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Prudential Assurance – Capital Protected Growth Plan

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 index
Minimum-maximum investment: £500-£1m, Isa/Pep transfers £7,000

Term: Six years

Return: Option one &#45 Up to 100% growth in index subject to a maximum of 65% at end of term. Option two &#45 up to 85% growth at end of term

Guarantee: Original capital returned in full regardless of performance of index

Closing date: November 7, 2003, Isa/Pep transfers October 24, 2003

Commission: Initial 3%

Tel: 0870 411 2432


Insight presents the right attitude

Insight Investments has designed the Insight investment growth plan, which has two options catering for different attitudes to risk. The accelerated growth option gives investors ten times the growth in the index up to a maximum of 50 per cent. For example, if the index rises by 5 per cent, investors will come away with […]

Isis launches IFA portfolio service

Isis Asset Management is launching a portfolio service targeted at IFAs seeking to consolidate their clients&#39 portfolios within a single wrapper.The wrapper, which launches on November 1, will give access to two funds of funds run by Richard Philbin &#45 the multi-manager growth and multi-manager balanced funds. Both have been in the top quartile since […]

Philbin sells Gartmore European Selected Opportunities fund

Isis fund picker Richard Philbin has sold his holding in the Gartmore European Selected Opportunities fund. Philbin says the move is a shift towards more focused funds designed to capture stock specific returns rather than broader portfolios which are likely to be more correlated to the index.

Morgan Stanley – FTSE 100 Income Plan

Type; Capital protected bond Aim: Income linked to the performance of the FTSE 100 index Minimum- maximum investment: £5,000-no maximum, Isa £3,000-£7,000 Term: Three years Guarantee: Original capital returned in full provided index does not fall by 30% or more at any time during the term Return: 6.5% income a year Closing date: October 31, […]

Auto-enrolment: tips for employers

The Pensions Regulator (TPR) has released advice on communications for employers, including three tips to help you with your auto-enrolment duties. 1. Allow enough time to select your pension schemeIt’s recommended that you start to prepare for auto-enrolment at least 12 months in advance of your staging date; additionally, give yourself time to choose the […]


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