USE IT OR LOSE IT – WITH ONE WEEK TO THE END OF THE 2012 TAX YEAR, MONEYSPIDER.COM REVEALS TOP PERFORMING ISA FUNDS
PRESS RELEASE
March 28th 2012
SIX OF THE BEST
Close Special Situations
MFM Slater Growth
Close Beacon Investment
Fidelity UK Smaller Companies
Cavendish Opportunities
Investec UK Smaller Companies
Investors wanting to make last minute Isa fund choices as the end of the current tax year looms should look to buy UK facing funds, online fund analyst Moneyspider.com.
UK smaller companies and UK all companies funds have been the clear winners over the past three years – nine out of the top ten performers over the last 36 months are UK-investing funds.
The WAY GROUP announces opening of new London office in heart of the Square Mile
PRESS RELEASE
March 28th 2012
WAY Group, a privately owned financial services group, is pleased to announce the opening of a new City of London office located at 8/9 Lovat Lane, EC3R 8DW.
The new office will be home to WAY’s expanding investment team, led by WAY Investment Managers’ Chief Investment Officer, Trevor Chanter, and will also accommodate its senior sales management.
WAY’s fund assets now stand at three-quarters of a billion pounds and counting and are expected to grow throughout 2012 with initiatives planned.
WAY’s HO operational centre will remain in Wimborne, Dorset.
WAY’s Eddie O’ Gorman said the new City base reflected the company’s dynamic growth:
“As we recruit new investment managers to run our expanding funds’ portfolio and build a bigger sales force, it makes sense to have a satellite office in the heart of the City,” he said.
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Enquiries:
www.wayinvestments.com 01202 890895
Press enquiries:
Eddie O’Gorman 01202 890895 / 07976277286
The WAY Group
David Andrews
Director 07941 255855 / 01273 711567
DAM PR
david@davidandrewsmedia.co.uk
Charley Thearoux
Consultant 01273 711567
DAM PR
charley@davidandrewsmedia.co.uk
Editor’s notes
Incorporated in 1996, The WAY Group is a privately owned financial services group.
The founders of the company include ex-independent financial advisers who specialised in offering portfolio management services to private and corporate investors.
For further information about The WAY Group products and services please call 01202 855856, or visit www.waygroup.co.uk
Gallagher Benefits Consulting appoints PAUL KIELY as Director of Client Services
PRESS RELEASE
March 28 2012
Chartered Financial Planner PAUL KIELY has been recruited to the Gallagher Benefits Consulting’s Private Clients team.
Kiely has been brought in to develop and expand the south and south eastern UK region, including London.
As Director of Client Services, Kiely’s key brief will be the ongoing recruitment of new consultants, to support the company’s ongoing growth strategy.
Kiely is a Chartered Financial Planner providing independent financial planning advice for high net worth individuals and key Executives/Directors within companies.
Previously a Senior Consultant at Jardine Lloyd Thompson, Kiely also worked in a private banking role with Kleinwort Benson.
His specialities include retirement planning, retirement options, investment planning and risk management, estate planning and protection.
“Paul will be a tremendous addition to our team,” said Private Clients director Stuart Grennan.
“As demand for our wealth management services grow – particularly in the retirement and investment planning arena, Paul’s joining will give us an additional edge in a very competitive sector,” he added.
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Gallagher Employee Benefits:
Stuart Grennan, Director, Private Clients
0113 208 5462 / 07799 342813
stuart_grennan@ajg.com
Press enquiries:
David Andrews, Director, DAM PR
07941 255855 / 01273 711567
Charley Thearoux, Consultant, DAM PR
01273 711567
charley@davidandrewsmedia.co.uk
About Gallagher Employee Benefits:
Gallagher Employee Benefits is a specialist employee benefits consultancy, advising across the whole spectrum of UK and multinational employee benefits.
Gallagher Employee Benefits is the new umbrella brand of Gallagher Benefits Consulting Limited and Gallagher Risk & Reward Limited. Services include design, implementation, procurement and ongoing management of a whole range of employee benefits and employee communications. Gallagher Employee Benefits uses in-depth technical knowledge and many years of experience to really get ‘under the skin’ of each employer’s benefits package, ensuring risk is minimised and controlled.
Gallagher Employee Benefits approach to benefit procurement drives out uncompetitive costs and makes it possible to identify a genuine return on the employer’s investment in employee benefits.
Gallagher Employee Benefits provides a real alternative to employers that have traditionally been limited to choosing from the big four benefit consultants.
Gallagher Benefits Consulting Limited is authorised and regulated by the Financial Services Authority and a member of the Society of Pension Consultants. Registered office: 9 Alie Street, London E1 8DE. Registered No. 0772217 England & Wales.
| Gallagher Risk & Reward Limited is authorised and regulated by the Financial Services Authority. Registered office: 9 Alie Street, London E1 8DE. Registered No. 3265272 England & Wales |
Arthur J. Gallagher & Co., an international insurance brokerage and risk management services firm, is headquartered in Itasca, Illinois, has operations in 15 countries and does business in more than 100 countries around the world through a network of correspondent brokers and consultants. (NYSE: AJG).
Brokers can now PROTECT….and THRIVE as Online GI Provider Paymentcare Limited announces major new enhancements to its range of Home and Landlords Let Property Insurance policies
PRESS RELEASE
March 21st 2012
Landlords Block policy permits any number of properties to be covered on the same policy
As an additional incentive Paymentcare Limited is giving extra discounts for landlords insuring 3 + policies
Option for Home and Landlords Let property policies to be paid monthly at no additional cost
Landlords’ legal and professional fees cover as standard
Rent guarantee option for Landlords Let Property policies.
Contents cover on Home Insurance policy increased to £50k.
MAJOR improvements have been made to Home and Landlords Let Property Policies.
The new pricing range and additional benefits mean that the policies now carry enhanced features as standard, allowing landlords to protect their properties and thrive as benign property market conditions in the UK and a recovering economy strengthen the buy- to-let market.
“Our mystery shopping exercises have shown our Landlords policies to be, on average, between 20 – 30% less than some other providers,” said managing director Shane Craig.
“Now, for landlords with multiple properties, our Landlords Let policy permits any number of properties to be covered on the same policy – and as an additional incentive Paymentcare Limited is giving extra discounts for landlords insuring 3 + policies,” he said.
“We have also introduced the option for our Home and Landlords Let property policies to be paid either annually or monthly at no additional cost – so landlords and home owners have the choice to pay up front or spread the cost,” added Craig.
Other improvements to the service include landlords’ legal and professional fees cover as standard, and a rent guarantee option for Landlords Let Property policies.
And the company has also increased contents cover to £50,000 on its Home Insurance policy.
“The private lettings and buy to let sector is exceptionally strong at present, and while we are determined to offer the best range of cover in the market for landlords, let’s not forget that we also give brokers 30 per cent commission with a lifetime guarantee that the commission will be paid – even if the broker retires,” said Craig.
“Any brokers who have not cottoned on to this as yet should look to re-broke right away – some brokers are now only receiving a measly 5 per cent on their back book of policies, but we are also offering an additional 10 per cent commission uplift across our ENTIRE policy range when it’s in the client’s interest to switch to us. The commission enhancement is available on all of our policies: Home, Landlords, MPPI and Short Term Income Protection,” added Craig.
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Press enquiries:
David Andrews, Director 01273 711567 / 07941 255855
DAM PR
Broker Enquiries:
www.paymentcare.co.uk/izone 0844 406 0801
EPG INSURANCE SERVICES announces new London UK customer services centre to handle sharp rise in business volume out of Europe
PRESS RELEASE
March 12th 2012
Centre to be located by Olympic Park in Stratford, East London
Will be fully operational from early March 2012
Designed to support growing European dealer network
EPG Insurance Services is pleased to announce the opening of a new state of the art customer services centre to provide support for its growing network of dealers in Europe.
Based by Olympic Park in Stratford, East London, the centre will employ a highly professional team of customer care representatives to respond quickly and effectively to client enquiries.
“The European Union accounts for an increasingly large part of our business,” said Holly Shepherd, sales & marketing manager at EPG.
“It is vital we put in place the right support structures to ensure the needs of our customers are met,” added Shepherd.
“We have secured a number of major Pan European clients in recent months and in order to efficiently service our rapidly expanding dealer network we have decided to substantially invest in a high – tech call centre with a multi lingual team to support increased business volumes.
EPG Insurance Services is a niche insurance provider primarily in the field of extended warranties for auto and heavy construction equipment insurance.
Customer service representatives will be fully trained to handle enquiries across the full range of insurance products.
“This new centre not only provides excellent support for our current customers but ensures EPG is well placed to handle the rising volume of business we anticipate out of Europe over the next few years,” said Shepherd.
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General enquiries:
EPG Insurance Services Limited www.epginsurance.co.uk
Media enquiries:
Holly Shepherd 0207 816 7145/07931574142
EPG Insurance Services Limited
holly.shepherd@epginsurance.co.uk
David Andrews, Senior Consultant/Director 01273 711567 / 07941 255855
DAM PR david@davidandrewsmedia.co.uk
Editor’s notes
EPG Insurance Services Limited (EPG) is internationally recognised as a niche insurance provider, primarily in the field of extended warranties for auto and heavy construction equipment insurance.
MONEYSPIDER.COM LATEST DATA SHOWS WHERE THE SMART ISA MONEY SHOULD BE GOING – TO UK PLC FOCUSED ALL & SMALLER COMPANIES FUNDS
PRESS RELEASE
7 March 2012
Hot Isa tips….
Close Special Situations
MFM Slater Growth
Close Beacon Investment
Fidelity UK Smaller Companies
Cavendish Opportunities
Investec UK Smaller Companies
….but investors would do well to avoid the BANK funds….
UK FACING FUNDS should be top of investors’ agenda, reckons online fund analyst Moneyspider.com.
As the end of the tax year rapidly approaches and the Isa season in full bloom, investors wanting to tap into the top performing markets should look to UK funds, said the analyst.
UK smaller companies and UK all companies funds have been the clear winners over the past three years – nine out of the top ten performers over the last 36 months are UK-investing funds.
A £5,000 investment into the Close Special Situations Fund for example would now be worth more than £16,000, so investors would have tripled their money in a tax free environment.
But not all UK Companies and Smaller Companies funds bring home the bacon for investors: Moneyspider.com research reveals that some of our main bank funds are among the worst performers, despite holding substantial private investor cash.
HSBC’s Smaller Companies fund, for example, is in negative territory after three years, so investors would have lost money.
And Halifax’s Special Situations UK All Companies Fund (HBOS Fund Managers) is also down, by 7 per cent over the past five years. (full details of fund performance available on request)
Playing safe – where to stash the Isa cash? Rob Pemberton, investment director, wealth manager HFM Columbus gives his top tips as the end of the tax year looms
PRESS RELEASE
March 1st 2012
Carefully selected multi-asset funds are a better bet for the conservative investor than the traditional safe haven asset classes of Gold and Gilts, reckons
Rob Pemberton, investment director, wealth manager HFM Columbus.
“Well-managed multi-asset funds with a history of conserving capital and mitigating losses in a falling market yet still able to capture some of the gains when markets are rising should be the core component of an investor’s portfolio,” says Rob.
The ‘Awesome Foursome’
Dubbed the ‘Awesome Foursome’ by Rob, these are his top tips for the conservative investor with some cash left to invest under an Isa wrapper.
CF Ruffer Total Return Fund
Newton Real Return
CF Miton Special Situations Portfolio
Troy Asset Management Trojan Fund