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Legal & General – Protected Capital and Growth Plan

Guaranteed equity bond

Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment:
£500-no maximum,
Isa £3,000-£7,000

Six years

The greater of 26% of original investment or 50 per cent of the growth in the index

Original capital returned in full along with 26% growth regardless of performance of index

Closing date:
December 17, 2004,
Pep/Isa transfers December 3, 2004

Initial 3%

Tel: 020 7335 5132


Analysts&#39 fears over departures from Isis

Fund analysts are concer-ned that the departures of James Foster and Mike Felton could be symptomatic of internal strife in the newly merged F&C and Isis. Analysts from Rowan & Co Capital Management say that while the merger of the two firms has created a fund manager with an imp-ressive track record, sudden departures were […]

Winterthur arranges management consultancy for IFAs

Winterthur Life is teaming up with a management consultancy to provide IFAs with an advisory service ahead of depolarisation. The deal marks an extension to Winterthur&#39s existing Professional Edge IFA package and will put advisers in contact with management consultants who can help them develop business plans or convert to a fee-based model. Winterthur says […]

Gang of four

Last week, I summarised four main points for financial advi-sers emerging from the consultation on trust taxation reform: •The proposed anti-avoidance provisions in respect of capital gains made by trustees of bare trusts for minors. •The proposed common definition of a trust. •The proposed definition of settlor-interested trusts and •The proposed common trust residence definition. […]

Johnson faces CBI clash on pensions

The CBI is on a collision course with the Government over pension compulsion. At the CBI pensions conference, Work and Pensions Secretary Alan Johnson said: “We are focusing our attention on compulsion and there are things we could and should do on compulsion in the short to medium term.” Johnson said the DWP will look […]

Responsibility Matters

The latest update from the Sustainable Investments Team at Royal London Asset Management, Responsibility Matters, is now available. In this edition the team look at issues such as the growing acceptance of sustainable investing and technology in China. Read the update here: The value of investments and the income from them is not guaranteed and […]


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