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The Exchange – Easi Protect Plus Plan

Monday, 20 August 2001.

Type: ASU mortgage protection plan.

Maximum benefit: Options one & two £2,000, option three £1,000.

Benefit payment plan: 12 months.

Deferred period: 30 days.

Premium: Option one – single premium accident, sickness and unemployment cover £5.50 per £100 monthly benefit, option two – monthly premium accident, sickness and unemployment cover £5.95 per £100 monthly benefit, option three – monthly premium unemployment cover £4.50 per £100 monthly benefit.

Commission: Option one – initial 30 per cent, options two & three – 100 per cent of first two premiums&#39 thereafter 25 per cent of premium.

Tel: 01932 586000.


The Daley Update

Dresdner RCM Global Investors has appointed Lucy Macdonald as its new head of global equities. She joins from Baring Asset Management, where she was head of global media and telecoms. She had been with the firm for 16 years. In her new position, which she will take up on October 22, she will report to […]

The New advisers

There are still many niches remaining to be populated by IFAs wanting to set up specialist practices. This week, we look at how four IFAs came to specialise in the very different areas of long-term care insurance, ethical investing, school fees planning and venture capital. Philip Spiers is a partner with the Nursing Home Fees […]

Northern Rock – Balance-choices Second Edition

Thursday, 23 August 2001.Type: With-profits bond and high interest account combined.Aim: Income and growth by investing in Legal & General&#39s with-profits fund.WITH-PROFITS BONDMinimum investment: £5,000.Bonus rate: 6.25 per cent.Allocation rates: 100 per cent for clients up to age 79, 97.5 per cent for clients aged 80 and above.Charges: None.HIGH INTEREST ACCOUNTMinimum-maximum investment: £5,000-£500,000 for single […]

25 days to issue a cheque

Is big beautiful? I have just been told by Scottish Widows that, in connection with an external transfer into income drawdown with another provider, they are currently taking 25, yes 25, working days to issue a cheque. Let us hope that the transfer takes place before I have to deal with his widow. David RawleDavid […]

Health - thumbnail

Absence management systems gone AWOL from UK’s SMEs, reports Jelf

A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.


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