View more on these topics

Wesleyan Assurance – Guaranteed Growth Bond

Wednesday, 17 July 2002

Type: Guaranteed growth bond

Minimum-maximum investment: £5,000-£500,000

Term: Five years

Charges: Implicit

Return: Capital returned in full at end of term along with any bonuses

Guarantee: 120% of amount invested returned at end of term

Commission: None

Tel: 0800 0680680


FSA issues ultimatum to investment trust market

The AITC and fund managers have six months to sort out the investment trust industry or risk facing FSA action, managing director John Tiner has warned.The regulator says it could force trust managers to disclose more of their holdings which it says would reveal smaller investments such as the cross-holdings among split-caps.Currently, investment trust managers […]

Sandler launchpad for Asda&#39s entry into market

Supermarket giant Asda is planning to launch into the UK retail financial services market on the back of Ron Sandler&#39s review.While not giving any details as to when it hopes to launch or with what products, the grocery chain says Sandler&#39s recommendation of a “stakeholder” family of products has provided motivation to build a presence […]

Bee&#39s stinging attack on Pickering &#39failure&#39

Leading pension expert Steve Bee has branded Alan Pickering&#39s pension review a failure for surrendering simplification to the Inland Revenue.In a stinging attack on the review, Scottish Life head of pensions strategy Bee claims plans to sell safe haven products without advice will decriminalise misselling.But Pickering has hit back, arguing that he was only char-ged […]

Slow process

This week I received maturity papers from Friends Provident for a client&#39s 25-year with-profits endowment policy.I dusted down the original file and as you would expect the plan had produced a good return – £21,759 as against the projected value of £12,710 from the original quotation.But perhaps more interesting was the case processing. The acceptance […]

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


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 thought leadership.

    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