Going on the transfer list

Article Abstract:

Investors have the right to change the manager for both their general and their single company personal equity plans (Peps) at any time. It is important to be aware that a Pep transfer will bring charges, although switching out of a Pep that is performing badly may more than cover these charges. From the administrative point of view, it should be relatively simple to transfer a Pep. Investors should not ask an existing Pep manager to sell their Pep while seeking another one, as this could lead to the loss of the current year's Pep allowance if the Pep is encashed.

Commercial Banking, Consumer Savings, Savings accounts

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Something for nothing

Article Abstract:

Shareholders in UK companies can gain a number of fringe benefits such as discount cards. The benefits may push up the value of the shares considerably, but are usually insufficient reason for buying particular shares. Schemes tend to be kept on even if they are little used, since withdrawal could create problems. Shareholders can help fill hotels and stores out of season, using perks. Perks may not be available to shareholders using nominee accounts.

Economic aspects, Marketing, Securities, Securities industry

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An informed choice

Article Abstract:

Investors may need to use a portfolio manager, and should bear certain factors in mind, which are examined in detail.

Investment Banking and Securities Dealing, Personal Financial Mgmt, Portfolio & Funds Management, Usage, Personal finance, Portfolio management

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