View more on these topics

Lazard offers fund of funds transfer Pep

PEPS


Lazard Asset Management


LAZARD ACTIVE TRANSFER PEP


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.

Recommended

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 […]

Frexit & contagion risk in Europe

Many commentators have suggested the UK’s exit from the European Union will trigger a domino effect, leading to its eventual break-up. Neptune Head of European Equities Rob Burnett discusses the likelihood of this happening. Click here to read more Important informationInvestment risks Neptune funds may have a high historic volatility rating and past performance is […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    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

    Email: customerservices@moneymarketing.com