Peps' long swan song

Article Abstract:

United Kingdom personal equity plans (Peps) are attracting investors prior to the Mar 1998 Budget. Investor should be selective when investigating bonds since corporate bond prices could fall. Bonds with high credit ratings are preferable. Peps may not be suitable for investors seeking a high income from stocks since they may not be able to change their investment allocation without selling completely. Discount brokers may offer savings for investors using customized Pep wrappers.

Investment Offices, Investment Companies, Open-End Investment Funds

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PPS vs Peps

Article Abstract:

United Kingdom investors may wish to choose between investing in personal equity plans (Peps) and personal pensions. Charges tend to be similar, though Pep contributions tend to be more flexible and the charging structure tends to be more transparent. There are also fewer restrictions on taking Pep benefits, since there is an age restriction of 50-years-old for personal pensions. Tax relief is greater for pensions, though comparisons are not easy due to different tax treatment.

Pension, health, and welfare funds, Pension Funds & Benefit Plans, Pension Funds, Pensions

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Changes to Peps to allow diversification

Article Abstract:

Changes to regulations affecting British personal equity plans are set out in detail.

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