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The Daley Update

Edinburgh Fund Managers has established a range of last-minute Isa collection points for IFAs at Dundee, Reading, Newcastle, Chester, Manchester, Leeds, London and Edinburgh. They will be open until 5pm on April 5 except for Dundee which will close at 4pm. Online applications can be lodged until 11pm on April 5, at LeggMason Investors has a new website for IFAs and direct customers, offering a 2 per cent discount on the initial charge of Isas bought online. IFAs can view clients&#39 portfolios, check valuations, and question fund managers. The site is Friends Ivory & Sime entered the FTSE 250 and FTSE All-Share indices this week following a strong year for the firm. Last year, FI&S shares were the 11th-best performing in the UK, rising by 87.75 per cent. To qualify for the FTSE 250, companies have to make the top 325 biggest UK companies by market volume. On March 6, FI&S was the 278th-biggest company.

Jupiter has set up 15 drop off points for last-minute Isa applications at Belfast, Birmingham, Bristol, Cambridge, Edinburgh, Glasgow, Guildford, Leeds, Manchester, Newcastle, Oxford, Southampton, Brentwood, London and West Malling in Kent. The points will be open until 5.30pm on April 3. Online applications can be made until midnight on April 5 or until 2pm by phone or post.


In sickness and in health

IFAs can expect to be targeted by providers of income protection policies in the near future. Income protection is low on the list of products currently sold by most IFAs but that might change in the post-stakeholder landscape. Given the withering of state provision and the corresponding onus on individuals to take care of themselves, […]

Purple patch for loans customers

Specialist lender Purple Loans is running a new TV commercial as part of its £1m advertising campaign to raise brand awareness. The 40-second commercial is being broadcast on daytime TV nationally on Channel 4 and Channel 5. It is specifically targeting homeowners interested in a second mortgage or secured loan, which it says are both […]

Flexibile annuity from the Pru

Prudential is aiming to give clients greater choice and flexibility with the introduction of its flexible lifetime annuity.This with-profits and unit-linked annuity has a choice of three investment strategies — cautious, standard or adventurous — plus a self-management option that allows investors to choose their own funds. There are 13 funds available including the Prudential […]

Rates and measures

Given that there was so little fundamental change in the Budget, I thought it might be opportune to revisit the area of income tax. Changes to allowances and thresholds may be seen as so mundane that the planning opportunities are likely to be overlooked. The starting rate of 10 per cent for 2001/02 applies on […]


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