FPI
Profiles & Comment | 7 Aug 15
Segmentation: Technical briefing with FPI
Policy segmentation is often used on single premiums but the benefits can also apply in the context of regular policies, so choosing a provider that can offer this at outset ensures flexibility is available if needed.
United Kingdom | 5 Aug 15
Axa IM predicts €34bn FuM loss after Friends Life/Aviva merger
Axa Investment Managers expects to lose more than two thirds of the €50bn it manages for Friends Life to Aviva Investors following the latter’s acquisition of Friends Life earlier this year.
FPI: Hong Kong expats overlook critical illness cover
Expatriates in Hong Kong are often making inaccurate assessments about their insurance policies, with many overlooking the importance of having critical illness cover to protect themselves and their families, an FPI report has revealed.
Offshore bonds to benefit from permanent non-dom abolition
The life industry has recommended offshore bonds to those facing UK tax on their foreign income, following the abolition of permanent non-dom status in yesterday’s Budget.
Profiles & Comment | 6 Jul 15
Summer Budget 2015: Saving the wealthy from record IHT rates?
Last week, it was revealed that HM Revenue & Customs took in a record £379m worth of inheritance tax (IHT) in April, but with the Tories today confirming a more lenient approach to the tax in Wednesday’s Summer Budget, what is the future price of passing down wealth?