subject to a maximum of 30 per cent growth.Guarantee: 100 per cent of initial investment.Closing date: […]

A&L&#39s Guaranteed bond linked to FTSE Eurotop 100

GUARANTEED EQUITY BONDSAlliance & LeicesterGUARANTEED INVESTMENT BONDAim: To achieve capital growth linked to the performance of the FTSE Eurotop 100 stockmarket index.Minimum-maximum investment: £5,000 – £100,000.Term: Six years.Return: 100 per cent of the growth of the FTSE Eurotop 100 stockmarket index subject to a maximum of 80 per cent of the initial investment.Guarantee: 100 per […]

A&L caps for three and five years

Alliance & LeicesterCAPPED RATE MORTGAGESCapped terms: Until October 1, 2001 or 2002.Capped rates: Three year – loans up to 80 per cent of valuation – 6.35 per cent, loans up to 90 per cent of valuation – 6.5 per cent or loans up to 95 per cent of valuation – 6.6 per cent. Four year […]

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Preparing for the changes to the pensions market

As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.


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