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Winterthur fund range goes on the defensive

Winterthur Life is introducing a range of defensive managed funds for pension and investment bond investors.

The funds will aim at cautious investors by offering lower volatility through a conservative split of around 67 per cent in bonds and 33 per cent in equities.

Asset allocation will initially be 26.5 per cent in UK equities, 6.5 per cent in international equities, 46 per cent in UK fixed interest, 6.9 per cent in global fixed interest, 6.2 per cent index-linked and 7.9 per cent in deposits.

The fund will become part of Winterthur&#39s Elite range, which was launched in 1999 to cater for investors&#39 differing attitudes to risk. Other managed funds in the range include the cautious, balanced and stockmarket funds.

Investment distribution manager Bernard Henshall says: “Defensively managed funds are very much in favour with investors because although they have a high bond allocation, they still offer exposure to equities. This fund has been put in place in response to this and demand from IFAs who are looking for investment providers to make asset allocation and fund selection decisions through fund of funds offerings.”


Buoyant Britannic looking to buy

The Britannic Group looks to be on the acquisition trail following the release of its full year results this week. In the results it says the board believes there is “significant opportunity” for it to increase the scale and profitability of its closed fund business via acquisition and administration of other closed funds. Its closed […]

Royal Liver joins Marlborough Stirling for IFA launch

Royal Liver is joining up with Marlborough Stirling ahead of its launch into the IFA market in the UK. Under a ten year contract Marlborough will offer Royal Liver its electronic quotation and new business transaction services via the Exweb portal. It will also use &#39Lamda&#39 Marlborough&#39s new business processing solution, that allows straight through […]

House prices up by 3.1 per cent in February – Nationwide

Nationwide&#39s latest survey of the housing market shows that house prices increased by 3.1 per cent in February, up from a 0.7 per cent in January. Annual house price inflation was up to 17.1 per cent in February, up from 14.3 per cent in January, and the average house price was £138,730 up from £134,806.

Providers slam Pannell claims over house prices

Providers have hit back at Durlacher analyst David Pannell after he claimed in Money Marketing last week that house prices are set to fall by 30 per cent in the next two years and spark a flurry of misselling claims. Norwich Union has hit out at Pannell&#39s comments that the equity-release market is bound almost […]

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Guide: how to… communicate with your pension members

Effective communication of your pension scheme is a large part of getting auto-enrolment right. Delivering the same message to all employees is not necessarily the way to go. To assist you with the communication of your pension scheme, we have provided some key areas to think about, such as:

  • What to consider when segmenting your workforce
  • How to communicate to pension scheme members at the right time in their member lifecycle
  • What topics you should be discussing with your pension members
  • The new pension freedoms and the importance of communicating them


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