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Norwich Union – Guaranteed Fund

Norwich Union

Guaranteed Fund

Type: Unit-linked fund

Aim: Growth by investing in global equities, bonds, property and cash

Minimum investment: Lump sum £5,000

Investment split: 40-45% in equities and property, remainder in fixed interest

Term: Five years

Guarantee: Original capital returned in full on fifth anniversary

Charges: Annual 1.5%

Commission: Initial 4%

Tel: 0845 9444800


Serial crops

Continuing to look at how transitional serial interest relief can apply in inheritance tax planning

Boiling point for brokers

Association of Mortgage Intermediaries director-general Chris Cummings warns brokers to expect a visit from the FSA, which is showing its teeth. He also said that brokers may have to pay VAT on proc fees from retained business because it could be construed as a professional service. Cummings said one in seven brokers are getting visits […]

Fidelity is panned for special sits charge cut

Fidelity is under fire for restoring the normal initial charge on its UK special situations without naming Anthony Bolton’s replacement. The firm has cut the initial charge back to 3.5 per cent after raising it to 5.25 per cent last September to stem inflows on the then 5.4bn fund. Some IFAs say Fidelity should not […]

This week in Pensions

Providers are being encouraged to whistleblow on IFAs with severe commission clawback debts by the FSA.

Craig Inches – thoughts on how to preserve capital and generate income in an inflationary environment

In this short video, Craig Inches, head of short rates and cash at Royal London Asset Management, offers his thoughts on how to preserve capital and generate income in an inflationary environment. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well […]


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