Avalon News
Avalon News
Here you can download the latest and previous editions of the Avalon Newsletter
February 2012
Our latest newsletter is available to download
Any feedback is welcome
November 2011
On 1st November we launched the eagerly awaited Junior ISA, a new savings account which allows you to save and invest on behalf of a child. It is anticipated that Junior ISAs will quickly become a popular way for family and friends to build up tax-efficient savings and investments to help give children the best possible start in life. For more information please click on the Junior ISA tab to the left of this screen.
October 2011
For the third year running, Avalon gave their support to National Ethical Investment Week held this year from 16th to 22nd October. One of the reasons for our continued support is to highlight to both advisers and their clients the importance of making investments in well established companies that have clear environmental policies and environmental management systems. A few years ago we established our Socially Responsible Portfolios with 5 models that combine financial objectives which concern social, environmental and ethical issues. Consumers who invest in socially responsible investments can advance positive social and environmental goals. Please look at the Helping Water Aid tab for further information on the various Socially Responsible ISA and Portfolios available and we also have a list of some of the Ethical Funds available on our platform under the Fund Research tab.
September 2011
*****************************
We are pleased to announce that we have a range of Ethical funds available at substantially discounted rates.
May 2011
February 2011
December 2010
September 2010
May 2010
February 2010
January 2010
New fund launch from Marlborough Fund Managers (MFM)
The MFM Glendevon King Global Bond Fund's strategy will be to invest in a range of bonds traded on global markets, seeking income and capital growth over the medium term. The Fund may also hold cash. Its base currency will be Sterling; bonds will primarily be denominated in Sterling, Euros and US Dollars and the Fund may hedge its currency risk. The Fund is UCITS compliant.
Until the 05/02/2010 MFM is offering to waiver the initial charge of 4%. This fund is eligable for ISA/Portfolio and SIPP.
03 December 2009
You may or may not have heard of Platforum. They provide a platform analysis tool for IFAs to guide them through the important platform selection process and required due diligence.
Platforum have piloted an IFA-only platform reviews/ratings page which they have built in response to IFAs asking them what their peers think of platforms. They thought it would be useful for advisers to see unbiased feedback coming from fellow users.
Platforum would like IFAs to submit reviews and rate those platforms you use or have seen at first-hand. It's a bit like Amazon where you can rate a book and other users get to see what people think about it.
We would really appreciate it if you could visit The Platforum and post your reviews.
The website address is www.theplatforum.com
01 October 2009
Avalon are pleased to announce that we are now a member of the UK Sustainable Investment and Finance Association UKSIF.
Avalon will be supporting the National Ethical Investment Week (NEIW) during which we will be promoting the range of ethical products available through Avalon.
For more information about the NEIW please click on the banner below. For more information about the Ethical products that Avalon can offer please browse our products area of our site and if you have any questions please contact us.
Autumn 2009
September 2009
The Cazenove UK Dynamic fund raised £99m and is now closed to any new business. Further information can be found here
August 2009
Some of you may have seen in the news that a company operating as Freedom SIPP is being closed down by HMRC for administration failures. The Avalon Freedom SIPP which is part of our range of Freedom products is in no way connected to Freedom SIPP.
Update 26th August 2009
Some of you may have seen the news that The Freedom Sipp, which closed to new business last year, is facing imminent deregistration with HMRC now issuing a winding up petition for the scheme.
We would like to remind our clients and advisers that the Avalon Freedom SIPP is in no way connected to Freedom SIPP.
Due to security upgrades to our website the IFA and Existings Clients log in screens are now at a different website address. If users have bookmarked our old page this will NOT work anymore. To find the correct link select your client type from the links above and navigate to the 'Log in to the secure website' section of the site and select the correct link. You can then bookmark the new address.
If you have any problems please contact us.
Update 23rd December 2008
You may have seen on IFAonline.co.uk that a company called Freedom SIPP has closed for new business due to administrative deficiencies identified by the FSA. We would like to make it clear that there is no connection between the company Freedom SIPP and Avalon's Freedom SIPP. Avalon has invested heavily using modern systems to ensure our SIPP administration is of the highest quality and we insist on staff being qualified pension administrators. For more information on the Avalon Freedom SIPP please see our website avaloninvestment.com
Harry Kerr
Director
Avalon Investment Services Limited
Tel: 01666 501 710
Fax: 01666 501 711
Email: enquiries@avaloninvestment.com
© 2008 Avalon Investment Services Limited
Avalon is the trading name of Avalon Investment Services Limited. Registered Office: 2 Market Place, Tetbury, Gloucestershire, GL8 8DA. Registered Number:3792386 England. Authorised and regulated by the Financial Services Authority.