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Barnett Waddingham
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Blog: Archive

With-Profits funds not dead: investment performance stays strong

With-profits funds offered by UK insurers have had a poor reputation since the near-collapse of Equitable Life, with many depicted as “zombie” funds producing poor investment returns. But, this just isn’t the case for the majority of funds.

Two economists - three opinions!

The current economic climate is causing economists to disagree wildly on the future. Head of Insurance, Scott Eason, reports from our Investment Conference.

First impressions of KIDS – a very mixed bag

The Packaged Retail and Insurance-based Investment Products (PRIIPs) regulations came into force on 1 January 2018, requiring all providers of PRIIP providers to have a Key Information Document (KID) available online from 3 January 2018.

You are not alone! Practical challenges in creating KIDs

In this blog, we highlight some of the practical issues that companies have faced so far in generating compliant KIDs across both Category 2 and Category 4 products. To say “it hasn’t been easy” is an understatement!

Improve your investment governance (and performance!) – 7 top tips

Creating an effective investment governance framework for with-profits funds is essential to maximising long-term returns and we want to help you. Read our 7 top tips here.

KIDs for PRIIPS – you need to talk to your investment manager!

Scott Eason explains why you will need regular data from your asset manager to produce KIDs for PRIIPS

Oh fantastic, KIDs have to be stochastic!

Scott Eason explores the most challenging aspect of the KIDs for PRIIPS document for smaller insurers with with-profits funds.

The Ogden knock out

The Ministry of Justice (MoJ) closed their consultation recently (11 May) into how the Ogden discount rate should be set in the future. In this blog we will look at some background information about the Ogden rate, the core issues examined in the consultation paper and what could happen next.

Investment Conference 2017: Campbell, Brexit and ‘Trumpsomnia’

Our annual investment conference took place in January, with our much anticipated keynote speaker, Alastair Campbell, sharing his views on current political themes, all of which will be the major force on investment markets during 2017.

2016: Year of the Why?

Scott Eason looks back on another Solvency II driven year and wonders if 2017 will be different.

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