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.

With-Profits X-Ray: Aegon – Guardian Assurance plc – Life Fund

09:49 | 20 Mar 2008

This week’s fund has a number of sub-funds but AKG’s Guy Vanner says that being swallowed by a stronger parent may still point to an uncertain future.

Forester Life – With-Profits fund

07:03 | 13 Mar 2008 | By Guy Vanner, AKG

This week’s fund stands out as far as history and business models go but its mediocre performance is all too familiar.

With-Profits X Ray: Standard Life Assurance – Heritage

09:55 | 06 Mar 2008 | By Guy Vanner, AKG

Advisers need to consider this fund's sub-divisions and range of asset mixes as well as the company’s move to reinsure £6.7 billion of annuity liabilities.

With Profits X-Ray: Pearl Group – NPI – Socially Responsible With-Profits Business Fund

07:00 | 28 Feb 2008 | By Guy Vanner, AKG

This fund’s investment criteria make it something of a rarity but its returns are starting to attract attention.

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