Money Marketing
19 August 2010
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A fee lesson
19 August 2010
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Aberdeen's Duce defends performance fees
20 Aug 2010
Aberdeen Asset Management multi-manager Graham Duce has defended performance fees.
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Adviser Fund Index
19 August 2010
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Advisers say transfer ban will be disaster
19 Aug 2010
Advisers hit out at Government plans to stop the majority of people from transferring from DB to DC.
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Aldermore offers LTV of 80% for FTBs
19 August 2010
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Ashcourt Rowan linked with Co-op bid
19 Aug 2010
Wealth management firm Ashcourt Rowan is understood to be circling Co-operative Financial Services’ IFA arm.
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Axe lifetime allowance
19 August 2010
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Boulger hits out at lenders over heavy footprints marring credit
19 August 2010
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Buoyant Standard plans fund developments
19 August 2010
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Check on DFMs' use of alternatives
19 August 2010
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CML may still be over-optimistic on lending figures
20 Aug 2010
Experts have warned that the Council of Mortgage Lenders’ downgraded forecast for gross lending of £140bn for 2010 may still be over-optimistic.
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CML slashes its forecasts for lending
19 August 2010
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Company policies
23 Aug 2010
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CPI drops to 3.1% but still above target
19 August 2010
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Critical war switches to ABI+ battle
20 Aug 2010
The race among insurers to offer the biggest number of critical-illness conditions has been replaced by increasing competition to offer the most ABI+ definitions, according to Defaqto.
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'Direct is the only way to close the gap'
19 August 2010
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Draw up the rules of engagement
20 Aug 2010
Mark Penton calls for the CPMA to have a responsibility to redress the supply-demand regulatory imbalance by boosting consumers’ involvement in financial services
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Drop lock out the charges
20 Aug 2010
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Ethical Partnership balances SRI Fof
19 August 2010
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Ex-Life Trust chief looks to buy up firms
19 Aug 2010
Andy Briscoe has secured private equity backing to fund acquisitions, potentially in the distribution space.
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Fidelity to shut windfall Isas
19 Aug 2010
Fidelity is to close its windfall Isa scheme after the number of accounts dropped to 34,000.
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Fighting talk on a united voice
19 August 2010
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FSA cost of RDR set to pass £3m
19 Aug 2010
The FSA has spent £2.95m so far on development of the retail distribution review.
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FSA fines brokers £200k for fraud
19 August 2010
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FSA warns over broker's sale and rentback business
19 August 2010
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FSA's failure to clarify RDR is wasting time and effort
19 August 2010
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Fund firms leave Capita after Arch Cru collapse
19 August 2010
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Gartmore hit as half-year outflows double to £1.65bn
19 August 2010
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GI sale could leave Aviva vulnerable
19 Aug 2010
Fitch says Avia’s life business would be vulnerable to a takeover and Solvency II risks if it sold its general insurance arm.
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Gold blend for McQuaker
23 Aug 2010
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Hawksmoor opts for gold shares over direct holdings
19 August 2010
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Henderson duo build up FTSE downside protection
20 Aug 2010
Harris and Heron believe FTSE 100 is set to hit 4,800 in the next couple of months.
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Higher-rate tax relief could be doomed
23 Aug 2010
John Greenwood says the new annual allowance is not the end of the road for the higher-rate tax relief debate.
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Ignis makes first move into tech with global fund offer
19 Aug 2010
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Impax moves to close environmental fund
19 August 2010
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Insight out of focus
23 Aug 2010
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Intrinsic's Higginson could join Carby venture
19 Aug 2010
Group marketing director is leaving the network and is thought to be planning to take up a role with Keith Carby’s new venture, Wilmslow Wealth.
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IoD makes plea for auto-enrol exemption for small companies
19 August 2010
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It's not plain sailing for protection
20 Aug 2010
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Julian Stevens
23 Aug 2010
One of the most outspoken and trenchant IFA critics of the FSA has managed to avoid the regulator’s ’Swat team’ so far and after the RDR is aiming to passport into the UK through a European regulator.
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Keep capital adequacy simple
20 Aug 2010
Bruce Wilson says the FSA must not overcomplicate capital adequacy rules
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Keeping retirement flexible
25 Aug 2010
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Keydata investors site taken offline
19 August 2010
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L&G and Aviva top for IFA choice but low on service
19 August 2010
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Legal threat could hit Nest
19 August 2010
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Light up the industry
24 Aug 2010
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Losses for adviser firms as Aegon profits rise 25%
19 August 2010
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Low level of advice skills at the FSA
19 Aug 2010
Less than half the small firms division have a full financial or mortgage advice qualification at QCF Level three and only 17 have QCF level four.
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M&G stays in lead with £2.25bn inflow
19 August 2010
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Macquarie wrap rethink
19 August 2010
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Margin calls
20 Aug 2010
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MM Leader: Scrap this unfair ban on transfers
19 Aug 2010
The coalition Government has proposed a simplistic outcome that will unfairly restrict the pension rights of many.
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MP calls Sants to Commons to explain FSA's Keydata role
19 August 2010
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Nervous system
23 Aug 2010
“What days like Wednesday last week demonstrate is that investors are still nervous and that safe havens are hard to find.”
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Nucleus appoints wrap director
19 August 2010
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Open market annuity service set up
19 August 2010
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Out of context
19 August 2010
“I rocked the director dance-off.”
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Paradigm halves loss and aims to double advisers
19 Aug 2010
Paradigm Partners is planning to double the size of its IFA network, Paradigm Financial Advisers, from 200 to 400 by the end of the year.
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Pension firms struggling to deliver annuity change by April
19 Aug 2010
Suffolk Life marketing director John Moret says pension providers will struggle to update their systems to implement permanent changes to annuity legislation by the April 2011 deadline.
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Private providers can't fill Nest gap warns ABI
19 August 2010
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Pru chief says UK is still heart of the business
19 August 2010
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Rates of change
23 Aug 2010
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Rating company slams 'redundant funds'
20 Aug 2010
Morningstar has issued a warning on sector-specific and region-specific funds.
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Regulator tells public to check Wise Owl cover
19 August 2010
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Revenue income validation scheme set for autumn start
20 Aug 2010
HMRC is in advanced talks with the Council of Mortgage Lenders about introducing a scheme that allows lenders to verify income.
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Run could go on
19 August 2010
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Scales of justice
24 Aug 2010
Alan Lakey says the Parliamentary Ombudsman is shackled while the FOS can ignore statute.
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'See renting as a positive choice'
19 August 2010
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Sesame Bankhall back in profit
19 August 2010
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Sesame Bankhall will look at loaded premiums
20 Aug 2010
Firm would not rule out negotiating loaded premiums for its advisers.
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SJP offers £1.8m payout to investors in Carron firms
19 August 2010
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Skipton withdraws two-year deals over service concerns
20 Aug 2010
Service concerns prompt Skipton to withdraw two-year deals after five weeks.
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The great migration
23 Aug 2010
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Throw yourself into the RDR
18 Aug 2010
Simon Chamberlain says advisers must not waste any more time and start making the right preparations for the RDR.
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'Watchdog has no grasp of pension-sharing rules'
19 Aug 2010
Pensions adviser Richard Jacobs has accused the Pensions Ombudsman of having a “complete lack of understanding” of the rules governing pension sharing.
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What software helps you find your platform match?
24 Aug 2010
Ian McKenna assesses the software available to help IFAs seek out the best platforms for their needs.
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Why is Aifa opening up to restricted option?
19 Aug 2010
Nic Cicutti says Aifa’s positive view on restricted advice is driven by commercial considerations.
