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Singer & Friedlander -Model Portfolio Fund


Income and growth by investing globally in equities and fixed-interest securities

Minimum investment:
Lump sum £75, 000

Investment split:
55% UK equity, 7.6% UK fixed interest, 7.4% European equity, 5.2% Far East, 5.1% US equity, 2.9% Japan, 5.1% rest of world, 2% UK gilts, 9.3% cash

Isa link:

Pep transfers:
Initial up to 4.5%,
annual 1.25%

Commission: I
nitial 3%,
renewal 0.5%

Tel :020 7523 5502


£14m injection for BBNFS liabilities

Berkeley Berry Birch has been forced to pump £14m into Berry Birch & Noble Financial Services to meet its misselling liabilities. BBB chairman and chief executive Cliff Lockyer says an agreement had been reached with the FSA to cover any pension review liabilities – which reached £8.4m in total – in the reverse takeover of […]

FSA fines Euro bank for laundering lapses

The FSA has fined Raiffeisen Zentralbank Osterreich&#39s London branch £150,000 for breaches of the money laundering rules. It is the first time the FSA has fined a UK branch of a European bank for falling foul of the money laundering regulations. The FSA found that RZB London failed to act promptly to update its anti-money […]

Bupa boosting group income protection deal

Bupa has upgraded its group income protection product with changes including improved free cover levels, simplified and higher maximum benefits, improved advance underwriting and increased non-medical limits. Maximum free cover levels will now be £65,000 for schemes with 10-99 lives, £75,000 for schemes of 100-299 lives and £90,000 for 300 or more. The maximum benefit […]

Fund firm calls for portfolio reviews

Investors do not review the mix of assets in their investment portfolios often enough, with nearly a quarter never reassessing their holdings, according to research from JP Morgan Fleming Asset Management. The fund firm surveyed 1,620 private investors between January and February this year and found that 23 per cent of never reviewed the mix […]


Out from the long grass? An IT and NI merger

Those with a long memory will recall that at the start of the last parliamentary term George Osborne announced his intention to merge income tax (IT) and national insurance (NI).  Headline grabbing as the initiative was, the reality of the complexities, challenges and costs of such a move resulted in this idea being kicked into the political long grass.


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