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Merchant Capital – Kick-Out Plan March 2010

Merchant Capital – Kick-Out Plan March 2010

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £3,000-£2m, Isa £10,200

Term: Six years and two weeks

Return: 17.1% at the end of year two provided the index is at or above its initial value, 25.65% at the end of year three, 34.2% at the end of year four, 42.75% at the end of year five,  or 51.3%  at the end of year six

Guarantee: Original capital returned in full provided the index does not fall by 50 per cent or more without returning to at least its initial value by the end of the term

Closing date: April 23, 2010, April 16, 2010 for Isa transfers

Commission: Initial 3%

Tel: 020 7332 2200



CII draws up its alternative assessment

The Chartered Insurance Institute has revealed details of its RDR work-based assessment, which will include an assessment day involving a case study, scenario discussion, role play and a technical interview. The CII says the current model is still under development but will be piloted in September. It says the costs will be “significantly greater” than […]

Manchester BS loses £2.5m in Network Data collapse

Manchester Building Society’s pre-tax profits fell by 71 per cent from £2.4m in 2008 to £0.7m in 2009, after the building society had to write off a £2.5m shareholding in the disbanded network Network Data.

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


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