Money Marketing
16 May 2007
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Charterhouse is first multi-tie to get fine
17 May 2007
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MPs press for help for pension victims
17 May 2007
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£100M MMC funds get FSA approval for the UK
17 May 2007
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160P for Hargreaves Lansdown shares
17 May 2007
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300 UCB staff face axe after Portman merger
17 May 2007
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A Shah thing
16 May 2007
After months of speculation Fidelity has finally unveiled internal heavyweight Sanjeev Shah as long-term successor to Anthony Bolton on the £3.2bn UK special situations.
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A shaw thing
17 May 2007
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A short shelf life
17 May 2007
It's clear that the Government intends scheme pensions to be mainstream.
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A song for Europe
17 May 2007
A Eurovision of corporate dynamism, strong profits' growth, M&A opportunities and attractive valuations.
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A Tiner in your tank
17 May 2007
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Abbey loses multi-manager guru
16 May 2007
Abbey head of client investment John Kelly has left the firm with immediate effect to "persue another opportunities".
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'ABI is not looking to resurrect salesforces'
17 May 2007
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ABI turns up heat on Government over personal accounts
17 May 2007
The Government is failing to live up to its promise that personal accounts will not compete with existing provision, warns the ABI.
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Adviser Fund Index
17 May 2007
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Adviser says chartered companies could cause confusion
17 May 2007
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Advisers still angry over ABI calls for regulatory action over commission
16 May 2007
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Aegon and UBS team up to provide pension buy-out service
21 May 2007
Aegon and UBS Global Asset Management are to join forces to create a bulk annuities service to help large companies offload their pension fund liabilities.
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Aegon's 5 for Life put on Barclays panel
21 May 2007
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AIC research shows strong dividend growth for global growth sector
21 May 2007
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Aifa slams FSA with profits research as flawed and misleading
18 May 2007
Aifa has attacked the research behind the FSA’s recent warning about the way advisers are treating with-profits clients suggesting it is flawed, misleading and lacking in credibility.
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Alpha bets spell good returns
17 May 2007
Chris Salih analyses core holding Schroder European alpha plus.
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Analysis
21 May 2007
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Anger after Balls blames industry for PTA abolition
17 May 2007
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Another Hip week
18 May 2007
With just eight working days before the controversial Home Information Packs are set to be launched you would have thought the uncertainty of the last eighteen months would have finally ended by now.
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Asp the family
17 May 2007
Mike Morrison, pensions strategy manager at Winterthur Life, says unsecured pension and alternatively secured pension can still play a part in an IHT strategy.
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Bamford warns of rapid change
17 May 2007
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Be whiter than white with Omo
17 May 2007
EXPERTS Q&A: our panel consider whether the open-market option is being explained adequately to retirees and evaluate innovations in the market.
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Beautiful moment
17 May 2007
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Bolton claims fund split move is blazing a trail
17 May 2007
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Broker Talkback
17 May 2007
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'Brokers must prepare to defend distribution'
17 May 2007
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Bupa Individual Protection -Critical-Illness Cover/ Critical Illness Cover With Life Insurance
18 May 2007
Bupa Individual ProtectionCritical-Illness Cover/ Critical Illness Cover With Life Insurance
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Bupa Individual Protection -Critical-Illness Cover/ Critical Illness Cover With Life Insurance
18 May 2007
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Calculated risks
17 May 2007
What are the real risks faced by pension scheme members and how can they be quantified?
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Changing fortunes
17 May 2007
Asset market returns in the first quarter of this year were tightly bunched, presenting a significant challenge to clients' portfolios.
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Charter for confusion
17 May 2007
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CII will not seek powers to confer degrees
18 May 2007
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Click set for acquisition in sub-prime move
17 May 2007
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Cofunds call for improvement to pension transfers
22 May 2007
Cofunds has called for improved standards in the industry over the management of pension transfers.
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Commercial lending deal from Lighthouse
17 May 2007
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Commuter nightmares
17 May 2007
In my most recent article, I outlined the contents of an announcement from the Institute of Actuaries relating to the variability in commutation factors for retiring members of final-salary schemes. I would now like to develop the implications of this with regard to the advice given by advisers to these individuals.
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Complaints soar over online ads
17 May 2007
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Cover
21 May 2007
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Credit Suisse appoints head for absolute return
21 May 2007
Credit Suisse has appointed Tim Sweeting as head of institutional distribution for absolute return strategies, EMEA for the asset management business.
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CurriculumVitae
21 May 2007
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Dalton backing Korea with pan-Asian launch
17 May 2007
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Deal won't impinge on independence, says Gale
17 May 2007
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Dennehy has doubts over Fidelity's choice
17 May 2007
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Devil's advocates
17 May 2007
Following Money Marketing Live, the financial services chattering classes have the future of distribution at the top of their favoured subjects.
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Direct Life and Fool link for online deal
17 May 2007
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'Divide has become pension apartheid'
17 May 2007
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Doctor's orders
17 May 2007
The Phizackerley case has potential implications for a married couple looking to buy a second home.
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Does the FSA with-profits warning stack up?
21 May 2007
Aifa has attacked the FSA’s research into with-profits advice after pointing out several flaws in the methodology used by the regulator to jump to the conclusion that many advisers were not treating with-profits clients properly.
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'Don't force IFAs through factory gate'
17 May 2007
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Drawing the line on caveat emptor
17 May 2007
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Equity move aims to bolster returns on fixed interest
17 May 2007
Multi-manager Smith and Pinching Portfolio Management has added a small weigh-ting in direct equities to its fixed-interest fund to boost returns.
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Ex-BlackRock chief joins Nevsky Capital
17 May 2007
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Face the challenge
17 May 2007
Take a long-term and structured approach to recruitment.
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Fair game
17 May 2007
A few years ago, I had to take my car in for a full service and valet before it was sold. Except that when I went to pick up the car that evening, neither the service nor the valeting had been carried out.
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Fears over policing NPSS
17 May 2007
Pension experts are warning that the Government has failed to address how personal accounts will be policed.
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Fears over policing NPSS
17 May 2007
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Fidelity MultiManager increases European exposure
21 May 2007
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Fighting talk
17 May 2007
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Financial Express endorses Frontini appointment
16 May 2007
Financial Express fund analyst Sarah Beasley has praised Fidelity's appointment of relative unknown Mario Frontini to replace UK special sits bound Sanjeev Shah on the European aggressive fund.
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Food for thought
17 May 2007
Who would have thought the investment world could have recovered to the extent it had, mused the chairman of the curiously named Betelgeuse Investment Funds as he looked through the sales figures for the first four months of the year.
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Former Scot Am principal Swinney takes finance role in Scottish Parliament
17 May 2007
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Fortis links with S&P in fund deal
17 May 2007
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FOS lead ombudsman to become pensions and PPF ombudsman
21 May 2007
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FOS protection claims down
22 May 2007
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Foxtons and Alexander Hall sold to BC Partners
22 May 2007
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Friends Prov buys Sesame
21 May 2007
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Friends says time is right to take control
17 May 2007
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Friends swoops for Sesame with £100m takeover deals
17 May 2007
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FSA bans adviser for major client failings
21 May 2007
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FSA issues stark with-profits warning to advisers
16 May 2007
The FSA is to warn that many advisers are failing to treat their with-profits clients fairly by not offering them the ongoing advice they expect to receive.
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FSA sends out strong warning to small adviser firms
22 May 2007
The FSA has fired a strong warning to small adviser firms that they are not beneath the regulatory radar and will not escape its attention.
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FSA to recognise industry guidance for first time
16 May 2007
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FSCS launches academy in bid to plug skills gap
17 May 2007
The Finance Services Skills Council has set up an academy to help plug the predicted future skills gap in the financial services sector.
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Game, set, match
17 May 2007
Flicking through Money Marketing recently, I was surprised to find what I thought was an article on tennis. It involved a company called Baseline Capital.
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Ghambir will run European hedge fund
17 May 2007
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GMAC-RFC launches two year fix at 5.25 per cent
22 May 2007
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'Go further afield for income'
17 May 2007
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Government's plan could cost billions
17 May 2007
The Government's controversial proposals to convert contract schemes to trust based schemes to "protect" existing savings could cost £4bn, according to industry estimates.
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Guilty by association
17 May 2007
How the recent case of Smith and Others vs HMRC has brought the associated operations rule into the spotlight.
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Half of advisers hold AFPC and 28% have G60
17 May 2007
Almost half of IFAs in the UK hold the advanced financial planning certificate, according to Money Marketing research.
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Half of IFAs see no provider support
17 May 2007
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Halifax prepares for instant offers
17 May 2007
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Hargreaves Lansdown business booms on LSE debut
16 May 2007
Shares in IFA and discount brokerage firm Hargreaves Lansdown have soared by more than 30 per cent as the group made its debut on the London Stock Exchange yesterday.
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Hargreaves Lansdown wants Omo as default
17 May 2007
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Health service
17 May 2007
Ian Owen, chairman of Partnership Assurance, says many people are missing out on increased annuity payments for ill health resulting in impaired lives.
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Hips delayed until August 1
22 May 2007
The Government has delayed the implementation of Home Information Packs until August 1. The decision was made following an interim order preventing Energy Performance Certificates from being included in Hips from June 1.
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Hire ground
17 May 2007
As the nation's media comment on how much better or worse off we are after 10 years with Tony Blair at the helm, I have been thinking how my own little world has changed.
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Hit and myth
17 May 2007
Many brand-building exercises fail because companies mistake customer convenience for loyalty, says Simon Parker, director of public relations and marketing company SPS Marketing.
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HMRC set to slam factory gate shut
17 May 2007
James Salmon on moves to get tough on factory gate pricing.
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Honest opinion
17 May 2007
Recruitment consultants do not like my being frank with clients.
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IFAs called on to back factory gate pricing
17 May 2007
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Individual sales underpin Aegon
17 May 2007
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Industry up in arms with Balls
22 May 2007
Bonjour! Here I am in Nice where the weather is great but I have had little time to top up my tan as I’ve been rushing around the various conference rooms at the Money Marketing Retirement Summit.
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Inflation rate slows to 2.8%
17 May 2007
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Investors force change to trusts
17 May 2007
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Keydata Investment Services - Dynamic Growth Plan 17
18 May 2007
Keydata Investment ServicesDynamic Growth Plan 17
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Kirwan calls for action on declined claims
17 May 2007
Association of British Insurers protection committee chairman Nick Kirwan says declined claims are the biggest issue facing the industry and must be resolved quickly.
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L&G appoints offshore chief executive
16 May 2007
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Lawrence House's portfolio caution
17 May 2007
Lawrence House Financial Management says that, unlike some multi-managers, it is wary of holding the same funds and fund managers across all of its portfolios.
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Lifesearch highlights unsung protection policy benefits
16 May 2007
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Lighthouse ties up deal with accountancy network
21 May 2007
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Lord Sheikh
17 May 2007
The chairman and chief executive of Camberford Law has juggled a successful career at the Lloyd's broker with an active role in the House of Lords since becoming the Conservative Party's first Muslim peer. He sees his role as protecting and promoting the financial services industry. Interview by Paul McMillan.
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Lords defeat could give Government perfect excuse to delay Hips, says Boulger
22 May 2007
A House of Lords vote against Hips today would give the Government the perfect excuse to defer the 1 June start date, says Ray Boulger.
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Love apple
17 May 2007
With one pound now worth around two dollars, company profits expanding and US interest rates likely to fall, now is the first time for around five years that I am recommending buying American unit trusts.
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LV= appoints Holt as chairman
18 May 2007
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LV= appoints new head of national accounts
17 May 2007
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Man Investments - Man AP Spectrum
18 May 2007
Man InvestmentsMan AP Spectrum
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Mortgage approvals fall says BSA
21 May 2007
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Mortgage endowment complaints against IFAs on the increase, says FOS
22 May 2007
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Mortgage Expo: CML calls for increased TCF focus
16 May 2007
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Mortgage Expo: FSA issues ‘stay out’ equity release warning
17 May 2007
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Mum's the word
17 May 2007
The financial services industry is missing out on a valuable resource by sidelining women who want to return to work part-time after having a family, writes Catriona Brand, a mother of one and a part-time adviser with a high-street bank.
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Munich Re appoints chief underwriter
16 May 2007
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NAPF launches poll to gauge pension concerns
22 May 2007
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New chairman for Financial Objects
18 May 2007
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New Star fund opens to retail investors
17 May 2007
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Nil-rate band is alive and well
17 May 2007
Peter French's letter (Money Marketing, May 10) seems, to me at least, to be overly pessimistic. Every individual liable to inheritance tax has a nil-rate band and the first step in any planning should be to ensure it is not wasted.
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No short cuts
17 May 2007
The FSA announced recently that the T&C sourcebook for retail firms will be made much shorter. In fact, all will be contained within fewer than five pages.
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Open season
17 May 2007
Hargreaves Lansdown is urging the Government to make the open market option the default for annuity sales.
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Out of Context
17 May 2007
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Over a third of IFAs want to redress the work-life balance
17 May 2007
More than a third of IFAs are somewhat or highly dissatisfied with their worklife balance, according to our survey.
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Pension scheme conversion costs could total 4bn
17 May 2007
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Pensioner homes rise by £41.5bn in first quarter
21 May 2007
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People on the move
17 May 2007
17 May 2007
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Personal theory
17 May 2007
In any profession, there are those who are good, bad or downright mediocre at their jobs. Despite the plethora of training available most good advisers tend to be born and not made, claims Mortgage Talk sales director Michelle Brook.
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Plum 20% discount for SimplyBiz firms
17 May 2007
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Plum gives SimplyBiz 20% discount
16 May 2007
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Practitioner panel warns FSA about effect of too many reviews
17 May 2007
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Prestbury to use new mortgage system
17 May 2007
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Price's words are an insult to women
17 May 2007
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Product matters
17 May 2007
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Protecting pension policies
17 May 2007
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Quote...unquote
17 May 2007
Why is the premium we quote to clients not always what they will pay?
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'Rate rise does not go far enough'
17 May 2007
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Reckless generic
17 May 2007
The Government seems determined to bring in some form of generic advice.
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Redwood pledging to downscale FSA
17 May 2007
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Regulator ends split-cap investigation
21 May 2007
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Resolution Asset Management CIO bullish on market high
18 May 2007
Resolution Asset Management chief investment officer for UK equities Peter Reid believes that the FTSE 100 will break it’s all-time record of 6,930 next year with the bull market set to continue until at least 2009.
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Resolution property manager quits
17 May 2007
Resolution Asset Management UK property fund manager Sandy Thompson has resigned from the firm.
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'Return to work' deal from Towry
17 May 2007
Towry Law is looking beyond the traditional IFA pool and launching a "return to work" scheme for professionals considering careers as wealth advisers.
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RICS in last-ditch legal bid to block Hips
17 May 2007
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Room for improvement in treating customers fairly
17 May 2007
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'Royal' website redirect fuels merger rumours
17 May 2007
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Satchell hails Tiner's reign
17 May 2007
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Sesame, You’ve (finally) got a Friend
17 May 2007
At last the wait is over. Friends Provident this week came to the rescue of Sesame, the IFA network with a burgeoning direct arm and comparatively strong multi-tie proposition that now has a single, dedicated provider parent.
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Shah to carry on special sits style
17 May 2007
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Shah will cut stocks but stay contrary
17 May 2007
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'Sipp clients better off in a PPP'
17 May 2007
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Skandia pays 88% of critical claims
17 May 2007
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Softly, softly approach
17 May 2007
Multi-manager Cazenove has broadened the commodity exposure within its diversity fund by reducing its holding in JP Morgan natural resources by 10 per cent to establish a new position in the Schroder agricultural fund.
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SSP to buy Sirius
21 May 2007
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Standard and Scot Prov added to Webline IP panel
22 May 2007
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Standard takes 25% stake in Threesixty
17 May 2007
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Sub-prime ministering
17 May 2007
Abbey appears to have chosen to partner with a specialist in a bid to re-enter the sub-prime market, says Tanya Powley.
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Survey shows average IFA earning £30,000
17 May 2007
MM probe finds senior advisers on £40,446 and trainees getting just over £23,000.
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SWIP appoints Dickson to new European equity role
22 May 2007
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Tenet and Leeds Building Society link for overseas advice
22 May 2007
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Thames moots fettered fund for Potter and Burdett
17 May 2007
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The heart of the matter
17 May 2007
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The key to the door
17 May 2007
The Government's Open Market Home Buy scheme for key workers has got off to a slow start due to lack of awareness among the public and advisers finding the scheme confusing, reports Helen Pow.
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The rate composers
17 May 2007
Five-page special report opens with Mike Kipling, deputy chairman of The Actuarial Profession's life board, explaining the computations that go into setting annuity rates and how they work to protect the pensioner throughout retirement.
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The rebate risk
17 May 2007
Margaret Jago, technical manager at Aegon Scottish Equitable International, considers why the Treasury took action over commission rebating on offshore bond business and why some life offices have welcomed the move.
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Thinc consultant says Price comments insult women
17 May 2007
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Thinc TV widening reach with streaming
17 May 2007
Thinc group's online TV channel, Thinc TV, is starting to use internet streaming technology to deliver content on demand to over 1,000 financial advisers and staff.
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Thoresen calls on industry to engage in generic review
17 May 2007
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Three more firms sign up to Nucleus
17 May 2007
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Tories fail to scrap Hips
16 May 2007
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Trigold announces new secured loan lender service
17 May 2007
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Two of GMAC-RFC's...
17 May 2007
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UK pensions schemes move into surplus
18 May 2007
UK pension schemes have moved into surplus for first time in over five years, according to research from Aon Consulting.
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'We have come a long way,' says Tiner
17 May 2007
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What's it all about, alpha??
17 May 2007
Are constraints eating your alpha, and other pompous verbiage??
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Widows appoints head of distribution development
17 May 2007
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Winterthur says Asps still offer opportunities
18 May 2007
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Word power
17 May 2007
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Would retrospection be step in wrong direction?
17 May 2007
Nicola York says the critical-illness industry is split in two on applying policy enhancements to existing customers.
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'Wrap offers efficiency and won't replace advice'
17 May 2007
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Yardley says 'generic advice' devalues IFAs
17 May 2007
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Yield trip
17 May 2007
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You can't hold back TCF tide
17 May 2007
The FSA has stressed the importance of treating customers fairly and has issued numerous fines in the last few months to demonstrate that they mean business.
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Zurich Financial Services - Guaranteed Capital Account 12
18 May 2007
Zurich Financial ServicesGuaranteed Capital Account 12
