View more on these topics

Liverpool Vic offers annuity options

Liverpool Victoria has introduced two new options on its with profits pension annuity.

Annuity holders can now select the anticipated bonus rate and change it as many times as they like after the second year and customers will also be able to convert from a with profits to a conventional annuity.

The modifications aim to help people tailor their plan to meet future needs if their personal circumstances change.

Recommended

Widows faces policyholder complaints

Scottish Widows is denying that a complaint brought by a group of disgruntled policyholders has anything to do with differential treatment of guaranteed annuity rate holders. Widows says it is happy to meet with the Ombudsman to discuss the issue.

Underpinning poor performance

Following poor performance by my investment funds, should I be investing my pension fund in property? There is no doubt the property sector has become increasingly attractive following the poor performance of equity markets since 2000.Property offers the dual benefits of rental income and capital values which usually increase over time.There are two ways in […]

Outside edge

Since my last article in August, the Treasury is reported to have given a ringing public endorsement of Ron Sandler&#39s flagship recommendation of a stakeholder suite of products.Indeed, Ruth Kelly went on to say that he should be commended for recognising the advantages of “product rather than sales-based regulation”.I would comment that IFAs are in […]

Steve Kelland

As a schoolboy, Steve Kelland would always win the prize for selling most choir programmes – the prize being a free programme. A career as a salesman beckoned. After years as the top seller at a Bristol broker consultant, Kelland went on to build Burns-Anderson, a network of 260 firms and 600 RIs.Leaving grammar school […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment