11 October 2006
'Menu has not been as effective as hoped but removing it for some products would be confusing'
Risk Helen Pow assesses the return of investors to riskier areas of the markets
Barclays rethinks funds ahead of move to multi-manager approach
Making the move from box-ticking to holistic compliance
The Government needs to pay a decent pension out of general taxation
This week by freelance writer Sonia Speedy
Friends Provident life technical manager John Hendry says despite
The defunct Eurolife Assurance Group has been forced to sell off Nvesta to cover its liabilities and pay compensation to policyholders.
How investing in an enterprise investment scheme portfolio can help a client minimise their tax liability
Continuing to analyse HMRC Capital Taxes' advice on the application of the 'not less than premiums paid' rule
The FSA has publicly censured GD Tancred Financial Services Limited for failing to clearly outline the risks of income withdrawal to customers with pension pots of less than £100,000.
The FSA says IFAs will not need to ask clients about their religion when advising on an Alternatively Secured Pension.
Our panel discuss the new Platform Committee and reveal whether they will be backing Fidelity's new global special sits fund
Amanda Newman says the new deal for pension term assurance has seen the product make a major impact in the protection market but some brokers have misgivings
Last week saw the launch of the Government's new open market HomeBuy scheme. The fact that little in-depth press comment was seen in the nationals is possibly a reflection of scepticism in the market about the scheme.
JPMorgan Asset Management has launched the JPM Life Diversified Growth Fund for both defined benefit and defined contribution pension investors looking for high levels of long-term growth while controlling overall portfolio volatility.
Rereading last week's column made me realise that I may have been responsible for misleading people over the performance of the US stockmarket. My reference to Wall Street moving into new high ground related specifically to the recent recovery in the Dow Jones Industrial Average. This index is almost certainly the most widely quoted in the media when it comes to remarking on how the world's biggest stockmarket is behaving but is not representative of the market as a whole.
I am a great believer in improving standards and qualifications. For this to happen and for this whole area to receive the emphasis it deserves, there needs to be some leadership.
The Labour leadership tussle is likely to have implications for pension reforms
Strong summer boosts business
Hear from the experts on the latest developments in the pension arena and have a chance of winning a car
'Consumers with lower levels of financial literacy had difficulties with KFI'
Guy Anker looks at the furore after the BSA's onslaught on the Woolwich
Our arguments on the problems of non-advised sales have not been answered
Unicorn Asset Management chief executive and chief investment officer Peter Webb took stock of the firm's progress recently and decided that a shake-up was needed and now he is aiming to be a leader in small-cap investment. Interview by Philip Scott
Sources say a pension-style review of contracting out could cost the industry almost £3bn. To put this into perspective, and to demonstrate why the industry is so anxious to put its own house in order quietly, the combined profits of UK-listed insurers in 2005 was £6.376bn.
Matt Goodburn looks at how the new freedoms of Ucits III are being used
The outlook for UK equities is positive, particularly for investors who take a long-term view
Investors with nous are latching on to the new-style investment trusts
Rowanmoor Pensions has launched the Rowanmoor Pensions Family Pension Trust.
There has been a lot of comment recently that the days of smaller company funds' outperformance are over because valuations are now comparable with those of bigger companies.
The recent news that Mortgage Trading Exchange has opened the standard interfaces it has developed with lenders so they can be adopted by other users paves the way for some welcome pragmatism to break out in the mortgage industry.
Many years ago, a good friend of mine became very seriously ill and had to take time off work. His employer's sick scheme was a decent one but months ticked away and it became obvious that although his illness was not life-threatening, it would be impossible for my friend to return to work in the near future, perhaps for years.
I always held the view that reading a speech is not the same as actually witnessing one. For me the body language and eye contact of the speaker can say as much as thousands of words.
Increased scrutiny on performance has been a common thread running through the investment world over the last few months but that will be of little consequence to five fund managers at Old Mutual Asset Managers (OMAM).
At a recent Money Marketing round table, panelists marvelled at the rapid growth in Sipp business over the last year to become the £9bn a year phenomenon it is today.
'Reward well-run businesses which safeguard customers'
Market prospects Helen Pow assesses the split between the views of top fund manager Anthony Bolton who believes a bear is on the way and other managers who say the bull is still strong