Investment Bonds

Merchant Investors say bonds are not dead in the water

Figures from Merchant Investors show the combined sales of their investment bond products (the Versatile Investment Portfolio [VIP] and Investment Portfolio [IP]) have increased by 17%, which when the market is seeing a 30% reduction is a great shift.

New guaranteed equity bond from NS&I

NS&I (National Savings and Investments) is to launch a new issue of its Guaranteed Equity Bond on 21 May 2008. This will offer a gross return that matches any FTSE 100 Index growth, up to a maximum return of 75%, over the five-year term of the Bond, without any risk to investors' capital.

AWD Chase de Vere warns of bond churn risk

Investors who are being advised to switch out of insurance bonds following the Budget tax changes could be worse off after taking tax and charges into account warns AWD Chase de Vere.

The Hartford enhances investment bond offering

Hartford Gold continues to deliver further peace of mind and investment choice to customers with two new asset classes and seven new funds.

Fidelity's sterling bond fund celebrates three year anniversary

Corporate bonds should bounce back in 2008, after a year of significant underperformance, but a flexible approach will be needed to continue providing investors with a consistent income.

Testing the water during market volatility

Many people choose to invest their money in cash funds when the market goes through a period of uncertainty.

AEGON offers guarantees with launch of Investment Control

AEGON Scottish Equitable has launched Investment Control, an onshore bond offering investors a wide choice of funds, control over how the bond is paid for and certainty of money-back guarantees.

Bonds remain vital for IHT planning, says Lincoln

Lincoln Financial Group is urging advisers to focus on the IHT and tax planning benefits of investment bonds following the Government’s confirmation in the Budget that the proposed changes to Capital Gains Tax (‘CGT’) of introducing a flat rate of 18% and removing taper relief and indexation allowances, will take place.

Multi-income option available on FRIENDS Wealth Solutions Bond

Friends Provident, the FTSE 100 life and pensions company, has added a multi-income option to its recently launched FRIENDS Wealth Solutions Bond, as part of its plans to boost its investment bond offering.

Investors should hold onto their bonds

Investors who switch from bonds into other types of investment product for tax advantage are likely to be no better off in most cases - and may actually be worse off in some instances - according to research by Standard Life.

The case for unit linked investment bonds post Budget

A key announcement in Alistair Darling’s budget speech was that the rules regarding Capital Gains Tax (CGT) for collectives will change from April 2008.

NS&I launches new Guaranteed Equity Bond

NS& I (National Savings and Investments) is to launch a new issue of its Guaranteed Equity Bond on 12 March 2008. This will offer a gross return that matches FTSE 100 Index growth, up to a maximum return of 70%, over the five year term of the Bond, without any risk to investors' capital.

Related Categories