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Lifestyle pension option from L&G

Legal & General is offering a new pension lifestyle option the Global Equity Index / Index Linked Gilt Lifestyle.

The new option initially invests in the global equity index fund before gradually switching into index-linked gilt and cash funds respectively.

Pensions marketing director Andy Agar says: “The new option is available to both new and existing pensions customers and is further evidence of our commitment to offering IFAs a wide range of investment choices for their clients.”


Chartwell and AIG bond for life

Independent Financial Adviser Chartwell Direct has teamed up with AIG Life to create the extra income bond.This guaranteed equity bond is linked to the Eurostoxx 50 index and has a five-year term. It allows investors to choose between income at 7.25 net a year, 0.585 per cent net a month or growth at 42 per […]

Virgin goes on the road with Misys

Virgin One is teaming up with Misys IFA Services to hold roadshows showing the benefits of holistic banking to the network&#39s members. The current account and mortgage lender is also promoting the value of independent advice by mailing tens of thousands of customers to help them find an IFA in their area. Virgin, which has […]

Rothschild Asset Management – Five Arrows Monthly Income Fund

Thursday, 13 September 2001.Type: Oeic.Aim: Income by investing in corporate bonds and emerging markets.Minimum investment: Lump sum £1,000, monthly £50 class A shares.Investment split: Corporate bonds 85 per cent, emerging markets sovereign debt 15 per cent.Yield: 8.8 per cent.Isa link: Yes.Pep transfers: Yes.Charges: Initial none, annual 1.5 per cent class N shares, initial 3 per […]

Independent view

We have all seen clients become more savvy when it comes to their finances. Their expectations have resulted in the multi-channel complexities we see today. But what role does the internet play and will the service ever meet client demands? Multi-channel deployment is not completely new but added features are moving at a fast rate. […]


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