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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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]