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Norwich Union Investment Funds discounts SRI products

Norwich Union Investment Funds is offering a 1 per cent discount off the 4 per cent initial charge on lump sum investments into any of its six socially responsible funds.

Norwich Union &#39s SRI funds include corporate bond, UK growth, absolute growth, global growth, managed and European growth, and carry an annual management charge of 1.5 per cent, or 1 per cent for the corporate bond fund. Minimum investment is £500 lump sum or £50 a month.

Norwich Union SRI team head Clare Brook says: “Leading companies will be those finding solutions to pressing environmental problems such as climate change and unsustainable use of resources.”


Principality flexes its discount muscles

Principality Building Society has brought in the 1.05 per cent base rate tracker flexible mortgage.The mortgage tracks the Bank of England base rate, which is currently 5.75 per cent. For the first six months of the loan, until October 30, 2001 it will have a rate of 1.05 per cent discounted from the base rate, […]

L&G cuts WP payouts by 10%

Legal & General is the latest life office to cut its with-profits reversionary bonuses and maturity payouts. Reversionary bonuses on its life and endowment policies drop to 2 per cent on the sum assured from 2.25 per cent and to 3.5 per cent on existing bonuses from 4.25 per cent in 1999. The maturity payout […]


Welcome to my final rant on UK financial services.After more than six years bashing commission-hungry insurance salespeople, overcharging investment companies and inept regulators, I have finally been clubbed over the head myself and left to concentrate on my day job. I wish I could say that the industry I have enjoyed kicking so much was […]

SG funds aim to beat index by 5% a year

SG Asset Management is launching a new range of higher-risk funds aimed at achieving higher returns than its existing core portfolio of lower-risk unit trusts. The new range will aim to return 4 or 5 per cent a year above their respective benchmarks, as opposed to the 1 or 2 per cent target for the […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]


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