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fidelity

Investment

FundsNetwork adapts proposition to meet PBR proposals

Changes proposed in the Pre-Budget Report (PBR) have prompted Fidelity FundsNetwork to develop four services it says will help those advisers keen on collective investments.

clock 30 November 2007 •

uncategorised

Fidelity offers 4% p.a. drawdown option on Retirement Income fund

Fidelity International has launched a distributing share class on its Retirement Income fund which will offer 4% p.a. income paid monthly direct to investors' bank accounts.

clock 08 November 2007 •

Investment

Fidelity highlights with-profits bonds confusion

Advisers are confused about the reasons behind the performance of with-profits bonds over the last year, research suggests.

clock 05 November 2007 •

Your profession

PBR - Capital gains flat rate pledge splits industry

Long-term savers are likely to reap the greatest rewards from Chancellor Alistair Darling's plans to set a flat rate for capital gains tax (CGT), according to Fidelity International.

clock 10 October 2007 •

Investment

Ilott joins Fidelity MM business

Paul Ilott, formerly communications manager at Bates Investment Services, is to join Fidelity as investment communications consultant for its MultiManager Business for both retail and institutional channels.

clock 01 October 2007 •

Investment

Fidelity MM team appoints fixed income specialist

Fidelity International's MultiManager Business has appointed Eugene Philalithis as a fixed income portfolio analyst.

clock 24 September 2007 •

Your profession

Bolton and Shah confirmed for Fidelity forums

Fidelity International has confirmed speakers and venues for its annual investment forum for 2007.

clock 18 September 2007 •

Investment

Fidelity sets up IFA pension referral system

Fidelity's direct arm will refer its new Personal Pension clients to local IFAs when their needs are complex enough to require advice, the group announced today.

clock 17 September 2007 •

Your profession

Wastcoat resigns as Fidelity UK retail head

Fidelity UK retail boss Richard Wastcoat will step down at the end of the month.

clock 06 September 2007 •

Investment

Drip-feed investing better in market flux - Fidelity

Investors with a regular savings plan can do better in times of market instability than those depositing lump sums, Fidelity says.

clock 22 August 2007 •
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