CD-ROM help with income drawdown

September 2001
Money Marketing;9/27/2001, p22
Deals with the plans of Scottish Equitable to launch a flexible retirement adviser support system on CD-ROM for independent financial advisers. Aim of the CD-ROM tool; Service features.


Related Articles

  • PRODUCT MATTERS. Connolly, Patrick // Money Marketing;10/10/2002, p104 

    Announces the closure of the with-profits funds of Scottish Equitable in Great Britain. Replacement of the funds with two smoothed managed funds; Advantages of managed funds over with-profit funds; Reasons of life insurance companies in offering managed funds.

  • 'Son of with-profits' for Scottish Equitable. Stones, John // Money Marketing;9/5/2002, p76 

    Reports the launch of unit-linked smooth managed fund by Scottish Equitable. Purpose in offering fund for bonds; Advantages of unit-linked smooth structure; Views of several executives on managed fund.

  • Another £10m for SEI Dublin operation. Daley, James // Money Marketing;3/21/2002, p12 

    Reports on the funds committed by Scottish Equitable International (SEI) for the development of its operation in Dublin, Ireland. Decision of SEI to exit from its marketing efforts in Italy; Forecast on the growth of the offshore market in Great Britain; Remarks from David Healy, managing...

  • ScotEq urging IFAs to target stakeholders for children.  // Money Marketing;2/28/2002, p20 

    Reports the request of Scottish Equitable for investment financial advisers to target stakeholders for children in Scotland. Benefits of the clients from the stakeholders; Development of market for parents with older children.

  • SEI adds bond to corporate range. Boles, Corey // Money Marketing;8/28/2003, p8 

    Reports on Scottish Equitable International's offering of capital redemption bond for the corporate market. Bond structure; Minimum investment.

  • Aegon Property trust joins switch back to creation pricing. Lewis, Adam // Fund Strategy;3/15/2010, p14 

    The article reports that the Aegon Scottish Equitable Property fund has switched the pricing model on its commercial property fund back to a creation basis.

  • ScotEq says IFAs should consider transfers for EPP clients. Bone, Alison // Money Marketing;4/24/2003, p18 

    Reports on the view of Scottish Equitable that investment advisers should review pension arrangements for clients who have executive pension plans and consider transferring them to a personal pension. Change in the character of pensions over the years; Recommendation for those in occupational...

  • Bonds hit as ScotEq slashes payouts. Stones, John // Money Marketing;4/10/2003, p8 

    Reports that Scottish Equitable PLC has imposed cuts on payouts from its closed with-profits bonds. Elimination of the terminal bonus; Factors affecting Scottish Equitable's decision.

  • Bond for businesses.  // Money Marketing;10/2/2003, p51 

    Evaluates the Private Client Portfolio Capital Redemption Bond, a unit-linked bond offered by Scottish Equitable International. Aim of the bond; Allocation rates; Charges and commission; Brokers' ratings; Suitability to market; Investment strategy; Adviser remuneration.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics