Money Marketing
1 November 2006
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Newcob means further RU64 delay
2 Nov 2006
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Nicholls becomes PFS president
2 Nov 2006
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360 Warning of identity fraud
2 Nov 2006
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A covered call from Morley and Barclays
2 Nov 2006
Morley Fund Management/BarclaysMorley Barclays Global Cautious Income Fund
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A covered call from Morley and Barclays
2 Nov 2006
Morley Fund Management/BarclaysMorley Barclays Global Cautious Income Fund
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A lifestyle choice from ABN Amro
2 Nov 2006
ABN Amro Asset ManagementCapital Protected Lifestyle Fund 2010-2035
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Abbey - Guaranteed Commercial Property Bond Issue 1
2 Nov 2006
AbbeyGuaranteed Commercial Property Bond Issue 1
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Abbey gets aggressive on price
2 Nov 2006
Abbey Two-Year Base Rate Tracker
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Aberdeen - Growth Opportunities VCT 2 S Ordinary Shares
2 Nov 2006
AberdeenGrowth Opportunities VCT 2 S Ordinary Shares
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Abroad spectrum
2 Nov 2006
Our panel of experts consider the tax implications of retiring abroad, from inheritance tax, capital gains, savings and pensions
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Advisers say Asps are the best incentive
2 Nov 2006
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Aegon plans to target SMEs in bulk annuities market
2 Nov 2006
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AHIPP says energy assessor levels will be sufficient to help meet CO2 demands
1 Nov 2006
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Aifa warns that FSA must not use trade bodies to plug Newcob gaps
2 Nov 2006
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Asp axe may mean end for forced annuities
2 Nov 2006
Bee believes court challenge would follow abolition
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Ban faces Sipps in drag
2 Nov 2006
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Ban is urged for transfer commission
2 Nov 2006
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BlackRock manager Gallagher quits
2 Nov 2006
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Boiling point for brokers
2 Nov 2006
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Bright Grey puts years on its life and critical terms
2 Nov 2006
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Broker
2 Nov 2006
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Build on success of the market
2 Nov 2006
Autumn is the time of year when we have the opportunity to attend events focused on issues relevant to our business.
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Calculus Capital - EIS Fund 8
3 Nov 2006
Calculus Capital EIS Fund 8
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Canada Life launches stage 2 of e-business system
7 Nov 2006
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Capital & Regional join Reita group
1 Nov 2006
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Caps in hand
2 Nov 2006
In this article I will conclude my discussions about the use of different asset classes and sectors by highlighting a few of the key variables and factors in the selection of equity funds within a portfolio. Some of these issues are mostly or entirely subjective but, as I started to outline in my last article, others can be scrutinised in a mathematical or objective way.
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CETA launches MPPI product
7 Nov 2006
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Charcol wants to team up with football clubs
2 Nov 2006
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Clerical special sits open to new business
2 Nov 2006
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Collins takes aim with IHT strategy
2 Nov 2006
Collins StewartAIM Portfolio Service
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Consensus is solid against means-testing
2 Nov 2006
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Co-op joins EMX message system
7 Nov 2006
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Correspondent's
2 Nov 2006
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Davy sees no evil in commission
2 Nov 2006
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Drawdown alert for advisers
2 Nov 2006
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Driving force
2 Nov 2006
Life offices have had to adapt to survive, with rising costs and regulation forcing many to outsource their processes. But what effect has this had on the sector, asks Exaxe managing director Norman Carroll
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Edeus confirms Pritchard's sub-prime role
2 Nov 2006
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Entrances and exits
2 Nov 2006
Two arrivals into the competitive UK mortgage market have adopted diametrically different strategies. Edeus is a 100 per cent intermediary business and its USP is service rather than price, with a fee being charged for quicker service. Ing is a 100 per cent direct-to-consumer business and its USP is pricing, not necessarily in interest rates but in respect of fees, with an emphasis on no exit fee.
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Euro threat is hanging over us, says Thoresen
2 Nov 2006
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Fidelity calls for rise in annual Isa limit
2 Nov 2006
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Fighting infection
2 Nov 2006
When we launched the Lawrence House Oeic, we established some strict rules by which we manage the underlying portfolios. One rule is that no fund will appear in more than one portfolio and each sub-fund limits exposure to any one investment group to a maximum of two of its funds. In our opinion, this is a simple way of reducing risk. In the event of one of our selected funds failing to perform, we have limited the damage to just one of the sub-funds. This rule also ensures that each of ...
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Find the right mix
2 Nov 2006
Helen Pow asks if it is time for investors to move away from diversifying their portfolios
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Find the right mix
2 Nov 2006
Helen Pow asks if it is time for investors to move away from diversifying their portfolios
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First-time borrowers struggle as price rises outstrip income
2 Nov 2006
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Focus appoints new BDD
3 Nov 2006
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Focus on four managers
2 Nov 2006
Rensburg Fund ManagementUK Managers Focus Trust
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Focus on Protection
7 Nov 2006
The elephant in the room can no longer be ignored.
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Foreign currency service fixes rates
2 Nov 2006
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Friends aiming to triple new business
2 Nov 2006
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'FSA and FOS should be dismantled'
2 Nov 2006
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FSA bans firm for leaving customers without insurance
6 Nov 2006
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FSA getting set for TCF crackdown on firms
2 Nov 2006
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FSA retail distribution review will target commission
2 Nov 2006
FSA managing director Clive Briault has highlighted commission as one of the five priorities of its forthcoming retail distribution review but says it has not concluded that commission is bad and should be banned altogether.
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FSA says industry must lead distribution model changes
2 Nov 2006
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FSA urges firms to follow trade body advice
1 Nov 2006
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Gardner quits Positive Solutions
2 Nov 2006
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'Get online or lose sales'
2 Nov 2006
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GMAC and CML in talks over lender league table changes
7 Nov 2006
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Going for broke
2 Nov 2006
Advisers must turn away from relying on insurance companies' material
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Halifax says move into legal advice not a threat to IFAs
2 Nov 2006
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Haven Risk Management minds the gap for TCF
2 Nov 2006
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HBOS strengthens its grip
2 Nov 2006
Extra £10m pumped into intermediary arm to bolster technology and aid point of sale and case tracking
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Holding forth
2 Nov 2006
The majority of fund managers still consider European equities to be a "buy". In the past month, the Axa Framlington and Newton European fund managers have increased their recommendations from a "hold" to a "buy" while other fund managers such as Credit Suisse, Fidelity, Gartmore, Jupiter and Threadneedle are still optimistic.
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IFAs split on sits charge
2 Nov 2006
Matt Goodburn finds mixed feelings among advisers after Fidelity lowered the initial fee on Anthony Bolton's fund
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IFAs still unsure on IHT changes
2 Nov 2006
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iFunds starts from commodity base
2 Nov 2006
iFundsMFM iFunds ETF Commodity Fund
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Industry bites back in asp row
2 Nov 2006
The future is looking increasingly bleak for alternatively secured pensions and time is running out for the industry to do anything about it.
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Innovation nation
2 Nov 2006
When it comes to innovation, South Africa takes the lead and the protection market is no exception
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Insight moves out of M&G property fund
2 Nov 2006
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Invesco bucks the trend
2 Nov 2006
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Invesco Perpetual appoints new corporate finance director
7 Nov 2006
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Investec brings Euro fund in house
2 Nov 2006
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ISAs to remain as Government announces shake-up of investment regime
1 Nov 2006
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James dalby
2 Nov 2006
In his new role as head of fund proposition at Norwich Union, the former investment IFA is using his research skills and knowledge to help the life office become more investment-focused. Changes are already afoot in its equity portfolio and he plans to build on other areas, such as property, with the launch of a European fund. Interview by Philip Scott
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Japanese and US companies are top performers, says Fidelity research
7 Nov 2006
Japanese and US companies are consistently among the world’s top performing companies, according to analysis conducted by Fidelity International.
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Just Retirement to float on AIM to raise £50m
6 Nov 2006
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Kay to five funds
2 Nov 2006
Keydata Investment ServicesProtected Portfolio Plan
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Kiddie quits Barings to join ABN AMRO
3 Nov 2006
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King & Shaxson Asset Management -Ethical Balanced Income Fund
2 Nov 2006
King & Shaxson Asset ManagementEthical Balanced Income Fund
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Laying the ground rules for review
2 Nov 2006
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Leeds launches 10-year fix to beat base rate rises
3 Nov 2006
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Legal & General - Guaranteed Income and Capital Bond 3
2 Nov 2006
Legal & GeneralGuaranteed Income & Capital Bond 3
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Lenders see the end of cheap two-year fixes as swap rates increase
2 Nov 2006
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Let's Bee avenue
2 Nov 2006
There are other pension routes apart from the Government's stark choice
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Liv Vic announces review of banking operations
6 Nov 2006
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Liverpool Vic puts Mimi cover online
2 Nov 2006
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Location, location
2 Nov 2006
Where you are based determines the success and type of business you write. Or does it, asks Gregor Watt
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Manual labour
2 Nov 2006
Compliance consultant and expert Adam Samuel says the FSA's mystery shopping exercise shows how deeply the equity-release problems go
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'Mass move into S2P is Russian roulette'
2 Nov 2006
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MBS aims to recruit up to 30 Classic ARs
2 Nov 2006
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Microsoft Office is voted number one in IT survey
2 Nov 2006
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Model bid to break the vicious circle of distribution model
2 Nov 2006
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More power to the people
2 Nov 2006
Persistent rule changes and rising regulatory costs are driving advisers out
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Morgan tells a simple story
2 Nov 2006
Morgan StanleyFTSE Simple Growth Plan 10
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Nationwide launches online mortgage applications
1 Nov 2006
Nationwide Building Society is offering its customers the facility to complete their mortgage application online.
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Network changes website wording
2 Nov 2006
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Nomura International - S&P Diversified Trends Indicator 80% Protected Fund.
2 Nov 2006
Nomura InternationalS&P Diversified Trends Indicator 80% Protected Fund.
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Nomura International - S&P Diversified Trends Indicator Fund
2 Nov 2006
Nomura InternationalS&P Diversified Trends Indicator Fund
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NU boosts sales as service improves
2 Nov 2006
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Octopus steps over rug pulled from under VCT market
2 Nov 2006
Octopus InvestmentsApollo VCT 1 and 2
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Offset for life with the Woolwich
2 Nov 2006
WoolwichWoolwich Lifetime Offset Tracker
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Out with a bang
2 Nov 2006
So farewell then, Gerrard. As you read this I will have moved on to whatever pastures await me in my semi-retirement. I say semi because I know what tasks might be found for me at home if I do not profess to a continuing interest in the investment world.
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Pension reform disarray
2 Nov 2006
A U-turn on alternatively secured pensions will hit consumer confidence
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Portman at top of the tree
2 Nov 2006
Portman Building SocietyTwo Year Fixed Rate Mortgage
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Potter doubts value of multi-asset funds
2 Nov 2006
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Product matters
2 Nov 2006
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Property tops sales for ninth month
2 Nov 2006
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Providers pass clawback debt details to FSA
2 Nov 2006
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Pru and NU slam WP claims
2 Nov 2006
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Prudential restructure sees 30 brokers sales jobs cut
3 Nov 2006
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Punter Southall is set to buy Opus
2 Nov 2006
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Purnell seeks views on idea for a single state pension
2 Nov 2006
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Questions posed about Poso popularity
2 Nov 2006
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Rate and see
2 Nov 2006
The US Federal Reserve Bank could be on pause for some time and rate cuts are not expected
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Reeling in the rebate
2 Nov 2006
Offshore business Simon Hildrey asks why is it that some funds rebate trail commission and others don't
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Regulator gets tough on PPI with big fine
2 Nov 2006
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Regulator rocks on
2 Nov 2006
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Research reward
2 Nov 2006
I wonder if anyone has ever assessed whether there is more research undertaken in financial services than other industries. There seems to be reams of new research to wade through every week.
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'Restrictions would be a dangerous route'
2 Nov 2006
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Retention success slashing value of mortgage market
2 Nov 2006
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Retrograde move to scrap Asps
2 Nov 2006
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Ringing the changes
2 Nov 2006
New guidelines on online and telephone underwriting fail to tackle the major issues and will have little impact on best practice and regulating the industry, writes Helen Pow
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Rodgers and Carroll quit to launch boutique
2 Nov 2006
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Schroders waives initial charge on multi-manager Isas
2 Nov 2006
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Scot Eq group Sipp takes a bow
2 Nov 2006
Scottish EquitableGroup Self-Invested Personal Pension Plan
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Secure option from NDF
2 Nov 2006
NDFSecure Growth Plus Plan July 06
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Serial crops
2 Nov 2006
Continuing to look at how transitional serial interest relief can apply in inheritance tax planning
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Sharp rise in repossession orders revealed by DCA
3 Nov 2006
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Shock exit from Credit Suisse
2 Nov 2006
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Skandia manager joining Resolution
2 Nov 2006
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Something to shout about
2 Nov 2006
With consumer trust declining, companies should be boasting about their CSR plans, not trying to hide them, says Teamspirit managing director Joanne Parker
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Stake's evidence
2 Nov 2006
Helen Pow finds that opinion is split on the huge boost to stakeholder sales in the first quarter of the year
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Standard appoints Scottish Power FD
2 Nov 2006
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Standard continues push into China
2 Nov 2006
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Standard dismayed at 14% claim refusal rate
2 Nov 2006
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Stern Report could lead to increase in ethical investing, says Trustnet
1 Nov 2006
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Suitability letter will be replaced
2 Nov 2006
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Swip in need of special touch
2 Nov 2006
Scottish Widows Investment PartnershipSwip Absolute Return UK Equity Fund
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Swip, the world and its cat seek absolute returns
2 Nov 2006
Scottish Widows Investment PartnershipSwip Absolute Return Macro Fund
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Swiss roles need to be sorted out
2 Nov 2006
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Tarred with the same brush
2 Nov 2006
Some time ago, a journalist I respect highly - but won't name here - wrote a column in another publication. The gist of his comments was that, for most consumers, the financial services industry is intricately bound together, no matter what individual branch its practitioners belong to.
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The day of the locust
2 Nov 2006
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The real facts on fees
2 Nov 2006
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This week in Mortgages
3 Nov 2006
Anyone with an interest in the mortgage market could not have failed to have noticed the wave of publicity that followed Abbey's announcement earlier this week that it is to offer income multiples of up to five times a borrower's salary.
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This week in Pensions
3 Nov 2006
Apparently the Egyptian queen Cleopatra was so monumentally peeved about her boyfriend, Antony, dying and the prospect of being ruled by the invading Augustus Caesar she committed suicide by allowing some poisonous asps to bite her.
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This week in Pensions
2 Nov 2006
Providers are being encouraged to whistleblow on IFAs with severe commission clawback debts by the FSA.
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This week in Politics
1 Nov 2006
The Tory's independent tax commission published its well leaked proposals to reform the tax system and slash the overall burden of taxes by 21bn.
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Time is on your side
2 Nov 2006
Offshore bonds Scottish Life International technical manager Gerry Brown says internationally mobile workers could benefit from the available of time apportionment relief on offshore investments
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Tories brand Government pension response a ‘disgrace’
3 Nov 2006
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Trust problem over PTA
2 Nov 2006
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Turner-Holmes joins Resolution
1 Nov 2006
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'Two-star Clerical needs an overhaul'
2 Nov 2006
HBOS chief says there is opportunity to grow but focus must be kept
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Unity Home Loans - Prime Buy To Let 2 Year Tracker
3 Nov 2006
Unity Home LoansPrime Buy To Let 2 Year Tracker
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Will CML rue the data?
2 Nov 2006
Continuing controversy over the accuracy of the CML's statistics has called into question its effectiveness as a trade body, says Guy Anker
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Window shopping
2 Nov 2006
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Winterthur continues to reap A-day rewards
6 Nov 2006
Winterthur Life has posted a 121 per cent increase in year-to-date single premium individual pensions business to £1bn, up from £463m in 2005.
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Yorkshire BS appoints new chair and vice-chair
7 Nov 2006
