Money Marketing
10 October 2007
-
£2M profit boost for MI
11 Oct 2007
-
3Xd sets up multi-option loan cover
11 Oct 2007
-
50 Staff will lose jobs as Victoria fails to find buyer
11 Oct 2007
-
50% will choose personal pension accounts
12 Oct 2007
Legal & General research has revealed 50 per cent of British workers will choose to stay in personal pension accounts when they are introduced in 2012.
-
A matter of life and dearth
11 Oct 2007
Nucleus Financial Group chief executive David Ferguson argues that the life industry is facing a significant threat through a failure to strengthen its proposition. Yet he says insurers' demise could boost good quality IFAs as value drifts through to the advisory sector
-
A Shaw thing
11 Oct 2007
-
A strong voice that must be heard
11 Oct 2007
-
A Vital plan from Pru
12 Oct 2007
PrudentialPruProtect
-
A week to bury bad news
12 Oct 2007
Two months on since the credit crunch first hit the UK’s shores and job redundancies in the UK mortgage market are starting to make the headlines.
-
A&L appoints director of intermediary sales
16 Oct 2007
-
A&L makes a saving
12 Oct 2007
Alliance & LeicesterTwo-Year FeeSaver Tracker
-
Abbey drops prices on fixed rate mortgages
11 Oct 2007
-
ABI meeting with Treasury to protest against PBR hit to life insurers
15 Oct 2007
-
ABI says insurers well placed for Solvency II
11 Oct 2007
-
Adviser Fund Index
11 Oct 2007
-
Advisers challenged to grab initiative on RDR
11 Oct 2007
-
'Advisers must cull clients to create new business model'
11 Oct 2007
-
Advisers welcome NU move to revamp protection range
11 Oct 2007
-
After eight
11 Oct 2007
Barclays has introduced an income investment paying 8 per cent a year over a five-year period or up to 55 per cent growth. The income investment is ideal for those with equity Isas nearing retirement who do not wish to take much risk.
-
AIC supports increased disclosure for all large private companies
16 Oct 2007
The Association of Investment Companies has supported increased disclosure by large private companies and says private equity-owned companies should not be singled out.
-
Aifa appoints PR and marketing chief
11 Oct 2007
-
Aifa launches landmark RDR survey
11 Oct 2007
-
AJ Bell extends Sipp options
16 Oct 2007
-
AJ Bell secures Cofunds deal for SippCentre clients
11 Oct 2007
-
An education in non-disclosure
11 Oct 2007
CBK principal Peter Chadborn on catching the high proportion of unpaid claims
-
Andrew fisher
11 Oct 2007
-
Anger over IoD's call to axe buy-to-let tax break
11 Oct 2007
-
Art investment advisory service launched
10 Oct 2007
An advisory service to help people buy art as an investment has been launched by Artist Pension Trust, a financial planning programme for artists.
-
Axa IoM set for HMRC challenge
11 Oct 2007
-
Battle lines
11 Oct 2007
The speculation about the snap election that never was has at least brought to light the policies of the leading parties.
-
Blow for smaller IFAs as taper relief is scrapped
11 Oct 2007
-
'BoE looks to have bailed out Rock with over 10bn'
11 Oct 2007
-
Brave hearts
11 Oct 2007
Marketing departments should not be afraid to put across strong messages
-
Broker Talkback
11 Oct 2007
-
C&G reprices 100% mortgage products
11 Oct 2007
-
Caledonia dreaming
11 Oct 2007
-
Capita signs £270m deal with CIS
15 Oct 2007
-
Carry on - don't lose your head
11 Oct 2007
With-profits Don't fear warnings over the complexity of reviewing with-profits investments, says Norwest Consultants principal Harry Katz. IFAs will not be hauled off to the Tower in chains if they can show their advice has benefited clients
-
CBK says submit records to stop non-disclosure
11 Oct 2007
-
Chief executive for Delivery Authority
11 Oct 2007
-
CII demands professional body to drive up standards
12 Oct 2007
-
'Clients not worried over independence if goals are achieved'
11 Oct 2007
-
Climate change could sweep the world
10 Oct 2007
With the pre-Budget report announcing further steps to tackle climate change it appears that Schroders, F&C and Jupiter have all timed their respective launches almost to perfection.
-
Climate's in the hot seat
11 Oct 2007
Chris Salih on how firms have been quick to jump on the climate change bandwagon and introduce funds. Are they a passing phase or will they stand the test of time?
-
CML collates sub-prime data
11 Oct 2007
-
Competition between CII and IFP is healthy sign
11 Oct 2007
-
Complacency will get you nowhere
12 Oct 2007
As the days get shorter and the weeks begin to fly by even faster, the pressure on the advice community is beginning to grow as firms prepare their responses to the retail distribution review.
-
Compliance chief says TCF principles are nothing new
11 Oct 2007
-
Consultants to lobby for increased tax relief for EIS funds
12 Oct 2007
Smith and Williamson will lobby the government for an initial income tax relief increase for EIS funds to offset the loss of capital gains tax taper relief.
-
Consumer Council leader says generic advice is not a cure-all
11 Oct 2007
-
Course for complaint
11 Oct 2007
It is indicative of our society that people will cash in whenever they can
-
Credit Suisse launches HS Market Neutral Index
15 Oct 2007
Credit Suisse has announced the launch of its global HS Market Neutral Index, the latest in the HOLTSelect series.
-
Darling urged to address “chaos” created by PBR tax changes
15 Oct 2007
Chancellor Alistair Darling has faced a torrent of criticism since last Tuesday’s pre-Budget report with warnings his capital gains tax changes will severely damage small business and the life assurance industry.
-
Days of thatcher
11 Oct 2007
Tony Bridgland recalls the pre-Thatcher days when lenders didn't lend more than their funds permitted and when only the best-quality business was sought
-
Directors must check policies for sub-limits
11 Oct 2007
-
Economic forecast is downgraded
12 Oct 2007
-
Edeus tightens LTV on adverse range to 80 per cent
12 Oct 2007
-
ETF Securities - ETFS Forward Petroleum DJ-AIGCI-F3SM
12 Oct 2007
ETF SecuritiesETFS Forward Petroleum DJ-AIGCI-F3SM
-
ETF Securities - ETFS Forward Precious Metals DJ-AIGCI-F3SM
12 Oct 2007
ETF SecuritiesETFS Forward Precious Metals DJ-AIGCI-F3SM
-
ETF Securities -ETFS Forward Livestock DJ-AIGCI-F3SM
12 Oct 2007
ETF SecuritiesETFS Forward Livestock DJ-AIGCI-F3SM
-
European investment outlook remains positive
15 Oct 2007
Can European markets continue to outperform the US, UK and Japan after four years of strong returns, asks Fidelity.
-
Fears over maximum protection age
12 Oct 2007
-
Financial Objects wins Sand Aire contract
15 Oct 2007
-
First national Sesame conference to focus on the RDR
11 Oct 2007
-
First-time home buyers "disappearing"
12 Oct 2007
First-time home buyers are disappearing at an alarming rate, according to the latest edition of moneysupermarket.com's Mortgage Map.
-
Flight to quality
11 Oct 2007
Given my concluding thoughts last week, it was something of a coincidence that I was required to look into the relative performance of smaller companies funds compared with those targeting the market leaders. This is no mean task.
-
Foundering on the rock?
11 Oct 2007
David Turner, a partner with Foot Anstey Solicitors, on whether, in the face of the Northern Rock fiasco, IFAs need to worry about investors making claims over lost funds
-
Franklin Templeton - Franklin Natural Resources Fund
12 Oct 2007
Franklin TempletonFranklin Natural Resources Fund
-
Franklin Templeton - Franklin Strategic Income Fund
12 Oct 2007
Franklin TempletonFranklin Strategic Income Fund
-
Franklin Templeton - Templeton Global Absolute Return USD Fund
12 Oct 2007
Franklin TempletonTempleton Global Absolute Return USD Fund
-
Free FSA surgeries in Newcastle, Sunderland and Durham
12 Oct 2007
Financial advisers, mortgage intermediaries and general insurance brokers in Newcastle, Sunderland and Durham can participate in free FSA surgeries from October 16 to 18.
-
Friends Provident to use tele-interviewing for income protection applications
10 Oct 2007
-
FSA assurances on platforms
11 Oct 2007
-
FSA bans adviser for misleading clients
11 Oct 2007
Richard Wolf of Rotheville Limited has had his FSA approval withdrawn after he was found to have misled his clients.
-
FSA denies it wants to drive out small firms
11 Oct 2007
History shows that the worst failures have been with bigger firms, says head of the RDR
-
FSA examines Royal London levy for Omo
11 Oct 2007
-
'FSA must shoulder some blame for needing RDR'
11 Oct 2007
-
FSA reinforces message to industry on RDR
11 Oct 2007
-
Funds on Ascentric platform reach £175m
11 Oct 2007
Ascentric has announced a £75 million increase in funds on its Wrap in under three months. Total funds on the platform, which launched in January this year, now stand at £175m.
-
GMAC axes jobs and shuts sub-prime arm
11 Oct 2007
-
Godiva rides on rate
12 Oct 2007
Godiva MortgagesCredit Impaired Near Prime Full Status +0.60% Flexx BBR Tracker
-
Gold standard
11 Oct 2007
Commodities Will Henley gauges analysts' views on the investment prospects for gold as it reaches a 27-year high
-
Good day at the office
11 Oct 2007
Prospects continue to look encouraging for the commercial property sector
-
'Govt set to agree compensation for pension victims'
11 Oct 2007
-
Hargreaves Lansdown adds Schroder fund to Wealth 150
16 Oct 2007
Hargreaves Lansdown has selected the Schroder Japan alpha plus fund to join its Wealth 150 range after the vehicle was re-opened to investors back in July this year.
-
Hargreaves to review all bond sales in light of PBR
12 Oct 2007
Hargreaves Lansdown says it is examining all its advised investment bond sales over the past two months to check their suitability in light of the pre-Budget report changes to capital gains tax.
-
HBOS shift away from volume could cost £5bn
11 Oct 2007
-
Healthy future is predicted for PruProtect
11 Oct 2007
-
'Highlight fee-only advisers'
11 Oct 2007
-
How do we kick non-disclosure to the kerb?
16 Oct 2007
Non-disclosure remains a hot topic in the protection industry, and I suppose it will do until someone stubs it out.
-
IMA says CGT reforms are good news for smaller savers
15 Oct 2007
-
IMLA says house price slowdown does not mean housing crash
11 Oct 2007
-
Improvements at the Pru
12 Oct 2007
Prudential has relaunched its menu-based protection plan to include the Vitality, a points system which rewards people for being healthy through discounted premiums.
-
IN Partnership keeps servicing expats after opting into Mifid
11 Oct 2007
-
Investigative reporting
11 Oct 2007
Beware of the pitfalls in HMRC's proposed new reporting levels for chargeable lifetime transfers
-
Investment matters
11 Oct 2007
-
Investment promotion rulebook halved by FSA
16 Oct 2007
The FSA has halved its rulebook on the promotion of investment products in a bid to give firms more flexibility and consumers more tailored information, according to the regulator.
-
Jupiter appoints Riggall as international sales manager
11 Oct 2007
-
Kirwan stays at ABI
12 Oct 2007
-
Knight vows he will rip up mortgage rulebook
12 Oct 2007
-
Korhonen sees more volatility but says his strategy is working
11 Oct 2007
-
Lancaster quits Norwich Union for Gulf Finance House
15 Oct 2007
Norwich Union UK income opportunities manager Ian Lancaster has quit the firm to join Bahrain-based group Gulf Finance House Asset Management.
-
Large cap fits
11 Oct 2007
Stock prices climbed higher last week as credit conditions appeared to be in the process of stabilising. The Dow Jones Industrial Average rose 0.5 per cent to end the week at 13,896, the S&P 500 index advanced 0.1per cent to 1,526 and the Nasdaq Composite gained 1.1per cent to 2,702.
-
Lasting effects
11 Oct 2007
October 1 saw enduring powers of attorney replaced with a new scheme
-
Lawyer's warning to advisers over Newcob changes
11 Oct 2007
-
Lazard pursudes global equity income
12 Oct 2007
Lazard has designed a global equity income fund that invests mainly in high-yielding stocks that are already held in other Lazard funds for growth.
-
Less than half of CII members believe the RDR will improve industry
11 Oct 2007
-
LifeQuote software boosts protection case sizes at LV=
11 Oct 2007
-
Lines of attack
11 Oct 2007
Prime minister Gordon Brown has ruled out going to the polls this year. However, the election fever that gripped the nation over the past few weeks has revealed the dividing lines between the major parties on financial services issues. We look at how their policies on protection, mortgages, housing, tax and pensions are shaping up
-
Line-up of speakers announced for PFS conference
16 Oct 2007
The Personal Finance Society has announced the line-up of speakers who will address its ‘Face the Future, Meet the Challenge’ conference in Birmingham on November 13-14.
-
Little movement in lending for August
11 Oct 2007
-
Medical report
11 Oct 2007
Doctors and their practice managers have long been the bane of many administrators' lives within IFAs and life companies. As anyone who has ever chased a medical report will know, the attitude of all but a handful of the medical profession towards our industry is probably best described as contemptuous.
-
Meeting the minister and OMO developments
11 Oct 2007
I had the pleasure of meeting pensions minister Mike O’Brien yesterday who seems to have taken on his new brief with a great deal of enthusiasm.
-
Meteor swings towards returns
12 Oct 2007
Meteor Asset ManagementPendulum Commodities Plan
-
Mortgages Plc hikes rates by as much as 1 per cent and tightens criteria
10 Oct 2007
-
Most employee shareholders will be unaffected by PBR changes, says Mercer
12 Oct 2007
-
Name change for SLI growth and income
11 Oct 2007
-
Nearly half of employees want PMI as a staff benefit
12 Oct 2007
-
'No logic in Govt policy on annuities'
11 Oct 2007
-
Northern Rock board were ready to quit two weeks before the run
16 Oct 2007
All members of the Northern Rock board were willing to offer their resignation as early as August 30, it was revealed to the Treasury select committee.
-
Northern Rock may have borrowed almost £13bn from Bank of England
11 Oct 2007
-
Offshore funds consultation paper to close income gains "loophole", says Deloitte
15 Oct 2007
The upcoming consultation paper on offshore funds, announced in the pre-budget report, aims to simplify the tax regime, provide certainty to UK investors and increase anti-avoidance, according to Deloitte.
-
Onward IFA soldiers as all sing from same hymn sheet
11 Oct 2007
-
Out of Context
11 Oct 2007
-
Par for the course for JM Glendinning
11 Oct 2007
-
Party politics
11 Oct 2007
With the prospect of a possible election looming, all parties have turned their attention to the Government's poor record of pension compensation. Will Henley looks at what this could mean for the Government
-
PBR: "Tax changes are a further attack on pensions funds" says AJ Bell
10 Oct 2007
-
PBR: Darling spun IHT raise, says Way Group
10 Oct 2007
Chancellor Darlings move to raise the inheritance tax threshold for couples to 600,000 in his pre-Budget report masks the real circumstances for many people facing IHT, says the Way Group.
-
PBR: Equity release planners welcome IHT changes
10 Oct 2007
-
PBR: Fears CGT changes could prompt buy-to-let sell off
10 Oct 2007
The Chancellor Alistair Darling has been warned that changes to taper relief could provoke a buy-to let sell off before April next year and potentially undermine house prices.
-
PBR: Fidelity says CGT changes are a "shot in the arm" for long-term savings
10 Oct 2007
-
PBR: Irish non-doms to benefit
12 Oct 2007
New measures in the pre-budget report will end discrimination that has prevented Irish people resident in the UK enjoying the same tax relief as other foreign nationals, says Chiltern.
-
PBR: Tories claim Darling may have created new £2bn raid on pensions
10 Oct 2007
-
PBR: Tory candidate brands PBR IHT move an insult to IFAs
10 Oct 2007
-
Pensions minister brands Grayling Cameron's "attack dog"
11 Oct 2007
-
Personal effects
11 Oct 2007
It probably won't surprise regular readers to discover that I am not a natural friend of the Conservative Party.
-
Platform recruits head of credit risk
11 Oct 2007
-
Positive action
11 Oct 2007
Industry feedback to the retail distribution review has been negative, yet one thing that has become abundantly clear to me as I have gone round the country talking to IFAs over recent weeks is that very few seem to have actually read the document.
-
Positive thoughts
11 Oct 2007
A look at the opportunities that await those with foresight and planning
-
Potter and Burdett set sail on Thames River
12 Oct 2007
Thames River Capital has brought out a multi-manager Oeic range for former Credit Suisse multi-managers Gary Potter and Robert Burdett.
-
Pre-Budget tax changes to hit onshore and offshore bond market
11 Oct 2007
The Chancellor’s pre-Budget changes to capital gains tax will damage the insurance bond market, tax experts warn.
-
Pritchard wants better FSA guidance on exams
11 Oct 2007
-
Product matters
11 Oct 2007
-
Putting pensions to work
11 Oct 2007
A small employee seeks advice on setting up a company pension scheme
-
Reforms aid take-up of long-term fixes
12 Oct 2007
-
Rent asunder
11 Oct 2007
Growing repossession figures may be the first sign of cracks in the wall of buy-to-let lending that has grown up in the last few years and now rising interest rates and falling rental yields look set to further undermine the market's foundations, says Samantha Downes
-
Residential property sector to come under scrutiny
12 Oct 2007
Consumers, industry bodies, government and other stakeholders will be able to contribute to an independent review to reform the residential property sector.
-
Resolution rejects Pearl bid as Royal London expresses interest
10 Oct 2007
Resolution has rejected a takeover bit from Pearl of 660p per share suggesting it significantly undervalues the provider and its prospects as part of Friends Financial Group.
-
Revenue closes pension loophole
12 Oct 2007
-
Row over FSA 'briefing media against the BoE'
11 Oct 2007
-
Rowley to run M&G property
11 Oct 2007
-
Royal Liver to add virtual underwriter Q&A tool to website
10 Oct 2007
-
Royal London funds added to FundsNetwork
12 Oct 2007
-
Safran steps down at Trigold
11 Oct 2007
-
Savers put holidays before retirement
12 Oct 2007
-
Schroders plans second climate fund
11 Oct 2007
-
Scottish Life launches income release plan
12 Oct 2007
-
Sense of duty
11 Oct 2007
There is nothing like the threat of a general election to galvanise the opposition party and the Tory Party conference in Blackpool did not disappoint. Faced with the threat of a sudden November election, the Tories made impressive efforts to finally distance themselves from Labour with some tax breaks aimed at Middle England.
-
Shah plans to use Ucits III powers on special sits
11 Oct 2007
-
'Shake up market'
12 Oct 2007
-
Skandia launches multi-manager business
11 Oct 2007
Skandia is launching Skandia Investment Group which it claims will be one of the world's largest multi-manager investment businesses.
-
SPA ETFs - MarketGrader 100
12 Oct 2007
SPA ETFsMarketGrader 100
-
SPA ETFs - MarketGrader 200
12 Oct 2007
SPA ETFsMarketGrader 200
-
SPA ETFs - MarketGrader 40
12 Oct 2007
SPA ETFsMarketGrader 40
-
Stamp of approval
11 Oct 2007
The mortgage industry has welcomed Tory plans for stamp duty to aid FTBs but believes that more sweeping changes are needed
-
Standard Life adds SEI range to wrap platform
15 Oct 2007
Standard Life has announced that SEI’s range of manager of managers solutions will soon be available through the Standard Life wrap platform.
-
Standard Life set to join Resolution bidding war
15 Oct 2007
A bidding war for Resolution is set to take off this week with Standard Life and Swiss Re planning a joint rival bid for the provider.
-
Standard Life shake-up sees White move to Martin Currie
11 Oct 2007
-
Swiss Re confirms Resolution interest
15 Oct 2007
A potential bidding war for fund management firm Resolution has become all the more likely today after Swiss Re confirmed it is in discussions with Standard Life over acquiring certain closed-books of life business from the firm.
-
T.Bailey unveils best ideas fund
12 Oct 2007
Multi-manager T.Bailey has unveiled its UK best ideas fund of funds, comprising 10 equally weighted UK investment funds.
-
'Take responsibility for retirement saving'
11 Oct 2007
-
Talks on tax charges over non-domiciles
12 Oct 2007
-
Technology for today
11 Oct 2007
The Money Marketing Live conference and exhibition at Manchester's G-Mex on October 30 will house a technology arena, giving advisers an insight into the latest developments to meet today's investor demands. You can also win a Mazda MX-5 roadster sponsored by Edeus
-
Thames River reopens hedge+
11 Oct 2007
Boutique multi-manager Thames River Capital has reopened its £159.4m hedge + fund of hedge funds in response to investor demand that has been fuelled by strong performance.
-
The factory factor
11 Oct 2007
Andy Curran, director of intermediated distribution at Prudential believes that a move to factorygate pricing can bring a major boost for adviser businesses
-
The generation game
11 Oct 2007
Paul Wright, investment management director for Zurich, considers the changing face of inheritance tax and says advisers should view estate planning as one of their priority areas for clients
-
The Money Portal moves to make churn not an option
10 Oct 2007
-
The name game
11 Oct 2007
Although now described as yesterday's mistake, the announcement by Tomorrow that it will not allow a move to self-invested personal pensions could force a renaming in order to reflect its stance on this option, which was used to enable the sale of the original product. So how about Tomorrow Never Comes?
-
The panic button
11 Oct 2007
Our panel of experts consider Northern Rock's crisis, a slowdown in UK property markets and gloom in the US
-
The perfect 10
11 Oct 2007
Neal Underwood talks to T Bailey fund manager Jason Britton about his new UK best ideas vehicle and how he chose his underlying funds
-
There's many a Sipp...
11 Oct 2007
Mistakes come in many forms but few come in the form of 20,000 letters to clients and advisers.
-
Thinc aims to expand multi-manager links
11 Oct 2007
-
Threat to pension providers over Omo delays
11 Oct 2007
-
Threesixty says advisers need to review trust arrangements
11 Oct 2007
-
'Timescale is brave'
12 Oct 2007
-
TMP buyout system to cut out churners
11 Oct 2007
-
Tomorrow slammed after Sipp climbdown
11 Oct 2007
-
Tony Lanning joins Gartmore multimanager team
12 Oct 2007
Gartmore has announced the appointment of Tony Lanning and Katie Trowsdale to its multi manager team, both to start in early November.
-
Tories predict major election battle on pensions
11 Oct 2007
-
Trio agree to allow cross-platform views
11 Oct 2007
-
Trouble in paradox
11 Oct 2007
The RDR strives to reach distribution nirvana but gets lost on the way
-
Unregulated funds category for Jersey
11 Oct 2007
-
Unum boosts group life proposition
15 Oct 2007
-
US banks to form $75bn fund to invest in US sub-prime mortgage debt
15 Oct 2007
-
US earning growth levels in low single digits
16 Oct 2007
US earning growth levels will be in the low single digits in the third quarter, according to predictions from BlackRock.
-
Vertex named biggest mid market private company
15 Oct 2007
-
Virgin puts forward offer to take control of Northern Rock
12 Oct 2007
-
Voluntary code for price comparison sites needed, says Resolution Foundation
11 Oct 2007
-
Wave to cut around 20 jobs due to credit crunch
10 Oct 2007
-
WdB assetmasters go on IFA market
11 Oct 2007
Williams de Broe is making its assetmaster fund of funds range available to the wider IFA market because it has attained a three-year track record.
-
We should all set aside time for pro bono advice
11 Oct 2007
-
Witan takes global view
11 Oct 2007
The board of the Witan investment trust is moving its assets towards a more global view because it thinks the UK market is efficient and wellpriced, with returns easier to find elsewhere.
