Money Marketing
1 August 2007
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IMA members run £3trn funds
2 Aug 2007
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Mullins quits Aifa in move to Dubai
2 Aug 2007
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“Duplicitous” Isa reforms risk damaging consumers, warns AWD Chase de Vere
2 Aug 2007
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£2.5bn in flood-related claims expected
2 Aug 2007
Insurers are estimating that flood-related claims will hit £2.5bn this summer and economists say the total cost to the affected regions will exceed £3bn.
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2 million UK businesses could benefit from offshore bonds
6 Aug 2007
Up to two million small to medium-sized companies can cut their tax bill and boost cash flow with offshore bonds, according to figures from Clerical Medical.
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A logical approach
2 Aug 2007
Most firms simply want to know, how does it affect me? And, if it does affect me, what should I be doing about it?
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A quarter of advisers plan to give up initial commission
6 Aug 2007
Twenty-six per cent of financial advisers report that giving up initial commission in favour of renewal commission is their biggest priority for driving income generation over the next year.
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A Shaw thing
2 Aug 2007
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Abbey follows path to US
2 Aug 2007
Abbey’s US equity bond is linked to the performance of the S&P 500 index over a five-year term.
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ABI rejects “anti-IFA” allegations
2 Aug 2007
The ABI has vehemently rejected the accusation that it has become anti-advice and anti-IFA claiming its members view the adviser channel as an essential part of future growth.
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Accord chief accuses over-enthusiastic lenders of stoking house price inflation
2 Aug 2007
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Adequacy change will force out Small IFAs
2 Aug 2007
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Advice model not broken, says Aifa
2 Aug 2007
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Adviser beware as market waits for answers
2 Aug 2007
Can we suggest an adaptation of buyer beware - adviser beware. The FSA's planned reforms might be curtains for half of advisers or there may be change which simply increases standards and improves disclosure at a rate which the industry can cope with.
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Aegon back on track
2 Aug 2007
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Aifa to publish series of papers to dispel RDR “myths”
3 Aug 2007
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All change
3 Aug 2007
Rumours are hotting up as to who will replace Stephen Leaman at Openwork, with several names in the running.
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Alliance & Leicester - Feesaver Two Year Fixed Rate
2 Aug 2007
Alliance & LeicesterFeesaver Two Year Fixed Rate
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Ascentric signs up 100th adviser
3 Aug 2007
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AWD says Government Isa stance is duplicitous
1 Aug 2007
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Bank of England maintains rate at 5.75 per cent
2 Aug 2007
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Bankhall
2 Aug 2007
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Best intentions
2 Aug 2007
Nicole Blackmore asks industry experts what the future holds for Bestinvest now that 3i has bought a majority stake in the company
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Blair years bring 19 million words of pension rules
2 Aug 2007
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Bring back the MCA to silence the critics
2 Aug 2007
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Broker talkback
2 Aug 2007
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Brokers accuse Govt of window-dressing its HomeBuy scheme
2 Aug 2007
'Missed opportunity' to help FTBs as no additional funding announced
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Build on strong platform
2 Aug 2007
Skandia UK head of product marketing Billy Mackay on meeting the regulator's challenges
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Bupa launches health assessment tool for businesses
1 Aug 2007
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By definition
2 Aug 2007
The independent title must be solely for the use of whole of market advisers
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Cammidge drops the ball
2 Aug 2007
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Can dog funds be taught new tricks?
2 Aug 2007
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Canada Life - Annuity Growth Account
2 Aug 2007
Canada LifeAnnuity Growth Account
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CIBA introduces new code of conduct
6 Aug 2007
The Cayman Islands Bankers Association has launched a new voluntary Banking Code in conjunction with retail banks in the region.
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CIL seals deal for Equal Partners' client bank
2 Aug 2007
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Claims chasers attempt to challenge time bar rules in the High Court
3 Aug 2007
Four claims chasers have joined forces in an attempt to challenge the legality of the time bar rules for endowment policies in the High Court.
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Claims chasers try to keep gravy train on track
6 Aug 2007
A coalition of claims chasers got together last week in an attempt to challenge the time bar rules in the High Court claiming they are “unfair” and “illegal”.
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Clarkson Hill seeks platform
2 Aug 2007
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Class struggle
2 Aug 2007
A couple of weeks ago, I received an email from Tom McPhail, head of pensions research at Hargreaves Lansdown, drawing my attention to an article in Money Marketing in which he was reported as "hitting back" at commentators - myself included - who have expressed fears that consumers could end up misbuying Sipps on an execution-only basis.
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CML's figures "tip of the iceberg" says mform.co.uk
3 Aug 2007
The Council of Mortgage Lenders’ announcement that increasing numbers of homes are being repossessed could be only the tip of the iceberg, according to mform.co.uk.
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Commercial concerns
2 Aug 2007
Commercial property fund firms have hit the roof over press criticism
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Co-operative fund link-up with Cofunds
2 Aug 2007
Firm sees growing IFA demand for ethical investment.
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Corporate chartered status for Pavis
2 Aug 2007
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Creative Duce is flowing at CSAM
2 Aug 2007
Chris Salih examines how the new co-heads of multi-manager are putting the zest back in Credit Suisse's range, starting by squeezing out its regional funds
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Credit Suisse announces new MD and head of global equities
6 Aug 2007
Credit Suisse has announced the appointment of Yong-Moon Kim as managing director and head of global equities for asset management.
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DB schemes more costly than mortgage interest payments
7 Aug 2007
The annual cost of providing a defined benefit pension exceeds the average home-owner’s yearly mortgage interest payments, according to Fidelity International.
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Defaqto says simplified CI would boost take-up
2 Aug 2007
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Deutsche Bank clinches £1bn deal for Abbey Life
2 Aug 2007
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Edeus completes sixth whole loan sale
2 Aug 2007
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Edeus homes in on buy to lets
2 Aug 2007
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Editor’s Column- Hector Sant’s legacy imagined
1 Aug 2007
In this second online column, forgive me dear reader, as I indulge in a little bit of futurology about the FSA.
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EU 'fought hard' for FSA to scrap menu
2 Aug 2007
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Exchange adds Pioneer's PIP plan
2 Aug 2007
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F&C and Thinc announce distribution partnership
6 Aug 2007
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F&C in the black
7 Aug 2007
F&C announced its first pre-tax profit yesterday, recording a £7.9m return for the first six months of 2007.
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F&C's 130/30 fund will target purely equities
2 Aug 2007
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Family ties
2 Aug 2007
How a series of Sipps can be set up to enable a joint property purchase
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Fast food
2 Aug 2007
Commodities and property have been in the news in recent days, perhaps as a consequence of investors looking for an asset class unlikely to be sullied by the sub-prime meltdown. Both these potential homes for what appears to be a never-ending tide of liquidity have not been without their problems, however.
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Fidelity International - Fidelity Funds Emerging Europe, Middle East and Africa Fund
2 Aug 2007
Fidelity InternationalFidelity Funds Emerging Europe, Middle East and Africa Fund
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Finance director Organ joins AWD
7 Aug 2007
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Finance firms among the top marketing spenders
2 Aug 2007
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Fixed mortgage ERCs average over £6,000
2 Aug 2007
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Focus sees inaugural Q1 profit and hopes for first dividend this year
2 Aug 2007
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For better or for worse?
6 Aug 2007
The proposals outlined in the RDR could push the distribution market in two distinct direction, says Deloitte financial services partner Andrew Power. He explains some of the positive and the negative possible outcomes.
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'Forty per cent of small firms will go under'
2 Aug 2007
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Friendly aliens
2 Aug 2007
As offshore funds land on UK platforms, investing is made simpler
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FSA accused of weakness over exit fee debacle
3 Aug 2007
Exit fees have remained the hot topic in the mortgage world with the FSA’s deadline of July 31 passing earlier this week. But you may be forgiven if you feel the deadline has been something of an anti-climax.
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FSA continues probe into clawback debts
2 Aug 2007
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FSA simplifies and shortens returns
2 Aug 2007
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FSA takes action against three mortgage brokers for management failings
1 Aug 2007
The FSA has taken action against three mortgage brokers for management failings, fining two firms £10,500 each.
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FSA to keep monitoring lenders' exit fee stance
1 Aug 2007
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FSA's blueprint is firm foundation for future
2 Aug 2007
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Full marks for Eclectica's hot topic
2 Aug 2007
Eclectica Asset ManagementCF Eclectica Agriculture Fund
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GBST Holdings buys InfoComp
7 Aug 2007
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Generic advice could benefit advisers
6 Aug 2007
Otto Thoresen, chief executive of AEGON UK and chair of the Thoresen Review of Generic Financial Advice, explains that his review is not part of the RDR but any new general financial information service could be a help to financial advisers.
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GFAs under threat post-RDR, says Fidelity
6 Aug 2007
Nearly half of all IFA firms are at risk of being squeezed out of business if retail distribution review proposals become a reality, warns Fidelity.
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Govt reveals its caring, sharing side
2 Aug 2007
The Government is pledging to be the architect of a massive plan generating 70,000 new affordable homes each year and extending its Homebuy scheme. But commentators have called into question its credentials as the builder of a policy that truly extends homeownership among the wider population. By Tanya Powley
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Greater sales focus for Yousefi successor
2 Aug 2007
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Ground floor ... going up
2 Aug 2007
Good stockpicking will help identify tomorrow's stars among the array of UK small caps
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Healthy living
2 Aug 2007
The retail distribution review frustrates and irritates me in about equal proportions, when real issues, such as how we address a life protection gap estimated by Swiss Re to be £2.3trn, should be addressed.
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Home economics
2 Aug 2007
Sales of equity release plans are at record levels and the market looks set to grow significantly in the second half of the year as the market wakes up to the benefits that more flexible drawdown plans can offer. Gregor Watt reports
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House price growth slows to 0.1%
2 Aug 2007
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IFA Consortium to host industry think tank
6 Aug 2007
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iimia acquires south west advisory firm
6 Aug 2007
iimia Investment Group plc has acquired south-west advisory firm John Miln and Company.
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IMA 'sceptical' of simple primary advice
6 Aug 2007
Any move to make advice for the 'mass affluent' market more professional is a step in the right direction says Investment Management Association chief executive Richard Saunders but the industry should be careful not to over simplify the advice process.
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IMA urges Gov to increase savings limits and boost competitiveness of LSE
2 Aug 2007
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Incentives could make IFAs change models
2 Aug 2007
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Industry hosts consumer identity protection summit
3 Aug 2007
Government, law enforcement agencies, large financial corporations and consumer bodies are hosting Identity Matters, a summit to address key identity protection issues.
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Insurer gives discounts to veggies
2 Aug 2007
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Insurers are facing £2.5bn in claims for flood damage
2 Aug 2007
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Investec Asset Management - Global Extension Fund
1 Aug 2007
Investec Asset ManagementGlobal Extension Fund
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Investec increases Euro savings rate
3 Aug 2007
Investec Bank has announced an increase on the interest rate of its Euro Investec Horizon account to 4.25 per cent, despite the European Central Bank’s decision yesterday to maintain its rate at 4 per cent.
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James Hay puts 16 more funds on wrap
2 Aug 2007
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Jersey and the British Virgin Isles sign memorandum of understanding
6 Aug 2007
The Jersey Financial Services Commission and the British Virgin Islands Financial Services Commission have signed a memorandum of understanding that will further co-operation between the two regulatory bodies.
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Jersey set for regulatory revamp
2 Aug 2007
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JFSC releases Codes of Practice consultation paper
2 Aug 2007
The Jersey Financial Services Commission has issued a consultation paper proposing amendments to the Codes of Practice for investment, deposit-taking, insurance and trust company business.
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Jupiter global fund approved in Sweden
3 Aug 2007
Jupiter Asset Management announced its Jupiter global fund has been approved by the Swedish Financial Supervisory Authority.
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King Platt abdicates
7 Aug 2007
From the duo who brought us Life Policies Direct and Torquil Clark Life Insurance comes a yet to be named new venture to offices near you.
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L&G appoints Bupa's Martin Noone
7 Aug 2007
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Lawrence House planning move out of cash
2 Aug 2007
Manager says froth is dispersing to leave more realistic valuations in markets
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Lenders set to escape censure on exit fees
2 Aug 2007
FSA says it never intended to criticise lenders as deadline passes for disclosure of exit fee strategies
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Less scrutiny if firms can prove TCF credentials
2 Aug 2007
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Less than one in 10 will be able to afford professional advice
2 Aug 2007
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Lexicon approaches ex-Hamptons chief
2 Aug 2007
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Lifesearch hits out at firms over non-disclosure claims
2 Aug 2007
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Lovey wants insurers to scrap 'painful' clawback
2 Aug 2007
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M&G conducts bond reshuffle
2 Aug 2007
M&G has made a management reshuffle on the group high yield bond funds following David Fancourt's move to the group's collateralised debt obligations (CDO) team.
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McPhail slams Friends Provident annuities
6 Aug 2007
Hargreaves Lansdown head of pensions research Tom McPhail says the proposed merger of Resolution and Friends Provident could be bad news for Resolution's pension policyholders.
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MetLife feels a niche
2 Aug 2007
MetLife UKInvestment Bond
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MGI won't overload mandates
2 Aug 2007
Mercer Global Investors says manager of managers is a such a scaleable strategy that it will never take between more than two to five managers to run a portfolio.
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Midas touch
2 Aug 2007
Simon Edwards, who earned an excellent reputation as chief investment manager of the Merseyside pension fund and before that as a director of Credit Suisse, founded Midas Capital just over five years ago and has built up funds under management of more than £1bn.
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Model solution
2 Aug 2007
Setting out a framework for financial inclusion alongside industry freedom
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Moffatt leaves The Money Portal
6 Aug 2007
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Morgan Stanley
2 Aug 2007
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Morgan Stanley - Emerging Markets Growth Plan
2 Aug 2007
Morgan StanleyEmerging Markets Growth Plan 2
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MPs call for Government to consult on life assurance unclaimed assets
6 Aug 2007
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Myners leads personal accounts campaign
2 Aug 2007
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New Star's Thompson in the black
2 Aug 2007
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Nick Sheridan
2 Aug 2007
The manager of the New Star European values fund tells how he made a life-changing decision to take on the role but how the contrasting styles of the European team will drive the fund forward. He talks to Chris Salih about his method of stock selection which he has developed over the years
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Norwich & Peterborough - 2.15% Five-Year Discount
2 Aug 2007
Norwich & Peterborough2.15% Five-Year Discount
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Norwich & Peterborough - Three-Year Fixed/Tracker Rate
2 Aug 2007
Norwich & PeterboroughThree-Year Fixed/Tracker Rate
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NU wins fight over yeoman photo in ad
2 Aug 2007
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Operating profits boost for SJP
2 Aug 2007
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Out of context
2 Aug 2007
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Over half of IFA clients have three or more pension schemes
3 Aug 2007
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Paul Miles joins Parmenion as sales director
6 Aug 2007
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Payout for Standard WP policyholders
2 Aug 2007
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Pearl Jam
1 Aug 2007
A week has passed since the proposed merger of Resolution and Friends Provident was announced and still there seems to be more questions than answers over the future of both asset management arms.
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PFS and IFP in clash over qualifications
2 Aug 2007
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PFS will stick to its knitting on RDR
2 Aug 2007
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Platform appoints Chick as corporate BDM
7 Aug 2007
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Primary concerns
2 Aug 2007
Question marks over the viability of operating in the proposed primary advice sector could force many smaller IFAs to seek the safety of a big financial institution, reports Will Henley
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Providers urged to retrain broker consultants after High Court ruling
1 Aug 2007
Product providers are being urged to retrain broker consultants to ensure they are meeting Cob rules on what does and does not constitute advice, after yesterday’s Scottish Equitable High Court ruling.
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Quiz night teams are left stumped
2 Aug 2007
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Regulation is lowering consumer confidence, say providers
3 Aug 2007
Almost 60 per cent of providers believe that the continuous changing of regulation is lowering consumer confidence, according to research conducted by Focus Solutions.
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Repossessions up 30 per cent from last June says CML
3 Aug 2007
The number of repossessions in the first half of this year rose to 14,000 a 30 per cent increase compared to the same period in 2006, according to statistics from the Council of Mortgage Lenders.
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Resolution vows to fight Pearl bid to derail deal
2 Aug 2007
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Royal and rugby great in Artemis Challenge at Skandia Cowes Week
6 Aug 2007
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ScotEq faces £700k redress over unauthorised advice
2 Aug 2007
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ScotProv in rethink of CI timeline
2 Aug 2007
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SG Wealth Management launches own FOF range
3 Aug 2007
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Simmonds will carry on Thinc's growth strategy
2 Aug 2007
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'Simple IP would be best seller'
2 Aug 2007
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Sipp sales rocket at Standard Life
7 Aug 2007
Sales of Sipps have rocketed by 82 per cent at Standard Life in the past six months which boosted sales of UK life and pensions by 45 per cent.
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Site rapped over 'cheap' cancer cover
2 Aug 2007
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Skandia says £1bn IHT bill is avoidable
3 Aug 2007
Almost £1bn could unnecessarily be subjected to inheritance tax this year through a failure to write life insurance policies in trust, says Skandia.
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Span's labyrinth
2 Aug 2007
Increasing life expectancy will have an impact on many areas of financial services
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Stake in the future
2 Aug 2007
Auto-enrolment from 2012 could resurrect many dormant stakeholders
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Standard mix and match for business plan
2 Aug 2007
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Stanlib on road to Africa
2 Aug 2007
Stanlib, the asset management arm of Standard Bank of South Africa is launching two African equity funds for the high-net-worth end of the retail market.
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Stroud & Swinton appoints new non-exec director
6 Aug 2007
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Supermarkets edge out the managers
2 Aug 2007
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Swuf scraps move to regain property fund from Laidlaw
2 Aug 2007
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Symponia attacks Gov for potentially evicting 103 year old from care home
7 Aug 2007
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Taking issue with the offset argument
2 Aug 2007
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Teachers Group
2 Aug 2007
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The links effect
2 Aug 2007
After returning to Carnoustie in Scotland for the The Open golf championships recently, I have no doubt that many people were tired of the re-running of the fateful 18th hole of the final round as played by Jean van der Velde the last time championship was held at the course in 1999.
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The M&A merry-go-round continues
2 Aug 2007
While I was in oblivious bliss sunbathing on the black sand beaches of Santorini, the life offices busied themselves with more M&A activity than is usual at this time of year.
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The missing link
2 Aug 2007
A recent FSA paper proposes raising capital adequacy levels due to a suggested connection between a firm's financial resources and its inclination to missell. Here, Martin Archer, legal and claims director at PI insurer Collegiate Management Services, casts doubt on the regulator's thinking, claiming it has overstated the problems caused by commission bias and failed to recognise how increasing professionalism is already driving better standards across the IFA sector
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Threadneedle picks new chief executive
2 Aug 2007
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Threesixty predicts price war on wrap in 2009
1 Aug 2007
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Top names come together to draw up manifesto for advice
2 Aug 2007
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Topix for discussion
2 Aug 2007
How time flies. It only seems like yesterday that Japanese stocks were soaring and Japan was the hottest stockmarket in the world. Japanese small cap stocks were the place to be as investors sought to tap into a nascent domestic recovery story.
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Torquil Clark duo plan new venture
2 Aug 2007
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Total return 'flawed' for equity income
2 Aug 2007
Heartwood Wealth Management says separating income performance from growth performance when selecting equity income funds provides a better overview of funds' risk profiles than just analysing total returns.
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Towry chief rejects call to join Aifa taskforce
2 Aug 2007
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UK second for overvalued housing
2 Aug 2007
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Urch to leave SWIP
7 Aug 2007
Scottish Widows Investment Partnership investment director of UK equities David Urch is to leave the firm after four years.
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Vine-Lott to chair National Skills Academy for Financial Services
1 Aug 2007
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Wave - Self-Cert Two Year Tracker
2 Aug 2007
WaveSelf-Cert Two Year Tracker
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When you wosh upon Transact, your dreams come true
2 Aug 2007
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With-profits wizards
2 Aug 2007
The FSA has made crystal clear the importance it places on consumers having access to ongoing advice on with-profits business.
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Woolwich cuts two year fix to 5.89 per cent
6 Aug 2007
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Yearsley warns boutiques could quit enlarged group
2 Aug 2007
