AKG’s 2015 UK Life Office With Profits Reports were launched on 14th December and can be purchased online at www.akg.co.uk for £1,950 plus VAT.
These reports are designed to assist advisers and other analysts to assess the relative merits of specific with profits funds. The aim is to provide comprehensive, structured and consistent information, accompanied by AKG's key analytical assessments of with profits financial strength, future performance and transparency.
The reports provide an invaluable resource for intermediaries who are advising clients in the selection of with profits providers for new policies. Advice for in-force clients should be just as robust as it is for new business. Indeed evaluating existing with profits funds is an important part of an adviser's job and AKG's reports provide a wealth of relevant information and assessments.
Each individual report provides information on the structure and operation of a provider's with profits fund(s). It also highlights the various risks borne by with profits policyholders and concludes with AKG's long established Ratings for With Profits Financial Strength, With Profits Future Performance and With Profits Transparency.
The reports contain analysis and assessments of 185 sub-funds within 72 funds within 30 firms that will be active in the UK market at the end of December 2015 (from 26 different groups). A number of comparative industry-wide tables are also included, covering a range of key metrics.
Please click here if you would like to view a table of contents for the reports, including confirmation of fund coverage.
If you have any queries about the reports please contact us.