Sandler-style with-profits funds from Scottish Mutual, Scottish Equitable and Scottish Widows have b...
Sandler-style with-profits funds from Scottish Mutual, Scottish Equitable and Scottish Widows have been rated the most transparent in the industry by actuarial consultants AKG. The group already rates with-profits for financial strength and future performance. Those that scored a top rating of five for transparency include Scottish Mutual Smoothed Growth, Scottish Equitable New Generation With-Profits Cautious and Scottish Widows With-Profits Income. Only one provider, Windsor Life, achieved a one rating, while six groups were given a score of two. Among those with a two were funds ...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes