With Profits
Bradbury Hamilton's long game sees profits surge 168%
Strong results are 20 years in the making
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.
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.
Three things clients may call you about this week
... that clients may call you about this week
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.
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.
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%.
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.
Royal London holds with profits bonus rates
Royal London has maintained bonus rates on with profits policies while increasing the majority of final payouts.
Memory lane #2: Five products you want revived
MEMORY LANE
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.
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...
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...
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.
Aviva cuts with-profits bonus rates
Aviva has reduced bonus rates on some of its with-profits funds, citing adverse economic conditions.
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.
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...
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...
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.
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.
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.
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.
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.
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.
Most read
