View more on these topics

Simply the best

Syndaxi Financial Plan-ning director Robert Reid is the winner of

Winterthur Life&#39s Simply Drawdown fund competition for IFAs.

Robert and his wife will be spending a week at the five-star Maritim Hotel

in the North-west of Mauritius overlooking Turtle Bay. IFAs were asked to

construct their fantasy portfolio from Winterthur&#39s tailored selection fund

range and Robert&#39s performed the best from May 15 to June 6.

Reid is pictured (above right) picking up his award from sales & marketing

director Mike Kellard


Axa&#39s UK chief doubts Govt will force stakeholder compulsion

Axa&#39s new UK group chief executive is bucking the trend among providers bypredicting stakeholder will not be made compulsory as this would be seen asan admission of failure by the Government. Dennis Holt admits the new pension has not taken off as well as theGovernment may have hoped. But he says forcing employers and individuals […]

Small IFAs could face paying bill for review over Serps

Big IFAs are likely to opt out of the PIA&#39s proposed scheme forrecalculating phase two transfer cases under the pension review, leavingsmall firms to foot the bill. Companies such as RJ Temple are not affected by the PIA&#39s decision tore-open cases to calculate the Serps adjustment bec-ause they did littlepension business and they are unlikely […]

Equity Partnership – Equity Partnership Investment Company

Wednesday, 29 August 2001.Type: Offshore split-capital investment trust.Aim: Income and growth by investing in investment grade bonds, high yield bonds, convertible bonds, a diversified portfolio of bonds, quoted equities, unquoted equities, investment trusts, unit trusts, oeics and hedge funds.Minimum investment: Subject to negotiation with stockbroker.Place of registration: Isle of man.Investment split: 40 per cent quoted […]

Stroud & Swindon brings in discounted flexible mortgage

The latest addition to the flexible mortgage market comes from Stroud & Swindon Building Society.The discount flexible 2006 mortgage has a discount of 0.25 per cent until July 1, 2006 for loans of up to 85 per cent of valuation. This gives it a payable rate of 5.99 per cent.Stroud & Swindon will pay the […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment