Friday, December 7, 2001.
Type: Maxi stocks and shares Isa.
Aim: Growth by investing in stocks and shares.
Minimum investment: £500.
Maximum investment: £7,000.
Tel: 08456 080805.
Friday, December 7, 2001.
Alliance & Leicester has bundled together a fixed-rate savings account with a range of bonds from Legal & General.Investors in the balanced savings and investment plan must place at least £1,000 in Alliance & Leicester's one-year fixed-rate bond. This is a savings account offering a fixed rate of interest at 6.5 per cent. At least […]
Bupa is offering a health cash plan which provides cover for everyday healthcare expenses without duplicating the benefits available through private medical insurance.The firm says it has created the Health Additions plan to attract customers who already hold medical insurance and fear paying twice for benefits such as hospital stays and consultations.Customers pay a premium […]
Software developer Imm-anis is offering its Cris cli-ent-referrer service to IFAs as changes to the regulation of advice given by sol-icitors and accountants are introduced with N2.The service is an electronic online referral tool that allows professionals such as solicitors and acc-ountants to refer clients to IFAs and monitor the adv-ice process for their own […]
FOREIGN & COLONIAL WITH PROSPECTS FUND Type: Oeic. Aim: Growth and income by investing in UK and overseas equities and fixed-interest investments. Minimum investment: Lump sum £2,500. Investment split: International equities 60 per cent, investment grade bonds 40 per cent. Isa link: Yes. Pep transfers: Yes. Charges: Initial 5 per cent, annual 1 per cent. […]
Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]
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The High Court has ruled four people who ran a series of scam pension schemes must pay back £13.7m they took from victims. David Austin, Susan Dalton, Alan Barratt and Julian Hanson tricked hundreds of people over a two-year period to part with their savings and then squandered the money. The Pensions Regulator asked the […]
Money Marketing’s diary page brings you an account of all the curious goings-on in the world of financial services this week
Retirement Advantage has said it remains committed to the annuities market after being acquired by Canada Life last year. Retirement Advantage offers both a standalone annuity and an annuity within a drawdown wrapper. Canada Life also offers standalone annuities, so Retirement Advantage has decided to withdraw its own standalone product. This had led to confusion […]