Pru and ScotAm intermediary sales merge in new company

Scottish Equitable is urging IFAs to view inheritance tax planning as a year-round consideration, not just one kept until the the end of the tax year. It believes the Budget on March 7 is unlikely to bring significant IHT reforms but believes a second Labour term may prompt changes to the system. It is offering […]

The ideal investment is one that gives high potential growth or income with a guaranteed return. Credit Suisse First Boston has pioneered an investment for institutions which should achieve this objective. It invests in a portfolio of hedge funds and fixed-interest securities and gives a guaranteed return of the original capital invested after a number […]

There is danger lurking on the horizon for fund management as EU finance ministers discuss the future of collective investment. In advance of the new Ucits (undertakings for collective investment in transferable securities) agreement, which could be reached next month – and amid low general industry awareness – what is the current state of play? […]

Surrender values on traditional with-profits policies could be challenged by policyholders because life offices cannot calculate them accurately, say experts and IFAs. The Faculty and Institute of Actuaries&#39 working party report into with-profits shows many life office admin systems are inadequate and incapable of calculating accurate asset share or recording them on a policy by […]