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AKG Update Issue 4
5 March 2015
AKG Post-Budget Market Research – Invitation To Participate
We at AKG are spending a lot of our time keeping abreast of post-Budget 2014 market developments and crucially, as part of our core company assessment work, monitoring emerging provider proposition and distribution strategies.

We are also working on a specific project relating to post-Budget responses from distributors and this project will be underpinned by a qualitative market research exercise involving senior members of staff within financial planning businesses – including business owners, business writers, senior managers and heads of compliance, research or para-planning functions.

We are therefore looking for volunteers willing to participate in this AKG market research exercise. The research will take the form of a telephone interview lasting approximately 30 minutes and will take place during March. It will be conducted by an independent researcher on behalf of AKG.

Please let us know if you are interested in participation by contacting me at matt.ward@akg.co.uk.

Key findings from the research exercise will be shared with research participants once the project has been completed.
Matt Ward

AKG's Head of Communications
AKG Platform Profile Reports Now Available To Purchase In Bundled Format
We have been assessing and rating operators within our Platform Operators Peer Group for over five years now and this group currently comprises reports on 22 platform operators.

Each of these reports is available to purchase on an individual basis at £23.50 plus VAT but, conscious of the requirement for financial advisers to review the operators within the market more broadly on an annual basis, we are now making our Platform Profile & Financial Strength Reports available on a bundled basis.

Unlimited online access to the complete range of 22 AKG Platform Profile & Financial Strength Reports, including all updates issued in the next 12 months, can be purchased for £325 plus VAT by clicking here.
Rating Activity

Life Companies, Friendly Societies & Similar Providers

Independent Order of Oddfellows Manchester Unity Friendly Society Ltd (The)
Overall Financial Strength
B- [Confirmed] Issued 25 Feb 2015

Metropolitan Police Friendly Society Ltd
Overall Financial Strength
C [Confirmed] Issued 25 Feb 2015

Old Mutual Wealth Life & Pensions Ltd
Overall Financial Strength
B+ [Confirmed] Issued 11 Feb 2015

Old Mutual Wealth Life Assurance Ltd
Overall Financial Strength
B+ [Confirmed] Issued 11 Feb 2015

Railway Enginemen's Assurance Society Ltd
Overall Financial Strength
C [Confirmed] Issued 25 Feb 2015

Sheffield Mutual Friendly Society
Overall Financial Strength
C [Confirmed] Issued 25 Feb 2015

Transport Friendly Society Ltd
Overall Financial Strength
C [Confirmed] Issued 25 Feb 2015

Offshore Life Companies

Aviva Life International Ltd
Overall Financial Strength
B [Confirmed] Issued 25 Feb 2015

MetLife Europe Ltd
Overall Financial Strength
B+ [Confirmed] Issued 25 Feb 2015

Scottish Mutual International Ltd
Overall Financial Strength
B- [Confirmed] Issued 25 Feb 2015

Note: This section refers solely to our Overall Financial Strength Ratings/Platform Financial Strength Ratings.
Report Releases

Company Profile & Financial Strength Reports

Old Mutual Wealth
Full Report – Issued 11 Feb 2015
Report Withdrawals
No reports have been withdrawn since our last Update.
Useful Links
The AKG website provides access to a range of information about our processes and services.
In each of our AKG Updates we will seek to help you learn more about us.

Click here if you would like to learn more about AKG Ratings and to gain access to our Ratings Guides.
 
AKG 2014 UK Life Office With Profits Reports
Published in December 2014 the reports include a myriad of data and information relating to UK Life Office With Profits Funds including Free Assets, Free Asset Ratios, With Profits Realistic Balance Sheets, With Profits liabilities, With Profits New Business, Distribution to Policyholders, Past Performance for Maturity/Normal Retirement and Past Performance for Surrenders/Transfers.

Additionally, AKG’s 2014 With Profits Ratings – With Profits Financial Strength Ratings, With Profits Future Performance Ratings and With Profits Transparency Ratings – are unveiled within the publication.

Purchase the With Profits Reports at www.akg.co.uk.
Contacting AKG
Call us on +44 (0)1306 876439 for more information on any aspect of AKG ratings, reports and services.

Click here to email us and please visit our website www.akg.co.uk