19 July 2006
Kleinwort Benson has brought out two capital-protected bonds linked to the performance of the FTSE 100 index for three years.
IFS head of faculty financial regulation Mark Roberts asks how well intermediaries are placed to cater for the needs of Muslim clients
AbbeyCapital Guaranteed Residential Property Bond 3
The director of the ABI’s raising standards initiative Martin Shaw has left the organisation.
Matt Goodburn finds that Standard & Poor's new sector classification for absolute return funds has split opinion in the investment business
Norwich Union distribution director Barral makes scathing criticism of IFA standards
What are the prospects for Aim after two bumper years for VCTs?
Alliance & LeicesterTwo Year Base Rate Tracker
Alliance & LeicesterTwo Year Base Rate Tracker Fee Saver
Baring Asset Management is making its unregulated multi-manager funds Ucits III-compliant in a move to increase its brand awareness among IFAs in the retail market.
Bankhall says it expects to make approximately 50 staff redundant as part of a wholesale review of its infrastructure and management structure.
You can often tell when a newspaper executive has come into collision with the dark forces of the financial services industry by the way his or her newspaper launches a "campaign" against a particular "sin" committed by its practitioners.
Barclays Structured ProductsProtected FTSE Plan - Issue K5
Bright GreyPension Term Assurance Plan
Chelsea Building SocietyEx Pat Buy-To-Let Fixed
The Chartered Insurance Institute elected its new line up of officers for 2006-2007 including a new president to replace Peter Hales at its annual general meeting in London earlier this week.
The CII has proposed a new approach to its corporate governance to reflect best practice in the 21st Century, strengthen accountability and increase membership engagement.
Loancheck says it already has 200 cases on its files
Proposed amendments to the Finance Bill could widen the number of cases benefiting from the IPDI exclusion
F&C has appointed Liz Ewart as sales director, investment funds.
Some off-the-cuff remarks from Gordon Brown's right-hand man Ed Balls, Economic Secretary to the Treasury, suggest a less than complimentary view of IFAs.
Friends Provident has been voted service provider of the year at threesixty's product provider awards in London.
Aifa hits back after mystery-shopping shows widespread failings
The UK's biggest lender is shaking up the market with its revamped retention strategy, reports Guy Anker
Hartley SASThe Lifetime Sipp
This week saw the formal launch of the Stakes in the Ground initiative. If you have not come across the project before, let me give you a summary.
Bubbles can be described as situations where the price of an asset exceeds its actual value. When these assumptions are realised to be unattainable, the market suddenly falls back. Mini bubbles occur everyday in capital markets. The bubbles we are talking about here are far more menacing, involving a level of mispricing that could undermine a whole economy and cause enormous loss of wealth.
Principals of IFA firms are overwhelmingly confident about their businesses for the next one, three and five years, according to research conducted by threesixty among its 350 members.
Insinger de Beaufort has dropped Newton and Investec from its UK mandate because it believes the biggest risk to multi-managers is too many holdings leading to a replication of index returns within a double-charging structure.
Kleinwort BensonThree-Year Protected Linked Deposit V
Kleinwort BensonThree-Year Protected Linked Deposit VI
Kleinwort BensonFive-Year Protected Linked Deposit II
There has been a significant change in M&G over the past two or three years - they have started to perform!
Midas income and growth trust has outperformed its benchmark by 2.6 per cent since Midas Capital was appointed investment manager last August.
Merrill Lynch Investment Management has obtained distributor status for its offshore MLIIM India fund, making it available to UK investors.
Morgan Stanley Investment ManagementJapanese Equity Advantage Fund
Morgan Stanley Investment ManagementUS Systematic Equity Fund
Morley Fund Management/BarclaysMorley Barclays Global Balanced Income Fund
Barclays has teamed up with Morley Fund Management to launch the Morley Barclays global cautious income fund, an Oeic that enhances income through the use of derivatives.
Nationwide Building SocietyTen-Year Fixed Rate With Fee
Norwich & Peterborough Building SocietyLong Term Base Rate Tracker: BBR + 0.24%
Norwich UnionLife Insurance with Tax Relief
Norwich UnionMortgage Life Insurance with Tax Relief
The Government's reforms could spread provision very thin throughout the UK
Running your own portfolio can enable you to more accurately reflect your attitude to risk and investment horizon
Pink Home LoansAlmost Prime Three-Year Tracker
Pink Home LoansPlatform Right-To-Buy Minor Adverse Three-Year Tracker
The key to creating a happier team who enjoy what they are doing
Portman Building SocietyTwo Year Base Rate Tracker
Three interesting and complementary announcements by lenders recently are likely to produce some significant changes and opportunities for intermediaries.
Ihave just returned from a visit to the physiotherapist. I am a right-handed man with tennis elbow in the left arm, due to an over exuberant two-handed backhand.
Scottish Widows Investment PartnershipSwip Absolute Return Bond Fund
Scottish Widows Investment PartnershipSwip Absolute Return Macro Fund
Scottish Widows Investment PartnershipSwip Absolute Return UK Equity Fund
Mortgage Express lifetime product development manager Roger Hillier on how Ship is radically improving equity release standards
From punk rocker to global investment, Fidelity International's head of multi-manager carried was an enthusiastic Ramones' fan who now has a passion for multi-management and he is intent on making Fidelity the dominant force in the sector. Interview by Philip Scott
Skandia MultiFundsProtected Portfolio Investment
Skandia Investment Management has brought out the global best ideas fund, a manager of managers portfolio comprising the 10 best stock ideas of 10 managers.
Skipton Building SocietyFlexible Base Rate Tracker Capped Rate
Gloomy prophecies of a credit crunch haunt the private equity sector
Standard LifeLife Insurance With Tax Relief
Pensions minister calls for thinktank contributions
FP Transitions UK managing director Brett Davidson says advisers need to follow the example of supermarkets and wake up to their strong position as distributors
Scottish Widows Investment Partnership has established a range of three absolute return funds, including the absolute return macro fund.
Andrea Tryphonides looks at life for Standard after the floatation
Academy says candidates should sell simpler products before they become fully qualified
Nicola York finds out how and why the name Edeus was picked for a controversial new mortgage company that aims to make a big impact on the market
Clients' unwillingness to fill in fact-finds means I cannot do my job correctly
The AMI has found a way round the data protection blockade
Ben Whitmores departure from Schroders appears to be a fairly big loss for the fund house. Whitmore has managed the 281m Schroder recovery fund since August 2001 and has outperformed the market impressively over most of the period.
The words U-turn, disarray and turmoil were all in plentiful supply in the papers this week after the Government's astonishing decision to axe home condition reports from home information packs.
The European Court of Justice advocate general posed the question whether the UK is breaking EU pension law following the case brought against the Government by Allied Steel and Wire workers.
Pension bods from the three political parties must be sick of the sight of each other with three seminar events squeezing themselves in this week before Parliament goes into recess next Tuesday.
After three weeks in sunny Cuba smoking dodgy cigars, sipping mojitos and eating bad communist food you can imagine my delight when the FSA's quality of advice TCF mystery shopping report landed on my desk on my first day back. Oh what sweet joy.
The events of last week serve to demonstrate just how fragile this market is likely to remain.
Norwest Consultants principal Harry Katz outlines 13 reasons why the Pensions Commission report has failed small businesses and low-earners
How can we convince consumers that paying into a pension is worthwhile?
In uncertain market conditions, it is very difficult to advise investors where to put their money. I believe that Close Brothers Private Bank, the offshore company of the Close Brothers Group, has found the best solution so far.
'I can make a decision to buy or sell as soon as I come out of a meeting'
Some commentators have suggested that the FSA has thrown a spanner in the works by asserting that if advisers seek to deliver all a client's investments through a single wrap, they must ensure that packaged products are considered from a range of providers in order to be called independent.