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Woolwich in L&G gap-filling deal

Woolwich is to offer Legal & General protection products through its UK distribution channels from October 2001.

The L&G deal is part of a restructuring of Woolwich&#39s salesforce that will see sales of all long term savings, investments and pensions moving to Woolwich Independent Financial Advisory Service later this month.

Woolwich chief executive Lynne Peacock says: “L&G&#39s products will sit alongside The Woolwich&#39s market-leading open plan mortgages and this is excellent news for customers, shareholders and staff.”


Forsyth Partners launches new Dublin based funds

Research and investment management company Forsyth Partners is launching two new funds in its Dublin based fund of funds Sicav, Forsyth plc.The new funds are specifically designed for sterling based investors and are denominated in sterling.The Forsyth Sterling Global Balanced Fund aims to achieve long-term capital growth and has the FTSE Private Investor Balanced Portfolio […]

BOE International – BoE International Market Neutral Fund

Wednesday, 11 July 2001.Type: Open ended investment company.Aim: Growth by investing in hedge funds.Minimum investment: $15,000.Place of registration: Isle of Man.Investment split: US 75 per cent, Europe 15 per cent, Japan 10 per cent.Isa link: No.Charges: Retail share class initial 5 per cent, annual 1.5 per cent.Commission: Retail share class initial 3 per cent.Tel: 01624 […]

Long-term fix from the Marsden

Marsden Building Society has introduced a 10-year fixed rate mortgage that is available for loans of up to 80 per cent of valuation. The mortgage, called plan 41, is fixed at 5.99 per cent until June 30, 2011 and borrowers who redeem during this period must pay an early redemption penalty. This is 5 per […]

Polar Capital Technology Trust – Polar Capital Technology Absolute Return Fund

Monday, 9 July 2001.Type: Open ended investment company.Aim: Growth by investing in technology securities globally.Minimum investment: US$ 100,000.Place of registration: Cayman Islands.Investment split: 100 per cent in technology securities.Isa link: No.Charges: Initial up to 5 per cent, annual 1.25 per cent.Commission: Initial subject to negotiation.Tel: 020 7592 1500. 


Case study: administration — implementing a management log

Our client is a leading video game and publishing company best known for its console role-playing game franchises. The client provides a number of benefits, at varying levels and cost that attract a P11d liability. With the absence of a management log to track data for benefit movements, enormous administrative and therefore cost implications were occurring each year just to comply with P11d reporting requirements.


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