View more on these topics

National Mutual – Ethical Fund

Friday, 13th October 2000.

Type: Unit-linked pension fund.

Aim: Growth by investing in the Credit Suisse Fellowship Fund.

Minimum investment: £500 a year, £50 a month, £500 single.

Investment split: Credit Suisse Fellowship Fund which invests in UK companies which meet ethical criteria.

Charges: Annual 1.2 per cent.

Commission: Subject to negotiation.

Tel: 0845 6001413.


Royal National Pension Fund For Nurses – ONEIsa

Friday, 13th October 2000.Type: Mini insurance Isa for health professionals.Aim: Growth by investing in unitised with-profits fund.Minimum investment: £500 lump sum, £25 a month.Maximum investment: £1,000 lump sum.Minimum-maximum term: None. Catmarked: No. Bonus rates: 7.25 per cent gross a year.Charges: Annual 2 per cent, monthly subscription £1.Special offer: Waiver of monthly charge.Offer period: Until September […]

Keys to the door

At a time of intense competition in the mortgage market, most lenders know they must offer good products backed with genuinely good service if they are to survive. While headline rates win business, lenders realise it is service which builds and retains loyalty among financial advisers.But getting the balance right is something many financial advisers […]

Have your cake and eat it

Split-capital investment trusts are attracting attention again. In the recent weeks, Legg-Mason Investors, Aberdeen and BFS have produced new split caps, with other companies expected to join them before the end of the year.Among these is Investec Asset Management – curr- ently designing a new European split cap to make further use of the talents […]

Why Cat shouldn&#39t get its clauses into GPPs

Can group personal pensions and occupational money-purchase schemes survive the Catmarking of stakeholder pensions?If a comparison is drawn between GPPs and stakeholder pensions, the observer will quickly conclude there is, in fact, little difference between the two. The similarities are significant and the differences relatively cosmetic.They are both money-purchase plans, with the ultimate benefits depending […]


The Brunner Investment Trust – April 2017

Welcome to the latest update for The Brunner Investment Trust PLC from the Trust’s portfolio manager, Lucy Macdonald. Market Review Global equities have rallied over the first quarter of 2017, buoyed by signs of strengthening growth and optimism over company earnings, although this rally has faded towards the quarter end. US equities posted their strongest […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm