View more on these topics

Leeds & Holbeck – Platinum Access Bond

Friday, 26 October 2001.

Type: Unit linked bond and high interest account combined.

Aim: Income and growth by investing in Norwich Union platinum portfolio plan.


Minimum investment: Lump sum £5,000.

Fund links: With-profits, with-profits income, guaranteed, sustainable future managed, defensive managed, cautious managed, balanced managed, sustainable future corporate, sustainable future UK growth, sustainable European growth, sustainable future global growth, sustainable future absolute growth, deposit, gilt, property, corporate bond, higher income bond, global bond, international index tracking, UK index tracking, UK equity income, UK equity ethical, UK equity growth, global equity, European equity, US equity, South East Asian equity, Japanese equity.

Allocation rates: £5,000-£9,999 – 1 per cent, £10,000-£24,999 – 2.75 per cent, £25,000-£49,999 – 3 per cent, £50,000 plus – 4 per cent.

Charges: Annual 1 per cent, sustainable future managed, sustainable future corporate, sustainable future UK growth, sustainable European growth, sustainable future global growth, sustainable future absolute growth 1.25 per cent, guaranteed 1.5 per cent.

Switches: One free switch a year thereafter £15.


Minimum-maximum investment: £100-£250,000.

Interest rate: 7 per cent.

Term: Until January 1, 2003.

Offer period: Until further notice.

Withdrawal penalties: One free withdrawal.

Commission: None.

Tel: 0500 225777.


DBS pseudo-network targets regulated IFAs

DBS is creating a “pseudo-network” to supply ad hoc services to IFAs who want to be regulated directly by the PIA.The new division was ann-ounced at DBS&#39s annual conference in Birmingham despite chairman Ken Davy telling the conference that IFAs were still better off in a network. He said: “There is no real benefit in […]

R&SA Eurolife appoints European sales head

Royal & Sun Alliance Eurolife is appointing Nigel Watson as general sales manager, taking control of its pan-European business.Watson joins Dublin-based Royal & Sun Alliance Eurolife from Scottish Provident International, where he was director of international sales. He was previously sales manager for the United Arab Emirates and Bahrain with Eagle Star International.Watson says: “There […]

Outside edge

This week I noticed reports that the ABI was proposing a new type of adviser for middle-income earners.This tier was referred to as financial awareness representatives, who would gain from reduced compliance and training burdens. So in one move we could arrive at a model where the competence of the advisers was diluted in proportion […]

CGNU sees pensions sales grow

CGNU wrote new business worth £10.4bn in the first nine months of this year, with £5.3bn of business in its UK life and pension arm.Sales of stakeholder pensions were worth £120m since their introduction in April, but CGNU&#39s ovevrall UK pension sales were up 37 per cent to £1.9bn for the first nine months of […]


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