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MetLife – Trustee Investment Plan


Trustee Investment Plan

Type: Trustee investment plan

Minimum premium: Lump sum £50,000

Investment choice: 41 Best of Breeds fund from 10 fund management groups, five managed portfolio funds and four managed secure retirement funds

Allocation rates: Maximum allocation version 100-100.5%, fully accessible version 95-95.5%

Switches: Unlimited free switching

Charges: Establishment charge 1% a year for first five years for maximum allocation version only, annual 0.95%

Commission: Initial 5.5% or annual 3% plus 0.5% renewal

Tel: 0845 370 6040


The cutting hedge

Kira Nickerson examines the traditional view of hedge funds as being opaque, complicated and expensive but finds little evidence that they influence markets to the detriment of retail investors while recent research by Barclays Capital suggests that hedge fund strategists generally justify their high fees.

Lenders to back down in exit fee row

Borrowers appear to have won the first phase of their battle with mortgage lenders over “unfair” exit fees.The vast majority of current customers will now not be charged any more than their contract originally stated, with most of the major lenders signing up to that pledge.But borrowers will still face a battle to receive compensation […]

Buxton unfazed by global market falls

Schroders head of UK equities Richard Buxton says he believes the currentstock market volatility is not the start of an extended correction in theUK. He says that the combined factors of a loss of confidence in China coupledwith some disappointing economic data from the US has ruffled feathers inthe US, China and emerging markets.But despite […]


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