|
We have previously advised that our new Administration Assistant – Amy – had started with us (that was four weeks ago already); and that Lisa, replacing Kathy in the Client Services Officer role had started with us: we can now announce that Peter Cashman – who you have all known of as a Joint Venturer with us over the past 2...
|
| Read More ... |
|
Scholarship funds are managed investments, where contributions from parents and/or relatives are pooled to help save for a child’s future education costs. They are usually only offered by friendly societies.
Like managed funds there are fees charged on these products for maintaining the investments – and the provider makes the...
|
| Read More ... |
|
‘Children’s Savings accounts’ are ‘high(er) interest’ bank accounts that operate in the same manner as a ‘regular’ bank account. They usually are low- or no-fee accounts and may offer bonus interest rates subject to minimum deposits or no-monthly withdrawals.
As with regular savings accounts there are...
|
| Read More ... |
|
Investment bonds are provided by life insurance companies and friendly societies. Although the term “bond” is used, they are essentially like managed funds and receive special taxation treatment.
Insurance bonds have a range of investment options ranging from the more conservative fixed-interest type assets right up to funds that...
|
| Read More ... |
|
From time to time we are asked about investing for children’s futures. This is a difficult one to provide a ‘one size fits all’ appropriate response because, like most situations, individual family situations vary from client to client. The most difficult thing for us in this arena is that we are more focused on providing...
|
| Read More ... |
