Money Marketing
2 April 2008
-
"Govt should help those disadvantaged by abolition of 10% tax rate"
7 Apr 2008
-
23,000 mortgage products cut in last 6 months
3 Apr 2008
-
50% drop in pensions contributions in a year
2 Apr 2008
-
72 per cent of households to cut spending this year
4 Apr 2008
-
84% of IFAs say clients do not understand IHT
4 Apr 2008
-
A letter to mortgage brokers
3 Apr 2008
-
A passage to India
2 Apr 2008
If there was ever a doubt New Star founder John Duffield would do anything and everything to turn the fortunes of his business around, this week’s tie-up with Tata Asset Management has answered all the critics.
-
A shaw thing
3 Apr 2008
-
A solution for planners
3 Apr 2008
First and foremost, we are a firm of financial planners, not a manager of funds or experts in asset custody, investment dealing or investment administration.
-
A&L axes head of intermediary sales
3 Apr 2008
-
Abbey confident of hitting targets
3 Apr 2008
-
Abbey tightening up on fast-track lending
3 Apr 2008
-
Abbey withdraws 100% mortgage
7 Apr 2008
-
ABI launches SME contingency planning guide
2 Apr 2008
-
Action plan for FSA after Northern Rock debacle
3 Apr 2008
-
Advisers confident despite volatility
3 Apr 2008
-
Advisers urge FTBs to start saving
8 Apr 2008
Advisers are urging first time buyers to save as Abbey became the last lender to pull its 100 per cent mortgage deals yesterday.
-
Adviserwise adds five more members
4 Apr 2008
-
Aegon uses DT in profiling strategy
3 Apr 2008
-
Aifa wants FSA guidance help
3 Apr 2008
-
Aifa wants FSA to set out list of consultants
3 Apr 2008
-
AIMA and MFA set for partnership
8 Apr 2008
-
Alliance & Leicester - Three Year Fixed Rate
4 Apr 2008
Alliance & LeicesterThree Year Fixed Rate
-
Alliance & Leicester - Two Year Remortgage Base Rate Tracker
4 Apr 2008
Alliance & LeicesterTwo Year Remortgage Base Rate Tracker
-
AMI backs brokers' support for lenders
3 Apr 2008
The Association of Mortgage Intermediaries has voiced its support for the open letter backed by seven of the biggest UK mortgage distributors, as revealed in Money Marketing today.
-
An upturn in Fortune
3 Apr 2008
Fortune Group, the fund of hedge funds subsidiary of Close Brothers, has seen a 64 per cent increase in assets under management over the last 12 months to £700m.
-
Answers to pension questions
3 Apr 2008
-
Are you being served?
3 Apr 2008
It is hardly surprising that financial advisers continually cite product provider service as a key concern when you consider that many firms waste almost a day each week chasing basic information.
-
AWD Moneyextra and wealth management arm to merge under one brand
7 Apr 2008
-
AWD slumps to £2.8m loss
3 Apr 2008
-
B&CE wants Govt to urgently tackle means-testing issue
3 Apr 2008
-
Basic errors let risks be overlooked
3 Apr 2008
-
Battle of the bonds
3 Apr 2008
-
BDO Stoy Hayward IM buys Wolanski Checkley Fisher
4 Apr 2008
-
Bear necessities
3 Apr 2008
As I enjoyed a couple of weeks R&R, far away from the problems of the credit crunch, the near collapse of Bear Stearns almost scuppered an article I had prepared in anticipation of my absence. The day was saved by satellite TV, the internet and an unusually understanding wife. I was grateful that I had bought her some jewellery on the flight to our destination.
-
Billingham develops a benchmark for IFA firms
3 Apr 2008
-
BNP Paribas acquires multi-manager IMS group
2 Apr 2008
-
Bodies push principles for professionalism
7 Apr 2008
The Edinburgh Declaration dominated regulation news last week as four professional bodies signed a joint declaration of principles for how they will supervise advisers following the retail distribution review.
-
Boris pledges home help
3 Apr 2008
-
Bright Grey offers indexation for life and CI
8 Apr 2008
-
Broker Talkback
3 Apr 2008
-
Brokers bitter that FSA failed to focus on big banks
3 Apr 2008
-
Brown drew up framework and must take blame for failings, says Cameron
3 Apr 2008
-
Bubble bursting for city flat prices
3 Apr 2008
-
Bupa benefits from crunch
3 Apr 2008
-
Business protection – the salient issues
4 Apr 2008
I read in the news recently that administrators had been called into the national training group Carter & Carter following the death of founding CEO last year.
-
Cable says fall in house prices just the beginning
8 Apr 2008
-
Canada Life - Enhanced Annuity
4 Apr 2008
Canada LifeEnhanced Annuity
-
CAR is the driving force for the future
3 Apr 2008
Friends Provident's withdrawal from the intermediary market is no recent development - it has been happening gradually for years, starting with the unilateral stakeholder-isation of all personal pensions written by its once supporting IFAs throughout the 1990s.
-
Carne Global strengthens technology team
4 Apr 2008
-
CGT reforms could trigger BTL sell-off
4 Apr 2008
Capital gains tax reforms could mean a swathe of former buy-to-let properties will hit the market from Monday as investors seek to offload unwanted property, warn tax experts.
-
Charges not the only barrier to the success of personal accounts
4 Apr 2008
The decision by the Personal Accounts Delivery Authority (PADA) to consult widely on the structure of charges for personal accounts is to be welcomed. The Pensions Commission, in its strategic review of pensions, took the view that very low charges are necessary to encourage millions more to save for a private pension. The Commission pushed strongly for a target annual management charge of 0.3%.
-
CII picks duo to deal with RDR
3 Apr 2008
-
City whistleblowers set to get plea-bargain for share scares
3 Apr 2008
-
Cofunds adds J M Finn funds
7 Apr 2008
-
Commercial banks urged to open up their lending
3 Apr 2008
-
Cooke and Ferneyhough back with internet venture
3 Apr 2008
-
Co-op offers extra commission on core funds
2 Apr 2008
-
Crash course
3 Apr 2008
When the sub-prime crisis first broke in the US, there was an outbreak of collective smugness from the mortgage industry in this country.
-
Crunch time
4 Apr 2008
This week has seen seven of the biggest UK mortgage distributors joining forces to call on mortgage brokers to understand and make allowances for the huge strain the credit crunch is placing on lenders.
-
Cutting ties to CII/PFS is a matter of principle
3 Apr 2008
-
Dancing on Isa
3 Apr 2008
Market turbulence has added an extra degree of difficulty for advisers and investors who have been looking at last-minute Isa deals.
-
David Ingram
3 Apr 2008
Threesixty services is five years old this month and co-founder David Ingram is upbeat about the progress it has made so far, with the support services group now having 527 client firms.
-
De Broe goes with Geffen
3 Apr 2008
Williams de Broe's multimanager team have added Robin Geffen's Neptune Russia and Greater Russia fund to the assetmaster growth and international portfolios.
-
Defined benefits in retreat but lets keep targeted pensions
4 Apr 2008
Where did it all go wrong? The UK defined benefits (DB) pensions industry was the envy of Europe in the 1960’s. At their peak in 1967, 8.1m employees were active members of private sector schemes. By 2006, numbers had slumped to 3.4m (source: ONS–Occupational Pension Scheme Survey 2006).
-
Draw up a business plan
3 Apr 2008
Business insurance is proving to be a focus for companies keen to diversify their product range.
-
Dual Standards
4 Apr 2008
In the bundled Corporate Pensions world, new chargingstructures have been appearing and some old”favourites” have been re-appearing. Thankfully there’sbeen no sign yet of initial and accumulation units, but onethat has resurfaced is an additional charge for paid-uppolicies (PUPs).
-
Ed Gardner becomes MetLife's new UK CEO
3 Apr 2008
Ed Gardner has joined MetLife as the UK branch's chief executive officer and Dominic Grinstead as strategic development and marketing director in a bid to strengthen the operation in the UK.
-
Emerging confidence
3 Apr 2008
Events last year changed investors' perception of risk. On the one hand, some people were trading "safe" instruments unaware of the toxic properties contained within them. On the other hand, emerging markets, traditionally the most "risky" of global equities, quietly moved closer to the mainstream of personal investing with a steady flow of new frontier funds from managers.
-
Equal rites
3 Apr 2008
This year is likely to see a rise in discrimination claims after some interesting developments in this area of the law.
-
Equitable Life 'in good shape' for potential buyers
3 Apr 2008
-
ETF Securities - ETFS Leveraged Platinum
4 Apr 2008
ETF SecuritiesETFS Leveraged Platinum
-
ETF Securities - ETFS Leveraged Tin
4 Apr 2008
ETF SecuritiesETFS Leveraged Tin
-
Exit music
3 Apr 2008
Two current consultations highlight the pressures faced by employers with defined-benefit pension schemes.
-
Faffing Fortis to launch in May
8 Apr 2008
Fortis is believed to have pushed back its highly anticipated entry into the UK protection market until May, possibly disappointing those waiting with bated breath for the new entrant.
-
Fair means or foul
3 Apr 2008
Taking my life as editor of Money Marketing in my hands, I would like to make a suggestion about treating customers fairly which may not be music to the ears of every IFA but may make sense for their businesses. I cannot help wondering if it might be possible for advisers to work with the FSA and strike a less oppositional note.
-
Fidelity International picks Di Bon as head of global equities
3 Apr 2008
-
Fidelity Intl admits jobs at threat as CBI warns of industry shake-out
3 Apr 2008
-
Fidelity plans distress debt fund
3 Apr 2008
-
First Direct temporarily pulls plug on mortgages
2 Apr 2008
First Direct has temporarily stopped selling mortgages to new customers.
-
Five IFAs among Britain's fastest growing companies
8 Apr 2008
-
Former Close team launches Stellar Asset Management
8 Apr 2008
-
Fortis to hold off on move in protection
3 Apr 2008
-
Friends rebuffs 3.5bn Flowers' bid
3 Apr 2008
-
FSA defends adviser crackdown
3 Apr 2008
-
FSA failed to rein in the greed of the banks
3 Apr 2008
Because of the banks' overriding need to make greater and greater profits, they have lent enormous sums of money in an irresponsible and cavalier manner.
-
FSA fees could rise to pay for bank risk staff
3 Apr 2008
-
FSA fines stockbroker £122,500
2 Apr 2008
-
FSA forms internal Northern Rock team
8 Apr 2008
-
FSA go-ahead for Praemium SMAs
3 Apr 2008
-
FSA to increase criminal prosecutions of insider dealings
8 Apr 2008
The FSA will increase the use of its powers as a criminal prosecutor in relation to insider dealing, according to director of enforcement Margaret Cole.
-
FSA to visit firms in platform probe
3 Apr 2008
-
FSA's offices are held offshore in Jersey
3 Apr 2008
-
FTBs face 35% hike in mortgage fees
8 Apr 2008
-
Fund sales recover from outflows
3 Apr 2008
-
Future Mortgages cuts LTV to 80% on prime
7 Apr 2008
-
Gold rush on Isas
3 Apr 2008
-
Govt to set up working group on credit crunch next week
8 Apr 2008
-
Gross lending falls 3.5% in February
8 Apr 2008
-
Halifax to penalise borrowers with deposits of less than 25%
4 Apr 2008
Halifax has introduced a new Loan to Value banding system which will see borrowers with less than 25 per cent deposit charged 0.14 per cent more.
-
HBOS launches Halifax International
8 Apr 2008
-
Hips hit Network Data results
3 Apr 2008
-
House prices fell by 2.5% in March, says Halifax
8 Apr 2008
-
HSBC loses disc containing 370,000 customers' details
8 Apr 2008
-
Intelligent Office linking in with Axa's Elevate platform
3 Apr 2008
-
Interest-only could be concern if markets tighten
3 Apr 2008
-
Invesco buys further £9.4m stake in AJ Bell
4 Apr 2008
-
Investors cotton on to agriculture
3 Apr 2008
-
Is this the golden age for equity release?
3 Apr 2008
The Council of Mortgage Lenders is predicting a boom in equity release.
-
It's tough for lenders too
3 Apr 2008
Sometimes it is necessary to say and do some things which may be unpopular.
-
Jim Reeve joins Aifa council
2 Apr 2008
-
John Lawson to lead Tisa retirement council
8 Apr 2008
-
JPMorgan launches global consumer trends offering
7 Apr 2008
-
Keep your distance
3 Apr 2008
Maybe it's just me but a lot seems to have happened in the financial world since my last IFA View in January and not much of it is the sort of stuff that puts a smile on your face.
-
King hints at rate cuts to ease liquidity crisis
3 Apr 2008
-
Lehman Brothers suspends lending
2 Apr 2008
Lehman Brothers has confirmed it is closing its two UK subsidiaries, SPML and Preferred.
-
Lehman ponders lending business
3 Apr 2008
-
Lenders scared off by liquidity checks
3 Apr 2008
The Association of Mortgage Intermediaries says the FSA has switched its mortgage focus to liquidity spot checks which have seen some firms stop lending.
-
Life bonds v mutual funds
3 Apr 2008
The changes to capital gains tax have created uncertainty over the relative merits of different investment products. This has reignited the long-running debate as to whether a client should invest via a life bond or a mutual fund.
-
Life Trust adds cash fund to calm concern
3 Apr 2008
-
Lyxor Asset Management - Lyxor ETF MSCI USA
4 Apr 2008
Lyxor Asset ManagementLyxor ETF MSCI USA
-
Lyxor Asset Management - Lyxor ETF Nasdaq-100
4 Apr 2008
Lyxor Asset ManagementLyxor ETF Nasdaq-100
-
Man magnet
3 Apr 2008
Is your client interested in a pension that can invest in residential property, does not require him to buy an annuity at age 75, offers more than 25 per cent tax-free cash and attracts death duties that are less than a tenth of those on UK schemes? This is what providers based in the Isle of Man will be offering from this month, when the crown dependency passes its new Income Tax Pension Bill.
-
Market measures more important than rate cuts, says Ward
8 Apr 2008
-
Market volatility stressing out 1 in 3 adults, says The Hartford
2 Apr 2008
-
Mercer & Hole snaps up Nightingale
8 Apr 2008
-
MetLife cuts Tip charge and is set to add accumulation plan
3 Apr 2008
-
MONEY MARKETING MARKETS: Banks make hay while M&S may pay
4 Apr 2008
The recent fine weather has been broadly mirrored in the markets with investors adopting a sunnier disposition this week.
-
Mortgage approvals fall 40 per cent, says BoE
2 Apr 2008
-
Mortgage firms break arrears rules
3 Apr 2008
-
Mortgage firms team up to defend lenders
3 Apr 2008
-
Mouse trap
3 Apr 2008
A few weeks ago, after one of those industry seminars which you find yourself attending for some mysterious reason and then wonder why you bothered, an IFA asked me what criteria I use to decide what topic to write about this column.
-
New exec team to lead Income Protection Task Force
7 Apr 2008
-
New IFP award open to UK adviser firms
7 Apr 2008
-
New Star hires fund manager trio
7 Apr 2008
-
New Star in Tata tie-up for India
2 Apr 2008
-
New Star ties with Emirates NDB Group for property launch
3 Apr 2008
-
No high-rate tax for FAS beneficiaries
3 Apr 2008
-
Northern Rock to slash mortgage book by 60%
3 Apr 2008
-
Openwork adds fixed-term annuities
3 Apr 2008
-
OPM makes A while the sun doesn't shine
3 Apr 2008
OPM Fund Management believes that the Standard & Poor's A ratings awarded to the OPM balanced managed and fixed-interest funds will boost its reputation among IFAs.
-
Orphan cash deal warning by Aviva
3 Apr 2008
-
Paper tiger
3 Apr 2008
The FSA's failures over Northern Rock are a body blow to the regulator. The one silver lining is that its internal audit committee did not shirk responsibility and produced a hard-hitting report.
-
Paternosters takes on distillers' fund
3 Apr 2008
-
Pension Corporation hits back at Unite accusations of raids on schemes
4 Apr 2008
-
Plunge points
3 Apr 2008
The liquidity crunch is worsening for intermediaries as lenders continue to withdraw products and tighten criteria.
-
Portal go-ahead for Burns-Anderson buy
3 Apr 2008
-
Positive moves
3 Apr 2008
It is a cause of some delight when there is some light in all the doom and gloom. In Scotland, they are forecasting a 14 per cent rise in house prices so the crisis is not being felt so acutely as in other parts of the UK.
-
Practice Manager bids to benchmark advisers
3 Apr 2008
-
Product matters Martin Bamford
3 Apr 2008
-
Professional bodies sign ‘Edinburgh Declaration’ on the future of advice
4 Apr 2008
-
Question of competence
3 Apr 2008
When reading the weekly press, we can be excused when the macro obscures the micro. The volatility of the economic landscape only serves to confuse and a plain man's guide to what has happened since Northern Rock is nowhere to be seen.
-
Regulator to recruit 100 more supervisors
3 Apr 2008
-
Resolution AM appoints head of retail sales
2 Apr 2008
-
Risk-based funds set to rise, says F&C
3 Apr 2008
-
Rock the boat
3 Apr 2008
Leading commentators say the FSA is likely to rebalance its priorities in response to the Northern Rock debacle, with more focus on prudential supervision and less on conduct on business regulation.
-
RoyLon profits are hit hard by turbulence
3 Apr 2008
-
Salt cuts BTL LTVs to 80%
7 Apr 2008
-
Salt withdraws product range with immediate effect
4 Apr 2008
-
Scheme spirit
3 Apr 2008
The March Budget confirmed the clampdown on scheme pensions but it looks like there is still life in the sector.
-
ScotLife Intl claims trust avoids new IHT charge
3 Apr 2008
-
Scottish Re chief set for £500k payout
3 Apr 2008
-
Scottish Widows adds 23 new fund links to life and pensions range
7 Apr 2008
-
Senhouse Capital - Luxcellence European Focus Fund
4 Apr 2008
-
Sesame guides advisers through equity release
3 Apr 2008
-
Shake-up for shared equity
3 Apr 2008
There is little cheer to be had as far as mortgages and the housing market are concerned. But the Budget, which was disappointing in many ways, at least managed to come up with something positive to help those struggling the most.
-
Short list revealed for Premier post
3 Apr 2008
-
Skandia to launch alternatives multi-manager product
4 Apr 2008
-
Skandia upgrades U-Skan to analyse risk across proportions
3 Apr 2008
-
Skipton acquires 75% of Scottish IFA Thomson Shepherd
7 Apr 2008
-
Sovereign powers
3 Apr 2008
Eight months after the credit crisis started to unfold, there is not much let-up in the newsflow from banks of writedowns leading to balancesheet rebuilding via rights issues and deals with sovereign wealth funds.
-
Standard Life former FD receives £1.1m pay-off
4 Apr 2008
-
Stockmarket volatility sees cash option added by Life Trust
3 Apr 2008
Life Trust has added a new cash fund for investors to its longevity income plan in response to requests from advisers after the recent stockmarket volatility.
-
Swip picks Skinner for bond role
3 Apr 2008
-
System aims to help with TCF
3 Apr 2008
-
Tactica Fund Management UK - S&W Tactica Balanced Portfolio
4 Apr 2008
Tactica Fund Management UKS&W Tactica Balanced Portfolio
-
Tactica Fund Management UK - S&W Tactica Growth Portfolio
4 Apr 2008
Tactica Fund Management UKS&W Tactica Growth Portfolio
-
TaxCalc bids to meet online changes and beat crashes
3 Apr 2008
-
TCF gets hammered home, especially to platform users
4 Apr 2008
In the feedback statement to last year’s platform paper, the FSA laid out its plans to probe deeper into advisers’ wrap usage, fearing potential conflicts of interest.
-
Tech on the turn
3 Apr 2008
Microsoft's huge bid for Yahoo is probably a sign that technology shares are likely to start rising again. By historical standards, tech stocks are trading near a 10-year low.
-
The face of business
3 Apr 2008
Over the last few weeks, I have met and talked with quite a number of owner/manager/mortgage and insurance advisers, which is something I try to do as often as I can and something I have been doing for at least the last 15 years.
-
The late shift
3 Apr 2008
In all the preand post-Budget excitement over capital gains tax, non-domiciliaries and inheritance tax, some of you may have forgotten that there are some income tax changes taking effect from April 6.
-
Thinc buys Southampton-based FS3
7 Apr 2008
Thinc Group has purchased Southampton-based financial planning firm FS3.
-
Threadneedle takes its brand to the US
3 Apr 2008
-
Towry Law doubles funds in a year to 2bn
3 Apr 2008
-
Transact tops platform poll
3 Apr 2008
-
Transatlantic plan to monitor banking
3 Apr 2008
-
Treasury offers tax break for non-dom financial advice
4 Apr 2008
-
UBS in new 9bn writedown
3 Apr 2008
-
Warning to IFAs on drawdown advice
3 Apr 2008
-
Woodbridge warns of hidden danger in structured pricing
3 Apr 2008
-
Woolwich to withdraw selected fixed rates today
7 Apr 2008
-
Xafinity acquires Hazell Carr
7 Apr 2008
-
Zurich International Life boosts fund range
3 Apr 2008
