OUR PERFORMANCE
(Download XLS:)  |
|
|
2010 |
2009 | ||||
|---|---|---|---|---|---|---|
| ||||||
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Assets under administration |
£64bn |
£55bn | ||||
|
Net new funds |
£3.1bn |
£1.7bn | ||||
|
New business strain/PVNBP1,2 |
2.8% |
4.2% | ||||
OUR PRODUCTS
Unit trusts
A relatively simple form of collective investment, which enable customers to invest in a wide variety of different securities and indices.
Individual savings accounts
Enable customers to invest in cash or securities, up to a defined annual limit on a tax efficient basis.
Investment bonds
Combine life assurance features and the facility for the customer to invest in a variety of investment funds.
Pensions
Pensions products enable individuals to save for retirement in a tax efficient way, either through a personal pension, or as part of an employer’s scheme.
Structured products
Investments that aim to manage the risk of capital loss while still offering some equity exposure.
With-profits
With-profits products pool customers’ investments. Policies share the characteristic that investors receive bonuses as a result of direct participation in surplus profits.
