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Matrix Money Management – Unicorn Income Fund


Income and growth by investing in UK smaller companies

Minimum investment:
Lump sum £2,500,
monthly £100

Investment split:
100% in UK smaller companies

Isa link:

Pep transfers:

Initial 5.5%,
annual 1.5%

Initial 3%,
renewal 0.25%

Tel: 0207 292 0825


Standard drops s32 contract from range

Standard Life is dropping its s32 contract from its product range next month, saying it is not economical to keep writing the business. But the firm, which is currently reviewing its mutuality, denies the move is to cut exposure to its with-profits fund from guaranteed minimum pension obligations. Standard says it is dropping its s32 […]

Pru chief Bloomer sets out 401(k) plan to MPs

Prudential chief executive Jonathan Bloomer has submitted plans for an American-style 401(k) savings product to the Treasury select committee in a bid to encourage more people to save for retirement. Speaking at a committee meeting this week, which was also attended by Aviva chief executive Richard Harvey, Legal & General chief executive David Prosser and […]

Sofa to offer student membership

Trade body Sofa will offer student membership for those studying for the FPC exam. It will offer a complete range of events to support students in their studies as we ll as encouragement to achieve their full potential.

Richard Verdin on Protection

It has been quite a while since I read an insurance company&#39s terms of business agreement but, as one landed on a desk near me recently, I thought I would read it to try to understand why changes were needed to the previous agreement. It turned out that the changes were necessary to accommodate ebusiness, […]


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