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Smile Invest – Ethical

Tuesday 26 February, 2002

Type: Portfolio management

Aim: Growth by investing in ethical funds

Minimum investment: Lump sum £250

Investment split: Choice of Friends Provident stewardship, Gerrard ethical, Henderson ethical, Norwich Union ethical

Income facility: Yes

Charges: Initial 1.375%, annual 1.38%

Commission: None



Theatreshare – Theatreshare

Tuesday 26 February, 2002 Type: Enterprise investment scheme Aim: Growth by investing in the Really Useful Group of theatres Minimum investment: Lump sum £2,500 Opening-closing date: January 21, 2002-May 3, 2002 Charges: Implicit Commission: Initial up to 3% Tel: 020 7494 5200

DWP outlines new MFR reforms

The Department for Work and Pensions has announced the next step in the reform of the minimum funding requirements. Changes include extending the time limit schemes have to make up deficits and introducing stricter conditions when a scheme is wound-up voluntarily. Annual recertification for schemes that pass the MFR test is to be scrapped and […]

Capital solution to drawdown dilemma

Falling interest rates and longer mortality assumptions have resulted in a gradual decline in annuity rates over the past 10 years. A widespread debate about the value of annuities in the consumer press – mostly from an extremely negative viewpoint – has raised the profile of alternative means of retirement provision, with Isas and deposit […]

The choice of reason

As a cynic, I believe CP121 is a done deal. But I would hope that the detail required to bring the new regime to life will be sufficiently clear to enable firms and their advi-sers to move forward.The planning needed for the new regime is going to be fundamental for each and every IFA practice. […]


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