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Liverpool Victoria announces with-profits bonus

Liverpool Victoria is allocating a regular bonus of 5 per cent and a top-up bonus of 2.25 per cent for its with-profits pensions annuity.

Liverpool Victoria is also reducing the minimum premium to £10,000. It is also introducing a conversion option which allows joint life annuities with an opportunity to review their financial circumstances upon the death of either the annuitant or the dependant, and convert to a conventional an a level or escalating basis. This option is available to new and existing with-profits pension annuity clients.

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Passively managed funds, commonly known as trackers, provide broad access to stockmarkets at lower costs than active funds. They have a role, but only as part of an investor&#39s balanced portfolio. They work best in efficient investment markets with a broad index, such as the UK and the US, and less well in inefficient or […]

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