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Legal & General – Select Portfolio Bond

Legal & General – Select Portfolio Bond

Type: Unit linked bond

Aim: Growth and/or income by investing in up to 50 funds from a range of internal and external funds

Minimum investment: Lump sum £5,000 subject to £500 minimum for each fund

Fund links: 32 internal funds including distributiojn, index and multi-manager funds and 91 external funds from more than 25 management groups

Options: Single or joint life

Income frequesncy: Monthly, quarterly, half-yearly or yearly

Switches: Unlimited free switching

Allocation rate: 100% less any adviser remuneration agreed with client

Charges: Initial or fund-based charges apply only where adviser remuneration is agreed with client, fund management charges annual 0.3% to 2.16% depending on fund links chosen

Commission: Agreed between adviser and client

Tel: 0845 300 8008.


Retirement Partnership launches team to support IFAs

The Retirement Partnership has launched a new IFA consulting team to support IFA firms. The firm says the move is a direct response to the increasing challenges facing IFAs and to help advisers benefit from the opportunities available within an expanded retirement market. The team will help set up IFAs so they have the right […]

Set up audit trail to check for conflicts

Companies using platforms should look at introducing a conflicts of interest policy to provide an audit trail for the FSA, according to Aifa. The recommendation was made in Aifa’s platform due diligence guide launched last week. The FSA cited a failure to manage conflicts of interest appropriately when it fined Moneywise IFA £19,600 over the […]

Godiva launches 2.49% fixed rate

Godiva Mortgages has added a new two-year fixed rate mortgage at 2.49 per cent to its residential mortgage range. The lender, which is Coventry Building Societies’ intermediary arm, has also added a three-year fixed rate at 2.99 per cent. Both loans are available at a loan-to-value of 60 per cent. The booking fee for both […]

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Guide: how to… audit your auto-enrolment scheme compliance

As the Pensions Regulator starts to bare its teeth and the changes mentioned in the Budget and Queen’s Speech start to come into force, it is essential that you understand your scheme and the processes you need to undertake to ensure it remains compliant. Our second re-enrolment guide looks at how to audit the key areas of your auto-enrolment scheme.


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