Sterling
Financial Services ISA and PEP Transfers
Sterling Financial Services ISA and PEP Transfers
Sterling
Financial Services are pleased to be able to provide you with
a full online management facility allowing you to invest in
ISAs or Unit Trust OEICs and transfer any existing PEPs you
hold into one plan offering a wide range of funds from well
respected and reputable fund managers. You will then also
have the ability to switch funds within your plans at anytime
online.
The
Problem - portfolio management
For
investment to be worthwhile, Sterling Financial Services need
to consider which fund fits your needs, such as your attitude
to risk and the time you wish to be invested which should
correlate to your attitude to risk.
It
would be nice to be able to offer one product whether it is
an Individual Savings Account ISA, Personal Equity Plan (PEP)
or Unit Trust/Open Ended Investment Company OEIC, which can
provide a diversification of funds from a range of respected
fund management groups. Each has its strengths and to ensure
that Sterling Financial Services achieve good performance
they must play to those strengths. In addition, there could
be times when a fund management group's selection of funds
will under perform as a whole against others available.
The
problem is the administration of dealing with lots of different
groups. Therefore, your portfolio needs a selection of funds
from different fund managers, all within one account.
For
further information on Sterling Financial Services ISA and
PEP Transfers visit the Sterling Financial Services website.
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