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Canada Life International – Wealth Preservation Accoun

Canada Life International

Wealth Preservation Account

Canada Life International

Wealth Preservation Account

Type: IHT mitigation plan

Aim: Reducing IHT liabilities by investing in CLI funds or other investment funds

Minimum investment: Lump sum £50,000

Investment choice: More than 100 Canada Life International funds or any other investment fund selected through the Trustees

Allocation rates: 92.5-98.5 depending on commission taken

Options: Nomination of fund adviser through the trustees

Charges: Option 1 establishment charge up to 7.5% depending on commission taken, option 2 quarterly establishment charge 0.133-0.534% in first five years

Commission: Menu-based – Initial up to 6%, renewal up to 1%

Tel: 01624 820208


1Bn business for Scottish Life

Scottish Life has pulled in 1bn of new business in the first nine months of the year.Scottish Life’s figures are up 11 per cent from 983m compared with the same period in 2005.Parent group Royal London has reported a 21 per cent increase in new life and pensions business in the first nine months of […]

The buoys from Brazil

The Brazilian economy should hold up well following the re-election of president Lula

Standard tops 2005 total in three quarters

Standard Life says strong sales of its Sipp and investment bonds has led to UK life and pension sales in the first nine months of this year exceeding the total volume of sales in 2005.Life and pension business was up by 35 per cent from 684m last year to 921m in the first nine months […]

Scottish Life launches DB proposition

Scottish Life has launched a range of services designed for the defined benefit market.The new proposition is based on a ‘semi-bundled’ approach, offering a core package of services that every scheme needs in order to run effectively – made up of actuarial, administration and documentation services. Employers and trustees are then free to pick from a […]


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