Money Marketing
14 November 2007
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Buckley picked as Swip chief executive
15 Nov 2007
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MBO for Gissings Advisory Services
15 Nov 2007
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1st enters mortgage market with launch of AEME
15 Nov 2007
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A shaw thing
15 Nov 2007
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Abroad range of income choice
15 Nov 2007
Chris Salih looks at the growing trend for overseas income funds
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ACA chairman calls on Government to remove ban on employers offering conditionally indexed pensions
16 Nov 2007
The forthcoming Pensions Bill must remove the ban on employers being able to offer conditionally indexed pensions, according to the Association of Consulting Actuaries.
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Add voices to debate
15 Nov 2007
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Adviser Fund Index
15 Nov 2007
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Advisers' relieved at Pearl winning Resolution battle
19 Nov 2007
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Advisers say Friends chief's resignation casts doubt over firm's future independence
14 Nov 2007
Advisers say Friends Provident group chief executive Philip Moore's decision to quit is unsurprising, after the failed bid for Resolution, and indicates the firm has "lost its way".
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Aegon says consumers must be told personal accounts charges could rise
15 Nov 2007
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Aegon Scottish Equitable International- 5 For Life
20 Nov 2007
Aegon Scottish Equitable International5 For Life
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Aifa urges all firms to complete its survey
15 Nov 2007
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Alliance & Leicester restricts new build LTV at 70 per cent
16 Nov 2007
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Allianz takes 10% stake in broker Oval
15 Nov 2007
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AMI starts forum to discuss TCF
15 Nov 2007
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And then there were non
15 Nov 2007
The RDR may hasten the retreat of advisers from the mass market
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Arc Capital & Income - Arc Fixed Income Plan 3
20 Nov 2007
Arc Capital & IncomeArc Fixed Income Plan 3
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Arc Fund Management - Arc EIS 7 Growth Fund
20 Nov 2007
Arc Fund ManagementArc EIS 7 Growth Fund
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Arnold bids to rescue Rock
15 Nov 2007
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Axa appoints Bob Wotherspoon as area sales manager for protection
15 Nov 2007
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Axa revises protection rates
20 Nov 2007
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Bank of England hints at two rate cuts next year
15 Nov 2007
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Bank of Scotland to launch lower rates
15 Nov 2007
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Barclays Capital - Protected Fund Deposit Account
20 Nov 2007
Barclays CapitalProtected Fund Deposit Account
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Black to the future
15 Nov 2007
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Bonds still have a role, says Jelley
15 Nov 2007
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Bradford & Bingley to sell its housing association loan book to Dexia
20 Nov 2007
Bradford & Bingley has agreed to sell its £2.2bn housing association book to Dexia, following a review of the assets.
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Broker Talkback
15 Nov 2007
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Brown building up for a home run
15 Nov 2007
Liz Mancini analyses the Government's new plans for boosting housebuilding.
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BuildLoan - TMB Full Status 3 Year Base Rate Tracker
20 Nov 2007
BuildLoanTMB Full Status 3 Year Base Rate Tracker
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BuildLoan -TMB Self Certification 2 Year Fixed Rate
20 Nov 2007
BuildLoanTMB Self Certification 2 Year Fixed Rate
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Businesses selling up as review looms
15 Nov 2007
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Chancellor to only support NR proposal which protects depositors and tax-payers
20 Nov 2007
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Check on company policy for presents
15 Nov 2007
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Check out the cover
15 Nov 2007
Our panel look at supermarkets' gimmicks to sell life insurance and the possible business impact of generic advice.
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City tipster Evil Knievil says Northern Rock shares worth as little as 5p each
19 Nov 2007
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Clear view for review
15 Nov 2007
Critical-illness insurance: Helen Monks says the crucial point for reviewable critical-illness premiums is communication
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Close Bros rebuffs £1.4bn takeover
15 Nov 2007
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Cofunds' fee-based services rolled out into new year
19 Nov 2007
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Consumer backing for whole of market
15 Nov 2007
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Cool and unusual
15 Nov 2007
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Coventry Building Society - First Time Buyer 1.35% Discounted Rate Mortgage
20 Nov 2007
Coventry Building SocietyFirst Time Buyer 1.35% Discounted Rate Mortgage
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Define time
15 Nov 2007
Neil Loney and Mark Thomas, of PA Consulting Group, believe that a radical new approach to life and pensions is needed with products that feature better-defined outcomes, a risk-reward element shared between provider and consumer and simple direct distribution, cutting out IFAs
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Downing champions asset backing for dual VCT
20 Nov 2007
Downing Corporate FinanceDowning Protected VCTs VIII and IX
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Emerging fund wins backing despite volatility
15 Nov 2007
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Ending annuity apathy
15 Nov 2007
Our combined efforts can help to raise awareness of the open-market option
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Exam paper
15 Nov 2007
The CII's RDR response suggests that advisers must get themselves to double FPC or diploma in financial services to call themselves professional or general advisers in four years, with a grace period of a further two years, provided the advice is approved by another adviser.
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F&C loses management duo
19 Nov 2007
F&C has been hit with a double blow after fund managers Luke Newman and Makis Kaketsis quit the firm to join a global hedge fund group.
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Fee market
15 Nov 2007
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Feeney quits Gartmore
15 Nov 2007
Gartmore head of distribution Paul Feeney has brought an end to months of speculation by announcing his departure from the firm.
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Firms face fee if they fail to file in full
15 Nov 2007
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Fledgling move for Aim stocks
15 Nov 2007
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Former HBOS chief exec Crosby is appointed FSA deputy chairman
20 Nov 2007
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Fourth bull & bear from Arc
20 Nov 2007
Structured product provider Arc Capital & Income has brought out a fourth tranche of its bull & bear tracker plan.
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Friends Provident - New Generation Group Personal Pension Plan
20 Nov 2007
Friends ProvidentNew Generation Group Personal Pension Plan
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Friends Provident and Standard Life merger touted by analysts
14 Nov 2007
Analysts say a merger between Standard Life and Friends Provident could be on the cards after both firms missed out on the Resolution deal.
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FSA adviser fees may go up to weed out the “rogues”, says regulator
14 Nov 2007
There is likely to be a short term increase in FSA adviser fees to get rid of the “rogues” that are currently in the market, says the FSA.
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FSA fines Toronto Dominion Bank £490,000 and bans trader
16 Nov 2007
The FSA has fined Toronto Dominion Bank £490,000 for systems and controls failings and banned one of its former traders from carrying out regulated activities.
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FSA fines two firms and bans a third for sub-prime failings
19 Nov 2007
The FSA has fined two mortgage firms and banned a third for sub-prime failings, following its investigations into the sector.
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FSA forced to delay fund of hedge funds plans
15 Nov 2007
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FSA getting tough with small firms
19 Nov 2007
There has been a flurry of fines from the FSA recently as the regulator looks to clear the decks long before the Christmas break.
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FSA seeks disclosure of CFDs
15 Nov 2007
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FSA shuts down insurance broker after it left clients uninsured
16 Nov 2007
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FSA ups FSCS capacity to £4.03bn
14 Nov 2007
The FSA has confirmed the future funding arrangements for the Financial Services Compensation Scheme, which will operate from 1 April 2008.
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Gale will miss the fsa's challenge
15 Nov 2007
Departing chief executive Patrick Gale has named the FSA and pressure of handling regulatory changes among the top three things that he will miss about working at the company.
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Gloom and boom
15 Nov 2007
Share prices of companies in the commodities industry and emerging markets have set a blistering pace in recent weeks. The likes of BHP have seen their share prices rise by over 50 per cent from their low point in mid-August while the shares of some companies that are both commodity producers and domiciled in emerging markets, such as CVRD of Brazil, have almost doubled in the same period. This has taken place against a background of deteriorating economic news in Western economies and ...
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Godiva Mortgages -Buy To Let Two Year Tracker
20 Nov 2007
Godiva MortgagesBuy To Let Two Year Tracker
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Good news for the quality advisers
15 Nov 2007
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Haven’t we seen you somewhere before?
16 Nov 2007
This week has seen news of several old faces returning to the distribution world from a number of different corners, prompting me to wonder, why now?
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Hedge fund experts back Cazenove's new team
15 Nov 2007
Cazenove's new multi-manager team is looking at investing in hedge funds for the first time with the help of the group's hedge fund managers, Tim Russell, Neil Pegrum and Chris Rice.
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Hips hammer house market
15 Nov 2007
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HMRC to launch a second offshore disclosure facility
16 Nov 2007
HMRC is planning to introduce a second offshore disclosure facility in an effort to catch tax dodgers with offshore accounts.
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'Hopeless failures' by rating agencies
15 Nov 2007
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HSBC Investments - Global Climate Change Fund
20 Nov 2007
HSBC InvestmentsGlobal Climate Change Fund
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IFA caught in impasse on admin
15 Nov 2007
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IFAs should focus on HNW seminars post-RDR, says Calvert
19 Nov 2007
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Insight Investment - Diversified Dynamic Return
20 Nov 2007
Insight InvestmentDiversified Dynamic Return
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Insight Investment - Diversified High Income Fund
20 Nov 2007
Insight InvestmentDiversified High Income Fund
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Is a crumbling mortgage market positive for protection?
20 Nov 2007
Direct Life & Pensions sales and marketing director Richard Verdin thinks it could well be. He predicts the slowdown in the mortgage market will see a direct boost to protection sales because it will incentivise advisers to sell protection to maintain revenue.
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Jupiter - Jupiter Global Fund - New Europe Fund
20 Nov 2007
JupiterJupiter Global Fund - New Europe Fund
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Just 12 replies to contract law paper
15 Nov 2007
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Killik opens Dubai office
14 Nov 2007
Stockbroker Killik & Co has opened its first overseas office based in Dubai.
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L&G delivers postcode plan for annuities
15 Nov 2007
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L&G takes strong line over pivotal age
14 Nov 2007
Legal and General is mailing 115,000 of its clients to call for men and women over the pivotal age of 44 to contract back into a second state pension (S2P) by April 2008.
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Landlords aim to build up portfolios
15 Nov 2007
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Lawyer wants risk warning for BTL
15 Nov 2007
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Le Beau joins Health Claims Bureau board
14 Nov 2007
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Lehman Brothers launch new UK RMBS deal
20 Nov 2007
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Lenders come to end of trail
15 Nov 2007
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LibDems call for short-term nationalisation of Northern Rock
19 Nov 2007
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Life and pensions buoyant for Aegon
15 Nov 2007
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Lifequote free for Sesame
15 Nov 2007
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Lighthouse link-up on equity-release
15 Nov 2007
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Liontrust interim profits up by 8%
15 Nov 2007
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Long-term shareholders to suffer under new CGT rules, says Heartwood
19 Nov 2007
Many basic rate tax payers who are long-term shareholders will be penalised under the Chancellor’s introduction of a flat rate 18 per cent capital gains tax, says Heartwood Wealth Management.
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Lords' committee in call for FOS review
15 Nov 2007
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Martin confident of success after RDR
15 Nov 2007
Sesame's incoming leader Ivan Martin is keen to reassure advisers that their future is safe, regardless of the retail distribution review's outcome.
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Matrix appoints new CEO
16 Nov 2007
Matrix has appointed Chris Merry as the group’s new chief executive officer.
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Matrix expands to meet IFA demand
15 Nov 2007
Matrix has reorganised and expanded its fund of hedge fund sales team as its products are gaining popularity with advisers.
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Matter of principles
15 Nov 2007
The retail distribution review promises to take up a lot of column inches between now and whenever it comes to an end.
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Midas remains cautious on UK commercial property
15 Nov 2007
Midas Capital predicts further declines in UK commercial property prices and will continue to exclude this area from its portfolios.
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Mordrick to join Rensburg
14 Nov 2007
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Morrison takes up role of AMPS chairman
19 Nov 2007
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Mortgage Expo: FSA wants next year to be 'summer of love' for mortgage intermediaries
14 Nov 2007
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Mortgage Expo: Gap in the market for part-verified mortgage products
14 Nov 2007
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Mortgage industry rues rate decision
15 Nov 2007
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Mortgage jobs axed
15 Nov 2007
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Mortgage lending grows by 6 per cent in October
20 Nov 2007
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Mortgage Next confirms 11 redundancies
20 Nov 2007
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'Mortgage slowdown will boost protection'
15 Nov 2007
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Move speculation over Will
15 Nov 2007
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Munich Re buys software firm
15 Nov 2007
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Mystery tour
15 Nov 2007
I praised him for his dogged determination at forcing the FSA to release the names of the 12 life companies found by the PIA, to have been engaged in "pre-contractual misrepresentations and in some cases a breach of contractual warranty".
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Nationwide cuts 10 year fixed rate mortgage to 5.68 per cent
16 Nov 2007
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Nationwide warns house price inflation to fall to 0 per cent next year
16 Nov 2007
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Network deal for GI supplier
15 Nov 2007
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New Star takes heart with £34m
15 Nov 2007
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Nicholls rallying small advisers to answer RDR call
15 Nov 2007
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No love for rating agencies
16 Nov 2007
Rating agencies were the focus of the Treasury Select Committee's inspection - or wrath some might say - this week as chairman John McFall told Standard & Poor's, Moody’s and Fitch Ratings that they had "failed hopelessly" in their role in the sub-prime crunch.
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Northern Rock chief executive to stand down, Wanless also to leave
16 Nov 2007
Northern Rock chief executive Adam Applegarth is to stand down from the lender with head of risk and audit committee Sir Derek Wanless and a handful of other non-executive directors also leaving.
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Northern Rock proposals "materially below" market price for the lender
19 Nov 2007
The proposals for Northern Rock submitted last Friday are materially below the market price for the business, causing shares to fall by 16 per cent this morning.
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Northern Rock shares plunge again
20 Nov 2007
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Northern Rock's debt balloons by a further £2bn as deadline for proposals looms
16 Nov 2007
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Octopus doubles up for Titan VCT
20 Nov 2007
Octopus Investments has brought out a dual venture capital trust offer, Titan VCT 1 and 2.
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Opposing forces
15 Nov 2007
As IFAs are pushed towards fees, personal accounts demand commission
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Osborne says five year Rock loan exposes taxpayers to "extraordinary" risks
20 Nov 2007
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Out of context
15 Nov 2007
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Panel sees no value in primary advice
15 Nov 2007
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Paragon shares dive 46 per cent as lender plans emergency rights issue
20 Nov 2007
Shares in Paragon have today dived 46 per cent after it warned this morning that it may have to launch an emergency rights issue as a result of the liquidity crunch.
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Partner fund to feature factory gate cost
15 Nov 2007
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Paternoster takes on Emap scheme
15 Nov 2007
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Pearl enters agreement to buy out Resolution
16 Nov 2007
The Pearl and Resolution boards of directors have announced an agreement on the terms of the acquisition of the share capital of Resolution by Impala, a subsidiary of Pearl.
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Pearl set to clinch victory in battle for Resolution
15 Nov 2007
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Pensions Action Group to hold all night vigil outside Downing Street
19 Nov 2007
The Pensions Action Group will stage a protest outside Downing Street on Tuesday evening to highlight the government’s failure to deliver a verdict on the company pensions scandal.
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Pensions Regulator given personal accounts policing role
16 Nov 2007
The minister for pensions reform Mike O'Brien has announced The Pensions Regulator will monitor personal accounts.
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Performing on the Edge
20 Nov 2007
Edge Investment Management is looking to raise up to £25m through a D share offer for the Edge Performance venture capital trust.
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Personal details of 25m people have gone missing, Darling tells Parliament
20 Nov 2007
The chairman of HM Revenue & Customs Paul Gray has quit after the confidential details of 25 million people were lost by the Government department.
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Phone business cuts non-disclosure
15 Nov 2007
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Pink Home Loans adds free valuation to Future Mortgages adverse range
16 Nov 2007
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Pioneer to extend underwriting at application to all protection clients
15 Nov 2007
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Platform for delivery
15 Nov 2007
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Polson quits ScotLife for Standard
15 Nov 2007
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Pos Sol reports record sales month
15 Nov 2007
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PPI proposes solution to means-test
15 Nov 2007
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Practical training time
15 Nov 2007
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Primary school of thought
15 Nov 2007
This week, the panel responds to a question on how the panel thinks the FSA's proposed primary advice channel should structured and integrated with the professional financial planner tier. The panel is available to answer any technical questions about the potential future market and where individual firms may want to consider positioning themselves and broader issues concerning the review. If you have any queries you want answered before submitting a response to the discussion paper, or ...
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Prime deal from UCB
20 Nov 2007
UCB Home LoansPrime Three Year Fixed Rate
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Product matters
15 Nov 2007
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Product tests for guaranteed duo
15 Nov 2007
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PruHealth gives Vitality points to eBay users in new deal
15 Nov 2007
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'Raise rewards to encourage sales'
15 Nov 2007
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RDR does not take a broad view of financial services, says Navigant
20 Nov 2007
The RDR discussion paper fails to take a holistic view of the financial services industry, according to Navigant Consulting.
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Reform bill will shake up benefits
15 Nov 2007
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Repo land
15 Nov 2007
Tanya Powley assesses the massive number of foreclosures sweeping throughout the US as the sub-prime crisis hits home with a vengeance
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Resolution issues
15 Nov 2007
As it appears more likely that Pearl and Resolution will merge to form a giant financial services player comprised mostly, if not entirely, of series of closed books many questions come to mind.
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Resolution rating goes negative
15 Nov 2007
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Resolutions and roses
15 Nov 2007
The Resolution saga continues with analysts predicting that failed bidders Standard Life and Friends Provident are now prime takeover targets themselves.
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Ripe for the stockpicking
15 Nov 2007
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Roaring 40s
15 Nov 2007
There are periods when growth funds, as defined by the average UK equity unit trust, sometimes marginally outperform the average UK income unit trust but this is not true over the longer term.
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See the difference
15 Nov 2007
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Shrinking feeling
15 Nov 2007
Watching bank shares getting hammered recently was not a pretty sight as these shares have been the cornerstone of UK equity income portfolios. Now that you can receive a dividend return vastly in excess of the deposit rate offered, you have to wonder just what is going on.
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Sinfonia ready to join the multi-manager fray
14 Nov 2007
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Sipp to suit stages of life
15 Nov 2007
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Six-year plan to take diploma
15 Nov 2007
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Skandia calls for inclusion of ongoing transaction charges in projections
15 Nov 2007
Skandia is calling for current projection rules to be changed so that all projections include the potential impact of ongoing transaction charges.
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Skipton FS looks to grow in cash deals
15 Nov 2007
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'Standard and Friends now prime targets'
15 Nov 2007
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Standard definitions blamed for distorting critical-illness choice
15 Nov 2007
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Standard Life wrap to offer MLC MoM portfolios
20 Nov 2007
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Stop the merrygo-round
15 Nov 2007
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Strategy role at Skandia for Cracknell
15 Nov 2007
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Stroud & Swindon Building Society - Three Year Buy-To-Let Tracker
20 Nov 2007
Stroud & Swindon Building SocietyThree Year Buy-To-Let Tracker
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Swiss Re loses £523.5m in credit crunch
20 Nov 2007
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Tenant's extra
15 Nov 2007
A client has asked for advice for his mother. Since her husband's death a few years ago, she has become worried that, on her death, a very big chunk of the family's wealth could go to the Exchequer. What steps can be taken to reduce inheritance tax?
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The TCF chimera
15 Nov 2007
TCF is a strange beast but advisers must be brave enough to grapple with it
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Treasury ready to move on CGT
15 Nov 2007
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Truth and consequences
15 Nov 2007
Tom Baigrie recently addressed the Cicero Forum on the problems within the financial services industry and supplied the most succinct and biting condemnation yet of the futility and madness of the RDR proposals.
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Turning the tables
15 Nov 2007
Last week, I looked at the impact of the proposed capital gains tax changes on business owners. For many, the proposed changes will mean an 80 per cent increase in the effective rate of tax if the changes are enacted.
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UK pension shame continues
15 Nov 2007
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Value in japan
15 Nov 2007
Will Henley reports that market commentators believe Japanese equities really could see a sustained resurgence this time
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Vertex says 55 jobs at risk due to DB Mortgages' structural changes
20 Nov 2007
Vertex has confirmed that up to 55 jobs are at risk on its DB Mortgages account as a result of the lender implementing structural changes.
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Vive la difference
15 Nov 2007
By failing to recognise disparities between European markets, investors risk missing good opportunities
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Wentworth four set up new firm
15 Nov 2007
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Which? says income protection undervalued as employee benefit
15 Nov 2007
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Will RDR be on menu for Sants at Aifa annual dinner?
15 Nov 2007
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Winter of discontent
15 Nov 2007
Dwindling client confidence brings the issue of trust to the fore again
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With-profits workbook
15 Nov 2007
Stuart Tragheim, director of intermediary business at LV=, outlines how advisers can assess whether a with-profits investment is still suitable for a client.
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Wynaendts to take over from Shephard as Aegon chairman
15 Nov 2007
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Zurich staff at their peak
15 Nov 2007
