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Axa Sun Life set to enter ethical funds&#39 market

Axa Sun Life is to join the increasing number of life offices in the ethical market with the launch of its first fund in April.

The ethical unit trust will be available to IFAs through Sun Life and direct to investors through Axa Life. Press relations manager Peter Webb says: "We have not had an ethical fund in the past but we believe there is a growing market for it.

"It will be available as a unit trust and will be targeted particularly at private investors. But we also hope to attract institutional investors who might be interested in using an ethical fund as part of their pensions or life insurance portfolio."

Funds held in ethical unit and investment trusts have more than doubled to £1.46bn in the UK over the last two years. Axa Sun Life expects to use the Ethical Investment Research Service to help decide where funds should be invested.


Permanent widens choice on critical illness

Protection specialist Permanent Insurance has enhanced its critical-illness range with two whole-of-life plans, Critical Illness Lifetime and Critical Life Lifetime, which includes life cover. Permanent says it wanted to complement its existing term products. One attraction of the new plans is that double the sum assured is paid out where a claim results from an […]

Credit-impaired loans from Verso

Verso is rolling out two mortgages targeted at borrowers with poor credit ratings as part of its drive into the IFA market. Launched by Britannia Building Society with £6m investment, Verso is dedicated to the IFA market. Its Rent and Buy product lets borrowers move house and rent out their old property. Borrowers repurchasing or […]

Pensions hit by anti-avoidance moves

Tax avoidance by pension schemes is to be caught in the Government&#39s anti-avoidance net. The Chancellor is concerned that schemes are avoiding tax when they cease to be approved. The changes will hit small self-administered schemes, self-invested personal pensions and occupational schemes.

Ian McKenna

I was mildly amused recently when I received an invitation from Global Asset Management to the launch of their new CD-ROM. The invitation proudly announced that the American version of this disk had recently won first prize in the “Business to Business” category at the British Interactive Multimedia association awards. This confused me slightly as […]

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Healthcare predictions for 2015 from Jelf Employee Benefits

The continuing fall-out from the Competition and Markets Authority’s (CMA’s) review, the rise of the private GP and digital engagement will be the primary focuses in the private healthcare industry during 2015, according to Iain Laws, managing director, healthcare and group risk, at Jelf Employee Benefits.


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