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With Profits

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...

clock 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.

clock 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.

clock 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.

clock 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.

clock 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.

clock 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.

clock 12 February 2011 •

With Profits

With-profits under the microscope

The findings of the FSA’s recent review of the operation of with-profits funds

clock 14 October 2010 •

With Profits

Name and shame 'poor' with-profits firms, FSA urged

Advisers and consumer groups are calling on the FSA to reveal the identity of the two with-profits providers this week referred to its enforcement division.

clock 01 July 2010 •

Your profession

FSA refers two firms to enforcement after with-profits review

Two unnamed firms have been referred to the FSA's enforcement division for further investigation following a review of the £330bn with-profits sector.

clock 29 June 2010 •
234
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