Money Marketing
13 September 2006

IMA rebuffs ABI on provider choice

14 Sep 2006
Treasury committee probes FSA response

14 Sep 2006
A hollow victory

14 Sep 2006

Given a straight choice, most of us will generally back David against Goliath. The little man, bravely fighting back against corporate might, automatically garners sympathy from people, especially IFAs, many of whom tend to see themselves in that same role.
Abbey revamps James Hay wrap next month

18 Sep 2006
ABI welcomes FSA's regulatory proposals for life companies

19 Sep 2006
Active expands overseas property proposition

15 Sep 2006
Advisers wary on PTA suitability

14 Sep 2006
Aegon Scottish Equitable - Group Self-Invested Personal Pension Plan

15 Sep 2006

Aegon Scottish Equitable Group Self-Invested Personal Pension Plan
Arc Fund Management - Arc EIS 5 Growth Fund

15 Sep 2006

Arc Fund ManagementArc EIS 5 Growth Fund
Axa and Winterthur to merge group pension business but keep individual separate

14 Sep 2006
Back to back to the future

14 Sep 2006

Over the last 15 years, the great lost opportunity has been on affordability.
Barcode slashes re-reg time

14 Sep 2006
Better lifestyle for retirees who seek financial advice

14 Sep 2006
Boutique business

14 Sep 2006

Small fund firms are making a big impact in the investment world
Broker Talkback

14 Sep 2006

Do you agree with Aifa that advisers should be able to offer advice limited to specific areas, agreed by a disclaimer, without the compliance risk of a full fact-find?
Brown duels

14 Sep 2006

Chancellor Gordon Brown has had an interesting couple of weeks. No doubt, a Channel 4 programme by Ros Altmann attacking his pension record has caused him irritation but it is perhaps not his main focus as he tries to secure the succession to the Premiership.
Brown's veto could destroy UK pensions

14 Sep 2006

Altmann says Chancellor's vendetta is blocking reforms
Bupa to cut processing time with online system

13 Sep 2006
Cable says Which? shows need for 'genuine independence'

14 Sep 2006
Capita & Octopus launch VCT & Sipp hybrid

19 Sep 2006
Carphone Warehouse fined 245k over insurance sales

14 Sep 2006
Change brings boost

14 Sep 2006
Charity claims mortgage borrowers struggling to pay debts

13 Sep 2006
Cheltenham & Gloucester - Two Year Fixed Rate Mortgage

15 Sep 2006

Cheltenham & GloucesterTwo Year Fixed Rate Mortgage
Cirencester stays close to its roots in rebranding

14 Sep 2006
Clawback extension to cut churning

14 Sep 2006
CML gives advice on arrears for unregulated loans

14 Sep 2006
Coming in from the cold

14 Sep 2006

A dip in performance saw many brokers writing off Artemis income but Adrian Frost believes he has positioned the portfolio so it should make a strong comeback even if interest rates and inflation rise
Commission is not the root of evil

14 Sep 2006
'Competition will avoid need for charge cap'

14 Sep 2006

Pension personal accounts
Correspondent's Week

14 Sep 2006

This week by The Independent deputy personal finance editor James Daley
Cover the key hole

14 Sep 2006

Zurich Financial Services protection development manager Gerry Warner says PTA might be the topic of the day but business protection is the sector where advisers really should be concentrating efforts
Dampier unimpressed by Gartmore and Jupiter merger talk

18 Sep 2006
DB transfers risk losing enhanced protection

14 Sep 2006
DCA picks Staffordshire County Council team to supervise CMC regulation

15 Sep 2006
Duty of care to tackle debt crisis

14 Sep 2006

Tim Sutcliffe of the PI Consortium says lenders must share responsibility for consumers' spiralling borrowings
Economy has knack of correcting itself

14 Sep 2006

Only a few months ago the world was worrying about too much growth, the associated rise in inflationary pressures and the consequent impact on global interest rates. These concerns led to a temporary correction in markets in May and June, with those markets that had benefited most from abundant global liquidity suffering the greatest setbacks. Indeed, many emerging markets suffered the heaviest corrections, with declines of nearly 25 per cent in some cases.
Edeus launches with pledge to take market by storm

14 Sep 2006
Ex-Bankhall duo set up Alliance with threesixty

14 Sep 2006
Fidelity - Multi-Manager Distribution Fund

15 Sep 2006

FidelityMulti-Manager Distribution Fund
Firm fined £182k over pension unlocking

14 Sep 2006
First profit for Lighthouse

14 Sep 2006
Flat prospects

14 Sep 2006

A cautionary tale about people's desperation to get on the property ladder
Friends appoints ex-Co-op Bank boss as non executive director

14 Sep 2006

Friends Provident has appointed Sir Mervyn Pedelty as a non-executive director with effect from 1 October 2006.
Friends Prov launches Special Sits fund

14 Sep 2006
FSA hosts asset management conference

15 Sep 2006
FSA launches online help for advisers

18 Sep 2006
Full Bore

14 Sep 2006
GMAC is first to get to the point

14 Sep 2006

Guy Anker finds the arrival of point of sale offers is good for the market but discovers not everyone is rushing out to introduce the technology
Govt misses deadline on pension legal challenge

14 Sep 2006
'Govt should back advice'

14 Sep 2006
Growing fears that PI rises could cut self-cert market

14 Sep 2006
Hiscox moving to Bermuda

14 Sep 2006
Home and away

14 Sep 2006

Property UK investors are increasingly looking overseas for property investments and the emergence of UK Reits will give them the benefits of a tax-advantaged wrapper and global diversification, says Alliance & Leicester head of intermediary mortgages Mehrdad Yousefi
HSBC looks for rise in contributions

14 Sep 2006
HSBC to transition UK equity team to multimanager

18 Sep 2006
Icob confusion over pension term sales

14 Sep 2006
IFA won't sign transfers over phoenixing fears

14 Sep 2006
IFX opens way to foreign exchange

14 Sep 2006

Fund firm says foreign exchange is now widely viewed as an asset class
IMLA appoints CML chief in director role

15 Sep 2006
Inherited failures

14 Sep 2006

How a review of a new client's pension drawdown case exposed fundamental mistakes in advice
Insinger stays on defensive

14 Sep 2006
Investec shuns equity income

14 Sep 2006
Is it time for technology?

14 Sep 2006

Adviser Fund Index
Is there scope for limited advice?

14 Sep 2006

Paul McMillan gauges industry reaction to Aifa's proposal for a new regime of limited advice without compiling a full fact-find
Jagged edge challenge

14 Sep 2006

Briefing from the regulator poses the question of justifying costs for separating Mifid and non-Mifid business
JLT launches high net worth division

15 Sep 2006
JPMorgan Asset Management - JPM Balanced Total Return Fund

15 Sep 2006

JPMorgan Asset ManagementJPM Balanced Total Return Fund
Kensington moves into second charge market

19 Sep 2006
Kensington to offer free valuations on direct business

18 Sep 2006
Lacomp Investment Management - Lacomp British Enterprise EIS Fund 7

15 Sep 2006

Lacomp Investment ManagementLacomp British Enterprise EIS Fund 7
Legal & General - Guaranteed Income and Capital Bond 2

15 Sep 2006

Legal & GeneralGuaranteed Income and Capital Bond 2
Liverpool Victoria goes direct for PTA business

14 Sep 2006
Long and the short of it

14 Sep 2006

Uncertainty over interest rates is causing volatility in the market but future prospects look promising
M&G planning to merge UK funds to cut overlap

14 Sep 2006
Make the message clear

14 Sep 2006

The news that Tony Blair is committed to leaving office next year will be viewed by many as a sign that a new beginning is on the way. A New, New Labour if you like.
Man Investments - MGS Access

15 Sep 2006

Man InvestmentsMGS Access
Manager shot himself in the foot

14 Sep 2006
Marr set for return to industry

14 Sep 2006
Meeting of minds

14 Sep 2006

Time is probably the most precious commodity in people's lives today. Who would not like a few more hours to themselves each week?
Misys gets an offer

14 Sep 2006
MitonOptimal seeks more healthy returns than cash

14 Sep 2006
Mortgage chasers to escape regulation

14 Sep 2006
Mortgage Express - Self Cert Two Year Discount

15 Sep 2006

Mortgage ExpressSelf-Cert Two Year Discount
Mortgage Express - Self Cert Two Year Fixed Rate

15 Sep 2006

Mortgage ExpressSelf Cert Two Year Fixed Rate
Mortgage Express - Self Cert Two Year Fixed Rate

15 Sep 2006

Mortgage ExpressSelf Cert Two Year Fixed Rate
Mortgage Express -Self-Cert Two Year Discount

15 Sep 2006

Mortgage ExpressSelf-Cert Two Year Discount
Mortgage Next - Accord Near Prime Status Two-Year Fixed

15 Sep 2006

Mortgage NextAccord Near Prime Status Two-Year Fixed
'Most IFAs should stick to mortgages and GI'

14 Sep 2006

Prestbury chief says economics of being independent do not stack up for 70% of advisers
Move to set up Reits diploma for advisers

14 Sep 2006
Mystery shocker

14 Sep 2006

Advice: Compliance consultant Adam Samuel says the FSA's mystery-shopping results underline the fundamental importance of asking the full range of questions for a fact-find and carefully considering the answers to fit the pieces together to make an accurate assessment of understanding clients' attitudes to risk before giving investment advice
NAPF proposes super-trusts

14 Sep 2006
Nationwide Building Society - 10 Year Fixed Rate With Fee

15 Sep 2006

Nationwide Building Society10 Year Fixed Rate With Fee
Nationwide to bring in intermediary brands

14 Sep 2006
Network Data set for floatation

19 Sep 2006
Network wants to widen LTC exam

14 Sep 2006
New college brigade have lot to learn

14 Sep 2006
New STP solution from The Exchange and Focus

19 Sep 2006
Newcastle fixes at 5.49% for 20 years

14 Sep 2006
'Non-conform woes will worsen'

14 Sep 2006
Norwich & Peterborough Building Society - Spanish Five Year Fixed Rate Mortgage

15 Sep 2006

Norwich & Peterborough Building SocietySpanish Five Year Fixed Rate Mortgage
NU keeps it simple with life cover deal

14 Sep 2006
NU pulls out of LTC

14 Sep 2006

Advisers say there will still be a strong market in the long term
NU to slash 4,000 jobs by 2007

14 Sep 2006
Octopus Investments - Octopus Protected VCT

15 Sep 2006

Octopus InvestmentsOctopus Protected VCT
Oil is well?

14 Sep 2006

A strange development occurred in the oil market last week. With prices easing as fears of further disruption in the Gulf of Mexico receded and with a potentially major new find in that region, the price of Texas crude was actually lower than at the same time last year. This was the first time this had happened for more than two and a half years.
One in four pensioners plan to take their debt to the grave, says Sesame

15 Sep 2006

One in four pensioners is racking up debt with no intention of paying it off, according to Sesame.
Out of context

14 Sep 2006
Paternoster lands 70 buyout deals

14 Sep 2006
Personal services

14 Sep 2006

Standard Life marketing technical manager Andrew Tully examines if there is a role for IFAs to play in the proposed pension personal accounts
Pima says Personal Accounts should link to Isas

13 Sep 2006
Pinball player

14 Sep 2006
Pioneer to use Exweb as e-commerce partner for IP

13 Sep 2006
Portman deal will make Nationwide second-biggest lender

14 Sep 2006
PPI problem could be tip of iceberg

14 Sep 2006
PPI says reforms lack foundation

14 Sep 2006
Product matters

14 Sep 2006
Prudential - Flexible Retirement Plan Sipp

15 Sep 2006

PrudentialFlexible Retirement Plan Sipp
Put your trusts in order

14 Sep 2006

The timing of setting up trusts can now have an effect on liability to inheritance tax
Questions are answer

14 Sep 2006

Internet sellers should adopt new methods to stop misleading consumers
Rebrand follows fund manager merger

15 Sep 2006
Reits of passage

14 Sep 2006

Campaign chairman Patrick Sumner is spreading the word on Reits and is confident IFAs will take up the products
Rensburg Fund Management - UK Managers Focus Trust

15 Sep 2006

Rensburg Fund ManagementUK Managers Focus Trust
Re-registration at heart of wrap fears

14 Sep 2006

How can the big wrap players get advisers to wrap around the clock? Well, there are a few things that might get advisers and their clients dancing.
Retirement Plus unveils new offering

13 Sep 2006

Retirement Plus has launched into the fledgling impaired life property market.
Revenue rules on tax-free transfers

14 Sep 2006
'Rewrite wrap rules with a single KFD'

14 Sep 2006
Riley email barrage hits IFAs

14 Sep 2006
Royal London - Riley

15 Sep 2006

Royal LondonRiley
Save our Asps

14 Sep 2006

We need to fight off the threats to alternatively secured pensions
Schroders Investment Management - Global Energy Fund

15 Sep 2006

Schroders Investment ManagementGlobal Energy Fund
Scot Wids launches offset mortgage

18 Sep 2006
Scot Wids terminates Asda partnership

15 Sep 2006
Scottish Widows Investment Partnership - Swip Islamic Global Equity Fund

15 Sep 2006

Scottish Widows Investment PartnershipSwip Islamic Global Equity Fund
'Securitising lenders stifling innovation'

14 Sep 2006
Security charges

14 Sep 2006

Our panel discuss the cost of protection on the new Riley bond, plus should IFAs be concerned over wrap data?
Self-cert inquiry set for Q4

14 Sep 2006
Sesame firms want chartered status

14 Sep 2006
'Sesame slow on bond claims'

14 Sep 2006
Shop aholics

14 Sep 2006
Sipp exemption for student residences

14 Sep 2006
Skandia boosts Old Mutual profits

15 Sep 2006
Skandia MultiFunds - Protected Portfolio Investment

15 Sep 2006

Skandia MultiFundsProtected Portfolio Investment
Skipton Building Society - Flexible 10 Year Fixed Rate Mortgage

15 Sep 2006

Skipton Building SocietyFlexible 10 Year Fixed Rate Mortgage
Standard Life slams ABI's ban plan

14 Sep 2006
Standard sets art challenge for advisers

14 Sep 2006
Strong returns in the pipeline

14 Sep 2006

Matt Goodburn canvasses fund managers for their short-term sector picks
Sumus takes over FSAS

14 Sep 2006
Survey reveals widespread misconceptions over IHT

14 Sep 2006
Swip will run 150m Isle of Man portfolio

14 Sep 2006
The big freeze

14 Sep 2006

Loan trusts have classic estate freezing qualities and can benefit IHT planners by avoiding an exit charge in the first 10 years
The conversion of Paul

14 Sep 2006

Informed Choice managing director Nick Bamford describes how a client comes to see the light on the benefits of consolidating his various pension plans into one Sipp
The MM Profile: Philip Milton

14 Sep 2006

Religion and business go hand in hand for this motorcycling Devon-based adviser, who believes that some unscrupulous advisers are blinded by the lure of commission and are giving the financial market in general a bad name. Interview by Paul McMillan
The Mortgage Business - Flexi 85 Three Year Tracker Mortgage

15 Sep 2006

The Mortgage BusinessFlexi 85 Three Year Tracker Mortgage
The Mortgage Works - 3 Year Fixed Rate Buy-To-Let

15 Sep 2006
The true cost of tailored protection

14 Sep 2006
This week in Life and Protection

19 Sep 2006

It was all about Norwich Union last week after the parent group Aviva announced it was cutting 4,000 jobs which came hot on the heels of the news that NU was withdrawing from the long-term care market.
This week in Mortgages

14 Sep 2006

There's only one place to start this week and that is the shock merger of Nationwide and Portman.
This week in Regulation

18 Sep 2006

Aifa's call for the introduction of limited or focused advice on specific product areas has been welcomed by many in the industry as long as important caveats are established.
This week in Regulation

13 Sep 2006

With the Pensions White Paper consultation finally drawing to a close this week it has been very difficult to get many pensions stalwarts to talk about anything else.
Top of the platforms

14 Sep 2006

What regulatory requirements do advisers need to consider when choosing the most suitable fund platform for clients? Legal & General managing director
Transfer standard is the platform priority

14 Sep 2006
Treasury sets date for home reversion regulation

13 Sep 2006
Turkish shares look a delight

14 Sep 2006

A star European fund manager who is little known to most IFAs but not to institutions, is James Hordern, now with Dalton Strategic Partnership.
Way adds estate transfer plan to range

14 Sep 2006
Wheel of fortune

14 Sep 2006
Why IMA opted not to split

14 Sep 2006

Following a review of the UK All Companies sector, the Investment Management Association has decided not to split the sector.
Widows proposes initial fee to slash NPSS cost

14 Sep 2006
Woolwich - Fee Free Lifetime Tracker

15 Sep 2006

WoolwichFee Free Lifetime Tracker

Money Marketing13 September 2006

Money Marketing
13 September 2006