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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I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]
Consumer champion Martin Lewis has today issued High Court proceedings against Facebook over scam adverts published on the site that use his name, picture or reputation. Lewis, who is the face of website Money Saving Expert, is bringing a lawsuit against the social media juggernaut for defamation seeking exemplary damages. Lewis says any money paid […]
Michael Klimes examines if advisers can resolve all drawdown issues themselves or if a wider effort is needed