View more on these topics

L&G offers charge free Isa investments

Legal & General is offering to refund the annual management charge and all other charges for 2003 on all lump sum index tracking Isas set up this Isa season.

The offer is available through all of L&G&#39s distribution channels on all of its index tracking Isa products. The money will be paid back in the form of a cheque in early 2004 provided the investment is held until at least December 31, 2003.

L&G retail investments marketing director Claire Stracey says: “We have built our reputation in the retail investment market by offering excellent value for money products. This offer should prove very popular with investors. Our normal index tracking Isa terms when combined with this offer of no management fees or other charges enables you to invest in our index tracking range effectively free of charge.”


ABI says regulation is not the answer to Sandler

Regulation of the sales process of Ron Sandler&#39s stakeholder style products is only one part of a “three pieced jigsaw puzzle” according to the ABI and on its own will not help to close the savings gap.Responding to the FSA&#39s Discussion Paper 19 published yesterday which outlined three possible sales regimes for the new stakeholder […]

Open the Green portal

It was possible to read the long awaited Pensions Green Paper and skateover an important announcement on page 43 to an Online Retirement Plannerand an aim to launch such a service in 2004.This is a massive opportunity for the adviser community to demonstrate howit can help people in pension planning and the Government in addressing […]

Revenue review sparks fears over trustees

The threat to Sipps and SSASs in the Inland Revenue pension taxation reviewcould spell the end for much of the work carried out by pensioner trustees,pension experts are warning.Advisers&#39 concerns have been raised by a paragraph in the review that saysSSASs and Sipps will have to adopt the same prudential investmentapproaches as all other pension […]

They&#39ve got our number on laundering

Since having to obtain identification for most clients since 1994 and foreveryone since September 1, I do wonder how much money laundering andassociated crime our efforts (that is all advisers)has prevented over thelast eight to nine years.I have not seen any statistics, either PIA/FSA or Governmental since, butwe are nevertheless expected to act as unpaid […]


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