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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.


PIA revokes suspension of London based IFA

The PIA has revoked the suspension of IFA Finance Matters of 99 Constantine Road, Hampstead, London.The firm had been suspended since March 5, because it had failed to renew its PI insurance cover.


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 […]

Alliance Capital – ACM Bernstein Value Investments – Global Value Portfolio

Wednesday, 11 April.Type: Ucits.Aim: Growth and income by investing in undervalued companies globally.Minimum investment: $2,000 or Euros 2,000.Place of registration: Luxemburg.Investment split: 100 per cent in undervalued companies globally.Isa link: None.Charges: Initial – class A shares up to 6.25 per cent, annual 1.05 per cent.Commission: Initial 0.75 per cent.Tel: 020 7470 1588.

Business confidence down

Business confidence amongst financial services firms suffered its biggest fall for two years in the last quarter, according to a survey by Confederation of British Industry and PricewaterhouseCooper.The survey shows 35 per cent of respondents were less optimistic than three months ago, while 13 per cent were more optimistic, giving a balance of minus 22 […]


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