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In this month’s Ask the Expert, Mike Morrison considers how the balance of flexibility and guarantees work best for retirement income.
Axa UK today declared its intention to triple funds under management at its wealth division to £45bn within five years after offloading its life proposition to Resolution-owned Friends Provident.
Axa Wealth has reported a 34% increase in new business for Q1, with business on its Elevate platform nearly doubling since Q4 2009.
Other Axa Winterthur articles
Revenues at Axa Wealth fell 23% last year to £474m as the recession hit bond and pension sales.
What New Year’s resolution do you feel the retirement planning industry should make and why?
Mike Morrison discusses the issues that individuals need to consider when looking at pension transfers
Each month we ask leading industry figures to answer one big question
AXA Wealth is realigning its sales team to reflect the growing importance advisers are attaching to platforms and investment.
Mike Morrison discusses the role of risk in the development of a retirement planning portfolio
Kevin Dean, CEO of AXA Wealth International, believes inheritance tax planning is still of utmost importance despite many believing it has become less of an issue.
Advisers could face regulatory repercussions if they fail to warn their income drawdown clients about the potential pitfalls of taking their tax free cash early.
Axa Winterthur Wealth Management has enhanced its single pension product, The One, to offer a greater choice of funds.
Andy Zanelli, head of professional edge technical sales at AXA Winterthur Wealth Management, says the importance of regular client reviews, particularly in the current economic conditions, cannot be over-emphasised.
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