Money Marketing
10 May 2006
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1st launches new real time valuation service
10 May 2006
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2M scam sees IFA jailed for four years
11 May 2006
Court hears how adviser continued to run 'Ponzi' scheme while on bail
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3D vision from Sarasin
12 May 2006
Sarasin Chiswell has brought out Ucits III compliant versions of its GlobalSar and EquiSar funds.
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50 Appointed reps set to share 3m share windfall from Personal Touch
11 May 2006
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56 Firms fail capital-adequacy requirements
11 May 2006
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A sense of rebalance
11 May 2006
The Adviser Fund Index panellists have added 23 new constituents and kicked out 21 funds across the whole AFI series following last week's rebalancing.
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A stinging endorsement?
11 May 2006
Secured loans were covered in several of last weekend's personal finance sections and on BBC Radio 4's Moneybox programme. The hook for the media coverage was twofold.
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Abacus Permanent - Future Mortgages Prime Three-Year Fixed BTL
12 May 2006
Abacus PermanentFuture Mortgages Prime Three-Year Fixed BTL
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Abbey in talks with Resolution
11 May 2006
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Abbey lends 7bn in Q1
11 May 2006
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'Abuses are sending self-cert into decline'
11 May 2006
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Actuarial firms Wolanski & Co and CheckleyFisher to merge
16 May 2006
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Adviser and Quay clash over software
11 May 2006
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Advisers in levies plea to Minghella
11 May 2006
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Aegon UK launches its first major advertising campaign
16 May 2006
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Aifa says factoring advice into NPSS could cut costs
11 May 2006
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Aim is the spur
11 May 2006
Our panel consider the AITC opening its doors to Aim-listed offshore firms and VCTs, the growth of property as an asset class and which other asset classes may be left in its wake, plus: dual or single pricing and the impact of the Chancellor's removal of tax credits on equity dividends
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Altin looks to take profits following 11% growth
11 May 2006
Fund of hedge funds manager Alternative Asset Advisors is to increase its US holdings as it reduces exposure to global macro and Russia within its Altin funds of hedge funds.
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AMI launches broker credit help
11 May 2006
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AMI reveals brokers fears over Hips
10 May 2006
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Average UK workers will retire on less than the minimum wage warns Fidelity
10 May 2006
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Axa launches new estate planning bond trusts to overcome Budget changes
15 May 2006
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Best Corporate Adviser
12 May 2006
With annual turnover up over 100 per cent thomsons online benefits scooped the award for the second year running after rebranding and continuing the development of its award winning technology.
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Best Healthcare Provider
12 May 2006
Friends Provident wins Best Healthcare Provider standing out from the crowd in an award that spans across permanent health insurance, critical illness and private medical insurance.
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Best Investment Adviser
12 May 2006
Origen scoops this year’s Best Investment Adviser award for its emphasis on Treating Customers Fairly and launch of its Research & Investment Knowledge Bank.
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Best Investment Provider
12 May 2006
Fidelity showed why it is still number one in the eyes of advisers with a consistent and impressive investment performance and top-notch service standards landing the firm Best Investment Provider award.
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Best Life Protection Provider
12 May 2006
Legal & General won the Best Life Protection Provider accolade for the second year running again impressing the adviser community with its emphasis on technology.
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Best Mortgage Adviser
12 May 2006
L&C come up trumps in this category for the third year running after impressing the judges with its emphasis on advice throughout the sales process.
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Best Mortgage Lender
12 May 2006
Halifax and Nationwide could not be separated for the title of Best Mortgage Lender after a terrific year for the two strong brand names.
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Best Multi Manager Provider
12 May 2006
Skandia wins the Best Multi-Manager Provider award for the second year running cementing its position at the heart of the product’s growth and industry role as a strong advocate of the service proposition.
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Best Pension Adviser
12 May 2006
Hargreaves Lansdown picks up the Best Pension Adviser award after impressing the judges with a proven Sipp model and showing impressive preparation for A-day.
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Best Pension Provider
12 May 2006
Standard Life wins Best Pension Provider for the second year running with advisers continuing to be impressed with its service standards in the run-up to the proposed demutualisation.
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Best Protection Adviser
12 May 2006
This year saw joint winners in the Best Protection Adviser category with previous victors Lifesearch sharing the spoils with the smaller Life Policies Direct. Judges could not separate the two firms for their different achievements in the adviser protection arena in 2005.
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Best Specialist Lender
12 May 2006
BM Solutions was the number one choice for best specialist lender, impressing advisers in the sub-prime, self-cert and buy-to-let sectors.
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Best Technology Adviser
12 May 2006
Positive Solutions was the predictable but worthy winner of this year’s Best Technology Adviser Award after another successful year for the firm that made its name through its innovative use of new technology.
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Blair and Brown reach pension agreement
12 May 2006
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Boulding says make 2006 'year of the big contribution'
11 May 2006
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Briault says PPs must be able to move into NPSS
11 May 2006
Regulator will be keeping a close eye on 'persuaders' trying to tempt people out of new scheme
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Briault urges Govt to keep NPSS simple
11 May 2006
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Bridge the gap
11 May 2006
Nicola Yorks on a bridging loan specialist's moves to educate the industry about the sector
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'Brokers offering Hips can be top of the food chain'
11 May 2006
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C&G offers competitive deal with restrictive view
12 May 2006
Cheltenham & GloucesterTwo Year Fixed Rate
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Call for an NPSS-style model for Isas
11 May 2006
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Cheltenham & Gloucester -Three Year Fixed Rate
12 May 2006
Cheltenham & GloucesterThree Year Fixed Rate
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CII revenues hit record 27m
11 May 2006
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CIS chooses Schroder fund for personal pension portfolio
10 May 2006
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Claim-chaser secures referral deal with solicitors
11 May 2006
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CML fears over adequacy rules
11 May 2006
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Company of the Year
12 May 2006
Skandia was the well deserved winner of Company of the Year award becoming the adviser favourite for 2005 capping a great year for the Swedish provider.
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Consensus of opinion
11 May 2006
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Cordea sets up land regeneration fund
11 May 2006
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Correspondent's week
11 May 2006
This week by freelance reporter Sam BarrettWeeks that start on a Tuesday instead of a Monday are always a boon, even when I've lined up a hellish morning of phone calls to lawyers for an insurance feature I'm writing for Post magazine.
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Crouching tigers
11 May 2006
Markets Asian economies are poised to benefit from a new era of instability, says Baring Asset Management's London chief investment officer Michael Hughes
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CTFs can help address student debt problem, says F&C
16 May 2006
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Currie set for retail version of global alpha fund
11 May 2006
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Distribution Innovation Award
12 May 2006
Direct Life & Pensions won the award of innovation in distribution for its unique Express Underwriting service which saves advisers time and costs whilst increasing earnings.
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Do Hips stack up for Asda?
11 May 2006
Guy Anker assesses supermarket Asda's ambitions in the estate agency and mortgage markets
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Don't be afraid of equity release, advisers urged
11 May 2006
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Draft legislation fails to quell concerns over Dubai property
11 May 2006
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Dumble expresses 'real doubts' over principles
11 May 2006
Aegon director says there is an understandable resistance from many firms to make transition
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Easter replaces Tebbutt as Millfield chief executive
11 May 2006
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Employee benefits firm expands training courses
11 May 2006
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Endowment claims 'could run to 2016'
11 May 2006
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Equitable offloads £4.6bn non-profit annuities book
11 May 2006
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F&C appoint new CFO
10 May 2006
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Failed IFA firms 'chased scale at cheapest price'
11 May 2006
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Fair and square
11 May 2006
Many years ago, I received a communication from my then managing director but was puzzled by its contents and the lack of purpose it conveyed.
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Fair Treatment?
11 May 2006
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Faith, hope and clarity
11 May 2006
The financial services industry has much to learn from Islamic teaching
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Fears for loan market over OFT fees report
11 May 2006
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Fidelity's favourites
11 May 2006
Matt Goodburn asks who are the front-runners likely to replace Bolton
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'Field's pension vulnerable to market crashes'
11 May 2006
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Fixed-rate deals could give way to trackers
11 May 2006
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Focus on Offshore
13 May 2006
Friends Provident International (FPI) have announced plans to extend their offshore life and pensions business into three new territories. They have been granted a licence for a branch office in Singapore, which will open in September 2006. FPI hope to repeat the success they have had in North Asia with business via Hong Kong in the South Asian market. They plan to launch a portfolio bond for high net worth clients and will be the first provider to do so in Singapore.
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Fofs 'come of age' with £2.2bn sales
11 May 2006
Fund of fund sales have increased more than six-fold in the last three years, according to the Investment Management Association.
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Former Network 300 IFAs win right to trail
11 May 2006
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Four in one product from L&G
12 May 2006
Legal & GeneralPortfolio Plus Sipp
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Friends Provident appoints new director of marketing
12 May 2006
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Friends Provident International - FPIL Henderson Horizon Asia-Pacific Property Equities Fund
12 May 2006
Friends Provident InternationalFPIL Henderson Horizon Asia-Pacific Property Equities Fund
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FSA bans ex-London Adventist chief
11 May 2006
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FSA campaign on shortfalls
11 May 2006
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FSA warns of legal action on exit fees
11 May 2006
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GE chief says FSA and press do not understand how the sector works
11 May 2006
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Harrison scraps retirement for Positive Solutions role
11 May 2006
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Home of Choice offers overseas service
11 May 2006
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Horses for courses
11 May 2006
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HSBC adds to freestyle range
12 May 2006
HSBC Investments has introduced the global emerging markets equity freestyle fund to its offshore global investment funds range.
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IFA of the Year
12 May 2006
Hargreaves Lansdown wins the prestigious IFA of the Year award after a fantastic 2005 for the firm that specialises in both advisory and non-advisory work.
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IFAP renews call for crackdown on web advertising
11 May 2006
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IHT confusion causes Standard Life to suspend DGP
10 May 2006
Standard Life is suspending the launch of its Discounted Gift Plan until the rules surrounding IHT valuations are clarified.
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IHT loophole could revive SSAS market
11 May 2006
Lawson points to 'exciting' opportunities to pass on pension pots free of tax
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Ingenious Asset Management recruits five new investment directors
15 May 2006
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Invesco - Continental European Absolute Return Fund
12 May 2006
InvescoContinental European Absolute Return Fund
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Invesco - Euro Corporate Bond Fund
12 May 2006
InvescoEuro Corporate Bond Fund
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Investment View: Talking points
11 May 2006
Harking back to the Association of Investment Trusts' annual directors' conference, on which I reported last week, a particularly interesting session came under the somewhat deathless title of Global Macroeconomic and Market Outlook.
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Japan tipped as top performer
11 May 2006
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Jupiter reveals how married couples can cash in on divorce
11 May 2006
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Kleinwort Benson - Protected Linked Deposit III
12 May 2006
Kleinwort BensonProtected Linked Deposit III
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Legal & General - Portfolio Plus Sipp
12 May 2006
Legal & GeneralPortfolio Plus Sipp
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'Less than minimum wage for retirees'
11 May 2006
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Life expectancy has risen quickest in UK
11 May 2006
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Like it or lump it
11 May 2006
Informed Choice managing director Nick Bamford fears for the future of the tax-free lump sum
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Loan firms' relief over CCB deadline
11 May 2006
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Manchester mortgage expo this week
16 May 2006
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Mortgage Brain buys software firm
11 May 2006
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'Most IFAs have been multi-tied for years'
11 May 2006
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Multi-manager View: Changing times
11 May 2006
Over the last five years, multi-manager investing has come of age in the UK, with widespread acceptance in the UK intermediary community. The last five years has also seen many of the biggest conventional fund management businesses joining in, Schroders, Gartmore, Skandia and Fidelity to name a few.
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Name change for St James's Place
11 May 2006
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Nationwide brings in timebars
11 May 2006
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New mortgage chief at B&B
15 May 2006
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New-aged men
11 May 2006
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Norwich Union confirms special sits launch date
15 May 2006
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NU hikes fixed rate Lifetime interest rates
15 May 2006
Norwich Union has raised the interest rates on its Fixed Rate Lifetime Mortgage plans.
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NU says providers must help equity-release market grow
11 May 2006
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Old, old story.
11 May 2006
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On good form
11 May 2006
When might a lifetime transfer be immediately reportable to HMRC Capital Taxes?
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Only 28% of Swedes have faith in their government
11 May 2006
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Outstanding Contribution to the Industry
12 May 2006
Scottish Life Head of Pension Strategy Steve Bee wins the accolade of outstanding contribution to the industry in a year where he has again shown his ability to inform the adviser community on pensions with an unmatchable wit and knowledge.
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Patience is a virtue
11 May 2006
Investors would do well to hold on as corporate bonds look set to rally again later in the year
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Pensions paper out by end of May
11 May 2006
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Pensions set for Isa-style season
11 May 2006
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Platinum goes Nordic
12 May 2006
Platinum Capital Management will launch a hedge fund in June focusing mainly on Scandinavian equities.
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Preferred and SPML to merge operations in Lehman shake-up
15 May 2006
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Principled Objections
11 May 2006
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Professional Development Award
12 May 2006
LifeSearch wins this year’s professional development award after impressing the judges with its supplement examinations and training requirements and internal promotion of senior staff.
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'Profit motive discourages improvements to MPPI'
11 May 2006
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Property funds set to overtake buy-to-let
15 May 2006
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Pru is last big firm to impose timebar
11 May 2006
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Purnell becomes pension minister
11 May 2006
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RBS launches new fixed rate bond
16 May 2006
The Royal Bank of Scotland has launched a new Fixed Rate Bond with a 4.9 per cent top rate.
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Return of the Scottish Widow
11 May 2006
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Richard Coulson
11 May 2006
The chief executive of Home of Choice was on the books of Sheffield United Football Club before coming to the mortgage industry and says his firm is 'over the hard yards and can kick on'. He believes the whistle will be blown on all but five mortgage networks by the end of the year and has an acquisition strategy in place to ensure that HoC is one of the survivors. Interview by Nicola York
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Sarasin Chiswell - Sarasin EquiSar IIID
12 May 2006
Sarasin ChiswellSarasin EquiSar IIID
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Sarasin Chiswell - Sarasin GlobalSar IIID
12 May 2006
Sarasin ChiswellSarasin GlobalSar IIID
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ScotEq extends Omo range with pension annuity deal
11 May 2006
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ScotEq is stung by churning criticism
11 May 2006
Commission offer on transfers is 'legitimate form of client retention'
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Sesame tells ex-firms it cant find their files
11 May 2006
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Ship digs in heels on defining drawdown
11 May 2006
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Sipps lead way as Standard sees sales surge
11 May 2006
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Small talk
11 May 2006
A lot of nonsense is talked about small-cap funds being no longer attractive. Certainly, this sector as a whole has marginally underperformed over the past year and in the three months to April 1, 2006, but the top performers of all have been mainly smaller company funds, mid-cap funds and UK equity funds with some smaller company investments.
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Standard Life Bank - Freestyle Two Year Discount
12 May 2006
Standard Life Bank Freestyle Two Year Discount
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Standard Life strengthens pensions team
12 May 2006
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Standard warns of 14bn savings drop
11 May 2006
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Streaks ahead
11 May 2006
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SVM launches global opportunities fund
16 May 2006
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SVM models Fof on global fund
11 May 2006
SVM Asset Management is introducing a fund of funds modelled on its global fund investment trust.The SVM global opportunities fund is a multi-asset-class portfolio. It will be capped at £100m and soft-closed at £75m.
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Synesis backing for portfolio buys
11 May 2006
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System failure
11 May 2006
If a filing system is not structured, it is not a filing system.
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Taking sides on funding options
11 May 2006
FSCS
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Theory of Relativity
11 May 2006
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This week in Politics
16 May 2006
The Prime Minister and Chancellor appear to have reached agreement to restore the earnings link to the basic state pension signalling an unlikely but peaceful end to the pensions soap opera that has been raging since the second Turner report.
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Timebar will tell
11 May 2006
The ruling has prompted fears that the endowment crisis could be prolonged until 2016 as hordes of other timebarred policyholders take their misselling cases to court.
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Too little, too late
11 May 2006
Investors could be missing a trick as fund gurus pin their hopes on blue chips
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Tories to push for Finance Bill amendments in committee
11 May 2006
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Tories want flexible NPSS
11 May 2006
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Tories want greater TCF consensus
11 May 2006
Hoban says difference in approach to TCF by those on different sides of the fence is causing confusion
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Tories withdraw Bill amendments
11 May 2006
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Towry will switch to fees following acquisition
11 May 2006
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TPC aims high with Sipp offer
11 May 2006
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'Traditional networks need an overhaul'
11 May 2006
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Transfer of Wealth
11 May 2006
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True business value
11 May 2006
Selling a business merely based on its financial merits can often lead to it being undervalued
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Turnaround firm for Millfield as deal fails
11 May 2006
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Turning a blind eye
11 May 2006
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Turning somersaults
11 May 2006
Generally, I try never to reply in print to letters that criticise me. After all, if you can't take it, don't dish it out. Having done the latter for many years, a taste of the former is always good for me.
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Two million people have paid fees for advice in two years
11 May 2006
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Unwatched pot may overboil
11 May 2006
When might a lifetime transfer be immediately reportable to HMRC Capital Taxes?
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Warning on illegal protection business
11 May 2006
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Who dares wins
11 May 2006
This week, I want to look at one of the most hotly debated topics in our industry today. How can adviser firms move from the old sales-led, front-end commission model to a services-oriented model?
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Yorkshire reveals plan to help first time buyers
15 May 2006
