Money Marketing
14 February 2007
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FOS to publish 13 test cases on splits
15 Feb 2007
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PruPim setting up Asia property fund
15 Feb 2007
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Wrong addresses for 26k pension letters
15 Feb 2007
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100M in lending for Shariah firm
15 Feb 2007
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75 per cent opt to remain contracted out after L&G mailing
20 Feb 2007
Latest results from Legal & General’s mailing to contracted out customers show that 75 per cent have specifically chosen to remain contracted out of the State Second Pension.
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A passage to Chindia
15 Feb 2007
Investors in a fund combining China and India could be in for a rollercoaster ride, says Helen Pow.
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A question of ethics for RLAM
16 Feb 2007
Royal London Asset Management has added the Ethical Bond Trust to its fixed income fund range.
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Abbey - Capital Guaranteed UK Equity Bond Issue 6
14 Feb 2007
AbbeyCapital Guaranteed UK Equity Bond Issue 6
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Abbey reviewing exit fee after FSA statement
15 Feb 2007
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Adam Samuel
15 Feb 2007
This compliance consultant was an ombudsman for the regulator before he turned to the other side of training financial companies in handling complaints and fighting against unjust decisions. Interview by Paul McMillan.
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Adept adaptations
15 Feb 2007
In recent weeks, we have seen an excellent example of common sense break out in the market.
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Adviser Fund Index
15 Feb 2007
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Allocation is key
15 Feb 2007
Managers are often justifiably criticised for making investment too complicated. Nowhere is this more valid than in the area of geographic allocation within global equity funds.
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Altmann warns that pension stance has implications for all ombudsmen
15 Feb 2007
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Are you being served?
15 Feb 2007
Advisers have responded to criticism over selling high-commission products but, asks Kira Nickerson, isn't it time that product providers started to focus seriously on their service to advisers??
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Asfof you like it
15 Feb 2007
Start advising your clients to let an expert choose their funds.
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Aubrey Capital Management - S&W Aubrey Global Conviction Fund
15 Feb 2007
Aubrey Capital ManagementS&W Aubrey Global Conviction Fund
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AWD Chase de Vere takes 500 new Exweb licenses
20 Feb 2007
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Axa Framlington - Axa Talents Fund
15 Feb 2007
Axa FramlingtonAxa Talents Fund
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B-A to use Aequos Engage
19 Feb 2007
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Baigrie puts focus on Lifesearch
15 Feb 2007
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Bankhall in two-pronged wrap strategy
15 Feb 2007
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Barclays sees huge rise in lending as profits soar
20 Feb 2007
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Bee petitions Government to make NPSS guarantee or scrap auto-enrolment
20 Feb 2007
Scottish Life has launched a petition calling on the Government to drop its proposal for auto-enrolment into Personal Accounts unless it guarantees that every pound saved in the scheme will make savers at least one pound better off than non-savers.
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Bee points to opportunity in pension upheaval
15 Feb 2007
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Biba brings out own range
15 Feb 2007
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Body and soul
15 Feb 2007
I would hate to be in Chris Cummings' shoes right now.
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Boost for B&B as lending rises 43%
15 Feb 2007
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Boyd joins Fidelity
19 Feb 2007
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Bright Grey to use Medicals Direct Trackberry system
19 Feb 2007
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Broker Talkback
15 Feb 2007
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Cattle drive
15 Feb 2007
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Cavendish aims to raise release confidence with Rantzen backing
15 Feb 2007
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Change of image
15 Feb 2007
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Chasers move to offering advice
15 Feb 2007
Claim companies are extending their scope.
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Child care at a price
15 Feb 2007
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CII targeting loan advisers
15 Feb 2007
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Cirencester goes a la carte
15 Feb 2007
Income protection specialist Cirencester Friendly Society’s income assured plan is an individual income protection plan available on a pure protection basis or with an investment element.
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Clamour grows at FSA plans to ease listing rules
14 Feb 2007
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Clerical closes to new group pensions business
15 Feb 2007
Clerical Medical has closed to new group pensions business, blaming tightening margins and lack of profitability in the sector.
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Close sets up team to handle IHT-mitigation business
15 Feb 2007
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CML reveals a good start to 2007 lending
20 Feb 2007
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Coining it in
15 Feb 2007
Investments in gold, silver and bronze coins have been one of the best long-term investments.
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Concerns rise at leap in interest-only loans
15 Feb 2007
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Co-op ethical fund is the first to head all-company sector
15 Feb 2007
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Correspondent's Week
15 Feb 2007
This week by Money Marketing intern Sarah Hall.
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Deal sees society link up with L&G
15 Feb 2007
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Direct Life sets up academy to boost protection sector
15 Feb 2007
Sales director Verdin says training is only way to close protection gap.
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Downing C benefit of Electra share offer
15 Feb 2007
Downing Corporate Finance is looking to raise up to £20m in C shares for the generalist Electra Kingsway venture capital trust.
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Equitable transfers annuity business
15 Feb 2007
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Equity release given boost by CII
15 Feb 2007
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Exemption essential for advocate
15 Feb 2007
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Ex-Schroder trio launch funds for new firm
15 Feb 2007
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Extra, extra, read all about IHT
15 Feb 2007
Newspaper campaigns are helping to raise awareness of inheritance tax.
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F&C's balancing act
15 Feb 2007
Chris Salih analyses F&C's three-year accelerated growth plan.
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Fair dues
15 Feb 2007
The banks are worried about their future. Apparently, they fear they may soon be so strapped for cash, they will all go out of business.
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Falling short on income in retirement
15 Feb 2007
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Family matter
15 Feb 2007
My father-in-law is nearly 80 and has never, lucky man, had a mortgage in his life. He even struggled with the idea of borrowing to buy property for his engineering business so you can imagine his surprise or even shock when he got a cold call last week trying to sell him a sub-prime loan.
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Firms sign up to Ascentric platform
15 Feb 2007
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Friends bolsters pension fund options
15 Feb 2007
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Friends in plans for group Sipp
15 Feb 2007
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Friends Prov ditches standard exclusions on IP
20 Feb 2007
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Friends Prov gains FSSC accreditation
16 Feb 2007
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Friends Provident launches guaranteed bond
15 Feb 2007
Friends Provident has launched a guaranteed bond that enables investors to benefit from stock market growth while guaranteeing the return of the original investment either on death or after a five year period.
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Fringe benefits
15 Feb 2007
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FSA appoints new mortgages chief
20 Feb 2007
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FSA delays contracting out decision as it conducts further analysis
20 Feb 2007
The FSA has delayed announcing the results of its contracting out review while it conducts further analysis of industry data and feedback.
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FSA fines Capital One £175,000 for PPI misselling
15 Feb 2007
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FSA pondering two insurance regimes
15 Feb 2007
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FSA sends out lifetime mortgage warning letter
15 Feb 2007
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FSA set to question public on the menu
15 Feb 2007
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FSSC wants T&C schemes endorsed by regulator
15 Feb 2007
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FTSE surges to six-year high
15 Feb 2007
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GE fine proves FSA will take on big boys
15 Feb 2007
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GE Life exits reversion market
15 Feb 2007
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Hogarth's Paradigm opens with 50/50 deal
15 Feb 2007
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Hornbuckle Mitchell calls for support for ASP petition
14 Feb 2007
Hornbuckle Mitchell is calling on advisers and their clients to sign up to a Downing Street petition calling on the Prime Minister to abolish the 70 per cent ‘unauthorised payments’ tax on pension assets passed to heirs from an Alternatively Secured Pension.
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HSBC Investments - Commercial Property Protected Plan
16 Feb 2007
HSBC InvestmentsCommercial Property Protected Plan
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HSBC is hit by downturn in US sub-prime
15 Feb 2007
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HSBC on the hunt for protection recruits
15 Feb 2007
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Huge savings in consolidation
15 Feb 2007
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IFA demands protection in wake of identity scam
15 Feb 2007
Alan Steel makes plea for changes to data law after replica of firm's accounts is lodged at Companies House.
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IFAs warned of confusion over Revenue's Qrops list
15 Feb 2007
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IFP aims for 800 CFPs after 23% rise in 2006
15 Feb 2007
Institute points to a 'natural progression' towards financial planning in the industry.
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IFS says better education could cut repossessions
15 Feb 2007
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Imla impetus
14 Feb 2007
At last, the silent trade body has begun making noises, insisting it will make its voice heard and campaign for members and advisers.
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Imla pledges more support for members
15 Feb 2007
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In the twinkling of iShares
15 Feb 2007
Exchange traded funds are gaining popularity with some investors but how do they work?
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Inflation falls to 2.7% in January
15 Feb 2007
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Invesco takes 15 per cent stake in A J Bell
16 Feb 2007
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Journey of discovery
15 Feb 2007
TCF is the perfect opportunity to embrace change in the industry.
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Kensington in specialist prime move
15 Feb 2007
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L&G looks to add CI conditions
15 Feb 2007
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L&G sells PMI business to Axa
16 Feb 2007
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Labour asks staff to take 25% pension cut
15 Feb 2007
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Last post needs first-class advice
15 Feb 2007
Royal Mail's announcement that it intends to close its final-salary scheme further highlights the dramatic decline of defined benefit schemes in the UK.
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Left out in the cold
15 Feb 2007
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Levy rationale is wrong
15 Feb 2007
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Little treasures
15 Feb 2007
Lack of scrutiny means there are some real gems waiting to be unearthed in the small-cap market.
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Lloyds TSB ponders sale of Abbey Life
19 Feb 2007
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Massive boom in buy-to-let, reveals CML
14 Feb 2007
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Means-testing is already posing misselling threat
15 Feb 2007
'IFAs need to be at least alerting client employers and pension scheme members to the risks of saving'
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'Middle managers paralysing UK firms'
15 Feb 2007
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MM Live and Mortgage Business Expo set for Scotland
15 Feb 2007
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Montpelier goes North with RST acquisition
15 Feb 2007
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Moratorium underwriting needs clarity
15 Feb 2007
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Mortgage firms braced for future base rate rise
15 Feb 2007
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Mortgage Next bullish after launching BTL tracker
19 Feb 2007
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My beautiful career - Personal effects
15 Feb 2007
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My beautiful wrap - Take control of your destiny
15 Feb 2007
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Nationwide fined £980,000 for information security breaches
14 Feb 2007
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Nationwide sees signs of cooling house prices
15 Feb 2007
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Nimble picking
15 Feb 2007
Despite the odd nervous shudder running through the market, shares have held up well to suggest that no one really believed the Bank of England was about to raise rates again last week. And it didn't.
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Nucleus appoints two new IFA account managers
15 Feb 2007
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NU's business is boosted by A-Day strategy
15 Feb 2007
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Of slender means
15 Feb 2007
Auto-enrolment poses significant risks to some workers.
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Opt-out question
15 Feb 2007
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Out of Context
14 Feb 2007
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Over 100 staff took part
15 Feb 2007
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Packagers confident about the future, says Rooftop
16 Feb 2007
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Paragon ready to expand outside BTL
15 Feb 2007
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People on the move
15 Feb 2007
Bill Mott has returned to day-to-day fund management alongside former Credit Suisse colleagues Ian Chimes and Graham Fuller.
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Personal accounts pose huge liability risk for Government
15 Feb 2007
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Phone home
15 Feb 2007
Guy Anker looks at Halifax's moves towards mortgages by mobiles.
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Pink has aspirations as number one network
15 Feb 2007
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Platform for debate
15 Feb 2007
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Playing the transfer game by Aussie rules
15 Feb 2007
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Portman to close nine branches following review
20 Feb 2007
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Probe into retention proc fees
15 Feb 2007
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Professionals aiming to add property to Sipps
15 Feb 2007
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'Prototype wraps must prove value to win over IFAs'
15 Feb 2007
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Put value before cost
15 Feb 2007
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Question of trust for TPR
15 Feb 2007
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Rating agency alert over Rooftop securitised book
15 Feb 2007
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Record life and pensions sales fail to impress critics
20 Feb 2007
New “record” ABI figures showing a 45 per cent growth in regular premium individual pensions business have failed to impress commentators and led to renewed calls for firms to reveal net results.
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Recycle path
15 Feb 2007
Life offices are enjoying a boom in sales or are savers merely recycling old plans?
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Relief confirmed on employer payments
15 Feb 2007
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Retirement Solutions brief: Means times
15 Feb 2007
Our panel look at how to advise on means-testing and cash inducements to leave final-salary schemes.
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Retirement Solutions brief: Tale of three city workers
15 Feb 2007
Funding: Clerical Medical financial planning manager Steve Meredith says the timing of contributions is critical to maximise tax relief.
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Rooftop to outsource technology to Vertex
14 Feb 2007
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RPS offers income protection products
15 Feb 2007
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S African insurers blamed for CI smear campaign
15 Feb 2007
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Salaries will soar for poached senior staff
15 Feb 2007
Headhunter sees pay rises of 20-30 per cent for managers and directors.
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Sales are set to slump as PPI probe looms
15 Feb 2007
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Schroders - Income Maximiser
14 Feb 2007
SchrodersIncome Maximiser
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Scottish Widows appoint head of research and analysis
19 Feb 2007
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Sense of fair play
15 Feb 2007
Friends Provident socially responsible investment marketing manager Julia Dreblow says the FSA's treating customers fairly initiative is commendable but there are still grey areas over social, ethical and environmental issues which need to be clarified.
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Shades of mid-green for M&S Money fund
15 Feb 2007
HSBC subsidiary Marks & Spencer Money has introduced a manager of managers ethical fund to be run by the HSBC multi-manager team headed by James Hughes.
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Shepherds Friendly in sales talks with IFA support firms
15 Feb 2007
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Ship urges more IFAs to take lifetime loan exam
15 Feb 2007
Over 6,000 advisers have now passed the Chartered Insurance Institute and Institute of Financial Services' lifetime mortgage exam.
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Sipp shape
15 Feb 2007
Regulation of Sipps will bring positive benefits and should be welcomed.
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SJP chairman Mike Wilson
15 Feb 2007
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Skandia warns over safeguarded rights
15 Feb 2007
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Specialist lenders may merge after Portman takeover
15 Feb 2007
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Standard hit by pension lapses
15 Feb 2007
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Standard Life Investments announce end of year results
20 Feb 2007
Standard Life’s mutual fund sales rose by a record 339 per cent last year to £1.3bn from £293m.
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Standard puts trust in Reits
15 Feb 2007
Standard Life InvestmentsGlobal Reit Fund
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Strategy group has ABI support
15 Feb 2007
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Sweetmeats on the Delhi counter
15 Feb 2007
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Term and conditions
15 Feb 2007
What is the valuation basis for the 10-yearly periodic charge on term insurance policies held in trust?
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The 10% principles
15 Feb 2007
The FSA is in grave danger of making advisers pay for its mistakes with the massive above-inflation increase in fees.
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The exclusion zone
15 Feb 2007
The Office of Fair Trading is looking for a crackdown on payment protection insurance and is being backed by many IFAs who are angry that the banks are getting away with selling poor products that do not pay out. Helen Pow reports.
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The March of time
15 Feb 2007
An important anniversary leads to contemplation over the pension crisis.
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The role of The Pensions Regulator
15 Feb 2007
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Thinc lending breaks through 4bn barrier
15 Feb 2007
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TMB estimates packager sector worth up to 30bn
15 Feb 2007
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Top 300 civil servants have £250m in pensions, says Lib Dem research
16 Feb 2007
The Liberal Democrats have released research showing that the top 300 civil servants have combined pensions worth £250 million.
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TPR told to stand up to firms that ditch DB schemes
15 Feb 2007
Legal & General wants regulator to crack down using its wide powers.
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Trade disunion
15 Feb 2007
Paul McMillan finds industry figures divided on the need for a new trade body for all advisers.
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Treasury backtracks on PTA U-turn
16 Feb 2007
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Trigold adds data deal to Equifax link
15 Feb 2007
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Two most vulnerable groups hit worst by inflation, says Alliance Trust
15 Feb 2007
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UBS offering multi-asset fund
15 Feb 2007
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Undercover tactics could mean jail for insurers
15 Feb 2007
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Webline adds online enhanced annuity quotes from GE Life
19 Feb 2007
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West Bromwich Building Society - Buy-To-Let Two-Year Fixed
16 Feb 2007
West Bromwich Building SocietyBuy-To-Let Two-Year Fixed
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Winterthur appoints new MD after restructure
14 Feb 2007
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Woolwich track and cap 'a gimmick', says Cornell
15 Feb 2007
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Wrong calls on asset allocation
15 Feb 2007
