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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Adviser trade body Pimfa has called on the government to go forward with the pensions dashboard as rumours swirl that ministers are considering abandoning the idea. Pimfa’s call comes after reports claim work and pensions secretary Esther McVey believes that the pensions dashboard would be a distraction to rolling out universal credit and so should […]
The Money Advice Service will soon be superseded by a new public financial guidance body, rolling it into Pension Wise and The Pensions Advisory Service. Money Marketing looks at some of the key stats for the organisation ahead of the transition.
The year so far has been full of manager and senior staff moves. Earlier this month, eight senior staff at Standard Life Aberdeen left to go to Aviva Investors, to join former Standard Life Investments equities head David Cumming. With moves like this in mind, is a management team or sole manager the better choice? […]
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