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Pension fund results worse for decade

Pension funds posted the worst results for more than a decade in 2001 with returns of —10 per cent, according to performance measurement company WM Company.

A typical fund was down 9.6 per cent in 2001, following losses of 1.3 per cent in 2000.

The consultancy says funds that switched to bonds, which returned around 3 per cent compared with —13 per cent for UK equities, will improve performance.


Cofunds transfer service to aid IFAs

Cofunds is setting up an Isa and Pep re-registration service which enables IFAs to transfer existing client portfolios on to the platform for the first time.The move makes Cofunds the first IFA supermarket to develop a re-registration service, with transfers previously only possible by selling units and then repurchasing them on the platform.Fidelity says it […]

Mellon – Mellon Global Equity Portfolio

Tuesday, January 8, 2002.Type: Ucits.Aim: Growth by investing in equity securities of worldwidecompanies.Minimum investment: Lump sum Euro 5,000 or $5,000.Place of registration: Dublin.Investment split: 100 per cent in equity securities of worldwidecompanies.Isa link: No.Charges: Initial up to 5 per cent, annual 2 per cent.Commission: Initial 3 per cent, renewal 0.5 per cent.Tel: 0500 660000.

Mortgages plc taken over in £40m deal

Sub-prime lender Mortgages plc has sold 87.5 per cent of its shares to Euro-pean finance company Nikko Principal Invest-ments for £40m in a bid to build its position in the market.It says it has had negotiations with a number of financial institutions in the UK and the US over the past months about raising capital […]

Change of chief at Invesco Perpetual

Invesco Perpetual UK chief executive officer Hugh Ward has quit after less than a year in charge of the combined fund management group.Ward, who is leaving for personal reasons, will be replaced by Rob Hain, chief executive officer of the Canadian arm of North American fund giant AIM.AIM, which is owned by Invesco Perpetual&#39s parent […]

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In Focus — May 2015: private medical insurance market in Germany

Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.


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