Posts tagged as:

AXA

Property funds stop transfers

by Martin Vaughan on 12 May 2008

This from Money Marketing:
Advisers are outraged by the news that Scottish Widows and Axa do not allow the partial transfer or surrender of pensions if a client has any money invested in restricted commercial property funds.  Earlier this year, providers including Axa and Scottish Widows, imposed withdrawal restrictions on their commercial property funds and these [...]

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Are Bonds still a good idea?

by Richard Allum on 1 April 2008

The case for and against Investment Bonds has raised for a long time and will continue to do so with most advisers and paraplanners polarised in their opinions. The changes to the CGT regime confirmed in the Budget seem, in may people’s eyes, to have settled the argument once and for all in favour [...]

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