View more on these topics

NDF Administration – Growth Plan October 2004

Capital-protected bond

Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment:
Isa £3,000-£7,000

Six years

8 per cent of original investment at end of year one if index is at or above initial value, 16 per cent at end of year two, 24% at end of year three, 32% at end of year four, 40% at end of year five respectively, otherwise 100% of rise in index at end of term

Original capital returned in full provided index does not fall by 50 per cent or more without recovering to at least its initial value

Closing date:
December 2, 2004,
November 18 for Pep/Isa transfers

Initial 3%

Tel: 01727 734315


Mortgage firms get a warning over outsourcing

Mortgage experts are concerned that many com-panies which have outsourced compliance believe that they will not be liable for any regulation breaches after M-Day. Mortgageforce managing director Rob Clifford warns that far too many brokers who have outsourced their compliance to independent consultancies believe that if any breaches are found, the FSA will pursue the […]

Internet threat of false ID

Forged personal documents readily available on websites could fuel fraudulent mortgage applications warn providers. Money Marketing has seen a website – – that offers credible-looking documents including passports, birth certificates, replacement bank statements and statements of cancellation of debt judgments. A package that includes pay slips, a P60 and references can be bought for […]

T. Bailey – T. Bailey Equity Income Fund

Type: Unit trust fund of funds Aim: Income and growth by investing mainly in equity income funds Minimum investment: Lump sum £1,000, monthly £50 Investment split: 80% equity income funds, 20% other investment funds and cash Isa link: Yes Pep transfers: Yes Charges: Initial up to 5%, annual 1.25% Commission: Initial 3%, renewal 0.5% Special […]

Destini&#39s child

Summer 2001Gary Keyes: We first began to think about an acquisition three years ago, when founding director John Collins retired as chairman of Adams Tingle. As the managing director, I realised that, in order to progress, Adams Tingle needed something more. Regulation around pension selling had created immense pressures on John and further FSA clampdowns […]

Retirement - thumbnail

A downhill stroll?

The Department for Work and Pensions (DWP) has recently published new research, which once again demonstrates how the prospect of retirement is changing for older workers.


News and expert analysis straight to your inbox

Sign up


    Leave a comment