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New Star Investment Funds – Global Financials Fund

Aim: Growth by investing in financial services companies

Minimum investment: Lump sum £1,000, monthly £100

Investment split: Large caps 26.81%, mid caps 42.98%, small caps 30.21%

Isa link: Yes

Pep transfers: Yes:

Charges: Initial 5.25%, annual 1.5%

Commission: Initial 3%, renewa; 0.5%

Tel: 0845 6088702


All the world&#39s a life stage

I read in Money Marketing (yes, I read it as well) that there is a possibility that IFAs could be encouraged to specialise in particular areas of business. Apparently, the FSA has put forward the idea that advisers could choose to specialise in particular areas, leading consumers to identify certain advisers with stages in their […]

Proteau appointed to Standard Life board

Standard Life has appointed Jocelyn Proteau as a non-executive director, effective from August 26.The insurer says Proteau, 56, has significant experience with mutuals, gathered in the Canadian financial services sector, most recently as chairman and chief executive of the Federation des casisses populaires Desjardins de Montreal et de l&#39Ouest-du-Quebec.Standard Life chairman Sir Brian Stewart says: […]

Challenge would benefit loan sector

A market in which one player establishes what seems like an unassailable lead may not be healthy and some intermediaries are concerned this is happening in mainstream mortgages. One of the UK&#39s best-established mortgage brokers Savills and lively recent arrival Hamptons hope that Abbey National&#39s chief executive Luqman Arnold can back up his “back to […]

Inside edge

I am not sure that I agree with the commonly held view that the only alternative to final-salary or defined-benefit schemes is for employers to switch to groupings of personal pensions or stakeholder pensions instead. That is a step-change for many bigger employers that could be difficult for them to sell to their employees. That […]


What employers should expect over the next five years

A major feature of our articles is looking into the Jelf Employee Benefits crystal ball to predict changes and trends that may influence the short and medium term shape of UK employee benefits.  By flagging such changes early we aim to provide our followers with the tools to make sensible and informed decisions on their benefits offerings.


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