23 November 2022
Management of closed-with-profits funds
The Management of closed with-profits funds working party presented at the 2022 Life Conference in Liverpool. Co-presenters Ben Stroud, Sally Butters and Dan Diggins presented a sample of their findings from a survey covering 60 closed with-profits funds across 16 firms, with a view to sharing examples of good practice and making recommendations that can support the management of the run-off of closed funds for the benefit of with-profits customers.
The final report can be downloaded from the working party web page. The working party would like to thank participating firms for contributing to this research. If you would be keen to discuss any of the findings or for more information, please reach out to a member of the working party for more information.