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Primetime Retirement – Primetime Retirement Plan – Issue 4

Primetime Retirement – Primetime Retirement Plan – Issue 4

Type: Fixed-term annuity

Minimum investment: Lump sum £25,000

Minimum-maximum age:  55-75 years and 11 months, 49-75 years and 11 months for accumulation +

Fixed term: Six years

Fixed income: 5.04% a year for capital +, 5.4% a year for balanced +, 5.88% a year for income + subject to GAD limits

Income frequency: Monthly

Options: Accumulation +, balanced +, income + and capital +

Charges: Implicit

Closing date: July 20, 2012

Commission: Initial 2.5%



Dennehy issues warning over bank exposure in corporate bonds

The IMA corporate bond sector retained its position as the best selling sector in May, with £481m of net retail sales. This is well above the monthly average of £165m in the past 12 months. However, Dennehy says that funds like the Invesco Perpetual corporate bond fund have rallied in the past six months but […]


RBS set for fine over Libor

Royal Bank of Scotland is facing a fine of £150m for manpulating Libor rates, according to The Times. Last week, Barclays was fined £290m by the FSA and US authorities after the bank admitted derivative traders submitted false Libor rates. Chancellor George Osborne confirmed RBS, HSBC, UBS and Citibank are also being investigated. According to […]

Nimmo’s UK smaller cos fund re-opens to SL wrap users

Standard Life Investments has re-opened Harry Nimmo’s UK smaller companies fund to investors using the Standard Life wrap. The fund can now be accessed by new or existing investors on Standard Life’s platform but no plans have yet been made to reopen the vehicle widely across other platforms. The fund was soft-closed on August 29 […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]


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