withprofitsannuity.co.uk

withprofitsannuity.co.uk


Telegraph.co.uk

Developers could be hit by new proposals to curb leaseholds
Telegraph.co.uk
A consultation revealed the Government intends to prohibit the sale of new-build leasehold houses and to only allow nominal peppercorn ground rents on all new leasehold properties such as flats. Unlike many other developers, McCarthy and Stone sells ...



Former Equitable Life Annuity Customers
Prudential UK & Europe
In 2017, we'll maintain our prudent approach to managing the With-Profits Fund, which is a key pillar of the Fund's success. We aim to secure the highest total return for the Fund over the long-term (after any tax and investment expenses) while ...

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With-Profits Bonus Declaration February 2017
Prudential UK & Europe
The reduction in annual bonus rates helps us to manage levels of guarantees, allowing the With-Profits Fund to retain the investment flexibility it needs to better withstand any future fluctuations in the market volatility and continue to deliver ...



SE2 and NTT DATA Expand Partnership to Create Best-in-Class Third Party Administration Capabilities
Business Wire (press release)
PLANO, Texas--(BUSINESS WIRE)--SE2, a leading technology and third party administration (TPA) company for Life and Annuity (L&A) insurance industry, and NTT DATA Services, a recognized leader in global technology services, have expanded their ... SE2 ...

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FT Adviser

Ombudsman backs Phoenix Life's bonus explanation
FT Adviser
Mr N provided the ombudsman with a Sun Alliance Life booklet from July 1987 that stated the with profit option offered a guaranteed basic sum plus annual bonuses and “a capital bonus may be added at retirement.” An information sheet provided in October ...



Citywire.co.uk

Prudential full of eastern promise
The Times (subscription)
Prudential has become the latest insurer to take a hit on past annuity sales, with profits in Britain falling by almost a third. In a contrasting picture Prudential's Asian business surged, driving overall profits above expectations. Prudential's ...
Pru puts aside £175 million for FCA annuity sales reviewCitywire.co.uk
Pru sets aside £175m for non-advised annuity reviewMoney Marketing
Prudential sets aside £175m for annuity sales reviewFinancial Reporter
www.professionaladviser.com
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FT Adviser

Adviser battles with Phoenix Life on hidden fees
FT Adviser
The first client transferred a pension to another provider, and the other transferred out of a conventional with-profits retirement annuity contract that offered guaranteed basic pension at retirement. Phoenix Life stated in a letter to the adviser ...



FT Adviser

Best and worst annuity rates revealed
FT Adviser
Figures from comparison site Moneyfacts given exclusively to FTAdviser revealed annuity rates had been rising for five straight months, increasing by 13.6 per cent since record lows in September 2016. Out of the seven providers still operating in the ...



TIAA Exec Reflects on History of Retirement Plans
PLANSPONSOR
Carnegie viewed the situation as intolerable and put his considerable wealth to work establishing a non-profit organization that would focus on boosting the financial and retirement wellbeing of America's teachers. Eventually the focus ... Pressman ...

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