Money Marketing
15 March 2006
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40% Failure rate in first Hip exam
16 Mar 2006
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70% Of SimplyBiz firms joined from networks
16 Mar 2006
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70% Want Government to increase Isa tax limits
16 Mar 2006
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A quiet revolution
16 Mar 2006
The reaction to depolarisation has surprised and puzzled me. Some have called it a damp squib and its introduction seems to have been met with general apathy - a reaction that I believe grossly underestimates the far-reaching consequences that this restructuring of the industry will ultimately have.
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A select system
16 Mar 2006
Delivering and maintaining scaleable e-commerce to a large number of advisers has been a major challenge that many organisations have tried to address in recent years.
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Abbey - Capital Guaranteed Japanese Equity Bond
17 Mar 2006
AbbeyCapital Guaranteed Japanese Equity Bond
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Abbey - Capital Guaranteed UK Equity Bond
17 Mar 2006
AbbeyCapital Guaranteed UK Equity Bond
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Abbey/Knight Frank - Capital Guaranteed Residential Property Bond
17 Mar 2006
Abbey/Knight FrankCapital Guaranteed Residential Property Bond
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Aegon non-pension sales boost
16 Mar 2006
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Age no barrier to Esprithealth
17 Mar 2006
Standard Life HealthcareEspritHealth
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Aifa warning on claim chasers
17 Mar 2006
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Alliance star shines on BRIC
17 Mar 2006
Allianz Global InvestorsAllianz RCM Bric Stars Fund
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Alliance Trusts propose merger
21 Mar 2006
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Arctic explorers
16 Mar 2006
Interpretation of the settlement provisions is entering new territory in the Jones v Garnett case
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Barclays gets into the FTSE crowd
16 Mar 2006
Barclays FTSE Super Tracker - Issue H3
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Base line could move in spring
16 Mar 2006
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BBB case shows urgency of FSCS reform
16 Mar 2006
The threat of a major call on the Financial Services Compensation Scheme is stalking the industry as Berkeley Berry Birch is wound up.
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BBB placed into administration after court petition
21 Mar 2006
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Best Isas to invest in
16 Mar 2006
I often get asked by IFAs what Isa I recommend. My first choice is Robin Geffen's Neptune global equity which has outperformed the S&P Global 100 Index by 115 percentage points - being up more than 166 per cent over three years to February 1 2006.
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Bonus of contention
16 Mar 2006
How can an employee minimise tax on a 700000 bonus from their employer?
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Brand stand
16 Mar 2006
How do firms develop a distinctive look? Giles Kidd-May a consultant representing Girardot
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Britannic adds second Argonaut
16 Mar 2006
Britannic Asset ManagementArgonaut European Income Fund
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Brokers warned on Dubai property
16 Mar 2006
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Brown may respond to Turner in Budget
21 Mar 2006
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Bupa testing healthy lifestyle PMI
16 Mar 2006
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Cable has his wires crossed
16 Mar 2006
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Cards on the table
16 Mar 2006
I am not a happy bunny, with the equivalent of Play Your Cards Right being used to set the costs for the national pension savings scheme.
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'Chemistry sets could blow up pension pots'
16 Mar 2006
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Cheshire plays with the big boys
17 Mar 2006
Cheshire Building SocietyThree-Year Discount
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CII brings in the big guns
16 Mar 2006
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Civil service
16 Mar 2006
IFS head of faculty financial regulation Mark Roberts says those who can keep in step with changes in the civil partnership marketplace will see their business grow
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CML calls for stamp duty reform
21 Mar 2006
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Compliance expert urges FSA raid on big adviser
16 Mar 2006
I would like to see the regulator look at a company's outsourcing from every angle '
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Confusion at Revenue Sipp property stance
16 Mar 2006
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Consultant defends his sales tactics
16 Mar 2006
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Correspondent's week
16 Mar 2006
This week by The Independent personal finance editor David Prosser
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Coventry fills market gap
16 Mar 2006
Coventry Building SocietySelf Cert 5.10% Fixed to 31 05 08
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Critical issues
16 Mar 2006
A joint industry effort is needed to revive the critical-illness proposition
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Defining moments
16 Mar 2006
Guaranteed insurability Changes to policy definitions are a potential pitfall when looking to increase the sum assured on a policy and Nicola York says protection advisers could find themselves facing ombudsman claims if they fail to establish the basis on which any additional covers is written
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'Don't make decisions on discount deals'
16 Mar 2006
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DWP backs pension credits for carers
15 Mar 2006
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Educating retail
16 Mar 2006
JP Morgan is a famous name in the wholesale and institutional markets but, Philip Scott reports, it is now determined to make a major move into the retail sector with distribution through IFAs
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Eras fires out franchise arrows to release sales
16 Mar 2006
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Estate agents in the dark over Hips
15 Mar 2006
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Explore the market
16 Mar 2006
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Ex-staff and advisers set to lose hundreds of thousands
16 Mar 2006
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F&C backs Doel's Darwinian approach
17 Mar 2006
F&C Asset ManagementUK Opportunities Fund
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Fidelity FOF charges forward
16 Mar 2006
Fidelity InternationalFidelity MultiManager Equity Income Portfolio
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Fidelity looks further afield for property
16 Mar 2006
Fidelity InternationalGlobal Property Fund
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Fidelity looks further afield for property
16 Mar 2006
Fidelity InternationalGlobal Property Fund
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Figuring out the fund statistics
16 Mar 2006
Fund statistics show that investors are returning to equity investments in their droves but there have been some significant changes in the market shares of key providers in the run-in to this year's Isa season.
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'Firms must value in-force business'
16 Mar 2006
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Flight tells Tories to turn to small business
16 Mar 2006
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Focus on Offshore
21 Mar 2006
Key industry players have been rewarded for their outstanding performance at the LifeSearch annual protection awards with Royal Liver picking up the double whammy of most improved provider and best initiative being described as a breath of fresh air.
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FOS crackdown on definition of execution-only
16 Mar 2006
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Franklin embarks on voyage of discovery
17 Mar 2006
Franklin Templeton InvestmentsFranklin Mutual Global Discovery Fund
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FSA brings in wholesale staff T&C waiver
16 Mar 2006
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FSA says BIA was reckless
16 Mar 2006
Regulator started whole-of-life business probe in 2003
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FSA sets out four options for reforms of FSCS
21 Mar 2006
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Government to bring forward FAS review
16 Mar 2006
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Ground floor entrance from Britannic
16 Mar 2006
Britannic Asset ManagementCartesian UK Opportunities Fund
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Guy Beech joins Cofunds board
17 Mar 2006
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Heartwood hires former Barings CIO as chairman
16 Mar 2006
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Heir cuts on web with will-writing
16 Mar 2006
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Henderson appoints North England sales director
21 Mar 2006
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Hip to be square
16 Mar 2006
An ex-punk-cum-Hip-provider endorses change in the homebuying process
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Hips timetable is revealed
16 Mar 2006
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Hips under fire
16 Mar 2006
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IFA admits to 150k thefts from clients
16 Mar 2006
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IFA firms facing staff shortages
16 Mar 2006
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IFACare membership plunges
16 Mar 2006
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IFAP eyes up potential new clients for advisers
16 Mar 2006
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IFAs ready for A-Day
16 Mar 2006
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In with the sell crowd
16 Mar 2006
It looks like the bad apples are back flogging plans based on commission levels
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Insight aims absolute return funds at pension investors
16 Mar 2006
Insight Investments predicts that large sums of Sipp money will head into funds of funds after A-Day.
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Investment houses bank on mortgages
16 Mar 2006
Guy Anker looks at the effect these new entrants are having on the market
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Investment trusts will stay on index
16 Mar 2006
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Investment View: Baby boomers bubbling under
16 Mar 2006
The latest Barclays Capital equity/gilt study has provoked comment as it highlights the expensive nature of UK Government securities. A bubble has been created at the long end of the gilt market as a consequence of a severe imbalance between supply and demand. This, in turn, is a result of some well intentioned pension fund accounting and regulatory changes.
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Ipswich borders on average
16 Mar 2006
Ipswich Building SocietyTwo Year Fixed Rate
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Is the watchdog a robber baron?
16 Mar 2006
Speech by Lord Chief Justice could have implications for IFAs over Magna Carta rights
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Isis Equity Partners - Baronsmead Aim VCT
17 Mar 2006
Isis Equity partnersBaronsmead Aim VCT
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JOHCM's Vinke fills Euro gap
20 Mar 2006
JO Hambro Capital Managements new continental select values fund aims for growth by investing in European companies excluding the UK. The performance of the fund will be measured against the FTSE Eurofirst 300 EX UK Total Return Index., but it will not be bound by benchmark weightings. The only constraint is a maximum stock exposure of 10 per cent.
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Kensington Mortgages - Extra Choices Two-Year Discount Medium
17 Mar 2006
Kensington MortgagesExtra Choices Two-Year Discount Medium
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Key wants 40 staff for equity-release drive
16 Mar 2006
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Kleinwort blends in
16 Mar 2006
Kleinwort BensonProtected Linked Deposit I
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L&G explores new territory
20 Mar 2006
Legal & GeneralUK Property Unit Trust
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Larpent Newton & Co - London Business Angels EIS tracker Fund II
17 Mar 2006
Larpent Newton & CoLondon Business Angels EIS Tracker Fund II
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Leading question
16 Mar 2006
The Treasury select committee wants to interview FSA chief executive John Tiner about his views on the NPSS, Adair Turner's scheme for increasing pension savings without the need for FSA scrutiny. May we suggest a first question from the MPs as follows.
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Leeds Building Society -Light Impaired Base Rate Tracker
17 Mar 2006
Leeds Building SocietyLight Impaired Base Rate Tracker
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Leeds hangs its coat on extended tie in
16 Mar 2006
Leeds Building SocietyTwo Year Fixed Rate With Extended Lock In
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Legal & General - UK Property Unit Trust
17 Mar 2006
Legal & GeneralUK Property Unit Trust
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Leigh Harrison
16 Mar 2006
Threadneedle Investment's head of UK retail is related to polar explorer Ernest Shackleton and he has his own enthusiasm for outdoor pursuits as a keen rock-climber and he aims to scale the heights with investment fund performance to plant the firm's flag firmly at the peak. Interview by Philip Scott
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Limelight Investment Management - Limelight VCT
20 Mar 2006
Limelight Investment ManagementLimelight VCT
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Liontrust roars with new fund
16 Mar 2006
Liontrust Investment FundsFirst Opportunities Fund
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Long term fix from Woolwich
16 Mar 2006
WoolwichOpenplan 10 Year Flexible Fixed Rate
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Long-term benefits
16 Mar 2006
Pension funds' appetite for long-dated securities is bringing five-year and 10-year fixed-rate mortgage bargains says Andersen Charnley mortgage specialist Steve Smith (right) but the opportunity could be short-lived looks at the importance of brand building
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Looking for clues as Treasury and DWP grapple on pensions
16 Mar 2006
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Lost for words
16 Mar 2006
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MGM shows off best of breed
17 Mar 2006
MGM AssuranceInvestment Portfolio Bond
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Midas moves on to Fidelity platform
16 Mar 2006
Midas Capital is making its CF Midas balanced income and balanced growth funds available to investment advisers through Fidelity's FundsNetwork platform.
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'Momentous day' as chartered financial planners get awards
16 Mar 2006
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Morgan Stanley expands Sicav access
17 Mar 2006
Morgan Stanley Investment Management has made a further 26 Sicav funds available to UK investors through the creation of distributor share classes.
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Morgan Stanley Investment Management
17 Mar 2006
Morgan Stanley Investment ManagementSicav American Franchise Fund
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Morgan Stanley Investment Management - Sicav Asian Property Fund
17 Mar 2006
Morgan Stanley investment ManagementSicav Asian Property Fund
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Morgan Stanley Investment Management - Sicav European Systematic Fund
17 Mar 2006
MORGAN STANLEY INVESTMENT MANAGEMENTSicav European Systematic Fund
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Morgan Stanley Investment Management - Sicav Global Brands
17 Mar 2006
Morgan Stanley Investment ManagementSicav Global Brands
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Morgan Stanley Investment Management - Sicav Latin American Equity Fund
17 Mar 2006
Morgan Stanley Investment ManagementSicav Latin American Equity Fund
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Mortgage View: Prime the pumps
16 Mar 2006
Diversification seems to be this year's buzzword. With lenders such as Alliance & Leicester planning to move into sub-prime, near-prime, self-cert and buy to let later this year, the message seems to be that it is necessary to have a finger in every pie. Is this really the case or is there a danger of being jack of all trades and master of none?
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MP urges fair play for Scottish solicitors' endowment clients
16 Mar 2006
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MPs aim to grill Tiner on NPSS
16 Mar 2006
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MPs say mutuals are making float votes one-sided
16 Mar 2006
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Multi-manager View: It's a funny old game
16 Mar 2006
Although the market has reclaimed significant ground since the dotcom bubble burst and technology share prices went into freefall, the risks of backing a single stock or sector are still fresh in people's minds.
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Murrell moves into the field
15 Mar 2006
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Name consultant
16 Mar 2006
The FSA has highlighted the existence of an outside training consultant who encouraged the use of whole of life plans as part of pension planning for clients at BBB.
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Nationwide Building Society - Three Year Fixed Rate Mortgage With Reservation Fee
17 Mar 2006
Nationwide Building SocietyThree Year Fixed Rate Mortgage With Reservation Fee
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Nationwide in plea to Gordon Brown
20 Mar 2006
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Nationwide survey shows slump in public's confidence
16 Mar 2006
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Nice touch from Bristol & West
16 Mar 2006
Bristol & West4.39% Two Year Fixed Rate
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NPSS debate hots up
16 Mar 2006
We need firm evidence that the NPSS could be run for an annual management charge of 0.3 per cent
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NU Sipps from A day cup
17 Mar 2006
Norwich UnionSipp
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One third of today's youth will be millionaires, says UCB
16 Mar 2006
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Only a friendly deal will do with the Pru says Aviva
21 Mar 2006
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Open ended protection from B&W
17 Mar 2006
BRISTOL & WESTBank of Ireland Capital Protected Growth Fund 1
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Pack a parachute
16 Mar 2006
Critical-illness cover Nicola York looks at the triangle of responsibility with insurer, adviser and client all having roles to play to ensure full disclosure on applications
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Packager pressure brings Kensington rethink on fees
16 Mar 2006
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Packagers respond to Kensington product revamp
17 Mar 2006
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Panel pick up Isa gauntlet
16 Mar 2006
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Park Row buyout deal for advisers
16 Mar 2006
Spring says scheme provides both a career path and an exit strategy
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Paying for N&P offset
16 Mar 2006
Norwich & PeterboroughFive Year Fixed Offset Mortgage
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Peak condition
16 Mar 2006
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Peering above the Edge
17 Mar 2006
Smith & WilliamsonEdge Performance VCT
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Pension verdict damns Govt
16 Mar 2006
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People on the move
16 Mar 2006
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PIA gave a warning on perils of the FOS
16 Mar 2006
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Politics of fear have no place in our industry
16 Mar 2006
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Portman offers two in one
16 Mar 2006
Portman Building SociettyTwo-Year Fixed With Tracker
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Positive Solutions warns on FSCS rise
15 Mar 2006
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Pots of gold
16 Mar 2006
I had planned this week to write about three developments that I believe have the potential to affect the industry fundamentally in a positive way. They are the inauguration of the first 600 advisers to be granted the chartered financial planner title, the first Meeting of Minds event in London involving IFA chief executives and the recent publication by Aifa of its Viewpoint guide on equity release.
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PPF chief executive Myra Kinghorn quits
16 Mar 2006
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Principality Building Society - Three Year Fixed Rate Mortgage
17 Mar 2006
Principality Building SocietyThree Year Fixed Rate Mortgage
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Private company and VCT restrictions expected in Budget, says E&Y
21 Mar 2006
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Providers are split over support for execution-only PTA
16 Mar 2006
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Pru projections for WP growth rate is boosted
16 Mar 2006
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Prudential rejects Norwich Union's £17bn bid
20 Mar 2006
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Quick change?
16 Mar 2006
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Reit on
17 Mar 2006
Franklin Templeton InvestmentsFranklin Global Real Estate Fund
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Release firms benefit brokers but not clients, says SMP's Fox
16 Mar 2006
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Revenue 'forced' into A-Day compromise
16 Mar 2006
HMRC says it has had to give in to stakeholders which has complicated simplification
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Revenue to change enhanced protection life cover legislation
16 Mar 2006
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Royal Liver DSF have moved to Park Row
15 Mar 2006
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Shaughnessy jumps ship from M&G to Prudential
16 Mar 2006
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Shelter aims to put a roof on payment cover
16 Mar 2006
Alternative is offered to single-premium insurance
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Skandia tops tables with £1.24bn sales
16 Mar 2006
Skandia Investment Management was the biggest selling multi-manager firm last year with £1.24bn gross sales, according to the Pridham report.
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Small IFAs' complaints are going unheard, admits Holland
16 Mar 2006
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Small investors taking their shares to heart
16 Mar 2006
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Snakes and ladders
16 Mar 2006
The ASP could have a nasty bite if not handled with care, says GE Life head of drawdown Ray Chinn, as he considers the ups and downs of simplification
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Snowdonia branches into property
16 Mar 2006
Buckles Investment ServicesSnowdonia Property Fund
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Speculation grows over Close Brothers' mortgage lending launch
17 Mar 2006
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Standard creates with-profits pack
16 Mar 2006
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Standard fair
17 Mar 2006
Standard life InvestmentsDynamic Distribution Fund
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Standard life Bank - Freestyle 10 Year Fixed Rate Mortgage
17 Mar 2006
Standard Life BankFreestyle 10 Year Fixed Rate Mortgage
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Standard takes to offshore stage
16 Mar 2006
Standard Life InternationalInternational Bond
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Strike up the brand
16 Mar 2006
Scottish Widows customer & brand director Mike Hoban says that with the great need to build up the IFA brand comes the opportunity for advisers to stand out and tailor their brand to the customer's needs
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Sweet incentives from Stroud & Swindon
17 Mar 2006
Stroud & SwindonDiscount Remortgage Product
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Take the risk with technology
16 Mar 2006
IntelliFlo chief executive Nick Eatock (above) says brokers need to build up their IT systems to cope with increasing regulatory requirements
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Talent spotting
16 Mar 2006
Financial services is a people business and attracting the right staff is vital
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Tenet deal for BIA firms
16 Mar 2006
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Term time
16 Mar 2006
Our panel focus on pension term assurance and consider the effect of declined critical-illness cover claims
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That's sme in the corner
16 Mar 2006
With research suggesting that advisers have largely failed to exploit opportunities in the small business arena, it's time to turn the spotlight on PMI, says Cigna HealthCare UK managing director Sharon Lyons
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Third fund from Troy
17 Mar 2006
Troy Asset Management has brought out the Trojan Capital fund, an Oeic investing mainly in the UK with some exposure to Continental Europe.
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Threadneedle Investments - Global Emerging Market Equity Fund
21 Mar 2006
Threadneedle InvestmentsGlobal Emerging Market Equity Fund
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Three-quarters will work after retirement
15 Mar 2006
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Tool boosts productivity for Towry
16 Mar 2006
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Toolset models portfolios
16 Mar 2006
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Treasury to back NPSS-style scheme
16 Mar 2006
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Troy Asset Management- Trojan Capital Fund
17 Mar 2006
Troy Asset ManagementTrojan Capital Fund
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Turkish delight
16 Mar 2006
Many Turkish banks are set for strong loan growth of 30-40% while their corporate tax rate has been cut
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UCB Home Loans -Self Cert Two Year Flexible Fixed Remortgage
17 Mar 2006
UCB Home LoansSelf Cert Two Year Flexible Fixed Remortgage
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Valentine has his day
16 Mar 2006
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Variety is the spice
16 Mar 2006
The way to attract new employees and keep them is to vary their tasks
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VCT basks in the limelight
17 Mar 2006
The Limelight VCT is a specialist VCT looking to raise 7- 15m to invest in a diversified portfolio of film production and film sales companies involved in British films.
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VCT tax breaks set to be slashed in budget
21 Mar 2006
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Vertex and Deutsche in mortgage deal
15 Mar 2006
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Well done to our first graduates
16 Mar 2006
Earlier this month, one of the most significant events in the advance of the financial adviser community to fully professional status took place.
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Who will chase claim-chasers?
16 Mar 2006
James Salmon looks at the regulatory
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'Whole of life plans sold to rake in commission'
16 Mar 2006
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Widows offers 12,000 loyalty bonus payments
16 Mar 2006
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Williams will head review of Selestia and Skandia platforms
16 Mar 2006
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Winterthur adds funds to platform
16 Mar 2006
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Woody stops the whining
16 Mar 2006
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World view
16 Mar 2006
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Wrestling with the truth
16 Mar 2006
Sumo wrestlers fall prey to the power of the incentive so what about our industry?
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YFM Private Equity - British Smaller Companies VCT Top Up
20 Mar 2006
YFM Private EquityBritish Smaller Companies VCT Top Up
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You can't strong-arm giant firms
16 Mar 2006
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Zurich set to move into PTA sector
15 Mar 2006
