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Soc Gen to launch equity unit trust next year

SocGen Asset Management says it will launch an equity unit trust in February next year to be managed by joint managing director Nicola Horlick.

SocGen has launched three retail funds this year, covering UK Growth, Technology and European Growth.

It has delayed the launches of several other retail funds because of the market volatility.


BSA backs cash ISA

The Building Societies Association has backed the Treasury&#39s recent Cat-standard proposals for cash individual savings accounts.BSA believes Cat-standards for cash isas will reassure inexperienced savers in an increasingly complex and crowded savings market.The Cat-standard cash ISAs stipulate no charges, a minimum transaction size no greater than £10, withdrawals within seven working days and interest rates […]

Revenue may ditch proposals for drawdown flexibility

The Inland Revenue admits it may now ditch proposals to make income drawdown and occupational pension retirement options more flexible.Life offices had originally hoped for an announcement allowing income draw down to be taken directly from occupational pensions and greater retirement flexibility later this year. But following delays in the publishing of a consultation paper […]

Sloc&#39s new UK chief outlines designs on IFA market

Sun Life of Canada&#39s new UK manager Steve Melcher says that one of his main aims is to strengthen the life office&#39s presence in the IFA market.Melcher, who has just been appointed senior vice president and general manager at Sloc made the comments in his first press briefing this week.Melcher is the former chief executive […]

Capel Cure Sharp offers online portfolio monitoring

Capel Cure Sharp is launching an on-line portfolio evaluation service for professional advisers and clients.The service will offer a full breakdown of all securities within each sector, the mid market price of each security, the current value of each holding and the historic dividend yield of each security. The information is updated daily.Marketing director Elizabeth […]

Trusts and Taxations

Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you’ve viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate. View here


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