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Zurich Financial Services – Sterling Isa, Sterling Investment Account, Investment Bond

Thursday, 6 February

Type: Fund link added &#45 protected profits fund

Tel: 0500 546546


nvesta freshens up bond theme

nvesta has established a guaranteed equity bond that pays three times the growth in the index to which it is linked. The triple tracker plan is linked to the FTSE 100 index for a term of five and half years. Investors will get their original capital returned in full provided the FSTE 100 never falls […]

Industry in talks to set up IFA-only PI insurer

Aifa is in talks with the ABI, the FSA, product providers and professional indemnity underwriters about the possibility of forming a captive PI insurer selling cover exclusively to IFAs. In CP169, Professional Indemnity Insurance for Personal Investment Firms, published this week, the FSA outlines the possibility of a mutually run scheme to cover IFAs&#39PI needs […]

Insight Investment – Insight Investment

Thursday, 6 February 2003 Type: Oeic mini or maxi Isa Aim: Income and growth by investing in four funds Minimum investment: Lump sum £3,000 Catmarked: No Investment choice: Income &#45 Foundation income, growth &#45 UK discretionary, European discretionary, US equity Yield: Depends on fund Charges: Initial 5.25%, annual 1.15% – 1.5% Commission: Initial 3%, renewal […]

Final-salary shortfalls sparks drive towards transferring

Fears of shortfalls in finalsalary schemes are driving more people to look at transferring preserved pension rights, says Millfield. The company says media coverage of the £100bn black hole in final-salary schemes and pension shortfalls on schemes winding up is pushing clients towards transferring. Millfield says many advisers are steering clear of pension transfers after […]


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