Money Marketing
11 April 2007

April 23 for claimchaser regulation

12 Apr 2007
Rock rolls into sub-prime sector

12 Apr 2007
Tomorrow's world

12 Apr 2007

Not manana but Tomorrow. GE Life has joined Liverpool Victoria now LV= in the season of the rebrand.
£1.6Bn war chest as Resolution seeks more acquisitions

12 Apr 2007
5% Slump in young people taking out life insurance

12 Apr 2007
A bit of a Tif

12 Apr 2007

Now that treating customers fairly is embedded in most firms' compliance regime, the FSA is already progressing its principle-based regulations agenda, with yet another EU directive, Mifid, helping to drive this agenda.
A question oif choice from Skandia

13 Apr 2007

Skandia MultiFundsProtected Portfolio Investment
A&L brings out new specialist deals

13 Apr 2007
Abbey’s steep step get the thumbs-down

13 Apr 2007

Abbey caused controversy this week after it launched a stepped rate mortgage at 2.99 per cent for the first year but the rate then more than doubles after 12 months.
Abbey's steep step shocks advisers

12 Apr 2007
Aberdeen merges funds

12 Apr 2007
ABI in PTA pipeline plea

12 Apr 2007
ABI wants DC contracting out revenue to encourage private saving

16 Apr 2007
Adviser Fund Index

12 Apr 2007
Advisers may move on Hip opportunity

12 Apr 2007
Advisers not acting on advice of consultants, says FSA

17 Apr 2007

Over a third of advisers are not acting on recommendations from their compliance consultants that would have improved their regulatory position, according to FSA research.
Advisers still unaware of new CI definitions

12 Apr 2007
Aegon Asset Management in bid to boost rebranded image

12 Apr 2007
Aegon to hold business protection seminars

11 Apr 2007
Aifa relaunches website

13 Apr 2007
All clear ahead?

12 Apr 2007

The state pension system is too important to be so complicated.
Annuity options

12 Apr 2007

Prudential head of annuities Aston Goodey says that as inflation bites into pensioners' income, their only real alternative for making their money work for them is an investment-backed annuity and with-profits are a viable option.
Are the golden handcuffs turning platinum?

11 Apr 2007

Four months into 2007 and it appears investment houses are starting to wise up to the gameplans of a number of boutiques that are looking to spread their wings in the market.
Ascentric wraps up 22 firms

12 Apr 2007
Autoenrolment into Personal Accounts has to be in the "general interest", says pensions minister

17 Apr 2007

Pensions minister James Purnell has conceded that personal accounts will not benefit everyone, arguing that autoenrolment should be in the general interest of UK savers.
Axa Framlington - Multi-Manager Reserve Fund

13 Apr 2007

Axa FramlingtonMulti-Manager Reserve Fund
Baring applies for distributor status

12 Apr 2007

Baring Asset Management has applied for UK distributor status for three of its offshore multi-manager funds to attract retail investors through IFAs.
Big firms maintain Sipp stranglehold

12 Apr 2007
Big names wait for full Sipp authority

12 Apr 2007
BlackRock brand switch will be a 'big bang'

12 Apr 2007
Bouncing back to work with loan protection

12 Apr 2007
Bright Grey adds critical conditions

12 Apr 2007
Broker Talkback

12 Apr 2007
Brown claims move was the right decision

12 Apr 2007
Brown's tax raid is 'drop in ocean next to DWP proposals'

12 Apr 2007
Bupa in the eye of a storm after BMA slams network

12 Apr 2007
Canny nanny

12 Apr 2007

Why the Government is encouraging a dependency culture in the UK.
Catholic Building Society - One-Year Fix - Issue 1

13 Apr 2007

Catholic Building SocietyOne-Year Fix - Issue 1
Causes for concern

12 Apr 2007

It is difficult to find anyone whose optimism remains completely untrammeled at present.
Chamberlain says mortgages must be part of holistic service

12 Apr 2007
Chris Phillips dies after mountain trek

12 Apr 2007
CII creates new board structure

12 Apr 2007
Commodity frenzy brings FSA warning

12 Apr 2007
Compensation scheme levy falls by 10m

12 Apr 2007
Competition Commission identifies PPI probe areas

12 Apr 2007
Compromise is wise way for the FSA

12 Apr 2007

The FSA has changed its mind about plans to regulate investment trusts which might have seen a repeat of the split-cap debacle.
Conservatives call for pension Lifeboat Fund

16 Apr 2007
Correspondent's Week

12 Apr 2007

This week by ex-Daily Mail personal finance reporter James Coney, now deputy business editor at the Daily Mirror.
Credit act offers challenge powers

12 Apr 2007
Cry freedom

12 Apr 2007

Why recent revelations on tax credits must not lead to Brown closing up sources of information.
Dalton replicates UK fund

13 Apr 2007

Dalton Strategic Partnership has launched the Melchior selected trust UK opportunities fund. This is a Luxemburg based Sicav which replicates the investment strategy of the onshore Melchior UK opportunities fund.
Dawnay turbo charges unusual concept

13 Apr 2007

Dawnay Day QuantumProtected Commodities Turbo IV
Duffy quits Hamptons after six-year spell

16 Apr 2007
Edward Jones attacked over door-to-door sales

12 Apr 2007

Firm defends approach as doorstepped advisers call for end to 'prehistoric practices'
Edward Jones door-knocking tactics attacked

12 Apr 2007

This week Money Marketing highlighted worries over the selling strategies of a certain American adviser firm and stockbroker.
EMXCo and Euroclear set up fund liaison group

17 Apr 2007
Ethical first from Seven

13 Apr 2007

Seven Investment Management has introduced its first ethical fund in response to the growing demand for funds that do not compromise an investor’s principles.
Euro Equitable row escalates

11 Apr 2007

The row between members of the European Parliament Equitable Life committee has escalated with Conservative MEP Sir Robert Atkins accusing Labour MEPs of trying to wreck the report for political gain.
Euro stars

12 Apr 2007

With most of the European economies improving, European shares should also improve, particularly smaller company shares where there is a large amount of takeover and merger activity and a lot of undervalued niche firms.
Exchange links with IntelliFlo for two-way quote services

12 Apr 2007
Fidelity appoints new director of UK real estate

13 Apr 2007
Fortune favours Mom structure

12 Apr 2007

Hedge fund multi-manager Fortune Asset Management expects its closed-ended market wizards fund to list on the London Stock Exchange within four weeks.
FSA bans broker for PPI and and GAP failings

11 Apr 2007

The Financial Services Authority has banned a broker from carrying out regulated activities for management failures and a lack of skill, care and diligence.
FSA delays changes to FOS funding due to case number volatility

11 Apr 2007

The FSA has delayed any proposals to reform the funding of the Financial Ombudsman Service due to “significant volatility” in case numbers experienced by the FOS.
FSA drops plans for dual listings

12 Apr 2007
FSA must be more decisive on single premiums

12 Apr 2007
FSA says it is tough with errant small firms

13 Apr 2007

The FSA says it maintained a tough stance towards small firms that failed to meet its minimum standards in 2006/07.
FSA says wrong time for FOS change

16 Apr 2007

There was disappointing news from the FSA last week after the regulator announced it was to delay any changes to the way the Financial Ombudsman Service is funded.
FSA turns to sub-prime and lifetime mortgages

12 Apr 2007
FSA warns senior managers after £30k fine

12 Apr 2007

The Financial Services Authority has fined the ex-finance director of a former ING subsidiary £30,000 for breaches of FSA principles by “failing to exercise due skill, care and diligence in carrying out his role”.
FSA's placement plan casts shadow on IFAs

12 Apr 2007
FTBs hit by rising interest rates

16 Apr 2007
GE firms are turning to Tomorrow

12 Apr 2007
GMAC upgrades website for intermediaries

17 Apr 2007
GMAC-RFC offers rate/ redemption swap deal on adverse loan

12 Apr 2007
Godiva Mortgages - Five Year Fixed Fee Free MOREgage

13 Apr 2007

Godiva MortgagesFive Year Fixed Fee Free MOREgage
Grave concerns

12 Apr 2007

A couple are advised to take maximum pension income rather than risk leaving it to the Chancellor in tax charges.
Green light for carbon-neutral schemes from HBOS and L&C

12 Apr 2007
G-reit expectations

12 Apr 2007

Gregor Watt reports on a massive potential market opening up now that Germany has brought in Reits.
Guide gives smoothing details on fund returns

12 Apr 2007
Hargreaves to float on LSE this summer

16 Apr 2007

Hargreaves Lansdown has confirmed it will continue with its initial public offering of shares and will be listed on the London Stock Exchange this summer.
Hay divides IFA operations

12 Apr 2007
Hedging the bets

12 Apr 2007

Hedge funds Helen Pow reports on the retailisation of funds of hedge funds.
Hip task

12 Apr 2007

Guy Anker looks at the latest changes to home information packs.
Homeloans website claims to cut out advice

12 Apr 2007
Hook, lien and sinker

12 Apr 2007

Aegon fixed-income manager Iain Buckle says the American sub-prime crisis is bringing problems in the fixed-income sector as borrowers are defaulting and leaving second-lien mortgages which have been sold on by the lenders and packaged to investors as asset-backed securities.
HSBC’s Bric freestyle fund re-opened

13 Apr 2007

HSBC Investments has reopened its GIF BRIC Freestyle fund less than a year after closing the vehicle to new investment.
IFAs want support for with-profits

12 Apr 2007
Inflation adjusted

12 Apr 2007

Nick Kirwan, protection marketing manager at Scottish Widows, says advisers should assess their individual clients' personal rate of inflation when it comes to considering protection needs.
Interest rate held but rise forecast in May

12 Apr 2007
Isa lolly

12 Apr 2007

Our panel look at Isa demand and how investors are splitting their cash, retail hedge funds and the growth of private equity.
Johnson remains as CEO, says Pos Sol

17 Apr 2007
JP Morgan playing the team game

12 Apr 2007

Chris Salih profiles the fund firm's future after losing Ajay Ghambir.
Jupiter explores European income

13 Apr 2007

Jupiter is launching a European income fund that will enable investors looking for income to diversify across continental Europe, where dividend yields are rising to levels that are similar to the UK.
Kirwan quits Scottish Widows

17 Apr 2007

Nick Kirwan has resigned from Scottish Widows where he was protection marketing director for just under three years.
KPMG alters web report in dispute over 'IFA' definition

12 Apr 2007
Lighthouse arm receives Sipp authorisation

13 Apr 2007

Lighthouse Group's City Trustees division has received authorisation from the FSA to establish and operate personal pension schemes including Sipps with effect from April 6.
LV= and Bright Grey revamp CI cover

11 Apr 2007
Martin Currie - GF Asia Pacific Fund

13 Apr 2007

Martin CurrieGF Asia Pacific Fund
May surgeries for FSA on south coast

12 Apr 2007
Merricks says 20 per cent of CI policies are invalid

12 Apr 2007

Financial Ombudsman Service chief ombudsman Walter Merricks says one in five people with critical illness policies may have policies that are actually invalid.
Midas joins forces with Legal & General

12 Apr 2007

Midas Capital's balanced income and balanced growth funds are now available through Legal & General's life and pensions products, following the completion of a distribution link between the two companies.
Moneyfacts retreats in row over societies' merger

12 Apr 2007
Mortgage debt rises for pensioners

12 Apr 2007
MP calls for debate on Swiss banks

12 Apr 2007
Multiple choice

12 Apr 2007

A wealth of investment choice poses problems for advisers and clients. What are the solutions?
Name game

12 Apr 2007
Nepgen joins Threadneedle

12 Apr 2007
Never mind Santander...

12 Apr 2007
No FSA guidance on orphaned clients

12 Apr 2007
NZ brokers may see commission halved

12 Apr 2007
Offshore amnesty could bring in billions for Treasury

17 Apr 2007
Out of Context

11 Apr 2007
Paine continues

12 Apr 2007
Pensions calculator assesses Chancellor's pensions raid damage

16 Apr 2007

Brewin Dolphin Securities has launched Pension Tax Calculator to help people assess the damage caused by Gordon Brown's tax raid to their savings.
PFS asks members for views on wrap

12 Apr 2007
Positive Solutions adds to flotation points plan

12 Apr 2007
Preferred Mortgages - Near Prime Extra One Year Fixed Rate

13 Apr 2007

Preferred MortgagesNear Prime Extra One Year Fixed Rate
Property Special Report: Correlation street

12 Apr 2007

Three key words for property investors are location, location, location. For investors who want to reduce the level of risk in a portfolio, three important words are diversification, diversification, diversification.
Property Special Report: Home on the range

12 Apr 2007

A voracious appetite for all things property has brought a surge in the number of funds specialising in what was once a niche investment.
Property Special Report: Continental drift

12 Apr 2007

COMMERCIAL PROPERTY Annie Shaw looks at whether investors should be making a move into continental Europe.
Property Special Report: Dial tone

12 Apr 2007

PROFILE: Clare Bettelley interviews Brett Robinson, chief executive of Seven Dials Consulting.
Property Special Report: London calling

12 Apr 2007

PROFILE: Samantha Downes interviews ING Real Estate Management Company chief executive Stephen Pyne.
Property Special Report: Making comparisons

12 Apr 2007

FUNDS Gregor Watt considers the difficulties of assessing comparative property fund performance.
Providers confused on protection signatures

12 Apr 2007
Pru rules out compensation to annuitants

12 Apr 2007
PSigma fund shines in dull Isa season

12 Apr 2007
PTA pipeline deadline extended

12 Apr 2007

The Treasury and HM Revenue & Customs have extended the deadline for pipeline PTA business to July 31 following pressure from the ABI.
Raiders on the storm

12 Apr 2007

Last year, speaking at a series of IFA dinners held around the UK, a number of advisers were quick to slate the media. Why don't we write about things that really matter, was the common refrain.
Rate-rise looms as inflation hits 3.1 per cent

17 Apr 2007
Resolute

12 Apr 2007
Risk Placement claims big time savings online

12 Apr 2007
River and Mercantil Asset Management - UK Unconstrained Fund

13 Apr 2007

River and Mercantil Asset ManagementUK Unconstrained Fund
Roberts on advisory board at SimplyBiz

12 Apr 2007
Rooftop extends RTB range to 90% LTV

12 Apr 2007
Royal Bank of Scotland ditches packagers

12 Apr 2007
ScotLife slams Sipp providers' charges

12 Apr 2007

Scottish Life has hit out at rivals for being "economical with the truth" on Sipp charges, warning that advisers could soon face a wave of misselling complaints under the new regulatory regime.
Scottish Widows - Retirement Account

13 Apr 2007

Scottish WidowsRetirement Account
Seminars for business cover

12 Apr 2007
Shredded surplus

12 Apr 2007

Until recently, I had always thought the Investment Management Association was a more up to date trade body and one that the ABI should considering copying.
Simon Chamberlain

12 Apr 2007

A spell of gardening leave gave this founding partner of J Rothschild Assurance time to reflect on life. So, as he sets out on the acquisition trail as chief executive of Thinc Group - now part of the Axa stable - he stresses that it is what you are, not who you are, that is important. Interview by Sam Shaw
Sipp mis-buying - not misselling - is the problem, says Vantis

12 Apr 2007

Vantis, the AIM-listed business advisory, tax and accountancy firm, is rejecting warnings from some IFAs that Sipps could be the subject of the next mis-selling scandal, claiming instead that investors have bought into them sometimes in spite of advice that they are not the right vehicle.
Sipp shake-up is on the way

12 Apr 2007

James Salmon says regulation is set to bring a fallout for firms.
Sipp storm brewing

12 Apr 2007

Sipp regulation has dominated the world of pensions this week, something Gordon Brown must be pleased about.
Skandia puts £20m in New Star fund

12 Apr 2007
Small beginnings

12 Apr 2007

Child trust funds Families are embracing the CTF but advisers are being slow to take advantage of the UK's first universal savings product, now two years old. The Children's Mutual chief executive David White reveals why he thinks it is important for advisers to become involved.
Software firms hit back at monolithic accusation

12 Apr 2007
SPPM looks for Vietnam growth

12 Apr 2007

Smith & Pinching Portfolio Management's strategy of investing in funds that are not commonly supported by other multi-managers has prompted it to invest in a Vietnamese equity fund.
Standard is slammed for contacting adviser clients

12 Apr 2007
Standard Life calling for single pension regulator

12 Apr 2007
Strength in numbers

12 Apr 2007

Economic data suggests the fundamentals remain supportive for the UK economy.
Support services firm opens

12 Apr 2007
Suspicious mind

12 Apr 2007
SVM Asset Management - SVM Savings Scheme For Children

13 Apr 2007

SVM Asset ManagementSVM Savings Scheme For Children
SVM plan adds up for kids

13 Apr 2007

SVM Asset ManagementSVM Savings Scheme For Children
SWIP appoints Quantrill as head of bond product

17 Apr 2007

SWIP has appointed Gareth Quantrill as head of bond product, a newly created role, within its global bonds and economics team.
Tax on overseas property scrapped from 2008

11 Apr 2007

British people with overseas private properties will benefit from a new tax bonus, says Assetz.
Taylor Young Investment Management - CF Taylor Young International Equity

13 Apr 2007

Taylor Young Investment ManagementCF Taylor Young International Equity
Taylor Young Investment Management - CF Taylor Young Opportunistic Fund

13 Apr 2007

Taylor Young Investment ManagementCF Taylor Young Opportunistic Fund
TD Waterhouse introduce multi-currency Sipp

12 Apr 2007

TD Waterhouse has announced the launch of an optional multi-currency facility on its Self-invested personal pension (Sipp).
Tech firm claims to realise True Potential

12 Apr 2007
The FOS way

12 Apr 2007
The good Sipp

12 Apr 2007

Will regulation have passed like a Sipp in the night by the time you read this? The Sipp market is now regulated and providers and advisers alike will feel the scrutiny of the FSA.
The hard stuff

12 Apr 2007
The jewel of the nil

12 Apr 2007

Nil-rate band planning for inheritance tax can be a very effective strategy.
The review from here

12 Apr 2007

In the second of two articles on regulation, Harry Katz of Norwest Consultants, turns his attention to the FSA's retail distribution review.
The spins of commission

12 Apr 2007

Forget all the media scare stories about up-front commission, says Lifesearch head of protection strategy Kevin Carr, as pure protection is an area of financial services where commission can serve the consumer well.
The tired stereotype of commission junkies

12 Apr 2007
The transformation

12 Apr 2007
Threadneedle Investments - China Opportunities Fund

13 Apr 2007

Threadneedle InvestmentsChina Opportunities Fund
Threshold rise still sees 40% in tax trap

12 Apr 2007
Tilney sells off funds in private client move

12 Apr 2007
Tories table no confidence motion against the Chancellor

17 Apr 2007

The Conservatives have tabled a motion of no confidence in Gordon Brown over his handling of occupational pensions, the first time the Chancellor has faced such a charge in office.
Tories to quiz Brown over pension raid

12 Apr 2007
Towry Law sets benchmark of financial planning diploma

12 Apr 2007
UBS creates new roles as it looks to expand its UK retail sales team

11 Apr 2007

UBS Global Asset Management has today announced an expansion of its retail sales team as John Shepherd and Warren Tonkinson are promoted into senior roles to help capture future growth opportunities in the distribution arena.
UCB Home Loans - Self Cert Three Year Flexible Fixed

13 Apr 2007

UCB Home LoansSelf Cert Three Year Flexible Fixed
'UK sub-prime not exposed to US stresses'

12 Apr 2007

CML says market differences will buoy up UK lending
UnumProvident rebrands as Unum

11 Apr 2007
UPA launches new website

16 Apr 2007
US firm seeks second distribution partner

12 Apr 2007

US manager of managers specialist SEI Investments says it is making progress in its search for a second UK distribution partner as it looks to target high-net-worth clients.
Use wrap or lose business

12 Apr 2007
Vava boom

12 Apr 2007
Venture scouts

12 Apr 2007
Websites frustrate borrowers

12 Apr 2007
We'll meet again

12 Apr 2007

Spending more time with clients is probably the best way for advisers to increase their income. The problem is time is a scarce resource and travelling to meetings can take as much time as the meetings themselves.
What’s in a brand?

11 Apr 2007

Perhaps less is more when it comes to branding.
Winterthur ties up with Mott for PSigma fund launch

11 Apr 2007

Winterthur has launched the Winterthur PSigma Income Fund.
Won't get fooled again

12 Apr 2007

Investors asking 'Who are you?' when considering hedge funds should be cautious.
Woodford warns of slowdown

12 Apr 2007

Invesco Perpetual star manager says effect of recent interest rate rises is finally being felt in the UK market
Zurich finally unveils its A-Day range

12 Apr 2007

Money Marketing11 April 2007

Money Marketing
11 April 2007