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NU goes green for the future

Summing the product up, Henry says: "Education is the key for the success of this product. Frankly the destruction of the environment should be advertised every day in all the available media to reach all sectors of the market."

Lynch says: "This is an excellent new investment theme which may lose support from the traditional ethical investor because of the absence of negative screening on a comprehensive basis (oppressive regimes and pornography not included), especially when compared to Norwich Union’s UK equity ethical fund. Also I do not like the products’ investor protection fee."

Finally Hulbert comments: "More care is required with designing product literature for funds such as this one. Statements such as ‘you can invest a minimum lump sum of £500 or more per fund’ makes one question the quality of those who produce the marketing copy. Perhaps this will be corrected in the future that is to come."

Jeremy Hulbert, proprietor, Hulbert Financial Services, David Flowers, branch manager, Ronald Blue & Co, Jocelyn Lynch, managing director, Howarth Clark Whitehill, Easton Henry, director, Rose Financial Services.



The pension industry&#39s commitment to stakeholder is plain to see. At the time of writing, there are 40 schemes registered with Opra, so customers will have plenty of choice. But who will those customers be? The Green Paper published in December 1998 identified a target group of 5.3 million people who do not have access […]

iShares – iBloomberg European Financials

Tuesday, 3rd April 2001.Type: Exchange traded fund.Aim: Growth linked to the Bloomberg European investable financials index.Minimum investment: Subject to negotiation with stockbroker.Maximum investment: None.Investment split: 100 per cent linked to the Bloomberg European investable financials index.Place of registration: Ireland.Isa link: Yes.Pep transfers: Yes.Charges: Annual 0.5 per cent.Commission: None.Tel: 0845 3577000. 

Advice dilemma as ministers differ

The pension industry is pressing the Treasury and DSS to clarify if advice is needed for stakeholder, with senior ministers adopting apparently contradictory positions. IFAs and providers say the Government must clarify the situation this week as stakeholder launches or risk leaving consumers in the dark. Social Security Secretary Alistair Darling is on the record […]

L&G admits it pushed for the 1% regime

Legal & General is coming under fire from IFAs for boasting that it actively promoted 1 per cent charges on stakeholder from the outset of the planning for the product. L&G says it was the only insurance company at the Government&#39s earliest working parties on stakeholder agreeing with a 1 per cent charging cap. In […]

Scheme pays explained

By Fiona Hanrahan, senior product insight and technical support analyst We’ve received lots of queries on scheme pays and when it can be used. This article explains how it works and the conditions which apply. What is ‘scheme pays’? If an individual exceeds the annual allowance (AA) and an AA tax charge is due, they […]


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