Money Marketing
2 August 2006
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Advantage makes it four for Homebuy
3 Aug 2006
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Pitt joins Kensington to investigate specialist lending opportunities
3 Aug 2006
Brian Pitt and Stuart Aitken have joined Kensington Group to investigate key strategic opportunities presented by the specialist lending sector.
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Promotions 'still not up to scratch'
3 Aug 2006
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'400% Rise in pension guidance papers'
3 Aug 2006
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97% of investors vote to split Fidelity special sits
3 Aug 2006
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A new age of provision
3 Aug 2006
Later this year, the Government will enact new legislation to end age discrimination in the workplace.
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A tight spot
3 Aug 2006
Following a nasty three-year cyclical bear market, equity markets generally bottomed in March 2003, rallying until May 2006 to then experience their biggest correction for three years. Does this weakness represent the start of something bigger? Are we about to revisit the low end of the range or is this merely a correction within an ongoing cyclical bull?
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Abbey sets new targets after Resolution deal
3 Aug 2006
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'A-Day reforms are set to be sliced apart'
3 Aug 2006
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AMI Euro guide targets brokers
7 Aug 2006
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AMI proposes FOS funding changes
8 Aug 2006
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Average house price hits 200,000
8 Aug 2006
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Axa backs new wealth service with 'rigorous' fund selection
3 Aug 2006
Firm targets drawdown after portfolio and Sipp launch
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Axa Life alters outsourcing deal
3 Aug 2006
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Axa Life alters outsourcing deal
2 Aug 2006
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B&B puts aside 90m for endowments
3 Aug 2006
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Balancing act
3 Aug 2006
Offshore investment For investors seeking more equilibrium in their portfolios amid recent market volatility, Prudential UK international development manager James Tothill suggests some more balanced approaches for advisers to consider
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Balls urged to axe Asps and end confusion
3 Aug 2006
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Bartley joins L&G for fixed income
2 Aug 2006
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Bartley joins L&G for fixed income
3 Aug 2006
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Bee says advisers can help the industry ride out 'perfect pension storm'
3 Aug 2006
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Big leap in lending as HBOS share rises
3 Aug 2006
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Border lines
3 Aug 2006
Sitting in a television studio the other week, I was asked to comment on the latest cross-border acquisition by a continental company of a British concern. In this case, the acquirer was Spanish - again.
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British Insurance sets up IP and PPI hybrid
3 Aug 2006
British Insurance is offering a new type of income protection product which is a hybrid of IP and payment protection insurance and charges a flat rate premium for every customer.
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Broker talkback
3 Aug 2006
If providers paid indemnity commission on investment funds - like Norwich Union is introducing - would you write more investment business?
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Cazalet slams NU over 20% commission deal
3 Aug 2006
Cazalet Consulting principal Ned Cazalet has attacked Norwich Union's decision to offer up-front indemnity commission on its retail funds, saying IFAs accepting this payment will struggle to continue calling themselves independent.
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Centre of excellence for equity release
2 Aug 2006
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Centre of excellence for equity release
3 Aug 2006
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Chasing the claim cowboys
3 Aug 2006
The plans for the regulation of claim management firms are better than nothing but leave a lot to be desired.
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Chelverton plans Oeic version of small companies trust
3 Aug 2006
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Commission commotion
3 Aug 2006
Matt Goodburn looks at the reaction to NU's 20% indemnity commission offer
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Control engineering
3 Aug 2006
North was launched a year ago in response to what appeared to be a growing need among intermediaries and small asset management companies within the UK. That need revolved around the outsourcing of the investment management function of their businesses. As director of multi-manager investment at a big UK retail asset management company, this was an arena in which I plied my trade. However, for the bigger intermediary firms, it appeared that the multi-manager approach just was not flexible ...
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Correspondent's week
3 Aug 2006
Top tip: Never, ever think that you can move house on Monday and get a full week's work done while simultaneously dealing with builders, plumbers, electricians and Lambeth Council.
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Coulson accuses networks of locking in members
3 Aug 2006
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Coventry sets ERC example
3 Aug 2006
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Critics round on the regulator
3 Aug 2006
Guy Anker says the FSA is coming under increasing accusations of unsettling the industry and encouraging complaints from borrowers
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Defence union takes step forward in FOS challenge
3 Aug 2006
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DTI will scrap audits for smaller companies
3 Aug 2006
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Duplicate keys
3 Aug 2006
Rooftop Mortgages managing director Jonathan Naylor says the Government still aims to bring in home condition reports at some point despite its U-turn and the problem of Hip double costs remains while the real priority should be regulating estate agents
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Early to bed...
3 Aug 2006
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Equity release initiative to challenge Key
2 Aug 2006
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F&C says volatility will boost hedge funds
3 Aug 2006
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Fairhead takes global role at HSBC
3 Aug 2006
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Fear of rule breaches on unsecured pension transfers
3 Aug 2006
Several leading pension providers could face a Revenue probe after it emerged that some firms appear to be breaching the rules on unsecured pension transfers.
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First time buyers borrowing record sums, reveals CML
8 Aug 2006
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FOS seeks role with chasers
3 Aug 2006
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Friend Provident reports overall growth but F&C shows slight fall
8 Aug 2006
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Get off to an early start to beat the inheritance tax trap
3 Aug 2006
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Get round the table
3 Aug 2006
A week with the world's finest advisers is an inspirational experience
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Government clinging to the notion of stakeholder success
3 Aug 2006
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GPs to sharpen-up reports as BMA agrees 5-year deal with ABI
2 Aug 2006
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Halifax reports slight house price rise
3 Aug 2006
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Hamptons bought by Dubai firm
3 Aug 2006
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Henderson to increase secured debt in portfolio
3 Aug 2006
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Holly Mackay to leave Allfunds
8 Aug 2006
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Home from home
3 Aug 2006
Our panel of experts discuss mortgage and tax issues for borrowers to consider when buying a property abroad
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Hutton dressed as lamb
3 Aug 2006
By the time you read this column, the public administration select committee will have published its report into the Government's refusal to offer proper compensation to125,000 people who have lost most of their pensions following the wind-up of their occupational schemes.
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IFAs facing action after mystery shop
3 Aug 2006
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IFS gets a rebrand
4 Aug 2006
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IHT is "ticking timebomb", says Grant Thornton
2 Aug 2006
The latest figures from HM Revenue & Customs reveal that inheritance tax receipts have leapt by 42 per cent over the last three years, according to business and financial advisers Grant Thornton.
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In, out, shake it all about
3 Aug 2006
I have received a communication from my pension provider suggesting I contract back into the state second pension. What should I do?
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Intellectual pursuit of tax avoidance
3 Aug 2006
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Interest rate rise should act as catalyst for saving
8 Aug 2006
The decision by the Monetary Policy Commitee to increase interest rates by a quarter per cent should act as a wake up call for the UK consumer so start saving and consult their adviser, says IFA Promotions.
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Into the unknown on interest rate assumptions
3 Aug 2006
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Jupiter boosts fund commission
3 Aug 2006
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Jupiter boosts fund commission
2 Aug 2006
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Key launch aims to entice advisers to market
2 Aug 2006
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Key unlocks equity release expertise
3 Aug 2006
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Lawrence House Fof makes sector switch
3 Aug 2006
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Lenders under fire for hiding failings by manipulating FSA
3 Aug 2006
Which? says lenders have misled public after document reveals how CML influenced regulator's findings
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Lincoln places Financial Foundations on Webline
4 Aug 2006
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Little Britain
3 Aug 2006
UK smaller companies funds suffered badly during May, being down by 6.6 per cent on average, but there are still great opportunities in this sector where growth investing is back in vogue and where continued strong economics and a general rerating of growth companies are likely.
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Lump light
3 Aug 2006
But the report, which is the committee's response to the Government White Paper on pension proposals, has caused outrage by recommending a review of the tax-free lump sum, which many see as one of the key reasons why people save in pensions. It also recommends a review of higher-rate tax relief.
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Mackay quits Skandia to join Barclays
3 Aug 2006
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Merrill extends UK reach with Freedom deal
3 Aug 2006
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Mifid prompts fears of inappropriate advice
3 Aug 2006
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MLIM appoints Melvin for strategy and business development role
8 Aug 2006
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Morse takes multi role for Fidelity
2 Aug 2006
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Morse takes multi role for Fidelity
3 Aug 2006
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MPC raises interest rates
3 Aug 2006
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MPs back watchdog verdict on pensions
3 Aug 2006
Select committee chairman says Government is being 'at best naive and at worst misleading'
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Nils Taube retires after 60 years
2 Aug 2006
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Nils Taube retires after 60 years
3 Aug 2006
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'NPSS is a Trojan horse for nationalised advice'
3 Aug 2006
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Number of estates paying IHT jumps 72 per cent over 5 years
7 Aug 2006
The total number of estates paying inheritance tax rose by seventy two per cent over the five years to 2003/04 to 30,451 according to Halifax research, based on recently released data from HM Revenue & Customs.
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OFT upholds Aifa’s Menu complaint
7 Aug 2006
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Origo axes personal liability in contracts
3 Aug 2006
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Out of context
3 Aug 2006
"Nudist beaches are very good places for maintaining eye contact."IFG's Donna Bradshaw
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Overhaul is an admission of FAS shambles, says Altmann
3 Aug 2006
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Packing it in
3 Aug 2006
Shambles is the word that springs to mind when describing the government's U-turn on home information packs.The sudden decision not to make home condition reports mandatory when the packs are introduced next June, even though they were supposed to be the main component, was greeted by astonishment.
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Paternoster in deal with support firm
3 Aug 2006
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Paternoster in deal with support firm
2 Aug 2006
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Pos Sol announces 70 per cent increase in profit
8 Aug 2006
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Prepopulation explosion
3 Aug 2006
One of the golden rules of e-commerce is that you have to make it easy to use for the customer. Businesses such as Amazon have thrived because they are so easy to use.
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Proc and a hard place
3 Aug 2006
The idea of lenders paying procuration fees on retained business was aired in public at the mortgage summit in Spain in June. Needless to say, the response from intermediaries was largely one of jubilation and I hardly thought it apt to disturb the euphoria at such an event, where brains were focused on driving business forward.
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Product matters
3 Aug 2006
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Professional touch
3 Aug 2006
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Promotions still not up to scratch
2 Aug 2006
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'Providers are in A-Day meltdown'
3 Aug 2006
The industry is in the throes of a post-A-Day systems' meltdown as providers struggle to deal with new pension business, according to IFA Richard Jacobs.Jacobs, managing director of Jacobs Pensions and Trustee Services, says even straightforward pension requests are causing problems for the biggest insurance companies.
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RBS snubs brokers in shock move
4 Aug 2006
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Reasons to be fearful
3 Aug 2006
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Religious disorder
3 Aug 2006
Until recently I had been intrigued by these Alpha Course bumper stickers. It was only when I spotted a similar poster outside a church that I made the connection.
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Right on cue
3 Aug 2006
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Rise in equity release cases but value of lending remains flat
3 Aug 2006
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Royal London new business growth continues
7 Aug 2006
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Selective blindness on rate relief
3 Aug 2006
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Sesame sees 1.9m loss as endowment provisions escalate
3 Aug 2006
16% increase in revenues attributed to strong take-up of mortgage offering
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Seven funds halfway to 1bn
3 Aug 2006
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Special effects
3 Aug 2006
What hope is there for the public to find an equity-release specialist?
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Standard complains over loophole that it revealed
3 Aug 2006
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Standard sales soar
3 Aug 2006
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Straight from HMRC's mouth
3 Aug 2006
Debate on the new trust alignment rules has been pretty much constant (among interested parties, of course) since the Budget day announcement. Much of the debate has been on the application of the discretionary trust regime to structures, particularly flexible and interest in possession trusts, that were taxed very differently before these new provisions were introduced.
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Sub-prime will spark a big repo rise, says CML
3 Aug 2006
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Sweet surrender
3 Aug 2006
Transfers from defined-benefit schemes to some form of money purchase have generally been in the doldrums in recent years. This is probably for a variety of reasons. Advisers must be specially qualified to operate in this market, there is a lot of nervousness about possible misselling and the transfer values being quoted have often required high critical yields in the transfer value analysis system.
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Taking account of trust returns
3 Aug 2006
Now that the Finance Act has been published, advisers can take the time to understand the changes to the inheritance tax treatment of trusts, knowing there are unlikely to be any more amendments, at least in the short term.
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Tenet chairman joins CII board
7 Aug 2006
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The life aquatic
3 Aug 2006
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The MM Profile: Martin Bamford
3 Aug 2006
Martin Bamford is the son and the employee one of the most respected independent financial advisers - Nick Bamford.
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The star comes out
3 Aug 2006
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The tides of investment
3 Aug 2006
There are some key places around the globe where you can get a better perspective on the world economy.
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Theory of national selection
3 Aug 2006
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This week in Mortgages
4 Aug 2006
The Council of Mortgage Lender’s credibility as a trade body took a major blow this week after its sensational admission that it is not an informed commentator on the sub-prime and non-conforming market.
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This week in Pensions
2 Aug 2006
This week's pensions web-log sees controversy rage around loopholes and the like with Standard Life questioning whether Axas latest Sass offering will get pastthe Revenue.
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This week in Regulation
5 Aug 2006
Although the two free case rule protects the vast majority of advisers from ever having to pay a case fee to the FOS, the mere prospect of paying to prove their innocence has always stuck in advisers' throats.
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Tiner expected to renew FSA contract
3 Aug 2006
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Tiner expected to renew FSA contract
2 Aug 2006
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TPR still owed £54m in levies
3 Aug 2006
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Trust treatment
3 Aug 2006
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Turner to be MD at Countrywide
3 Aug 2006
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Turner to be MD at Countrywide
2 Aug 2006
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Unappetising spread
3 Aug 2006
Reducing or spreading commission would mean less protection plans sold
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Watchdog slams DWP's inadequate consumer information
3 Aug 2006
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Weed them and reap
3 Aug 2006
The FSA's second review of the equity-release market saw the unprecedented move by the regulator of asking advisers who only write a small amount of equity-release business to stop and refer them on to specialist firms.
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White knights of equity income
3 Aug 2006
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Woolwich launch aims to beat rate rises
8 Aug 2006
