Type:
Oeic
Aim:
Income by investing in sterling-denominated corporate bonds
Minimum investment:
Lump sum £1,000,
monthly £50
Investment split:
100% in sterling-denominated corporate bonds
Isa link:
Yes
Pep transfers:
Yes
Charges:
Initial 3.5%,
annual 1%
Commission:
Initial 3%,
renewal 0.5%
Tel: 0808 1007426
“Yes. Because it should be an attractive, lucrative profession. We should pay them a lot of money.”Peter Watson,Watson Financial Management “They are going to argue that the service they provide wants rewarding but what about the ordinary folk? Why should they be different to anyone else? It is one set of rules for the privileged […]
All employees should be given access to advice on pensions if no pension contribution is offered says secretary of state for works and pensions Andrew Smith. Launching a new pensions information pack for employers, Smith said the DWP had launched a pilot where six IFA firms are offering advice to employees who are not offered […]
Wesleyan Assurance Society is appointing Ian Lazenby as its new director of sales. Lazenby was formerly UK Sales Manager at Standard Life. Regarding his appointment Ian says: “I have noticed the progress being made by the Wesleyan over a number of years. I am excited to be joining such a forward thinking and financially sound […]
Specialist equity release IFA Key Retirement Solutions has announced a management buyout from Chesnara, formerly part of Countrywide Assured. The board of directors comprises four members of the existing management team who have invested private equity in the company, managing director Colin Taylor, business development director Dean Mirfin, operations director Paul Wilson, and sales director […]
The companies held in the Artemis European Opportunities Fund are resilient and still growing. Mark Page finds little to worry stockpickers who focus on the fundamentals.
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Ahead of his appearance at Money Marketing’s flagship conference, Money Marketing Interactive, this April, Helm Godfrey chairman Danby Bloch looks at getting graduates into advice and making adviser the ‘go-to gurus’ of finance What should we be doing to get more new advisers into the profession? There’s no quick fix, but there are lots of […]
The way centralised investment propositions run today is far from perfect. So where do we go from here? There should be a name for the rule of thumb that says, just as the retail financial services industry reaches some consensus that something should be done a certain way, it all starts falling apart. In fact, […]
A look at the important take-aways from the senior manager regime’s previous implementation for those beginning their own preparations The forthcoming extension of the Senior Managers & Certification Regime represents the next major regulatory change that gets to the heart of a firm’s culture, governance and operational considerations. SM&CR implementation will not be a one-time […]