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Axa Sun Life cuts with-profits payouts

Axa Sun Life has cut bonuses for its 1.65m with-profits policyholders, with bonuses on bonds cut to 2 per cent for the year to March 2004, from 2.5 per cent the previous year and personal pensions cut to 2.25 per cent from 3 per cent. Bonuses for mortgage endowments with a 3 per cent guarantee remain at that level. Sun Life Assurance Society bonuses fall to 2.25 per cent from 3 per cent on bonds, to 3 per cent from 3.75 per cent on personal pensions and to 2.25 per cent from 3 per cent on mortgage endowments.


Keep the menu simple

IFAs were left breathing a collective sigh of relief last week when the long-awaited menu was finally published by the FSA. While the publication of the menu itself is noteworthy in that it allows the depolarisation exercise to proceed, it is the fact that direct and tied salesforces will be obliged to employ it which […]

Iimia puts the trust in investment trusts

Iimia has established an investment trust that adopts a similar investment strategy to its existing Oeic, the Iimia accelerated fund. The Iimia investment trust will have a concentrated portfolio of around 25 investment trusts that invest globally. This is a smaller number of holdings than contained in the existing Oeic. As well as sharing an […]

Life returns to favour

Wouldn&#39t it be great if you could avoid income and capital gains tax on investment gains? Well, that is exactly what you can achieve with some relatively simple planning using life insurance policies. The current level of Government spending has forced the Chancellor to increase the tax yield. This has led the financial services industry […]

Protection policies online from Friends

Friends Provident has set up an online underwriting service for protection business through major portals such as Assureweb and the Exchange. Friends says the eSelect Protection system will give immediate online underwriting decisions for cases where no further medical evidence is required, which is estimated to be more than of 60 per cent of cases, […]


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