AXA – Sun Life Assurance Society – With Profits fund

00:01 | 21 Aug 2008 | By Guy Vanner, AKG

This week’s fund could lend itself to a growing stream of new business in the form of with-profits annuities, writes AKG’s Guy Vanner.

Pearl Assurance plc – With-Profits fund

00:01 | 14 Aug 2008 | By Guy Vanner, AKG

Although this fund has not performed well in the past, it is improving and the guarantees on offer should be an important consideration in reviewing any holdings, writes AKG’s Guy Vanner.

The Royal London Mutual Insurance Society Ltd – Scottish Life fund

00:01 | 07 Aug 2008 | By Guy Vanner, AKG

Slow and steady: This week’s fund has the backing of the UK’s largest mutual but its old-style, closed status and provision for a number of guarantees means performance is low down on the list of priorities.

Prudential Assurance Company Ltd – Scottish Amicable Insurance fund

00:01 | 31 Jul 2008 | By Guy Vanner, AKG

A strong parent, careful management and a commitment to with-profits gives this closed fund some deservedly high ratings.

With profits X-ray: Swiss Re – Windsor Life Assurance Company – With-Profits fund

00:01 | 24 Jul 2008 | By Guy Vanner, AKG

Parental attitude is key for any acquired closed with-profits fund but does this one get the support it needs?

Aegon – Scottish Equitable plc – With-Profits Sub-Fund

00:01 | 17 Jul 2008 | By Guy Vanner, AKG

This is a good example of how to reduce the risk of the ‘tontine effect’ as new business goes to New Generation funds, writes AKG’s Guy Vanner

Zurich Financial Services – 90:10 With-Profits fund

07:00 | 10 Jul 2008 | By Guy Vanner, AKG

This fund’s guarantees at the time of buying may not have seemed a big deal but market conditions have changed that.

Marine and General Mutual Life Assurance Society – Long Term Business Fund

07:00 | 03 Jul 2008 | By Guy Vanner, AKG

As in the fashion industry, even the most iconic brands need to change in order to be in line with current trends

With-profits X-ray: London Life Limited Pensions fund

00:01 | 26 Jun 2008 | By Guy Vanner, AKG

Aficionados of with-profits funds may warm to this week’s fund now that it has found a more secure and focused home

With-profits X-ray: Skandia Guaranteed Pension fund

00:01 | 19 Jun 2008 | By Guy Vanner, AKG

Hindsight is a marvellous thing, writes AKG’s Guy Vanner, and Skandia’s ill-timed entry into the with-profits market is a case in point.

With-profits X-ray: Teachers Provident Society

07:00 | 12 Jun 2008 | By Guy Vanner, AKG

While this week’s fund remains strong, it needs to continue reviewing its operations to boost business volumes.

Royal Liver Assurance – Long-term Business fund

07:00 | 05 Jun 2008 | By Guy Vanner, AKG

This week’s fund is weathering the with-profits storm in the UK and will be hoping new business in Ireland remains steady.

With-profits X-ray: Scottish Legal Life fund

07:00 | 29 May 2008 | By Guy Vanner, AKG

This prudently managed fund is closed to new business but its commitment to policyholders remains impressive.

With Profits X-Ray: Prudential Assurance Company Ltd – With-Profits Sub-Fund

07:00 | 22 May 2008 | By Guy Vanner, AKG

In the first of a two-part report, AKG’s Guy Vanner looks at a fund which demonstrates the value of active management alongside the backing of a committed and strong parent group.

With-profits X-ray: Aviva Stakeholder fund

09:27 | 08 May 2008 | By Guy Vanner, AKG

This fund’s prospects are good and its impressive ratings are driven by Aviva’s sound approach to managing financial risks.

With-profits X-ray: Co-op Ordinary and Industrial Life fund

07:00 | 01 May 2008 | By Guy Vanner, AKG

This week’s huge fund now has average ratings but has retained something of significant value – trust from its policyholders.

With-profits X-ray: Aegon Scottish Equitable – New Generation With-Profits Growth fund

07:00 | 24 Apr 2008 | By Guy Vanner, AKG

With profits X-ray: Scottish Mutual Assurance With-Profits Sub-fund

07:00 | 17 Apr 2008 | By Guy Vanner, AKG

Keeping MVRs in check is the top task for this week’s fund leaving performance prospects further down the list.

With-profits X-ray: Save & Prosper Insurance With-Profits fund

07:00 | 10 Apr 2008 | By Guy Vanner, AKG

This fund has a major league parent but without even a website it is far from 21st century standards of transparency.

AXA Sun Life plc – Old With-Profits fund

07:02 | 03 Apr 2008

In 2001 policyholders were given the choice to either switch into AXA Sun Life’s new with profits fund or to remain within the current with-profits fund which was renamed the Old With-Profits fund. AKG’s Guy Vanner weighs up how those who decided to stay are likely to fare.

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