Octopus Investments
Octopus Protected VCT
Type: Venture capital trust
Aim: Income and growth by investing in unquoted companies
Minimum investment: Lump sum £1,000
Closing date: April 5, 2007
Charges: Initial 5.5%, annual 2%
Commission: Initial up to 2.5%, renewal 0.5%
Tel: 020 7710 2800
Skipton Building Society
Flexible 10 Year Fixed Rate Mortgage
Standard Life marketing technical manager Andrew Tully examines if there is a role for IFAs to play in the proposed pension personal accounts
House prices rose slightly in July, according to the Department for Communities and Local Government. Average house prices stood at 194,454, up from 191,016 in June. UK annual house price inflation was 6 per cent, up from 5.3 per cent the month before. Annual house price inflation in London was 7.1 per cent in July, […]
Falcon parent company Sumus has bought the network Financial Services Advice and Support Limited for a fee of up to £2m. FSAS is based in Dunfermline and has over 160 IFAs and mortgage advisers operating within 54 active appointed representative businesses. The network has 60,000 clients, with around £700m assets under advice and an estimated […]
by Debra Corey, group reward director Choosing a name isn’t easy. Whether it’s for your new puppy, a bundle of joy or your reward programme, a name determines a first impression – and often a lasting memory. When it comes to your reward programme, the name will determine how your employees feel about it even before […]
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Centralised retirement proposition is the latest lingo being bandied about by asset managers and consultants. Many use it to imply that you need a different set of portfolios for clients in drawdown than those in accumulation. If you ask any of these folks how decumulation portfolios should be different, they have the same tired approaches […]
Australian technology provider Iress has seen increases in both revenue and profits for 2018, with 7 per cent overall driven by its UK business. Iress is known predominantly for its back office system software Xplan, which is currently used by a wide range of advisers including planning and discretionary fund management firm Charles Stanley, national […]
Platform bosses are rich for a reason. In a matter of years, they have completely transformed the way financial advisers do business. The scale of the efficiency gains have been staggering and, in the eyes of advocates, platforms have been one of the innovations that has done the most to improve the financial lives of […]
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