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Scottish Widows – Capital Protected Fund 19

Scottish Widows – Capital Protected Fund 19

Type: Capital-protected Oeic

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £3,000-£250,000, Isa £10,680

Investment split: 100% linked to the performance of the FTSE 100 index

Term: Six years

Return: 100% of the growth in the index subject to a maximum of 82% of the
original capital

Protection: Original capital returned in full at the end of the term regardless of the performance of the index

Closing date: September 2, 2011

Commission: Initial 3%



Morningstar integrates FinaMetrica risk tolerance tests

Morningstar has integrated FinaMetrica’s psychometric risk tolerance tests into its adviser planning tool, Morningstar Adviser Workstation. The firm says the integration will allow advisers to move seamlessly from a FinaMetrica risk tolerance questionnaire to a recommended asset allocation model provided by Morningstar via asset allocation methods from investment adviser Ibbotson Associates. Morningstar Adviser Workstation director […]

Kensington launches exclusive 90% LTV deals through L&G

Kensington has launched a limited tranche of 90 per cent loan-to-value products available exclusively through Legal & General Mortgage Club. Rates start from 5.79 per cent for a two-year purchase fixed rate and a £999 fee. There is also a two-year fixed rate deal for first-time buyers at 5.99 per cent and a £699 arrangement […]

The Isas have it

The panel say we should keep Isas and consider if the RDR spells the end for balanced and cautious managed funds


Case study: administration — implementing a management log

Our client is a leading video game and publishing company best known for its console role-playing game franchises. The client provides a number of benefits, at varying levels and cost that attract a P11d liability. With the absence of a management log to track data for benefit movements, enormous administrative and therefore cost implications were occurring each year just to comply with P11d reporting requirements.


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