FTAdviser latest:Pickerings square up to Pru over worthless with profit fund

Story by: James Redgrave, Financial Adviser

After 12 years of investing client's with profit fund is worth less that he has paid in, claims Brian Pickering

  • Time published: 00:01
  • Date published: 09.10.2008
  • Published in: Investments

Engaged Mutual fund changes mandate

Engage Mutual's unitised With Profits fund will adopt a more active investment mandate at no extra cost to customers.

  • Date published: 06.10.2008

National Deposit appoints two new intermediaries

National Deposit looks to build on new healthcare scheme with two appointments

  • Date published: 02.10.2008

Lack of confidence in with profits does not surprise

The fall in confidence of with profits investments is nothing new as they have been in decline for a number of years, claims a leading expert.

  • Date published: 04.09.2008

Friends Prov reduces with profits final bonuses

Friends Provident has reduced most of its with profits final bonus rates following fund underperformance.

  • Date published: 18.07.2008

Clarifying policyholder advocate position

In the July 3 issue of Financial Adviser we stated that Claire Spottiswoode, the Norwich Union policyholder advocate, was elected to her post. She was in fact appointed by the life office.

  • Date published: 17.07.2008

Quarter set to ditch with profits, claims survey

Managing Partners study claims volatile market is behind investors' decision to pull the plug

  • Date published: 19.06.2008

With profits has a good future

Norwich Union and Pru say plans attractive to investors

  • Date published: 01.06.2008

Sheffield maturity and bonus rates beat IMA returns

Sheffield Mutual's maturity and bonus rates beat the average IMA UK All Companies, IMA Balanced Managed and UK equity tracker returns for 2007, according to the firm's estimates based on regular savings of £50pcm.

  • Date published: 19.05.2008

Wesleyan 'out in front' on with profits payouts

Wesleyan Assurance Society has matched or increased previous bonus rates during 2007, the mutual has announced

  • Date published: 08.05.2008

Comments

Help! My bonus has been SWiped!!

With profits policies have had a bad press over recent years, and at the heart of much policyholder dissatisfaction is perception that they are no longer good value.

  • Time published: 12:04
  • Date published: 22.07.2008

Advertising

News Analysis

Without profits

Nearly two thirds of investors are unhappy with their with profits investment performance and a quarter intend to abandon their investment, according to research from investment management company Managing Partners Limited (MPL),

  • Time published: 00:01
  • Date published: 01.07.2008

Features

Who should bear the costs of with profit mis-selling?

The shareholders of proprietary with profits firms should bear the costs of mis-selling, other compensation and redress, according to the FSA's latest consultation paper

  • Time published: 00:01
  • Date published: 26.06.2008

FT Adviser Funds Data

Access the very latest fund performance indicators, comparison, analysis and insight in the FTAdviser.com Funds Data section.

Click here to find out more

FTAdviser  Jobs  RSS

FTAdviser Blogs

  • X is for Xstrata

    • Investors' Alphabet
    • stephen wilmot @ 08.10.08

    I bet readers were waiting anxiously to see what we’d come up with for X, that most unwieldy of lett...