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  1. Finding Value in Alternative Asset Managers

    Headlines

    Wed, 25 Mar 2015

    deep expertise in valuing complex and illiquid credit securities. About 40% of Apollo's AUM comes from Athene's fixed- annuity operations, which create a stable base of assets that will not demand redemptions at inopportune times, a substantial advantage

  2. Decision time on Annuity - looking for advise

    Commentary

    Mon, 23 Mar 2015

    latest offer for a Lump Sum/Rollover/ Annuity . The buyout has been increased to ~$70,000 and Life Annuity bumped to $371 @55 and 10 months. There ..... that process. My wife's leaning to the Annuity and I can't come up with an argument

  3. Annuity vs bucket approach

    Commentary

    Mon, 23 Mar 2015

    that we could get the greatest benefit. To bridge the gap, we've been trying to decide between using fixed term immediate annuities (5 and 7 year) or Christine's "bucket approach". We can live comfortably on a 3.1% drawdown of our before tax

  4. Is the Do-It-Yourself Retirement Model Failing Us?

    Video Reports

    Sun, 22 Mar 2015

    target-date funds. So, annuities could be a sensible part of ..... safe harbor for including annuities in the plan. There are a ..... insurance provider to provide the annuity , then you get a safe harbor ..... then people are afraid of annuities , partly for good reasons

    annuities found at 7:41

    your spouse is, and we have no equivalent to target-date funds. So, annuities could be a sensible part of that. Up until now, the Labor Department has not been able to figure out a way they're comfortable with to give firms a safe harbor for including annuities in the plan. There are a lot of people who would like to do it. Frankly, the demise of rating agencies has made this more difficult because an easy thing to do would be to say, "OK, if you've picked a AAA or AA insurance provider to provide the annuity , then you get a safe harbor," but no one trusts the rating agencies. And I think there are only a couple of highly rated insurance providers anyway. And then people are afraid of annuities , partly for good reasons. There are some really bad deals out there. Annuities make a lot of sense, but the people who do buy annuities tend to buy the wrong ones. Benz: The more complicated ones as opposed to the very simple ones? Thaler: Or they buy
  5. When Should You Take Social Security?

    Headlines

    Sun, 22 Mar 2015

    years later. We will be 67 and 64 this year." 'The Best Annuity Available' While many commenters explained why they took Social ..... Social Security as the best [cost-of-living-allowance] annuity available." In fact, longevity was a key driver for most

  6. UK second-hand annuity market would boost retail focused fund firms -Moody's

    Headlines

    Fri, 20 Mar 2015

    LONDON, March 20 (Reuters) - Asset managers with a strong retail focus and platforms that offer rival funds will be the big winners from British government plans to create a second-hand annuity market, Moody's Investors Service said.

  7. UPDATE 1-UK wealth managers get boost from Budget savings plan

    Headlines

    Wed, 18 Mar 2015

    * Confirms plan to let people sell annuities (Adds detail, analyst quote, background)

  8. Northwestern Mutual to pay $84 mln to settle annuities lawsuit

    Headlines

    Mon, 16 Mar 2015

    March 16 (Reuters) - Northwestern Mutual Life Insurance Co agreed to pay $84 million to settle a lawsuit claiming that it illegally reduced potential payouts on annuities it sold at least 30 years ago, cheating investors who used them as retirement investments.

  9. Fitch: UK Annuity Market Plan May Fail, But Won't Hurt Insurers

    Headlines

    Mon, 16 Mar 2015

    government's reported plan to allow pensioners to sell their annuities will not affect the credit profile of insurers, but the ..... intends to let pensioners sell the income stream from their annuity for a cash lump sum, but importantly it w

  10. UK's Osborne announces new pension reform ahead of election

    Headlines

    Sun, 15 Mar 2015

    LONDON, March 15 (Reuters) - Britain will allow pensioners to cash in annuities in exchange for a cash lump sum, finance minister George Osborne said on Sunday, but insisted there would be no...

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