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PEPs & ISAs News
Sainsbury's launches internet saver 29 June 2009
Sainsbury's Finance has launched an Internet Saver special offer that provides investors with a rate of 2.8 per cent gross/AER (variable).
- Newcastle BS launches e-bond 22 June 2009
- West Bromwich BS saved from collapse 12 June 2009
- 9 June 2009
Best Buy Tables: Savings
Saving and banking in depth
Counting on cash 11 May 2009
Alison Swersky investigates the options for parents who want to build up their child’s nest egg in the safety of a cash account.
- Saving for your child's future 8 May 2009
- Inflation or deflation - which is worse? 28 April 2009
- Rates under pressure 4 February 2009
Guides
Post-budget round-up 8 June 2009
Keiron Root assesses what the recent Budget means for investors
- The basics of saving in family trusts 4 May 2009
- Getting valuable financial advice 17 April 2009
- Mutual benefits 11 January 2009
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British families hit harder by inheritance tax 23 April 2009
Confusion could be costing British families thousands of pounds according to new research from Norwich Union.
- BUDGET 2009: Top earners targeted by chancellor 22 April 2009
- Nation feels ‘helpless’ when it comes to tax burden 16 April 2009
- Recession causes beneficiaries to lose out 9 April 2009
Best Buy Tables: NS&I
Tax planning in-depth
Effective IHT planning 2 March 2009
Keiron Root tracks down the most effective ways of keeping your estate out of the hands of the taxman
- Tax on the internet 4 March 2008
- Improving efficiency 25 February 2008
- Planning to pass it on 4 February 2008
Guides
Using Business Property Relief
21 April 2009
Keiron Root looks at how business property relief can be used to mitigate inheritance tax
- Video: How to become more tax efficient 12 March 2009
- Where there’s a will... 26 November 2008
- Guide to inheritance tax 21 January 2008
Top Ten Life Funds
| Fund | Offer | 1y | 3y | 5y |
|---|---|---|---|---|
| L&G Neptune Japan Opportunities | 177.63 | 70.2 | n/a | n/a |
| UBS Life Overseas Fixed Interest Bond A | 222.70 | 32.2 | 46.4 | 52.7 |
| L&G Overseas Bond Index | 208.37 | 27.2 | 42.3 | 48.6 |
| L&G FS Indian Subcontinent | 112.48 | 26.4 | n/a | n/a |
| Skandia Norway AXA Framlington Biotech | 6.36 | 25.4 | 8.8 | -2.6 |
| Cler Med Managed Overseas Bond | 213.20 | 25.1 | 39.7 | 47.5 |
| Cler Med Overseas Bond | 138.40 | 23.4 | 28.4 | 33.9 |
| AXA Framlington Japan Smaller Companies | 186.60 | 22.8 | n/a | n/a |
| Phoenix Worldwide Bond S2 | 287.80 | 22.7 | 35.1 | 40.7 |
| AXA Invesco Perpetual Japan | 226.80 | 22.0 | n/a | n/a |
News
Retirees demand income guarantees 2 July 2009
UK adults approaching retirement demand guarantees on their income and are increasingly likely to use an annuity to get it, finds Aegon.
Q&A Forum: Pensions
- DIY pensions 12 September 2007
Pensions in-depth
Are politicians better off in retirement?
5 March 2009
Financial journalist – and former MP – Conal Gregory explains why a career in politics
is one of the few remaining ways to be part of a final salary pension scheme
- The utopian dream of early retirement
25 February 2009 - Can Obama save our pensions? 23 February 2009
- Do we need Personal Accounts? 5 February 2009
Guides
Equity release: an alternative income generator 16 April 2009
Jenny Lowe assesses the current options for older investors who want to release equity from their homes.
- Personal Accounts explained 2 April 2009
- Making the right choice 24 September 2008
- Taking charge of your future 11 September 2008
Top Ten Life Funds
| Fund | Offer | 1y | 3y | 5y |
|---|---|---|---|---|
| L&G Neptune Japan Opportunities | 177.63 | 70.2 | n/a | n/a |
| UBS Life Overseas Fixed Interest Bond A | 222.70 | 32.2 | 46.4 | 52.7 |
| L&G Overseas Bond Index | 208.37 | 27.2 | 42.3 | 48.6 |
| L&G FS Indian Subcontinent | 112.48 | 26.4 | n/a | n/a |
| Skandia Norway AXA Framlington Biotech | 6.36 | 25.4 | 8.8 | -2.6 |
| Cler Med Managed Overseas Bond | 213.20 | 25.1 | 39.7 | 47.5 |
| Cler Med Overseas Bond | 138.40 | 23.4 | 28.4 | 33.9 |
| AXA Framlington Japan Smaller Companies | 186.60 | 22.8 | n/a | n/a |
| Phoenix Worldwide Bond S2 | 287.80 | 22.7 | 35.1 | 40.7 |
| AXA Invesco Perpetual Japan | 226.80 | 22.0 | n/a | n/a |
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News
Leeds BS launches fixed-rate ISA 18 June 2009
Leeds Building Society has launched a five-year fixed-rate ISA offering investors a rate of 4.05 per cent.
- BUDGET 2009: Darling changes ISA limits 22 April 2009
- Be an ISA early bird to maximise tax-free returns 8 April 2009
- An alternative ISA investment for income-seeking investors 3 April 2009
Q&A Forum: PEPs and ISAs
PEPs & ISAs in-depth
Top shares for your ISA 14 April 2009
At the turn of the tax year, Keiron Root seeks suggestions for investment company shares to put into an ISA.
- Unusual ISA ideas 16 March 2009
- Risk is necessary this ISA season
10 March 2009 - ISA investors can still find capital growth 6 March 2009
Guides
Investing in a CTF
13 May 2009
Jenny Lowe reviews the progress of Child Trust Funds and suggests a sound investment strategy for the years before they mature into ISAs.
- Maximising your ISA allowance 30 March 2009
- Financial planning with ISAs 17 March 2009
- Get the best returns from your ISA
13 March 2009