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.
News and expert analysis straight to your inbox
Sign up
A weekly account of the curious goings-on in the world of financial services from Money Marketing’s diary page Green with envy While scouring through the MPs’ Register of Interests last week, one WSJ correspondent took to reading the fine print of Treasury committee member John Mann’s file. Among the list of international trips undertaken by […]
Long-awaited guidance clears up confusion around the IHT position of policies issued under seal Life assurance protection is an often overlooked estate planning tool. For UK-domiciled individuals, effecting a policy subject to a trust can deliver a neat, effective way of sorting inheritance tax liability that cannot be diminished through other planning. It can also […]
Workplace provider Smart Pension has been told not to publish an advertisement again after a complaint to the marketing standards watchdog over its “threatening” tone. In November last year, Smart Pension sent a letter to business owners, stating that “failing to set up your workplace pension now could soon blow a serious hole in company […]
Comments