14 March 2007
Bright Grey products director Roger Edwards serves up food for thought on the value of menu plans to offer clients an affordable, bespoke solution to their protection needs.
You have to keep up contact to maintain and build client relationships, says Lesley Hankin, director of Marketing-hub.co.uk.
The level of cash in funds is a topical subject. Some equity managers remain fully invested at all times believing it is not their job to take asset-allocation decisions between cash and equities.
Aegon Asset ManagementEthical Cautious Managed Fund
No one can dispute the goodness associated with treating customers fairly.
Advice for a client who has been banking on alternatively secured pensions.
Three million life and pension policies taken over to cut admin costs.
IFA firm AWD Chase De Vere is considering whether to recommend clients to other fund of funds managers following the latest tranche of departures on the Credit Suisse multi-manager range.
Beacon Home LoansFast Track Right To Buy Two-Year Discount
Sesame has for a long time felt like an unloved child in the Misys' home.
Keeping RU64 will make advisers feel that the finger is pointed at them again.
Helen Pow reports on the causes and effects of the recent world stockmarket falls and how long the volatility is likely to continue.
Compliance consultant Adam Samuel says advisers cannot turn away from clients when they have grounds for a complaint against another firm. He explains the right way to pursue a claim though the FOS.
A fortnight ago, following the successful High Court hearing in which members of failed occupational pension schemes won their judicial review against the Government's refusal to pay them compensation, I wrote a column in Money Marketing praising Ros Altmann.
Commerzbank has reached an agreement with Jupiter's senior management over a management buyout of the firm, supported by private equity group TA Associates.
This week by freelance journalist Rachel Gordon.
James Salmon looks at the prospects for Brown's last Budget.
From being the mouthpiece for former Chancellor Norman Lamont on Black Wednesday, this ex-civil servant has become chief executive of a fund management trade body, lobbying his former employers at the Treasury for tax changes on funds. Here, he tells Helen Pow of his wishes for next week's Budget and his long-term hopes for personal accounts.
The fall in the Chinese domestic market is due to a combination of factors but we remain positive.
Prescience Film Finance has teamed up with tax consultant Chancery UK to raise up to £5m for the Prescience Pictures EIS, an enterprise investment scheme investing in British films and TV projects.
Lazard Asset Management emerging markets manager James Donald says the failure of Chinese stockmarket volatility to trigger a major sell-off shows how emerging markets have developed as a major asset class.
Investment style. Jupiter income fund manager Anthony Nutt has one of the best long-term track records in the sector but is not resting on his laurels and says there are great opportunities emerging for managers in the changing market environment, says Simon Hildrey.
Fund performance. Gregor Watt looks at the handful of fund managers with a hard-won reputation for consistent outperformance in the equity income sector.
Retirement Planning. Offering greater investment freedom than annuities and protection against inflation, equity income funds have traditionally been useful for providing income in retirement and may be accessed via an Isa for the added tax benefits, says Annie Shaw.
Simon Hildrey begins a six-page special on the equity income sector by looking at the 'jam tomorrow' principle behind the funds which, despite their income focus, are popular for generating total returns.
Fund Manager Profile. The investment adviser community is buzzing with anticipation as income star Bill Mott prepares to return to day-to-day management at new asset firm PSigma Investment Management. With launch just weeks away, he is keeping details of the fund close to his chest but tells Samantha Downes it is an exciting time for equity income and the challenge will be to find new areas to generate a yield.
Income dilemma. What distinguishes income funds from their high-income counterparts? By Samantha Downes.
In a speech in Brussels, David Cameron signalled the start of a new engagement by the Tory party with the European Union. He intends to reform the EU from within, moving away from uniformity and towards diversity and from being an inward-facing bureaucracy to an outward-facing association of states.
Evanridge PropertiesEvanridge Sweden Exempt Pensions Unit Trust
Considering the tax treatment of excepted and non-excepted group life schemes.
Multi-manager opinion on the outlook for European equities is divided after the markets four-year bull run.
F&C Asset Management is launching a listed fund of hedge funds that will focus on event-driven strategies.
F&C Investments is to launch a set of four "lifestyle" fund of funds at the end of March.
Fidelity International - All Fidelity funds Isa, Pep transfers and third-party funds registered on FundsNetwork
Fidelity InternationalAll Fidelity funds Isa, Pep transfers and third-party funds registered on FundsNetwork
Potter and Burdett play their cards well but I won't abandon constellation fund.
Hornbuckle Mitchell has called on the Financial Services Authority to make clear what action it intends to take against any Sipp company that continues operating without approval after the start of regulation on 6th April.
Aberdeen Asset Management’s bill for the split-cap trusts debacle has soared passed the £100m barrier after it was revealed that the firm had to pay £30m to settle a dispute with one of it’s former trusts.
Towergate has taken over 115 broker companies in the last 10 years.
The Government is to appeal against the Judicial Review ruling which found it guilty of misleading workers about the security of their final salary schemes and of wrongly ignoring the Parliamentary Ombudsman.
Many years ago, I worked for a national IFA and found that apart from the customer-facing team of five, the other 20 in my team had no idea what we did. Sure, they filled in forms and sent out letters about pension options but their awareness of us and what we did was zero.
HSA is revamping its Workwell group healthcare cash plan from April by adding occupational health and health screening options.
Credit Suisse has appointed a safe pair of hands to run their multi-manager portfolios in the wake of further departures from the firm, that's according to Chelsea Financial Services managing director Darius McDermott.
Ingenious Asset Management, the asset management arm of Ingenious Media, is to open up it's main UK equity fund to retail investors by lowering the minimum investment fee from 50,000 to 3,000.
Our panel discuss rumours of a PTA double U-turn, the Pru's critical maths and the Competition Commission's payment protection insurance probe.
The protection market must think beyond price so advisers can communicate with clients.
Edward Bonham Carter will take over as group chief executive of Jupiter following the completion of the private equity-backed management buyout in July.
Legal & General is calling for employers opting out of Personal Accounts to be given a choice over auto-enrolment in a bid to prevent levelling down of existing occupational schemes.
Aegon chief executive Otto Thoresen joined forces with Treasury Economic Secretary Ed Balls and pensions minister James Purnell last week to wrestle with issues surrounding the woolly term "generic advice".
Installing the right technology can cut business processing by half and put advisers back in front of their clients, says Distribution Technology chief executive officer Ben Goss.
New StarHedge ETS
This week Norwich Union revealed it will maintain enhanced initial commission terms on its individual personal pension plan, despite earlier saying it was only a limited special offer to boost flagging sales.
Guy Anker assesses plans to switch the basis of remuneration for brokers.
The NAPF is urging the Government to give tax incentives to help employers adjust to the additional £2bn a year costs of auto-enrolment.
If you were of the view that the sell-off two weeks ago was but a momentary blip, life was pretty tricky at the beginning of last week.
Prudential has been dominating the news for the past few days and a certain MM reporter was sad enough to log on at 7am last Thursday morning to see what Pru's restructuring proposition involved.
For the second week running the mortgage industry was able to breathe an almighty sigh of relief.
Stretching the boundaries of BTL could be disastrous for some borrowers.
Helen Pow looks at the growing number of people who are taking the leap to become professional landlords as the demand for rental property continues to grow.
Former Equitable Life chief executive Roy Ranson has been cast out by the Institute of Actuaries.
Chris Salih says the recruitment of Gary Potter and Rob Burdett represents a branching out for Thames River.
Schroders is to launch a global equity income fund which opens to investors on 18th May 2007.
The Seven Dials European property fund of funds has reopened following an initial launch period which raised euro 17m.
March is one of the busiest times of the year in our industry with the end of the financial year approaching.
The need for a signature has created a song and dance for contact-based plans.
Gregor Watt looks at the cash benefits from kicking the cigarette habit.
Societe Generale AdequityNew Energy Protected Fund
'Others are paying more and we need to compete'
Standard Life has attacked the NAPF's response to the Pensions White Paper which proposes that group personal pensions and group stakeholders should only get an exemption if they offer pure auto-enrolment.
Samantha Downes reports on the potential for specialised Reits.
The CellaretThe Cellaret EIS
I very rarely recommend any enterprise investment schemes but Prescience Pictures' EIS looks a good one, mainly because the board of directors is highly experienced in the film and television industries, particularly on the marketing side, which is the most vital factor in making profits from films apart from the films themselves.
A new name is moving into the mortgage broker and IFA sector. Towergate is an established consolidator in general insurance broking circles, having taken over around 115 firms.
Unicorn Asset ManagementUnicorn Aim VCT 3 Series 3 Shares
Sterling is celebrating the second anniversary of its multimanager protected profits funds by offering readers the chance to win two tickets to the Spanish Grand Prix.