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November 29, 2023
Are you ready for the retirement income revolution?
Earn 60 minutes of CPD with our sponsored Defaqto guide. Read more.
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November 24, 2023
International Bond - Regular Fixed Charge increase
The Regular Fixed Charge, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa in 2024.
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November 23, 2023
The Autumn Statement
Our summary of the key points from the Autumn Statement.
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November 03, 2023
Insight: What’s the deal with enhanced annuities?
We know advisers have close relationships with their clients. But could the trust you share with your clients help to boost their incomes in retirement?
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November 02, 2023
Opinion: Should good client outcomes come with a guarantee
Consumer Duty's mission has only just begun. Is now the time for partial or phased annuity purchases to play a key role in your retirement income planning?
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October 17, 2023
How financial worry is driving clients to seek more certainty
Our Retirement Voice 2023 report captures how the nation is feeling about their savings and retirement. Find out more.
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September 15, 2023
Actuarial Standard Technical Memorandum 1 (ASTM1)
ASTM1 is a technical document that sets out the methodology and actuarial assumptions that should be used when calculating SMPIs.
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September 04, 2023
Opinion: Why we must debunk annuity myths
Our latest research reveals that there’s sizeable uncertainty as to how annuities work and what benefits they can provide.
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August 28, 2023
International Bond – Regular Fixed Charge increase
The Regular Fixed Charge, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa in 2023.
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August 22, 2023
Distribution rate for the Onshore Bond Distribution Fund August 2023
Information on the distribution rate for the Onshore Bond Distribution Fund.
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August 01, 2023
5 Star Defaqto Rating and Defaqto Gold Service Rating
We're delighted to confirm that our offshore bond, the International Bond, has achieved a 5 Star Rating from Defaqto for 2023. We're also thrilled to announce that our Investment Bond Service has achieved the Defaqto Gold Service Rating.
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August 01, 2023
UK with-profits bonus review 1 August 2023
We announced our with-profits bonus review on Tuesday 1 August.
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July 20, 2023
Consumer Duty: shaping customer outcomes is core to our purpose
Jenny Holt, our Customer Savings & Investment Director, looks at our current approach to helping customers with the requirements of the Consumer Duty.
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May 25, 2023
International Bond – Regular Fixed Charge increase
The Regular Fixed Charge, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa.
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May 18, 2023
Minimum pension age rise – what this means for your clients
The Normal Minimum Pension Age (NMPA) will rise from age 55 to 57 from 6 April 2028. This change will impact those born after 6 April 1971 (unless they have a protected pension age) and means they will not be able to access their pension savings until 57.
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March 31, 2023
Changes to our Intermediary Terms of Business
We are making changes to our Intermediary Terms of Business (ITOB). The changes will come into effect 30 April 2023.
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March 24, 2023
Spring Budget 2023
Tim Fassam, Director of Public Affairs, discusses the Chancellor's Spring Budget and the announcements that could really matter to your clients – including big changes to pension allowances.
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March 24, 2023
With UK inflation higher than expected and interest rates now at 4.25% what’s ahead?
The Bank of England's latest 0.25% increase to UK interest rates takes them to 4.25%. Many hope it will be the last hike of the year but with inflationary pressures persisting, will that be the case? Read our outlook for inflation and interest rates.
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March 08, 2023
Very Strong AKG rating for Standard Life
We are delighted to share that Standard Life have retained a Financial Strength rating of Very Strong with AKG.
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March 06, 2023
Distribution rate for the Onshore Bond Distribution Fund February 2023
If you have Onshore Bond customers invested in the Distribution Fund please note the following:
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February 27, 2023
International Bond Regular Fixed Charge increase - February 2023
The Regular Fixed Charge, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa in 2023.
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February 15, 2023
End of tax year arrangements 2022/2023
There are important cut off dates you need to be aware of in the lead up to tax year end. Please ensure all relevant business is completed by the dates specified.
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February 08, 2023
UK with profits bonus review 1 February 2023
We announced our with-profits bonus review on Wednesday 1 February.
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February 02, 2023
Will the latest UK interest rate hike curb inflation?
The latest 0.5% increase to UK interest rates takes them to 4%. But where will they need to reach to successfully rein in inflation? And will it dampen recent market enthusiasm? Read our latest outlook for the UK economy and markets.
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February 01, 2023
5 Star Defaqto Ratings for SIPP and AMPP
We are delighted to confirm that our Active Money Self Invested Personal Pension (SIPP) has achieved a 5 Star Rating from Defaqto for 2023.
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February 01, 2023
5 Star Defaqto Ratings for SIPP and AMPP
We are delighted to confirm that our Active Money Self Invested Personal Pension (SIPP) has achieved a 5 Star Rating from Defaqto for 2023.
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December 16, 2022
2023 UK inflation and interest rate outlook
With UK interest rates now at 3.5%, what lies ahead? We look at the outlook for inflation and interest rates and the key factors for investors to watch out for in 2023.
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December 08, 2022
See how current financial pressures are reshaping retirement
See how the cost of living crisis is transforming our nation's financial attitudes, journeys towards retirement and experiences of life after work.
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December 05, 2022
International Bond Regular Fixed Charge increase - December 2022
The Regular Fixed Charge, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa in 2023.
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June 23, 2022
Charges for many of your clients are reducing
We are pleased to announce we have increased the insured fund discounts on our Active Money Personal Pension (AMPP) and Self Invested Personal Pension (SIPP) with effect from 25 May 2022, for new and existing clients.
