14 June 2006
With over 2,000 authorised units trusts in the UK, the IMA's classifications mostly do a good job
Turner's proposals do not go far enough to solve the UK's pension problems
Firm accepts that some of its 300 salesforce may go after closing down broker operation
Cummings warns that move could make advisers look uncompetitive
Tim Callaghan has committed his long term future Gartmore following the unveiling of the company's new ownership structure.
The overriding financial advice is usually to pay off debts before starting to save but, Gregor Watt reports, could young people actually be better off by borrowing money to invest in a pension??
This week by Guardian Money deputy editor Philip Inman
SG Hambros chief investment office Andrew Popper explains the workings of the currency markets and how they can be traded
Inheritance tax Quality advisers can prove their worth in the complex new trust tax regime, says Zurich UK protection development manager Gerry Warner
There are a lot of opportunities for investors to make money from fixed-income assets
Retirement specialists set up firm offering unsecured products with guarantees
Stockbroker and investment manager Goy Harris Cartwright remains on the acquisition trail following its takeover of Coventry-based multi-manager Berkeley Fund Managers.
Nicola York looks at whether IFAs can move away from up-front commission to a hybird model of remuneration.
The Government can be held to account by an independent body'
Insinger de Beaufort is offering IFAs 0.75 per cent renewal commission on investments into its multi-manager funds.
Guy Anker reports as interest-only loans start to attract claim-chasers
This year, I returned to PIMS after an absence of some years. When I last walked its decks, we were in the grip of a savage bear market. The timing this year seems remarkable, given the difficulties faced in recent weeks.
Leeds Building Society has launched a new 10-year fixed rate mortgage at 4.99 per cent
IFS head of faculty financial regulation Mark Roberts says professional goals and targets do not need to be set in stone but it makes sense to formulate a plan of where you would like to be in the long term
The price of gold and gold mining shares has rocketed in recent times but fallen back slightly over the past month or so. I see this as a buying opportunity, particularly if buying through gold mining shares.
If you were to ask what a typical investor wants from an investment manager, you might not be surprised if they demanded a portfolio consisting only of stocks that the manager would invest in themselves. In practice, this is not necessarily what investors are getting.
Next month, new houses in multiple occupation legislation comes into effect and BTLs will fall into one of four categories:
What makes someone a suitable candidate for a fee-based firm?
Could the fruit of the White Paper turn bitter for defined-benefit schemes?
Lender seeking to maintain position
David McMaster, managing director of Just Wills, says IFAs should rethink their strategy when a client dies and consider helping the client's family by turning to a specialist probate services firm
The White Paper's proposals come at great cost to the ordinary worker
As the dust begins to settle around the fledgling pension term assurance market, a wide disparity between the quality of advice and levels of service offered by brokers selling this product has been noted by some in the market.
Paul McMillan reports on Conservative MP John Redwood's mission to roll back regulation in financial services
The Financial Services Practitioner Panel has launched the second stage of its 2006 survey of regulated firms to obtain an authoritative industry assessment of the performance of the FSA.
FSA chief Bland says policy will not be changed by the move towards more principles-based regulation
Our panel give their views on the FSA's diagnosis of critical-illness insurance and consider ways to close the protection gap
Interdependence tops adviser league rankings again
How is an exit charge calculated when premiums have been paid into a protection policy held on flexible trust?
Advisers must act now to stop providers walking away from the FSCS levy
Why employers must do more to hold onto their older workers
Do the wider powers conveyed by Ucits 3 signal the demise of traditional long-only methods? Matt Goodburn reoports
It comes as no great surprise that, a year into depolarisation, there is more confusion about the provision of financial advice than ever before.
Standard Life just cannot keep out of the headlines these days. This week, it is under pressure to scale back its valuation of its planned floatation.
Reports Tony Blair's Fundamental Spending Review, due next month, is to be watered down or possibly shelved could reopen debate about the future for pension and welfare reforms.
Just when you thought it was safe to go back into the water the FSA announces another round of "disappointing" revelations about advisers. Speaking at the FSA Retail Intermediaries Sector Conference last week FSA chief executive John Tiner announced that the FSA had completed a survey of 100 random advisers - the results of which will be announced shortly.
Something strange is happening at the ABI and Aifa. Barely a week seems to pass without a comment or set of proposals that appears to put the insurers' body on a collision course with IFAs.
Finance Bill measures would see proceeds of life insurance hit by taxation
In my last couple of articles I have been identifying and discussing current principles regarding the ways in which the values of the accrued pension benefits of each spouse are taken into account in divorce settlements.
PruHealth is pioneering a new approach to private medical insurance in this country with the focus on well-being rather than sickness, says the firm's sales director Dave Priestley
IFAs may be surprised to hear the chief ombudsman declare that he has a largely positive relationship with the sector. He tells James Salmon that there are many misconceptions surrounding his role and says the industry should be proud to have created a body that deals with complaints efficiently and economically
Helen Monks clears up the misconceptions and shows IFAs how they can raise their media profile
In January, the Law Commission and Scottish Law Commission issued a paper inviting views on the scope of an enquiry into insurance contract law.
I have read a lot about the advantages of investing in property. I would not be able to buy a property to rent out so what are the options available to me and what do I need to be aware of?