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Pilot scheme for finance education

The Personal Finance Education Group is launching a pilot project to support the teaching of personal finance in mathematics and personal social health education. It is funded by the Department of Education and Skills. The pilot aims to help year eight pupils develop early stages of financial understanding and to see the relevance of mathematics in everyday life.


Cofunds overpays £1m to investors

Around 1,000 investors in the Threadneedle strategic bond fund have been asked to return a total of more than £1m after a computer error by fund supermarket Cofunds. The error meant that investors were paid 100 times more income than they were entitled to from the £350m corporate bond fund. It occurred after a decimal […]

Zurich portfolio tool on net

IFAs will be able to assess clients&#39 attitude to risk and build tailored portfolios using a new internet system from Zurich. The online portfolio builder will ensure that fund selection can be fully justified and give evidence of fund recommendations. The system will initially work with the sterling bond but will be extended over the […]

West Bromwich Building Society – All In 4.95%

Type: Fixed-rate mortgage followed by discount Fixed term: 12 months Fixed rate: 4.95% Discounted term: 12 months Discount: 1% Minimum loan: £25,001 Maximum loan: Up to 95% of valuation subject to a maximum of £500,000 Income multiples: Up to 3.75 times principal income plus second or three times joint Conditions: Six months&#39 free mortgage payment […]

Savills buys specialist broker Sherwins

Savills Private Finance is acquiring specialist broker Sherwins Mortgage Services for an undisclosed sum. Sherwins specialises in mortgages for the affordable homes market. Sherwins, which usually focuses on the south east of the UK will now be expanding nationally.

The Investment Clock: Keep calm and Macron!

Trevor Greetham, Head of Multi Asset In a marked contrast to the surge in risk sentiment that followed President Trump’s election in November, markets greeted Emmanuel Macron’s victory in the French presidential election with satisfaction and relief, rather than euphoria. After rallying strongly on opinion polls that accurately predicted the outcome, the euro held onto […]


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