With Profits

• With Profits

Bradbury Hamilton's long game sees profits surge 168%

Strong results are 20 years in the making

• 18 January 2016

• TCF

Phoenix Life reviews pension fund pricing after life product blunder

Phoenix Life is reviewing the pricing of the majority of its pension funds after a rounding anomaly in some of its life products was pointed out by a retired IFA.

• 02 April 2015

• With Profits

Phoenix reviews unit-linked fund costs after being forced to refund ex-IFA

Phoenix Life is reviewing the charges on its Scottish Provident unit-linked funds after refunding a former financial adviser who realised he had been overcharged for years.

• 03 March 2015

• Mortgages

Three things clients may call you about this week

... that clients may call you about this week

• 16 February 2015

• Investment

Banks' pull out from advice hurts Pru's with-profits bond sales

Prudential has reported a 25% fall in the sale of its with-profits bonds, which it attributes to a fall in the number of bank advisers who were major distributors of the product.

• 14 November 2013

• With Profits

LV= cuts or holds with-profits bonus rates

The LV= with-profits fund achieved an investment return of 9.9% in 2012 while bonus rates for policyholders have been held or cut, the firm has confirmed.

• 07 March 2013

• With Profits

Standard Life cut with-profits bonus rates

Standard Life has lowered 600,000 savers' with-profits bonus rates for 2013 as its Heritage fund saw an overall return just shy of 8%.

• 30 January 2013

• With Profits

Equitable Life scheme pays out £277m to policyholders

The Equitable Life payment scheme has made payments to 288,823 policyholders, totalling at more than £277m, since its launch in June 2011.

• 03 July 2012

• With Profits

Royal London holds with profits bonus rates

Royal London has maintained bonus rates on with profits policies while increasing the majority of final payouts.

• 22 March 2012

• Products

Memory lane #2: Five products you want revived

MEMORY LANE

• 21 March 2012

• With Profits

FSA confirms MVR rule-change for with-profits

The Financial Services Authority (FSA) has published final rules on the use of market value reductions (MVRs) by with-profits providers.

• 07 March 2012

• RDR

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

• 27 February 2012

• Investment Trusts

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

• 20 February 2012

• With Profits

L&G holds with-profits bonuses

Legal & General's with-profits fund returned 1.7% in 2011 in a year which saw total bonuses of £459m added to with-profits policies.

• 16 February 2012

• With Profits

Aviva cuts with-profits bonus rates

Aviva has reduced bonus rates on some of its with-profits funds, citing adverse economic conditions.

• 10 February 2012

• With Profits

Half Standard Life with-profits holders hit by bonus cut

Standard Life is cutting some bonus rates on its UK with-profits plans from 1 February, in a move which will impact about half of the insurer's total policyholders.

• 31 January 2012

• Economics / Markets

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the nationals over the weekend and this morning...

• 16 January 2012

• Economics / Markets

Five things your clients will call you about this week

A quick scan of what your clients may have read in the nationals over the weekend...

• 09 January 2012

• With Profits

Scot Life compensates 17,000 underpaid with-profits investors

Insurer Scottish Life is sending cheques worth an average £350 to more than 17,000 former with-profits investors after discovering it underpaid them when their policies matured.

• 17 October 2011

• With Profits

Phoenix considers further cash-ins for policyholders

Phoenix Group, the closed life fund consolidator, may allow more holders of small policies to cash them in without penalties.

• 05 September 2011

• With Profits

Phoenix fights for annuity comparison tool inclusion

Phoenix Group, which only manages closed books of business, is campaigning to be included in online annuity comparison tools.

• 15 June 2011

• With Profits

FSA admits with-profits probe was 'unsatisfactory'

The FSA says its research into the mutual sector was "unsatisfactory" but it has not changed its view that policyholders are entitled to all the proceeds of with-profits funds.

• 24 March 2011

• With Profits

FSA tightens MVR rules for with-profits

The FSA is proposing to restrict when firms can impose a market value reduction (MVR) on with-profits funds, in a consultation aimed at tightening rules to better protect policyholders.

• 24 February 2011

• With Profits

IFA shames Friends Prov in with-profits bonus bungle

Friends Provident is facing calls to review hundreds of pension transfers after an IFA formally complained details about bonus guarantees had been left off a client's statement.

• 12 February 2011