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LV= Flexible Transitions Account Low Cost Option

LV= Flexible Transitions Account Low Cost Option

Type: Hybrid self-invested personal pension

Minimum investment: Lump sum £20,000, additional regular premiums from £25 a month

Investment choice: 130 funds from Artemis, BlackRock, BNY Mellon, Fidelity, Henderson, Invesco Perpetual, Investec, J.P. Morgan, Jupiter, Liontrust, M&G Martin Currie, Premier, Schroders, State Street Global Advisers and Threadneedle

Options: Ability to switch to the higher standard charging structure to access other investment options available through the Flexible Transitions Account

Charges: Annual 0.25% for the first £1m invested, 0.1% for any amount over £1m, plus fund charges depending on funds selected. Establishment fee of 1.2 per cent for each 1 per cent initial commission taken by the adviser can be charged over a period of up to five years

Commission: Subject to negotiation with initial, ongoing and ad hoc options, available on factory gate pricing basis for fee-based advisers



Aberdeen rebrands multi-asset business

Aberdeen Asset Management has renamed its Alternative Investment Strategies business as Aberdeen Solutions. The asset manager says the new name better reflects the component strategies found within its multi-asset and multi-manager business, which runs more than £24 billion in pooled funds and segregated mandates. It oversees a range of strategies, including multi-asset, multi-manager, passive, fund […]


Lifesearch in deal with has entered into an exclusive deal with Lifesearch to refer users looking for life insurance to the telephone-based adviser. When customers search for life insurance on’s website, they are given the option to enter their phone number to receivea call from a Lifesearch adviser. director Andrew Stocks says: “We are pleased with […]

Excessive regulation “greatest threat” to EM equities, warns UBS

Excessive regulatory efforts are currently posing the greatest threat to emerging market equities, according to UBS Global Asset Management’s Urs Antonioli. Speaking at the Fund Strategy Investment Summit, the head of emerging markets EMEA/Latin America equities says inflation and increased regulatory efforts are the two biggest threats to the asset class but notes that inflation […]

Osborne may cut tax reliefs to raise personal allowance

Cutting pension tax relief alone is unlikely to pay for Liberal Democrat demands to increase the personal income tax allowance to £10,000 in next month’s Budget. Recent reports suggest the Treasury is exploring ways to cut pension tax relief for higher-rate taxpayers to pay for an increase in the income tax earnings threshold from £8,105 […]

Life begins at…

By Fiona Holmes, proposition communications manager Having reached a certain age (it’s the new 40 by the way), I’m having to come to terms with the fact that my peers and I aren’t as immune from illness or death as we’d like to think. That’s the problem with 30 being the new 20 and 40 […]


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