View more on these topics

NDFA renews dividend offer

NDFA is offering another issue of its regular fixed-income plan which takes advantage of the new tax treatment of non-UK dividends announced in the Budget.

The FTSE 100-linked plan provides an income of 7 per cent a year or 0.57 per cent a month, regardless of the performance of the index.

Returns are treated as offshore dividends and are equivalent to gross returns of 8.75 per cent a year or 0.71 per cent where UK income tax would be paid.

Investors will get back their original capital at the end of the five-year term provided that the index does not fall by more than 40 per cent. If it does, the index must recover to at least its initial value to ensure a full capital return, otherwise investors will lose 1 per cent of their capital for every 1 per cent fall in the index.

Marketing manager Ronan Gelling says: “The new business figures for the previous issue were fantastic and we wanted to have another one in place when it closed.”


Influential voices

Economic turbulence is nipping at the heels of UK plc like a determined Jack Russell. Coming as it does during a period of regulatory upheaval, members may ask what is being done to ensure that the voice of independent advice is heard above the hullabaloo.

Deficits may run another 10 years

Twenty-seven per cent of trustees with defined-benefit pension schemes in deficit believe the schemes will still be in deficit in 10 years time, according to a survey by Aon Consulting.

Health - thumbnail

Absence management systems gone AWOL from UK’s SMEs, reports Jelf

A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.


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