Although the review is not intended to address the wicked question of “who is the fairest of all.” the FCA published an extensive list of examples of good and poor practice that they encountered in the review within the report.
When asked what were the top triggers leading to a retendering process, 59% of respondents cited ad hoc review, 58% stated a board directive, while 54% stated an inability to overcome a crisis point on a specific initiative.
See the key findings of our recent ‘Perspectives on Value’ report, which canvasses 100 leading voices from 45 UK life insurance firms.
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.
The current economic climate is causing economists to disagree wildly on the future. Head of Insurance, Scott Eason, reports from our Investment Conference.
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.
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!
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.
Scott Eason explains why you will need regular data from your asset manager to produce KIDs for PRIIPS