With Profits
Economics / Markets
A quick scan of what your clients may have read in the nationals over the weekend...
09 January 2012
•
With Profits
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 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 Group, which only manages closed books of business, is campaigning to be included in online annuity comparison tools.
15 June 2011
•
With Profits
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
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
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
•
With Profits
The findings of the FSA’s recent review of the operation of with-profits funds
14 October 2010
•
With Profits
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.
01 July 2010
•
Your profession
Two unnamed firms have been referred to the FSA's enforcement division for further investigation following a review of the £330bn with-profits sector.
29 June 2010
•
