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Winterthur Life – Winterthur Elite Bond Fund

Unit-linked multi-manager fund

Growth by investing globally in bond funds

Minimum investment:
Subject to the minimum for Winterthur&#39s bond and pension products

Investment split:
35% Winterthur Fixed Interest, 15% Allianz Dresdner High Income Bond, 15% Henderson Preference & Bond, 15% Newton International Bond, 10% Invesco Perpetual Corporate Bond, 10% M&G Corporate Bond

Initial £135,
annual £85
or lifetime charge £850

Subject to negotiation

Tel: 0845 129 9993


Fidelity tops choice on fund firms

Fidelity leads the fund firms for multi-ties, with 58 per cent of IFAs including the company among their top four choices. In a bid to consolidate its position among IFAs, Fid-elity is offering cash incentive for advisers re-registering existing holdings on its platform FundsNetwork. Jupiter is placed second in the poll with 42 per cent […]

Ruegg & Co – NCI Vehicle Rescue

Type: Enterprise investment scheme Aim: Growth by investing in a company providing vehicle breakdown and roadside assistance services Minimum investment: Lump sum:£1,200 Closing date: July 9, 2004 Charges: None Commission: Initial up to 5% Tel: 020 7584 3663

Correspondent&#39s Week

Monday is spent lying in the sun, drinking large jugs of Pimms with friends and generally putting the world to rights. Not my usual Monday activity, unfortunately, but it is a bank holiday after all. The following day, it is back to reality. I start by writing up an interview I did the previous week […]

Commission conundrum

Is commission drinking in the last chance saloon? That is the view of Aifa&#39s director general Paul Smee. He has warned advisers that a failure to embrace the new payment menu could see politicians putting pressure on the FSA for a clampdown. It is clear that the Treasury select committee has wreaked a lot of […]

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Auto-enrolment — don’t leave it too late…

With auto-enrolment (AE) well under way for the UK’s largest businesses, over the next three years an additional 800,000 smaller employers (with less than 60 employees) will start their journey to comply with the legislation. AE mandates all eligible employees and their respective employers to make regular pension contributions into a qualifying pension scheme. To learn more about the legislation read our brief Jelf AEase — simple steps to AE compliance guide.


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