Financial Mutuals in 2020

Money, investing, mutuals etc
planteria
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Financial Mutuals in 2020

Post by planteria » Mon Dec 30 2019 6:21pm

carpetbagger.comers..

anyone care to make any predictions of changes in the market during 2020?

im182044
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Re: Financial Mutuals in 2020

Post by im182044 » Mon Jan 13 2020 7:46pm

Manchester BS taken over
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planteria
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Re: Financial Mutuals in 2020

Post by planteria » Tue Jan 14 2020 8:20pm

that would be well overdue..

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Re: Financial Mutuals in 2020

Post by pabenny » Wed Jan 15 2020 8:15am

What and when was the last gain from demutalisation or similar?

planteria
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Re: Financial Mutuals in 2020

Post by planteria » Wed Jan 15 2020 10:33am

well, i had a nice cheque just before Christmas, but i have spread my net fairly laterally within 'mutuals'..

a friend of mine keeps gaining with regular payments from the Sons of Temperance.. what they refer to as his 'pension'. joining SoT was a very useful decision for some.

in terms of a demutualisation of a financial institution, i think we're going back several years now.. i benefitted from Standard Life. have there been any more recently?

im183905
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Re: Financial Mutuals in 2020

Post by im183905 » Wed Apr 01 2020 8:37pm

planteria wrote:
Wed Jan 15 2020 10:33am
well, i had a nice cheque just before Christmas, but i have spread my net fairly laterally within 'mutuals'..

a friend of mine keeps gaining with regular payments from the Sons of Temperance.. what they refer to as his 'pension'. joining SoT was a very useful decision for some.

in terms of a demutualisation of a financial institution, i think we're going back several years now.. i benefitted from Standard Life. have there been any more recently?
Who was this from and under what circumstances takeover by another society?

planteria
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Re: Financial Mutuals in 2020

Post by planteria » Thu Apr 02 2020 9:27am

this was from a mutual club im183905.
we sold the site upon which the club was based.

planteria
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Re: Financial Mutuals in 2020

Post by planteria » Sun Aug 30 2020 8:23am

another friendly society merger is on the cards.. https://www.kingstonunity.co.uk/sgm/
as it happens this would actually be a remerger. the society split back in the 1800s.

i joined four friendly societies with small monthly tax exempt investment plans back in 2012. this would be the second of the four being 'merged' into The Oddfellows.

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Re: Financial Mutuals in 2020

Post by AAAlphaThunder » Sun Aug 30 2020 5:16pm

planteria wrote:
Sun Aug 30 2020 8:23am
another friendly society merger is on the cards.. https://www.kingstonunity.co.uk/sgm/
as it happens this would actually be a remerger. the society split back in the 1800s.

i joined four friendly societies with small monthly tax exempt investment plans back in 2012. this would be the second of the four being 'merged' into The Oddfellows.
Are you due a windfall?
[Secretary] imutual Cashback Investment Club

planteria
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Re: Financial Mutuals in 2020

Post by planteria » Sun Aug 30 2020 7:37pm

there will be no windfall payments for KUFS members if the merger goes ahead as planned AAAT.

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