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Rothschild Asset Management – Five Arrows Protected Wealth Management Service

Monday 18 March, 2002

Aim: Income or growth by investing in UK capital growth, international
capital growth or income strategies

Minimum investment: Lump sum £10,000

Investment split: Choice of UK capital growth, international capital
growth or income strategies

Income facility: Half-yearly

Charges: Initial investments up to £49,999 4%, £50,000 and above
3.5%, annual 1.625%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 833617


UnumProvident – Elixia 123

Wednesday, 20 March 2002 Type: Individual critical illness cover Minimum premium/cover: £10 a month/no minimum Maximum cover: £2m Illnesses covered: Category one – Cancer &#45 invasive and life threatening, chronic emphysema, Creutzfeldt Jacob&#39s Disease, heart attack &#45 major, kidney failure, liver failure, major organ transplant, stroke &#45 severe, terminal illness caused by any condition in […]

New splits row as BFS shareholders reject rescue plan

The split-cap sector was thrown into further turmoil this week as BFS Investment&#39s geared income trust failed to implement a proposed rescue package after breached its banking covenant.The fund, which invests almost entirely in other splits and is one of the most highly geared funds on the market, is owned by many other split trusts.The […]

Northern Rock Guernsey – Fifty Fifty Issue 6

Tuesday, 19 March 2002 Type: Guaranteed equity bond and high interest account GUARANTEED EQUITY BOND Aim: Growth linked to FTSE 100 index Minimum-maximum investment: £5,000-£1m Term: Five years Guarantee: Original capital returned in full at end of term Return: Up to 70% of the performance of FTSE 100 index over term Commission: None HIGH INTEREST […]

Playing the yield

Mrs W is in her late 60s, a widow with no dependent children. She has been retired for some years and her only income comes from her state pension and her investments. She has money in a building society account, on which she has suffered a severe drop in interest, and a share portfolio which […]

The Downsizing Delusion: Why relying exclusively on your home to fund your retirement may end in tears

By Steve Webb, director of policy The British obsession with homeownership can have dangerous consequences. A recent survey by Barings¹ found that up to three million people of working age were planning to rely wholly on the value of their home to fund their retirement. We are not talking about people investing in buy-to-let or […]


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