View more on these topics

Trustee account from Cater Allen

Cater Allen is launching a bank account tailored specifically for the needs of trustees.

The firm, which specialises in providing banking services for professional advisers, says the Trustee Bank Account will be free for up to 20 transactions per month, have penalty free access and monthly statements.

There will be 3.56 per cent interest on credit balances. The account will offer pre-allocated account numbers and regular reports for all the accounts under the trustee’s control.


L&G roll out third protected portfolio

Legal & General has introduced the third issue of protected portfolio, a capital protected Isa that has a five-year term.Protected portfolio III is linked to a portfolio of 30 stocks that are taken from the largest companies in the UK. These include companies like GlaxoSmithKline, Next, Dixons, Reuters and Vodafone.The return investors receive is based […]

Rothschild buys Misys multi-manager business

Rothschild Asset Management is in talks to buy the £20m fund of funds business from IFA network Misys.The deal will take RAM&#39s fund of funds assets to around £119m from £99m, consolidating its position as the largest retail multi-manager group in the UK.The Misys Elite multi-manager range consists of three funds – the £10m UK […]

Dresdner goes through a phase

DRESDNER RCM GILT TO EQUITY ISA Type: Unit trust and Oeic maxi Isa Aim: Income and growth by investing initially in the gilt yield trust, and then in the UK equity fund or UK equity income trust Minimum investment: £7,000 Maximum investment: £7,000 Catmarked: No Investment choice: Gilt yield trust and then choice of UK […]

UCB sees big rise in self-cert loans

Nationwide&#39s specialist lender UCB Home Loans says it lent more than £1bn in self-certification loans last year as increasing numbers of workers became self-employed.UCB lent £1.12bn in 2001, up from £936,537 the previous year, with the number of mortgages completed rising by 12 per cent to 13,710 from 11,330.The increase in business means UCB has […]

Stop the cold-calling

Royal London is pleased to support the petition calling for a ban on cold-calling for pension and investment products. The petition, launched by IFA Darren Cooke of Red Circle Financial Planning and hosted on the Parliamentary website, calls on the Government to ban cold-calling for pensions and investment products. A similar ban is already in force […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm