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With Profits

With Profits

Left without profit?

IFAs can add value by advising clients on exiting with-profits funds, writes Michelle Cracknell, strategy director at Skandia.

clock 06 May 2010 •

With Profits

Friends removes last remaining MVRs

Friends Provident has removed all market value reductions (MVRs) from its with-profits policies.

clock 01 April 2010 •

Wrap/platforms

Majority of with-profits investments 'unsuitable'

The majority of clients transfer out of with-profits funds following reviews, say advisers.

clock 05 March 2010 •

With Profits

LV= with-profits bonuses up to £76m

The LV= with-profits fund generated a return on investment of 15.4% in 2009.

clock 01 March 2010 •

With Profits

Pru with-profits fund returns 18.7%; Bonuses maintained

Prudential's with-profits fund made pre-tax returns of 18.7% in 2009 and the insurer confirmed bonuses would be maintained.

clock 26 February 2010 •

With Profits

Skandia launches with-profits workshops

Skandia is today launching a series of free seminars for advisers on with-profits reviews and retirement planning.

clock 22 February 2010 •

With Profits

L&G with-profits fund sees double digit returns

Legal & General's with-profits fund generated double digit returns during 2009.

clock 18 February 2010 •

With Profits

Advisers to lose out to banks on with-profits

Banks will take over from IFAs as the major point of sale for with-profits investments in the future, according to Aviva.

clock 04 February 2010 •

With Profits

Friends Prov raises with-profits bonuses after 'good year'

Friends Provident has increased some final bonus rates on its with-profits policies, and has removed MVRs on many of its products.

clock 29 January 2010 •

With Profits

Standard Life cuts with-profits MVRs

Standard Life has maintained bonus rates and cut market value reductions (MVRs) for more than a million with-profits investors.

clock 26 January 2010 •
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