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Sun Life of Canada launches new product

Charles Schwab is moving into the UK pension market with the launch of a self-invested personal pension.

The Sipp has a minimum initial investment of £5,000 and subsequent investments of £100. The set-up fee is £135 and the quarterly administration fee is 0.125 per cent of fund value for the first £100,000 and no charge thereafter.

Charles Swab Europe director of new product development Will Kinsman says: “In the past Sipps have been seen as highly complex and yet in reality they offer a very effective method of saving for retirement by placing a tax efficient wrapper around a basket of investments chosen by the investor.”


Don&#39t give away ground in manoeuvring on polarisation

Many have interpreted Money Marketing&#39s remarks on the need for Aifa director general Paul Smee to take the gloves off as a call for a Garry Heath-style campaign. This was not our intention. It might have been better to suggest that, rather than abandon diplomacy, Smee needs to be less diplomatic, as much with product […]

Tories pledge to axe savings tax

The Conservatives have vowed to abolish taxes on savings in the first of a series of announcements detailing the party&#39s pre-election tax promises. Shadow Chancellor Michael Portillo says a Tory administration would scrap taxes on savings for people earning less than £32,000. The move would apply to bank and building society accounts as well as […]

Drawdown hostages released

The long-awaited personal pension transfer regulations have finally arrived. The majority of the provisions under the new regulations take effect from April 6 but those permitting transfers from personal pension drawdown schemes will come into force on February 14. Clearly, for those involved in advising clients, a thorough understanding of these new rules will be […]

Just rewards

Over the last few weeks, I have been looking at the concepts of diversification within an investment portfolio, the reduction of risk or volatility arising from this diversification and, most important, the issues of correlation between assets. The nirvana of achieving a mix of investments approaching the efficient frontier has been explained and discussed. Here, […]

To be and not to be – Multi asset investing with conviction

At Pictet Asset Management we believe active management of asset allocation is the most important generator of returns. What is not to be in our portfolio is just as important as what is to be because good performance is determined as much by the assets you avoid as by those you hold. The FP Pictet Multi Asset Portfolio managers are not wedded to any particular […]


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