Wednesday, 4th April 2001.
Type: Cash mini Isa for Tessa maturities.
Aim: Growth linked to the FTSE 100 index.
Minimum investment: £5,000.
Maximum investment: £12,000.
Commission: Initial 3 per cent.
Tel: 0870 2414691.
Wednesday, 4th April 2001.
Thursday, 5 April 2001Type: Unit trust.Aim: Income and growth by investing in the equity income fund, zero preference fund and capital growth fund.Minimum investment: Lump sum £1,500.Investment split: Equity income fund 50 per cent, zero preference fund 25 per cent, capital growth fund 25 per cent.Yield: 2.74 per cent.Isa link: Yes.Pep transfers: Yes.Charges: Initial 5 […]
New online services firm Pensions Treasury is aiming to help IFAs attack the markets which are generally dominated by employee benefit consultants. Former Hargreaves Lansdown head of e-commerce Mark Rowlands is managing director of the firm which matches big employers wanting to ensure they are stakeholder-compliant with IFAs who advise on stakeholder and group personal […]
Mortgage firms target credit-impairedInter-Alliance Mortgage Service and Preferred Mortgages are teaming up to offer a step-down adverse-credit mortgage. The mortgage allows borrowers with a poor credit history to move to a lower rate of interest as their credit status improves, eliminating the need to remortgage and giving an incentive to make punctual mortgage payments. The […]
Friday, 9 April.Type: Group stakeholder pension.Minimum premium: £20.Minimum group size: 1.Minimum-maximum ages: 16-74.Fund links: Stakeholder with-profits, balanced managed, UK index tracker fund, sustainable future managed, retirement protection, deposit, defensive managed, UK equity, European equity, US equity, global bond, global equity, Pacific equity, index-linked gilt, gilt, international index tracker, property, sustainable future UK growth, sustainable future […]
Johnson Fleming has received the ISO 22301 accreditation, which demonstrates the company’s ability to effectively understand and prioritise the threats to the business.
News and expert analysis straight to your inboxSign up
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 […]