Money Marketing
13 February 2008
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Pink takes share of mortgage firm
14 Feb 2008
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US company buys Greystone
14 Feb 2008
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£180m paid to long term care patients after NHS gaffe
13 Feb 2008
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'120Bn blow' to deficits in pension funding proposals
14 Feb 2008
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7IM exploits weak pound with access to Bric currencies
19 Feb 2008
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80 per cent of taxpayers want IHT cut
18 Feb 2008
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A Black and White decision
14 Feb 2008
Black and White Group's decision to pull out of the regulated mortgage market and put that part of the business into administration has met with surprise in the homeloan industry.
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A private function
14 Feb 2008
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A shaw thing
14 Feb 2008
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Adatia flies flag in Japan
14 Feb 2008
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Advantage latest mortgage firm to shut up shop
13 Feb 2008
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Adviser hits back after FSA ban
14 Feb 2008
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Adviser interest in climate change set to boil over
13 Feb 2008
More than half of advisers would invest their own money in the latest tranche of climate change vehicles research from Virgin Money has shown.
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Advisers are not convinced about generic advice, says Unbiased.co.uk
19 Feb 2008
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Advisers doubt a 30% CGT rate will make bonds more attractive
19 Feb 2008
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Advisers urged to check on fund firms' stability
14 Feb 2008
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AIC urges FSA to force full disclosure of CfDs
13 Feb 2008
The Association of Investment Companies is urging the FSA to introduce a general disclosure regime to force full disclosure of companies’ use of Contract for Difference.
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AIFA squashes rumours of a merger with BIBA
13 Feb 2008
The Association of Independent Financial Advisers has denied any talks of a merger with the British Insurance Brokers’ Association following press reports that the two bodies are in discussions.
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Alliance & Leicester to pull its Plus Mortgage range today
19 Feb 2008
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An empty manifesto
14 Feb 2008
Whenever you hear a politician defending a proposal that has come under heavy fire, one of the most common responses is to point out that it is not only unpopular with the opposition but with the so-called extremists on his or her own side too.
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Another one bites the dust
15 Feb 2008
As rock band Queen sung in 1980 with the release of “Another One Bites the Dust”, the song can now - 28 years later - aptly apply to the UK mortgage market.
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Axa CEO says generic advice should scare people into making decisions
19 Feb 2008
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Axe hangs over 33 Vertex jobs
14 Feb 2008
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Back-book causes backlog at 'overloaded' Windsor
14 Feb 2008
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Bankhall joins Adviserwise registration service
14 Feb 2008
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Barbara Bradshaw succeeds Paddick as IIB chief
15 Feb 2008
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Bargain hunt
14 Feb 2008
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Bestinvest offering white-label call centre deal for small IFAs
14 Feb 2008
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Big leap in enhanced annuity sales
14 Feb 2008
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Bond boom sends NU's sales soaring
14 Feb 2008
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Bradford & Bingley's shares fall as pre-tax profit halves in 2007
13 Feb 2008
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Bright Grey claims regulation is stifling LTC market
14 Feb 2008
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Bright Grey moves into business protection
18 Feb 2008
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Broker Talkback
14 Feb 2008
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BTL has added 90 to monthly repayments
14 Feb 2008
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Business pleas for help to set up firms
14 Feb 2008
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Business protection is where it’s at
19 Feb 2008
Following Friends Provident’s move into the business protection market after its reshuffle last month, Bright Grey is the latest to give it a whirl.
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Buy-to-let returns rise to 16.3 per cent in 2007
15 Feb 2008
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Canada Life updates group income protection
13 Feb 2008
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Cash pointers
14 Feb 2008
In April, at the start of the 2008/09 tax year, new legislation comes into force which will allow cash Isa savers transfer their money into equity Isas, without losing their taxexempt status or affecting that year's Isa allowance.
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Catalyst Investment Group - Catalyst Stargate EIS Green Fund
15 Feb 2008
Catalyst Investment GroupCatalyst Stargate EIS Green Fund
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Change the climate
14 Feb 2008
We are seeing a very strange argument developing between pension providers and Pada, the new personal accounts delivery authority.
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Clegg promising independent advice on repossessions
14 Feb 2008
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Cofunds goes ahead with cash account
14 Feb 2008
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Come on, come on, let’s get together
15 Feb 2008
Acquisitions are aplenty at the moment, with the latest, having been on the cards for some time, being the long-awaited purchase of Burns-Anderson.
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Common complaints
13 Feb 2008
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Constructive thoughts
14 Feb 2008
Commentators are already predicting that this year will fall into two distinct trading periods. The tougher market conditions we are seeing will continue well into the summer despite the recent bank base rate cuts.
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Consumer confusion
14 Feb 2008
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Conti to merge with Anchor Mortgages
19 Feb 2008
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Core benefits
14 Feb 2008
Greater choice has become the expectation in everything we buy but too much choice can confuse us to the extent that it destroys our ability to make decisions. Tax wrappers are no different. When it comes to self-invested personal pensions and Isas, the investor has never had it so good.
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Cru Investment Management - Africa Invest Capital Protected Plan
15 Feb 2008
Cru Investment ManagementAfrica Invest Capital Protected Plan
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Dancing bear
14 Feb 2008
Purchasing and supply managers are responsible for ensuring the businesses in which they work are adequately tooled up for expected conditions. When they start to rein back in anticipation of tougher conditions ahead, then it is not unreasonable to expect economic contraction. The non-manufacturing ISM Index result suggested the US economy had hit the buffers.
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Darling pledges help for mortgage market
14 Feb 2008
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Darling says he is on the side of the angels
14 Feb 2008
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DDQ in demand over derivatives strategy
14 Feb 2008
The derivative-based strategy of Dawnay Day Quantum's UK absolute income fund is attracting interest from multi-managers with multi-asset portfolios.
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Dog fight
14 Feb 2008
The equity income sector must be hellish for fund management firms to make their mark. It is full to the brim with experienced fund managers but if your name is not Woodford, Frost, Nutt or Luckraft, it is difficult to get a look in, no matter how good you are.
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Dragons can fuel fire for UK entrepreneurs
14 Feb 2008
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Duck soup
14 Feb 2008
When I left actuarial consulting for fixed-income investment, my colleagues were surprised that I was choosing to work in the boring asset class. Yes, these were actuaries talking. People who live in glass house...
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Duo take over Investec energy from Guinness
14 Feb 2008
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DWP study to seek means-test solution
14 Feb 2008
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Ethical bright spot for funds
14 Feb 2008
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Examples of TCF shortfalls will be published
14 Feb 2008
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Fears grow for fast-track loans
14 Feb 2008
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Fee rises bust inflation rate
14 Feb 2008
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Fidelity FundsNetwork - FIL FundsNetwork PortfolioManager: Adventurous
15 Feb 2008
Fidelity FundsNetworkFIL FundsNetwork PortfolioManager: Adventurous
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Fidelity FundsNetwork - FIL FundsNetwork PortfolioManager: Aggressive
15 Feb 2008
Fidelity FundsNetworkFIL FundsNetwork PortfolioManager: Aggressive
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Fidelity FundsNetwork - FIL FundsNetwork PortfolioManager: Balanced
15 Feb 2008
Fidelity FundsNetworkFIL FundsNetwork PortfolioManager: Balanced
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Fidelity FundsNetwork - FIL FundsNetwork PortfolioManager: Cautious
15 Feb 2008
Fidelity FundsNetworkFIL FundsNetwork PortfolioManager: Cautious
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Fidelity FundsNetwork - FIL FundsNetwork PortfolioManager: Defensive
15 Feb 2008
Fidelity FundsNetworkFIL FundsNetwork PortfolioManager: Defensive
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Field wants 10% tax on 150k-plus
14 Feb 2008
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Financial Services Consumer Panel warns on repossession rules
19 Feb 2008
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Financial services volatility good for TD Waterhouse clients
15 Feb 2008
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First State Investments launches GLI fund to European Investors
13 Feb 2008
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Flight latest to criticise Gov's tax plans
13 Feb 2008
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Flight's new firm debuts with recovery fund
14 Feb 2008
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Focus platform aims to cover front, mid and back offices
14 Feb 2008
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Former Skandia head Jim Roberts joins Sarasin & Partners
19 Feb 2008
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Friends adds commission flexibility to Wealth Solutions bond
19 Feb 2008
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Friends Provident International announces new board
19 Feb 2008
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FSA looks at implications of primary advice regime
14 Feb 2008
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FSA proposes single disclosure document that combines menu and IDD
19 Feb 2008
The FSA has published a consultation paper proposing the introduction of a single disclosure document to combine the information contained in the menu and initial disclosure document.
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FSA to refer over 60 mortgage brokers to enforcement
13 Feb 2008
FSA financial crime and intelligence division director Philip Robinson has told the CML mortgage fraud seminar today that a third of 200 cases referred from lenders have gone forward for enforcement action.
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FSCS is playing by its own rules
14 Feb 2008
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FSSC backs new financial advice qualification
15 Feb 2008
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Gartmore won't shut out property
14 Feb 2008
Gartmore's multi-manager team are holding on to the only UK commercial property fund in their portfolios after it suffered in the recent sell-off.
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Get into gear
14 Feb 2008
The end of the tax year is always going to be a busy time for advisers as there are many opportunities to consider and this year more than ever has huge significance for pensions.
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Glimpse of CAR future
14 Feb 2008
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Godiva Mortgages announces equity release partners
14 Feb 2008
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Godiva withdraws combined mortgage and unsecured loan range
19 Feb 2008
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Gov wants Northern Rock exempt from Freedom of Information enquiries
19 Feb 2008
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Half of people have no will
14 Feb 2008
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High-street lenders pass on base rate cut
14 Feb 2008
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HMRC staff set for £23m in bonuses
19 Feb 2008
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Housing market suffers weakest January since records began
15 Feb 2008
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Ifs ProShare to host CGT workshop
18 Feb 2008
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In the doghouse and best in show
14 Feb 2008
The latest Spot the Dog list and Principal Investment Management White List have made sure everyone is aware of who the stars and the duffers are in terms of long-term performance.
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Invesco Perpetual - European Equity Income Fund
15 Feb 2008
Invesco PerpetualEuropean Equity Income Fund
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Invesco set to merge European fund duo
14 Feb 2008
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Jonathan Willcocks
14 Feb 2008
M&G managing director of UK sales Jonathan Willcocks got his first taste of financial services in the booming 1980s during a break from his medical studies.
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Jones hits out at non-dom crackdown
14 Feb 2008
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Judge rules against FOS over “unfair” case fees
14 Feb 2008
A County Court judge has ruled the Financial Ombudsman Service is wrong to charge an adviser a case fee when the case is rejected by the FOS.
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Keep track of borrowing
14 Feb 2008
Do brokers and advisers believe that what is needed in the mortgage market today are generous income multiples as high as seven and even higher on fast-track loans?
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Keydata extends offer period to February 29
15 Feb 2008
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Keydata Investment Services - Extra Income Plan 17
15 Feb 2008
Keydata Investment ServicesExtra Income Plan 17
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Legal & General mortgage club arranged £26bn worth of mortgages in 2007
14 Feb 2008
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Lenders attack plan for compulsory insurance
14 Feb 2008
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'Lenders putting IFA relationships at risk'
14 Feb 2008
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LibDems demanding Omo as default for personal accounts
14 Feb 2008
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Lifequote boosts Intelligent Protection software
19 Feb 2008
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List to starboard
14 Feb 2008
In my last IFA View of 2007, I penned a list of wishes for the new year. I am now looking back at the list with feelings ranging from mild shock to some amusement.
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Looming icebergs
14 Feb 2008
This year is undoubtedly going to be a more difficult channel to navigate than we have experienced recently. Economic activity is slowing and even the die-hard optimists acknowledge that the global economy will do well to pull through this phase without dipping into recession. Emergency interest rate cuts by the Federal Reserve and a fiscal stimulus package merely serve to underline concerns for its domestic economy. Evidence of a slowdown in activity in some emerging markets, albeit from ...
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Lost property
14 Feb 2008
February and March are key months to consider tax planning to maximise the use of an individual's allowances, reliefs, exemptions, etc. for the current tax year. Some of these will be lost if not used before the year-end.
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Lump of sugar
14 Feb 2008
A new client has come into a large sum of money. She has never before had the need for financial advice. What is the best approach to someone in this position?
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LV= makes tax free cash compensation pledge
15 Feb 2008
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LV= to donate £1 from every 50 plus plan
13 Feb 2008
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Malcolm Small joins B&CE Insurance board
18 Feb 2008
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Many ethical funds invest in firms that are 'part of climate problem'
14 Feb 2008
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Market volatility is worst I've seen, says Hargreaves
14 Feb 2008
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Mergers, movers and shakers
13 Feb 2008
This week's surprise announcement of the proposed merger of iimia MitonOptimal and Midas Capital will forge what the groups claim will be the biggest multi-asset offering in the market at £2.9bn.
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Midas and Miton in £2.9bn multi-asset marriage
14 Feb 2008
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MONEY MARKETING MARKETS: Banking on gloom?
15 Feb 2008
Banks have been the watchword of the week with the Bank of England’s dour warning on the outlook for the economy and Bradford and Bingley’s worse than expected writedowns rubbing out the FTSE 100’s gains earlier in the week.
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Money Portal makes £14m bid for Burns-Anderson
14 Feb 2008
Money Portal has made an offer to acquire 100 per cent of the share capital of Burns-Anderson for around £14m.
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Mortgage fraud probe is a priority
14 Feb 2008
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Mortgage movers
14 Feb 2008
Within minutes of the Bank of England monetary policy committee cutting base rate by 0.25 per cent last Thursday, the first lenders had announced reductions in their standard variable rates and, by the end of the day, nine lenders, including some of the biggest, had passed on the full rate cut to borrowers.
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Mott bullish on market bounce back
13 Feb 2008
PSigma income manager Bill Mott believes that domestic stocks are set for a turnaround and says that current ratings represent a once in a decade opportunity.
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Multi-tied Intrinsic buys Mint Network but keeps it IFA
19 Feb 2008
Intrinsic Financial Services has bought Mint Financial Services in a deal completed today.
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Mystic Mehrdad
14 Feb 2008
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Neptune denies plan to close Russia fund
14 Feb 2008
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Neptune star warns of pressure on banks
14 Feb 2008
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New Star set for judgement call on troubled property shares
18 Feb 2008
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Northern Rock to be nationalised
18 Feb 2008
The Government is to introduce emergency legislation today to nationalise Northern Rock after abandoning plans to sell to a private buyer.
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Northern Rock: Adviser reaction
18 Feb 2008
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Northern Rock: Mortgage Broker Reaction
18 Feb 2008
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Nucleus' board IFAs face re-election
18 Feb 2008
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OBSR suspends AA rating on Investec global energy fund
14 Feb 2008
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Offer to securitise £12.5bn of Rock loan
14 Feb 2008
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Offshore move by Winterthur
14 Feb 2008
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One for the little guys
18 Feb 2008
The Financial Ombudsman Service was left red-faced last week after a County Court judge ruled that it is wrong to charge an adviser a case fee for a rejected case.
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Osborne: Tax changes will be published and scrutinised before Budget
15 Feb 2008
Conservative Shadow Chancellor George Osborne said today that, under a Tory Government, the Treasury would be required to publish technical changes to the tax system in the autumn before the Budget.
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Parmenion joins Simplybiz scheme
14 Feb 2008
Parmenion Capital Partners is to work in tandem with SimplyBiz in a deal that will allow advisers to invest in the outsourced investment platform.
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PFS link-up in run-off indemnity deal
14 Feb 2008
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Platform to cut 65 jobs as it restructures business
19 Feb 2008
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PMPA MD Smith feels the crunch
14 Feb 2008
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Premier picks chief for global fund
14 Feb 2008
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Pressing engagement
14 Feb 2008
Maintaining consumer confidence is pivotal to the success of any industry so it is extremely important to find answers to questions such as how to ensure consumers believe in the industry enough to buy the product and how to reassure them that what they are buying will be there when they need it most.
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Primary lessons
14 Feb 2008
The FSA's proposals for primary advice are the latest attempt to strike the right balance between customer access and appropriate financial outcomes. Could the approach suggested in the retail distribution review achieve this or will it fail to make the hoped for impact?
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Principal adds offshore funds to Vantage
14 Feb 2008
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Protection business buoyant after software deals
14 Feb 2008
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Purnell dragging out pension fight to Lords
14 Feb 2008
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Range rovers drive returns at New Star
14 Feb 2008
New Star's multi-manager team are attributing the outperformance of their active portfolio to its ability to invest in a range of asset classes and markets while measuring downside risk in every position it takes.
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Regulation plea for all loan business
14 Feb 2008
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Repossessed homes hit an eightyear high
14 Feb 2008
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Retrospection is ruled out in non-dom U-turn
14 Feb 2008
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Rise in ethical popularity
14 Feb 2008
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Rob Page resigns as New Star marketing director
14 Feb 2008
New Star’s marketing director Rob Page has resigned from the firm.
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Rock fall hits equity-release sales
14 Feb 2008
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Rock loans weigh on the nation
14 Feb 2008
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Rock plans breach EU competition law, says City lawyer
19 Feb 2008
Nationalising Northern Rock will breach EU competition law, says a leading City law firm.
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Rowanmoor funds reach 73m
14 Feb 2008
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Scarborough Building Society - Flexible Two-Year Fix
15 Feb 2008
Scarborough Building SocietyFlexible Two-Year Fix
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Schroders set for defensive income launch
18 Feb 2008
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Schroders shelves second climate change fund after quant quirk
14 Feb 2008
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Scottish house price boom ends during Q1
15 Feb 2008
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Select and thrive
14 Feb 2008
My all-time favourite UK fund manager is Nigel Thomas, who runs the Axa Framlington UK select opportunities fund. I have been recommending his various funds for over 20 years. He joined Axa just over five years ago from ABN Amro and has since grown the UK select opportunities fund by 141.5 per cent to December 31, 2007, being placed 13th out of 226 funds in the sector and beating the average fund by over 50 percentage points.
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Self-build boom at TMB
14 Feb 2008
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Sending a chill through IFA firms
14 Feb 2008
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Shard takes over Invesco US funds
14 Feb 2008
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Shore Capital - Puma Venture Capital Trust V and VI
15 Feb 2008
Shore CapitalPuma Venture Capital Trust V and VI
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Single minded
14 Feb 2008
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Six Standard Life funds added to Fidelity's German platform
13 Feb 2008
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Smart thinking
13 Feb 2008
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Special effects
14 Feb 2008
If you had read the headlines about the investment fund industry's sales for December, you would be forgiven for thinking that everything was doom and gloom and that investors were selling up hand over fist. Not so.
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Stakeholder offices ready to add charge
14 Feb 2008
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Stalling tactics or an honest attempt to address means-testing?
14 Feb 2008
Cynics have branded the Government's announcement of a study into the impact of means-testing on personal accounts a way of sidelining the issue until the Pensions Bill is passed through.
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Standard & Poor's places Bradford & Bingley on negative creditwatch
19 Feb 2008
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Standard Life transfers £6.7bn annuity liabilities to Canada Life International Re
14 Feb 2008
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Standard platform is clear leader
14 Feb 2008
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Standard sees third party investments up 23%
18 Feb 2008
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Surveyors' report house price falls for sixth consecutive month
13 Feb 2008
The number of UK surveyors reporting house price falls grew for the sixth consecutive month in January, RICS UK housing market survey has revealed.
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TFC appoints Julian Wells to drive marketing strategy
14 Feb 2008
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The Biggs issue
14 Feb 2008
Last week, I continued my look at corporate investment in the light of the extension of the loan relationship rules to all investment life policies.
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The cutting edge
14 Feb 2008
Falling interest rates have increased the appeal of income-producing products while falling stockmarkets have boosted the attractions of downside protection. This combination has led to a re-emergence in the popularity of structured products but overhanging this trend is the spectre of the late 1990s and precipice bonds.
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The Mortgage Company opts for Dashboard
19 Feb 2008
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Thinc Group acquires Watterson Wealth Management
18 Feb 2008
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Toisa and the hare
14 Feb 2008
New Isa regulations are due to come into force on April 6. One effect of the changes is that it will be possible for Tessa-only Isas to be transferred into stocks and shares Isas without affecting the annual Isa allowance.
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Tools for a service call
14 Feb 2008
Identifying ways that as an industry we can deliver advice to those who cannot afford to pay for it must represent both the greatest challenge and the greatest opportunity for our industry.
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Tories call for Darling to be sacked
18 Feb 2008
Conservative leader David Cameron has called for Alistair Darling to be sacked after his handling of the Northern Rock disaster and decision to nationalise the stricken bank.
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Towergate buys Scottish IFA
14 Feb 2008
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TPR decision opens era of regulatory intervention
14 Feb 2008
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Tulloch passes reins of First State funds
14 Feb 2008
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Unauthorised stockbroker sentenced to 15 months in prison
13 Feb 2008
An unauthorised stockbroker has been sentenced to 15 months imprisonment for offences of dishonesty including theft, following a prosecution brought by the FSA.
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Uptick in inflation for January
14 Feb 2008
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Vince Cable demands assurances that Rock sale is in public interest
15 Feb 2008
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Volatility opens up a valuation gap
14 Feb 2008
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Watchdog days
14 Feb 2008
Many readers may be wondering what all the fuss is about. After all, surely only bad apples end up dealing with the FOS? As these readers always work in clients' best interests, they may believe it is never going to happen to them. Well, no, that is wrong, actually.
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Waterson to face no charges after alleged assault
14 Feb 2008
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Watson Wyatt warning over revision of mortality assumptions
15 Feb 2008
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Wave pulls near-prime and tightens criteria
14 Feb 2008
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Wealth tools drive shift to fixed interest
14 Feb 2008
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Web overload hits pension returns
14 Feb 2008
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Who's afraid of the big, bad wharf?
14 Feb 2008
Give a dog a bad name, as Shakespeare makes Cassio say (well, sort of) in Othello, is an old saying that has been borne out many times over the years.
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Why shouldn't a nationalised Rock compete with other lenders?
19 Feb 2008
It’s as safe as the Bank of England! What a thing to be able to say to a prospective saver.
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Widows backing diploma studies
14 Feb 2008
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Widows gives 5% bonus on W-P funds
13 Feb 2008
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Wilde at heart?
14 Feb 2008
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With-profits challenge faces firms
14 Feb 2008
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Written in the sand
14 Feb 2008
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Yield trip
14 Feb 2008
The appeal of cash is understandable for investors with income needs but a portfolio of high-dividend stocks can provide an income stream almost comparable with cash, as well as offering added opportunities for capital growth over time.
