Free Trial
Subscription:
China Economic Review
Financial IT
Financial Services
General Banking & Related Services
Industry Analysis
Investment Banking
Custom Research
Financial Events & Conferences
Contact
About
Terms & Conditions
Privacy
Home >
UK Investment Bonds 2010
Market Study
Published: July 2010
Pages: 59
Tables: For full details, please email emmap@cmsinfo.com
From: GBP 2809.38 Buy Now!
Research from: Datamonitor
Sector: Financial Services
Introduction
Changes to the Capital Gains Tax regime have queried viability of the investment bond against a backdrop of financial markets emerging out of a recession. Providers are presented with a scenario for success if investors are made aware of clear circumstances where a bond is an advantageous investment.
Scope
*Examines the current shape of the investment bond industry and explore factors that are currently limiting new business.
*Analyzes the use of wrap platforms in the distribution of bonds with focus on how technological developments can enable better business.
*Reviews tax and regulatory changes that are challenging the investment bond market.
*Identifies key competitors and examines their differing strategies in the UK investment bond market.
Highlights
Despite changes to CGT, the investment bond is still a viable part of an investment portfolio. The smoothing factor of with-profits bonds offers the nervous investor the opportunity to even out the volatility of returns from the stock market and other underlying investments.
Economic uncertainty is a key challenge faced by the investment bond market, although a changing regulatory and tax environment continues to bring new challenges to providers, IFAs and retail clients alike.
Reasons to Purchase
*Gain unique insight into the tax and regulatory changes that are driving the investment bond market.
*Understand the investment bond market, the distribution trends and the key technological developments driving new business.
*Access Datamonitor's forecasts for the market and valuable knowledge of how the sector is set to develop to 2014.
Changes to the Capital Gains Tax regime have queried viability of the investment bond against a backdrop of financial markets emerging out of a recession. Providers are presented with a scenario for success if investors are made aware of clear circumstances where a bond is an advantageous investment.
Scope
*Examines the current shape of the investment bond industry and explore factors that are currently limiting new business.
*Analyzes the use of wrap platforms in the distribution of bonds with focus on how technological developments can enable better business.
*Reviews tax and regulatory changes that are challenging the investment bond market.
*Identifies key competitors and examines their differing strategies in the UK investment bond market.
Highlights
Despite changes to CGT, the investment bond is still a viable part of an investment portfolio. The smoothing factor of with-profits bonds offers the nervous investor the opportunity to even out the volatility of returns from the stock market and other underlying investments.
Economic uncertainty is a key challenge faced by the investment bond market, although a changing regulatory and tax environment continues to bring new challenges to providers, IFAs and retail clients alike.
Reasons to Purchase
*Gain unique insight into the tax and regulatory changes that are driving the investment bond market.
*Understand the investment bond market, the distribution trends and the key technological developments driving new business.
*Access Datamonitor's forecasts for the market and valuable knowledge of how the sector is set to develop to 2014.