Scottish Widows Investment Partnership
Swip Absolute Return UK Equity Fund
Type: Oeic
Aim: Growth by investing in a concentrated portfolio of UK equities
Minimum investment Lump sum 1,000
Investment split: 100% in UK equities
Isa link: Yes
Pep transfers: Yes
Charges: Initial 5%, annual 1.5%
Commission: Initial 3%, renewal 0.5%
Tel: 020 7203 3329
Midas income and growth trust has outperformed its benchmark by 2.6 per cent since Midas Capital was appointed investment manager last August.
Merrill Lynch Investment Management has obtained distributor status for its offshore MLIIM India fund, making it available to UK investors.
Proposed amendments to the Finance Bill could widen the number of cases benefiting from the IPDI exclusion
Legal & General has received the Shaw Trust accessibility accreditation.It says it is the first financial services company to receive the accolade, for its group website. The Shaw Trust is a national charity working in disability, disadvantage and employment.
Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee. This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]
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Annuities, drawdown, Sipps – these terms can confuse and alienate customers. People really just want to know what will enable them to have the retirement they’ve always dreamed of, with enough flexibility to deal with life’s changing circumstances and perhaps a small inheritance to pass on too. What is everyday terminology for us in the […]
Royal London has published a discussion paper with pensions lawyers Eversheds Sutherland to help defined benefit trustees handle members interested in transfers. It aims to help trustees understand both what the law requires of them and what good practice might look like. The paper calls on trustees to make members aware that transfer values are […]
A group of 20 providers has met to discuss how to make the pension dashboard a reality as the fate of the project remains uncertain. While many industry figures and prominent MPs like work and pensions select committee chair Frank Field remain committed to the concept, earlier this month secretary of state Esther McVey put […]
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