Money Marketing
18 October 2006
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FSA censures GDT over withdrawal
19 Oct 2006
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FSCS processing 501 claims against BIA
19 Oct 2006
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A crazy Asp story
19 Oct 2006
There must be a difference between abuse of rules and use of rules
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A&L gets set for big secured loans push
19 Oct 2006
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Abbey issues first commercial property bond
24 Oct 2006
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Aberdeen looks at merging funds
19 Oct 2006
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Advance thinking
19 Oct 2006
What are the tax implications when beneficiaries agree to pay premiums under a trust held for their benefit?
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Aifa calls for reduction in costs to execute PBR
19 Oct 2006
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AMI issues guidance on retention
24 Oct 2006
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Australian firm buys up Rufus
19 Oct 2006
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Axa buys Thinc Destini for £100m
23 Oct 2006
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Axa poised to buy Thinc Destini
19 Oct 2006
Axa is poised to buy Thinc Destini, Money Marketing can confirm.
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Balls set to axe Asps
19 Oct 2006
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Bee says Government's NPSS claims are a myth
19 Oct 2006
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Best Advice Mortgage Network gets FSA fine
23 Oct 2006
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Broker
19 Oct 2006
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Brokers strike back at FSA over IDDs probe
19 Oct 2006
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Building blocks
19 Oct 2006
An investor seeks advice on the best way to invest in property
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Canada Life adds three new funds to product range
18 Oct 2006
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Carrot soup
19 Oct 2006
Our panel debate whether there could be problems over firms offering incentives for staff to quit final-salary schemes
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Chart gallery
19 Oct 2006
I am concluding this series of articles, updating an overview of the major investment asset classes, by summarising the relationship between the current and expected behaviour of equities against the main alternatives.
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China in your hands
19 Oct 2006
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Conflicting accounts
19 Oct 2006
NPSS Divisions are growing within the industry over how best to run the proposed personal accounts, says Annie Shaw
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Congratulations to Informed...
19 Oct 2006
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Cooper strikes distribution deal with City Financial
19 Oct 2006
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Correspondent's Week
19 Oct 2006
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Credit Suisse guru Mott is to step down
19 Oct 2006
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Crossed lines
19 Oct 2006
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Defaqto issues warnings over PPI
20 Oct 2006
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Delay in Ombudsmans report branded disturbing
18 Oct 2006
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Down to earth
19 Oct 2006
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DTI will remove audit requirements
19 Oct 2006
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Edward Jones segments its UK operation
20 Oct 2006
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Emerging views
19 Oct 2006
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Epic scale
19 Oct 2006
Epic Investment Partners, part of the big UK financial group with over $4bn under management, has just launched a sterling version of its Epic life settlement fund.
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Ernie milking it
19 Oct 2006
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F&C bolsters US large cap team
20 Oct 2006
F&C has strengthened its US large cap team with the recruitment of Paul Allison as a US equities fund manager.
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F&C's traffic lights driving IFA advice
19 Oct 2006
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Fear that political dogma could mean axe for Asps
19 Oct 2006
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Fidelity completes American special situations fund transition
23 Oct 2006
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Fidelity to remove higher initial charge on special situations fund
24 Oct 2006
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Fight for your rights
19 Oct 2006
Self-investment of protected rights funds could persuade many to contract out
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Flight defends under-fire IFAs
19 Oct 2006
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Former Pru adviser jailed for stealing 36k from widow
19 Oct 2006
'People must know they will be dealt with professionally and honestly by financial advisers,' judge tells crook
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FSA in MVR move to give equal deal to policyholders
19 Oct 2006
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FSA uncovers more PPI failings
19 Oct 2006
Some firms selling payment protection insurance are still failing to treat their customers fairly, according to the latest FSA review.
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Full Marx for tragedy
19 Oct 2006
Back in my youth, I used to read the odd bit of Karl Marx. It was Marx who remarked that historical events have a way of repeating themselves, "the first time as tragedy, the second as farce."
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GE gives Igroup range a rate and criteria revamp
20 Oct 2006
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Genworth product 'will help FTBs'
19 Oct 2006
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Goddard says don't close door to independent advice
19 Oct 2006
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Going West with confidence
19 Oct 2006
This week sees me making my annual pilgrimage to the West Country. I always find these trips useful in helping to put some perspective on the investment world.
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Government to build additional 100,000 new homes
24 Oct 2006
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Great expectations for Woolwich's City bonus loan
19 Oct 2006
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Guaranteed products make return
19 Oct 2006
'Certainty in an uncertain world has consumer appeal'
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Gym'll fix it
19 Oct 2006
PruHealth sales director Dave Priestley says PMI providers must move towards incentives for a healthy lifestyle
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Hamptons franchise plan for expansion
19 Oct 2006
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Hard to make a profit on PHI plans
19 Oct 2006
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Harrison finds room for advice
19 Oct 2006
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HBOS is the best in show
19 Oct 2006
The Midland Bank was once regarded as the Listening Bank but today it can be applied more deservingly to HBOS which is winning graciously and seems unencumbered by arrogance, vanity or complacency.
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'High exit fees unimportant if deal is good'
19 Oct 2006
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HMRC writes to pensioners hit by annuity tax changes
24 Oct 2006
HM Revenue & Customs says it will contact all clients receiving income from a retirement annuity who will be hit by changes to the way their annuities are taxed next year.
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HSBC launches LTC service
19 Oct 2006
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IFA firm overturns FOS execution-only ruling
23 Oct 2006
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IFAs say Asps are as important as annuities
19 Oct 2006
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IFAs work against inept providers
19 Oct 2006
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ING claims it will open up loan market
19 Oct 2006
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In-Partnership sets up mortgage arm
19 Oct 2006
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Just Retirement to launch equity release advice arm
20 Oct 2006
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Key points for FTBs
19 Oct 2006
Helen Pow asks if the new public-private partnership is the best deal for first-time borrowers
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Knight in warning to lenders on instant offers
19 Oct 2006
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Leeds extends online facility to include BTL
18 Oct 2006
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Leitch taking over as Bupa chairman
19 Oct 2006
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Let sleeping dogs lie
19 Oct 2006
Make a cup of tea, sit down and prepare for a shock. Our research on the performance of funds in the Investment Management Association's UK all companies sector shows that nearly three-quarters of them failed to outperform the FTSE All Share index over the last three years. We did the numbers again to check it wasn't a fluke, this time over five and seven years. The figures were marginally better but only because of historical bias. Many of the dogs had been put to sleep and could not ...
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Lighthouse links up with FSSC
19 Oct 2006
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Lloyds TSB rejects Axa and Swiss Re move for Widows
19 Oct 2006
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London Life transfer valuation £70k short
19 Oct 2006
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Malone says churning rising in loan market
19 Oct 2006
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McHardy quits Widows for IF
19 Oct 2006
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MEPs say there's no pot of gold for Equitable policyholders
19 Oct 2006
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Mercer in bid for UK retail business
19 Oct 2006
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Model behaviour
19 Oct 2006
Aegon UK chief executive Otto Thoresen says financial services needs a range of new business models and hopes the industry will respond toFSA chief executive Sir Callum McCarthy's call for distribution reform but says the regulator must reward businesses that are well run and protect consumers
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Morris quits HSBC after multi move
19 Oct 2006
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NU pays 80m on critical cover but refuses 23% claims
19 Oct 2006
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Nvesta for sale as Eurolife seeks to cover liabilities
19 Oct 2006
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O’Brien promoted to Home of Choice MD
23 Oct 2006
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Old Mutual axes five in quant switch
19 Oct 2006
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On opposite sides of the means street
19 Oct 2006
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On-Line Partnership looking to buy firms as profits soar by 65%
19 Oct 2006
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Overseas mortgage market expected to grow, says A&L
23 Oct 2006
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Own goals
19 Oct 2006
The tug of war over 'ownership' of borrowers could have TCF implications
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Paymentshield reassures intermediaries over MPPI advice
23 Oct 2006
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Paymentshield set for £180m sale to GI giant
24 Oct 2006
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Personal Accounts given an upgrade
19 Oct 2006
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Peter mann
19 Oct 2006
Bankhall's chief executive is a polyglot who writes his notes in Greek so no one can crib from him but he has an open and transparent approach to business and he feels that the appointed rep model lacks dignity and the directly authorised route was the next step. Interview by Samantha Shaw
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Platform ticket
19 Oct 2006
Wrap platforms will work for advisers if the rest of their business is working efficiently and profitably
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'Poor should not pay for the rich'
19 Oct 2006
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PPI sector referred to Competition Commission
19 Oct 2006
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Price of freedom
19 Oct 2006
New FSA rules allow unit trusts and Oeics to be singleor dual-priced. The rules, which came into force earlier this month, effectively allow unit trusts to continue to use either pricing method at the same time as introducing dual-pricing for Oeics.
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Private investors return to equities
23 Oct 2006
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Promotion commotion
19 Oct 2006
Guy Anker analyses price comparison ads that have brought protests
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Pru predicts equity release will double in two years
19 Oct 2006
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Report calls on local authorities to give equity-release loans
19 Oct 2006
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Resolution snaps up Ormiston to complete European team
18 Oct 2006
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Royal Liver launches CI to meet new ABI standards
24 Oct 2006
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Saunders call to create quality default fund
19 Oct 2006
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Scot Wids announces FundsNetwork deal
20 Oct 2006
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Scottish Widows appoints Fraser as head of investment services
18 Oct 2006
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Sipp fears for ScotLife
19 Oct 2006
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'Sipp market full of backhanders'
19 Oct 2006
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SJP is offloading mortgage-only ARs
19 Oct 2006
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Skandia says Government can't justify Asp restrictions
19 Oct 2006
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Stakeholder sales surge
19 Oct 2006
Figures show 62,000 new contracts taken out in first quarter of the year compared with 63,000 for whole of 2005
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Standard defends Sipp commission
19 Oct 2006
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Standard extending clawback on bonds
19 Oct 2006
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Standard says internal transfer commission will help retain business
18 Oct 2006
Standard Life says the introduction of up to 5 per cent commission on internal transfers between its personal pension and its Sipp is designed to give it a “fighting chance” of retaining business that was moving to other providers anyway.
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Survey reveals extent of client recycling
19 Oct 2006
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SVM to launch 'positive screening' pan European SRI fund
19 Oct 2006
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Symponia aiming to orchestrate over-65s
19 Oct 2006
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Tee and sympathy
19 Oct 2006
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Tenet offers single form for loan and protection cover
19 Oct 2006
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The big cap fits
19 Oct 2006
Matt Goodburn considers the potential for large-cap stocks
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The fine art of taxation
19 Oct 2006
It is important for advisers to put clients in the full picture regarding
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The pieces start to fit
19 Oct 2006
Sipps Suffolk Life director of sales and marketing John Moret says regulation could lead to a more coherent approach in the market
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The protection challenge
19 Oct 2006
Get the full lowdown on developments in the protection market and have a chance of winning a car
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The week in Life and Protection
24 Oct 2006
Speculation, speculation, speculation are the three words driving the life industry at present.
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Think out of the tick-box
19 Oct 2006
IFAs must genuinely embrace TCF rather than be pushed into it by regulation
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This week in Investment
19 Oct 2006
Resolution Asset Management will probably be relieved to have finally put to bed one of the most entertaining investment sagas of recent months by recruiting Ian Ormiston to join their threestrong senior European equity team.
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This week in Mortgages
20 Oct 2006
The payment protection insurance market took a battering this week, and the MPPI sector was not spared its share of abuse.
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This week in Politics
24 Oct 2006
The Tory's independent tax commission published its well leaked proposals to reform the tax system and slash the overall burden of taxes by £21bn.
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Thomas alters the ecology of Jupiter fund
19 Oct 2006
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Tory tax commission calls for £21bn tax cuts
19 Oct 2006
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Trustees get some leeway on age rules
19 Oct 2006
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UCB launches three year self-cert
23 Oct 2006
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Waist not
19 Oct 2006
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Walls come tumbling down
19 Oct 2006
Advisers say that the demolition of the former Allied Dunbar training centre in Swindon is the final nail in the coffin of the old style mass training of direct salesforces. But is its passing welcomed or mourned by the industry?
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Waste not
19 Oct 2006
It continually amazes me the amount of waste that my household produces. Even though I use the colour-coded bins provided by the council and make regular trips to the recycling tip, the amount to be collected by my friendly binpeople is, in my mind, far too much.
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Websites claim to end face-to-face advice
19 Oct 2006
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Which? has always paid its way
19 Oct 2006
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Wind of change is a bonus for Hiscox 68m portfolio
19 Oct 2006
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Young dreams
19 Oct 2006
Helen Pow says young people want to have a rich retirement but are not making the necessary investment
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Zopa has signed up 1,000 users
19 Oct 2006
