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Mad decision

Under the new depolarisation proposals by the FSA, how can it be that those advisers who wish to remain independent will not be free to offer their clients the choice between fees or commission while those who are tied will have the “independence” to charge either?

Has the whole world gone mad or is it just me?

Clive Matthews





Sainsbury signs up with Hargreaves for annuities

Hargreaves Lansdown has signed up retail giant Sainsbury to use its annuity search service to help its employees find the best open market option.Hargreaves Lansdown has developed an Annuity Search Engine system that allows pension scheme trustees and members to find competitive annuity rates, enabling them to shop around for their annuity quickly and easily.

Isa lolly melts away

It was not supposed to be like this. For over a decade, we have thought of the Isa season, and the Pep season before it, as the time of year that put the fun into fund marketing.The rules were simple. You spent a ton of money on advertising, direct marketing and so forth, which is […]

&#39Cut out pint of beer for a better pension&#39

Current levels of pension savings will leave people with a retirement income of less than £4,000 a year, according to research from HSBC.The company found that 68 per cent of people with a pension plan are contributing less than £100 a month and 24 per cent are only saving £50 or more.It says this will […]

Premier Asset Management – Premier UK Income & Growth Plan

Wednesday, February 27, 2002Type: Closed-ended investment companyAim: Income or growth by investing in Premier equity and growthMinimum investment: Lump sum £7,000Place of registration: DublinInvestment split: 100% in Premier equity and growthGuarantee: Capital returned in full at end of term provided the FTSE100 does not fall by more than 25%Yield: Choice of 0.6% a month, 7.5% […]

The Merchants Trust PLC – April 2017

Welcome to the latest update for The Merchants Trust PLC from the Trust’s portfolio manager, Simon Gergel. Portfolio Review The Merchants Trust reported results this month and the directors were pleased to announce a 35th consecutive year of dividend growth (subject to shareholder approval at the AGM). The Company is proud to be highlighted as […]


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