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Financial Planning

FSA eases proposals for UK's with-profits funds

AAP  |  FRIDAY, 20 AUG 2004
Britain\'s financial watchdog on Thursday relaxed tough proposals on life insurers\' obligations to holders of with-profits policies who have seen bonus payments slashed in recent years.

Sunsuper announces new investment advisory team

Sunsuper today revealed details of a restructure of the group's investment and consulting team which it claims will place the fund at the leading edge of global pensions and investment management.

AMP cuts super and pension fees by $40 mln in total

AAP  |  WEDNESDAY, 18 AUG 2004
AMP today announced fee reductions for Australian superannuation and pension products that will affect around 800,000 customers.

Moody's places Ansell long term ratings on review- poss upgrade

AAP  |  WEDNESDAY, 18 AUG 2004
Moody\'s Investors Service has placed the long-term ratings of Ansell Ltd and its supported subsidiaries on review for possible upgrade.

Mariner to launch a TAP and reveal new retirement income products

Mariner Financial is poised to launch a Term Allocated Pension (TAP) alongside a suit of retirement income products on 15 September, the financial services group announced today.

HFA launches two new funds

HFA Asset Management today announced the launch of two new investment vehicles boasting the potential to achieve double digit returns.

Count expects another good year in 2004/05

AAP  |  TUESDAY, 17 AUG 2004
Wealth advice company Count Financial today said it was in good shape and that another good year was expected in 2004/05.

Schroders fixed income fund 4/5; Assirt

Schroders Investment Management today announced it's Schroder fixed income fund had received a "strong" investment rating from research house, Assirt.

Small caps rank highest in July; Mercer

Mercer Investment Consulting released its Australian shares specialist fund performance tables to the end of July on Monday, revealing small cap funds produced their highest monthly gain since August last year.

$400 mln in Treasury bonds offered for tender tomorrow

AAP  |  MONDAY, 16 AUG 2004
The Australian Office of Financial Management said today $400 million February 2017 6% Treasury bonds will be offered for tender tomorrow.