Money Marketing
19 March 2008
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Skandia wins SimplyBiz accolade
20 Mar 2008
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10K plea for Isa limit
20 Mar 2008
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30% Of public to use Isa allowance
20 Mar 2008
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80% Of income from initial commission
20 Mar 2008
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A case of do as we say, not as we do
20 Mar 2008
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A cert for TMW
19 Mar 2008
The Mortgage WorksThree-Year Self-Cert Fixed Rate
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A day in Windsor Life
20 Mar 2008
I’m getting used to putting in calls to Windsor Life’s PR team at the moment due to the volume of complaints Money Marketing is receiving from disgruntled advisers.
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A shaw thing
20 Mar 2008
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A word to the wise
20 Mar 2008
I am clearly not the only person in the UK wondering exactly what the difference is between generic financial advice and money guidance, the former having been dropped in favour of the latter by Otto Thoresen.
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'Action is needed soon to slash base rate'
20 Mar 2008
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Adviser Fund Index - Positive note for trusts
20 Mar 2008
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Advisers favour variable annuities
20 Mar 2008
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Advisers shunned as small firms get help on corporation tax
20 Mar 2008
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Advisers slam Selestia's service
20 Mar 2008
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Advocate hands in response to NU plan for orphan cash
20 Mar 2008
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Aegon Sipp adds charging options to group Sipp
20 Mar 2008
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Alliance & Leicester - Five Year Fixed Rate
19 Mar 2008
Alliance & LeicesterFive Year Fixed Rate
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Alliance & Leicester - Five Year Fixed Rate 5.99%
19 Mar 2008
Alliance & LeicesterBuy to Let Two Year Fixed Rate
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Alliance Trust says Sipps can solve CGT dilemma
20 Mar 2008
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Alternatives to annuities
20 Mar 2008
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Axa completes purchase of SBJ Group
20 Mar 2008
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Axa launches onshore and offshore bond toolkit
20 Mar 2008
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Barclays issues ecology trio link
19 Mar 2008
Barclays Capital has established the ecological trio deposit account, a guaranteed equity bond aimed at investors with offshore life bonds and UK wrap accounts.
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Beagles set for JO Hambro return
20 Mar 2008
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Bear skinned by credit crunch
19 Mar 2008
It has been a nightmare few days for investors again as markets have been left reeling by the collapse and subsequent emergency sale of US investment bank Bear Stearns.
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Bedlam old boys focus on European Luxellence
19 Mar 2008
Former Bedlam Asset Management fund managers Julian Pendock and Matt Jones have brought out the first fund under their new venture, Senhouse Capital.
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Beware potential fallout as platforms go bump
20 Mar 2008
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Blue Sky pleases asset allocators
19 Mar 2008
Blue Sky Asset ManagementAsset Allocation Accelerated Growth Plan
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Board changes at Home of Choice
19 Mar 2008
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BoE adds extra £5bn to weekly cash auction
20 Mar 2008
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Bond pressure is putting bank business under threat
20 Mar 2008
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Bonds of contention
20 Mar 2008
Insurance bonds are still the right investment for certain clients and advisers have a vital role to play advising on the best course of action following this year's Budget announcement.
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Bright Grey sets up underwriting
20 Mar 2008
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Broker Talkback
20 Mar 2008
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Brokers wait for Abbey to reprice exclusives
20 Mar 2008
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Budget's hidden agenda
20 Mar 2008
Well, for those of you who thought Gordon Brown's last Budget delivery was boring, the latest Chancellor took us to subterranean levels.
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BuildLoan - Skipton Three Year Base Rate Tracker
20 Mar 2008
BuildLoanSkipton Three Year Base Rate Tracker
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BuildLoan - TMB Lifetime Tracker
20 Mar 2008
BuildLoanTMB Lifetime Tracker
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Bullivant quits CII for chief role at Annuity Direct
20 Mar 2008
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Buoyant Savills widening reach
20 Mar 2008
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Business boost for PMS
20 Mar 2008
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C&G cuts BTL LTV to 80 per cent
20 Mar 2008
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Capital-lite plan pays off as Standard profits soar
20 Mar 2008
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Cardif Pinnacle buys Direct Life & Pension Services
20 Mar 2008
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Cause for complaint
20 Mar 2008
There seems to be a swelling tide of resentment among some professionals in the financial services industry, including IFAs, about the way in which the Financial Ombudsman Service deals with disputes between customers and firms.
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Cheshire discount best for big loans
20 Mar 2008
Cheshire Building Society2-Year Discoun
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CHL Mortgages to cut up to 50 jobs
20 Mar 2008
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Claws for thought
20 Mar 2008
Has the Treasury finally removed its fingers from all the pies on the Government's table with last week's Budget?Alistair Darling's speech was less chief executive, UK plc, more bank manager. The Chancellor had little room for manoeuvre bound by the deteriorating economic situation and public finances Northern Rock and all.
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Clive Briault to leave FSA by mutual agreement
19 Mar 2008
FSA managing director of the UK retail business unit Clive Briault is to leave the regulator by mutual agreement.
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Cofunds cash haven fund outperforms
20 Mar 2008
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Commercial First stops new lending
19 Mar 2008
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'Consolidation of IFA firms bad for RIs'
20 Mar 2008
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Credit Suisse's Toby Hogbin to join Martin Currie
25 Mar 2008
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Cutting through caution
20 Mar 2008
With the copylines shown above all on display in current Isa ads, no one could claim, as I sometimes have in the past, that fund managers are failing to acknowledge current market conditions. But equally, no one could claim that this forest of caution makes Isa investing look like a particularly attractive option.
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Dampier set for first bond buy
20 Mar 2008
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Darling fails to home in on crunch
20 Mar 2008
The mortgage industry has hit out at the Government for not taking urgent action to address the liquidity crisis in last week's Budget.
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DDQ gets dynamic on commodities
19 Mar 2008
Structured product provider Dawnay Day Quantum has introduced protected commodities dynamo, a capital-protected bond linked to a basket of eight commodities.
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Death of UK's longest-serving fund manager Nils Taube
20 Mar 2008
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Declining moment
20 Mar 2008
Any industry should learn from its mistakes but sometimes it takes bold action in order to realise those mistakes.
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Derbyshire BS to cut 50 jobs and close three branches
25 Mar 2008
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Dull Budget aims to turn down the heat
20 Mar 2008
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Eagle backs cancer victim's battle for ScotProv payout
20 Mar 2008
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Efficiency is key to wealth health
20 Mar 2008
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EIS a sign of good breeding
19 Mar 2008
Breeding Capital II and III is an enterprise investment scheme that aims to raise up to £4m to invest thoroughbred horses for horseracing and in related assets such as stallion shares.
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EIS plus into the power of music
19 Mar 2008
The Power Amp Music EIS fund is an enterprise investment scheme fund aiming to raise £10m to develop, produce and promote a portfolio of 20-30 music artists.
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Emerging wisdom
20 Mar 2008
When asked to write an article on emerging markets, I was in a quandary. Did the commissioner of the article really want a commentary on the risks and rewards of investing in higher risk markets? If so, I am not sure I should be concentrating on emerging markets.
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Energetic fund from Guinness
19 Mar 2008
Guinness Asset Management has introduced an alternative energy fund to provide growth by investing globally in companies involved in the alternative energy and energy technology sectors.
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Exit routes
20 Mar 2008
The title of the four-time Oscar winner No Country for Old Men is sure to resonate with advisers of a certain age facing the current turbulence in the mortgage market.
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F&C boosted by positive returns
20 Mar 2008
The outlook for fund management firm F&C has improved in the past couple of weeks with the publication of two positive sets of results.
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FAS takes in six firms which are still trading
20 Mar 2008
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Five from Rock regulatory team have quit at FSA
20 Mar 2008
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Fixed on prepayment pool
20 Mar 2008
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Former Aviva chief joins Prudential as CFO
25 Mar 2008
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Friends Provident comes top in e-excellence survey
25 Mar 2008
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FSA called on to investigate Scot Prov blunder
25 Mar 2008
Scottish Provident has been referred to the FSA and the ABI by Exchequer Secretary to the Treasury Angela Eagle after its treatment of a cancer victim was highlighted in Parliament.
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FSA fines adviser firm £31,500 for providing misleading information
19 Mar 2008
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FSA issues warning over market abuse
19 Mar 2008
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FSA to publish DP on commercial insurance transparency
20 Mar 2008
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Fund manager warns more banks could follow Bear
20 Mar 2008
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Fund managers will set up their own wrap platforms
20 Mar 2008
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FundsNetwork to Flex muscles
20 Mar 2008
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Gartmore chief Aldridge quits firm
20 Mar 2008
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Generic possibilities
20 Mar 2008
Following the publication of the Thoresen report, will properly implemented generic financial advice or money guidance increase the take-up for protection products?
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'Get set for fund reaction from clients'
20 Mar 2008
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Gold prospects
20 Mar 2008
Before last week's Budget, the Chancellor announced proposals to introduce a gold standard or kitemark that would be given to good quality mortgage securitisation.
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Government could transform equity release
20 Mar 2008
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Gratton takes over MoneyQuest
20 Mar 2008
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Hargreaves Lansdown reports Windsor to FSA
20 Mar 2008
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Henderson adds Neptune Euro opps
20 Mar 2008
Henderson's multi-manager team has added Neptune European opportunities to all three of its independent portfolio funds of funds.
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IFDS names Simon Hudson-Lund as new CEO
25 Mar 2008
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IFDS takes up the call
20 Mar 2008
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Ifs sees 12% rise in Cefa candidates
20 Mar 2008
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Innovation ovation
20 Mar 2008
The end of the protection price war has been predicted repeatedly but it seems to be only the smaller companies that are trying to lead the move away from price by focusing on product innovation.
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Invesco Euro income gets warm welcome
19 Mar 2008
Invesco PerpetualEuropean Equity Income Fund
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Invesco faces struggle with Euro best sellers
19 Mar 2008
Invesco PerpetualEuropean Opportunities Fund
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Job cuts loom at Money Partners
20 Mar 2008
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John Tiner joins New Star as non-exec director
20 Mar 2008
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King and Platt plan online protection brokerage
20 Mar 2008
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L&G acquires Suffolk Life
20 Mar 2008
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L&G sees 17% fall in profits
20 Mar 2008
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L&G wins £400m fund deal from B&B
20 Mar 2008
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Landlords' gearing at lowest level since May 2005
25 Mar 2008
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Leadership qualities
20 Mar 2008
It seems that my wee firm finds itself disapproved of at the ABI. This seems to happen whenever we urge providers to be open and honest and so regain the moral high ground that an insurer should always seek to hold.
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Lib Dems call on immediate action to stave off recession
20 Mar 2008
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Living proof
20 Mar 2008
Last week, I made reference to the Cofunds platform conference on Investing in Retirement. With the rise in commodity prices and the Budget, I omitted some of the more interesting aspects. I know I am biased, being chairman, but it was not the usual post-retirement patter.
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London & Capital compete with multi-manager
19 Mar 2008
London & CapitalPortfolio Management Service
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LV= ups commission for advisers using express route for protection
19 Mar 2008
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M&G takes two pronged approach to Europe
19 Mar 2008
M&G has brought out two European funds - one investing in special situations and the other investing in undervalued stocks.
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Make the grade
20 Mar 2008
A couple of weeks ago,multi-managers were talking of seeing value ininvestment-grade fundsagain after a tough time forcorporate bonds – with theaverage corporate bond funddown 3.8 per cent over the 12 months to March 3.
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Market faces £625m proc fee shortfall, warns edeus
20 Mar 2008
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Markets muddled following Fed rate cut
19 Mar 2008
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'Means-test poses threat to Thoresenscheme'
20 Mar 2008
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Metal guru
20 Mar 2008
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Meteor and Blue Sky bank on shares
19 Mar 2008
Blue Sky Asset Management and Meteor Asset Management have introduced capital-protected bonds that are based on a share basket comprising five major UK banks.
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Meteor mixes risk and reward
19 Mar 2008
Meteor Asset Management has brought out a capital-protected bond that offers investors two risk and reward options in relation to commodities exposure.
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MI business
20 Mar 2008
There is a cold regulatory wind blowing through financial services from Canary Wharf.
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Mike Sargeant
20 Mar 2008
Lawrence House Fund Managers and Pharon IFA managing director Mike Sargeant is celebrating 21 years with the business this year.
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MONEY MARKETING MARKETS: Bank Holiday Blues
20 Mar 2008
Investors will be relishing the long Easter weekend after an extraordinary week that revealed just how jittery the markets really are in the present climate.
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Moneycorp expands global business with office openings
19 Mar 2008
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Mortgage arrears up by 35%
20 Mar 2008
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Mortgage deal is extended
20 Mar 2008
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Mortgage lending falls 7% in February, says CML
20 Mar 2008
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'Mortgage system is on the brink of seizing up'
20 Mar 2008
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Mortgages plc quits prime BTL
20 Mar 2008
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'Mutual status could have saved the Rock'
20 Mar 2008
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Nationwide chief slams Darling's ban on BTL relief
20 Mar 2008
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Network Data gets £4.5m funding
20 Mar 2008
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Night flights for non-doms
20 Mar 2008
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Norris quits Hargreaves Lansdown
20 Mar 2008
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Northern Rock repaying BoE loan already
20 Mar 2008
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Not so wide of the mark over ABI
20 Mar 2008
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Numbers game
20 Mar 2008
Nothing excites a fund manager more than numbers that do not seem to add up - it often flags up investment opportunities.
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OBSR is cutting through multi-manager noise
20 Mar 2008
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Offshore mortgages won't face retro rules
20 Mar 2008
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One in 10 pension savers will stop or reduce pension contributions
25 Mar 2008
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Paragon cutting 93 staff and merging salesforces
20 Mar 2008
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Pearl submits revised application for Resolution acquisition to FSA
20 Mar 2008
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Pension strategy
20 Mar 2008
I am 30, earn £35,000 a year and want to start paying into a pension. What would you recommend? I am renting and have no meaningful savings.
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Platform usage to increase in 2008, says Skandia poll
20 Mar 2008
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Platforms need to deliver to meet needs of advisers
20 Mar 2008
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PMS no longer looking for new managing director
19 Mar 2008
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PosSol offers advice for single parents
20 Mar 2008
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Potter and Burdett play cautious game on equities
20 Mar 2008
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Prestbury fails in MBO
20 Mar 2008
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Product matters
20 Mar 2008
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Pru drawdown brings pre and post retirement under same roof
19 Mar 2008
PrudentialIncome Drawdown With Sipp Option
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Pru International launches new offshore bond
19 Mar 2008
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Recruitment row over calls from headhunter
20 Mar 2008
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Relief road
20 Mar 2008
The proposals to reform and simplify the capital gains tax regime generated an enormous amount of comment. The changes will affect individuals, trustees and personal representatives when disposals are made on or after April 6 this year.
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Resolution AM adds to UK desk
20 Mar 2008
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Rowanmoor picks pension chief to lead product drive
20 Mar 2008
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Royal Liver's Milburn leaving insurance industry
20 Mar 2008
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Royal London cuts 25-year bonuses
20 Mar 2008
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Russian returns from Invesco
19 Mar 2008
Invesco PerpetualEmerging European Fund
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Scottish Life hires 2 new corporate pensions managers
25 Mar 2008
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Sesame overhauls packager panel
19 Mar 2008
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Sesame warns loan advisers over torrent of complaints
20 Mar 2008
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Shares rebound as JPMorgan Chase raises Bear Stearns bid
25 Mar 2008
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Shore Capital unleashes Puma
19 Mar 2008
Shore CapitalPuma Venture Capital Trust V and VI
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Skipton buys 86 per cent stake in Torquil Clark
25 Mar 2008
The Skipton Building Society Group has acquired an 86 per cent shareholding in Torquil Clark in a bid to strengthen its financial advice offering.
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Sofat designs haute couture wealth service
20 Mar 2008
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Standard Life is reappointed by £3bn Lothian pension fund
19 Mar 2008
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Still hanging on the phone
20 Mar 2008
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Strategic withdrawal
20 Mar 2008
Much of the debate around pensions has focused on the savings side - how much should individuals save for retirement and where and how should they save it?
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Strauss to head Lifetime wrap
20 Mar 2008
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Swip riding out the storm
20 Mar 2008
Swip's multi-manager team says it has achieved good relative returns for its multi-manager diversity and multi-manager select boutiques fund despite difficult market conditions.
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Tactica debuts retail multi-asset range
19 Mar 2008
Multi-asset specialist Tactica has made its debut into the UK retail market with a range of three risk-graded Oeics, which invest directly in a range of asset classes and through investment funds.
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Tax and trust arm for corporate sector
20 Mar 2008
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Tele vision
20 Mar 2008
Perhaps it seems clever to knock the competition but I fail to understand the logic behind TV ads from the UK's biggest banks and building societies which criticise certain forms of financial distribution and advice.
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The bad old fund days
20 Mar 2008
I may have mentioned this before but in my spare time I am a vintage scooter fanatic. So are quite a few readers of this column. Indeed, one of my best mates in scootering is the former principal of a large IFA firm that flourished in the late 1980s before expiring some time around the formation of the old Personal Investment Authority.
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The golden wonder fund
20 Mar 2008
A gold and precious metal fund called the Craton Capital Precious Metal fund launched in November 2003 has proved popular among European investors, but is as yet little known in the UK.
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The haves and the have-nots
20 Mar 2008
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The Malaysian way
20 Mar 2008
When I am on holiday, I never quite switch off and so it was I found myself pondering the Malaysian state and private pension system.
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The Mortgage Works pulls 100 per cent loans
20 Mar 2008
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The new deal or no deal?
20 Mar 2008
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There's always one...
20 Mar 2008
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Toby Strauss to head Lifetime wrap
19 Mar 2008
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Top of the reform
20 Mar 2008
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Towry Law adds £1bn in assets under management
25 Mar 2008
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Trading places
20 Mar 2008
Exchange traded funds have been one of the most notable investment success stories of recent years, with the European market growing by 30 per cent to reach euro 90bn last year.
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True picture
20 Mar 2008
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UCB Homeloans to withdraw products today
20 Mar 2008
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US investment firm Brown Advisory opens London office
25 Mar 2008
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Variation on a theme
20 Mar 2008
Discussing possible topics for this article, one of my colleagues suggested writing about deeds of variation, especially in light of the introduction of the transferable nil-rate band.
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Warning signs on borrowing
20 Mar 2008
Who is to blame when someone borrows too much money - broker, lender or borrower? Money Marketing gets the feeling it is going to be the subject of great debate following comments from the ombudsman Tony Boorman.
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Watchdog set for mortgage action
20 Mar 2008
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Wave ends 85% LTV across range
20 Mar 2008
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Website shows Sipp valuations
20 Mar 2008
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Witan's new trio beat benchmarks
20 Mar 2008
Multi-manager investment trust Witan says the three new managers it appointed last year following a restructuring of the trust have each outperformed their benchmarks.
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Zurich adds an online tool for portfolio plans
20 Mar 2008
