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NPI offer Pension Trustees With Profits



Type: Trustee investment plan aimed at trustees of small self-administered schemes and self-invested personal pensions.

Minimum investment: Initial – £25,000, additions – £10,000.

Investment choice: Unitised with-profits.

Bonus rate: 7 per cent interim plus special 2 per cent bonus until December 31, 1999.

Allocation rates: £10,000 to £24,999 (increments only) – 101 per cent, £25,000 to £49,999 – 101.25 per cent, £50,000 to £99,999 – 101.5 per cent, £100,000 to £249,999 – 101.75 per cent, £250,000 to £499,999 – 102 per cent and £500,000 plus – 102.25 per cent.

Charges: Initial – nil, annual – nil, early surrender – year one – 9 per cent decreasing by 2 per cent a year until 1 per cent in year five.

Options: Regular withdrawals up to a maximum of 10 per cent of the value of the bond.

Commission: Initial – 5.2 per cent plus uplift or 3 per cent plus uplift and renewal – 0.5 per cent.

Tel: 01892 596098.


Grip non-discriminates

ASU MORTGAGE PROTECTION PLANSGripincomeSAFEType: Non-discriminating income protection policy in the event of accident or illness.Maximum benefit: Up to 75 per cent of earnings subject to a maximum of £2,500 a month.Benefit payment term: 12 or 24 months.Deferred period: 30 days.Premium: 12 months cover – class one occupations – £1.50 per £100 of benefit, class two […]

Chorley offers Five year Fixed

Chorley & District Building SocietyFIXED RATE MORTGAGEFixed term: Five years.Fixed rate: 6.7 per cent.Minimum loan: £15,001.Maximum loan: Up to 90 per cent of valuation subject to a maximum of £200,000.Income multiples: Three times principal income or 2.5 times joint.Arrangement fee: £200.Redemption fee: 180 days&#39 interest at standard variable rate.Introducer&#39s fee: None.Tel: 01257 279373.

Henderson moves to preserve income trust dividend

Henderson Investors is to use its revenue reserves to maintain its dividend from its Far East Income Trust at 6.8p per share until August 1999.The fund manager says that it should be able to maintain this dividend for at least a year and possibly two, despite the turmoil in Asian markets.The group&#39s retained revenue reserves […]

Portfolio Fund of Funds for UK Growth

UNIT TRUSTSPortfolio Fund ManagementPORTFOLIO UK GROWTH FUNDAim: To provide capital growth through investment in tracker funds and mainstream and specialist actively managed funds on the UK stockmarket.Minimum investment: Single – £1,000, monthly – £100.Investment split: Tracker funds – 50 per cent including Legal & General UK index – 17 per cent, HSBC Footsie fund – […]

The Natixis Solution: H2O MultiReturns Fund

A product designed to bring some unique attributes to the crowded absolute return global macro space With diversification and risk management top of investors’ wish lists when it comes to alternatives, step forward the H2O MultiReturns Fund. H2O Asset Management is an independent boutique backed by Natixis Global Asset Management and has a 14-year track […]


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