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Saga rolls out National IFA

Saga, the travel and services group targeting the over 50s, is rolling out its new national IFA service next month.

Saga Financial Planning aims to employ 10 sales managers and 80 advisers, all AFPC qualified, within two to three years. Saga will target its 6m customer base with pension, investment, equity release and long term care advice.

The IFA service is headed up by Lynne Coleman who was Norwich Union director of products and its head of compliance is Derek Watley joining from the Medical Insurance Association.

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Portman gets the low down

Portman Building Society has introduced a two-year fixed rate mortgage which is fixed at 5.19 per cent until October 1, 2003.The mortgage is available to all borrowers for loans of up to 95 per cent of valuation and has an arrangement fee of £300. Borrowers who pay the mortgage off during the fixed rate period […]

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Last week, heading towards the end of this series of art-icles on key aspects of pension drawdown, I illustrated the tolerance to interest rate reductions within drawdown contracts. This showed that, given a stable residual investment fund, the eventual annuity which may be purchased by each £1,000 may remain stable or even increase beyond the […]

Scottish Mutual takes the dual index highway for income

The Scottish Mutual income bond is taking a dual-index road to themarket.Created as a guaranteed income bond for investors who are lookingfor a product that gives them a choice between an income andgrowth, the bond will be linked to a basket of 30 stocks chosen fromtwo indices, the FTSE 100 and S&P 500.The 30 stocks […]

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School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]

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