Money Marketing
20 July 2005
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Flight joins Kinetic as senior adviser
21 Jul 2005
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Pension deficits improve by 30bn
21 Jul 2005
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3Q offers IT tools for IFAs
21 Jul 2005
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70 per cent opt for cash CTFs
22 Jul 2005
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A battle of the wills
21 Jul 2005
A couple of weeks ago, I considered nil-rate-band planning using the well known expedient of a will trust and the slightly less well known lifetime or probate trust under which the settlor had the initial interest in possession with subsequent trust terms - albeit embodied in the same trust document - reflecting what would have otherwise been in the will.
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A matter of principles
21 Jul 2005
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A missed opportunity
21 Jul 2005
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A sporting chance
21 Jul 2005
Nicola York asks if the 2012 London Olympics will bring a golden economy
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Abbey - 6 Month Fixed Rate Flexible Plus Mortgage
20 Jul 2005
Abbey6 Month Fixed Rate Flexible Plus Mortgage
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Abbey wrap takes more than 600m
21 Jul 2005
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ABI guidelines on clarity get the thumbs up
21 Jul 2005
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ABI working with Rifkind on single pension scheme
20 Jul 2005
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Adviser target for Lighthouse
21 Jul 2005
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Aggressive tendencies
21 Jul 2005
Nicola York looks at the battle lines have been drawn between lenders as they compete on buy-to-let pricing
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Aifa in fee hike warning as it proposes admitting multi-ties
21 Jul 2005
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AITC chooses new chairman
21 Jul 2005
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AITC survey reveals university costs
26 Jul 2005
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All change at assureweb
21 Jul 2005
There was confirm-ation last week of what must be one of the industry's worst-kept secrets this year.
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Alliance & Leicester - Five Year Fixed Rate
21 Jul 2005
Alliance & LeicesterFive Year Fixed Rate
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Anomalies drive bond market
21 Jul 2005
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As one door closes...
21 Jul 2005
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Asset to his committee?
21 Jul 2005
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Assetz tracks home yields for investors
21 Jul 2005
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Axa recruits two fund analysts
21 Jul 2005
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Bankhall points to fees move
21 Jul 2005
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BIBA launches conflict investigation service for members
26 Jul 2005
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Blunkett puts pension plans on auto pilot
21 Jul 2005
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BM Solutions sets up self-cert fix
20 Jul 2005
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BM Solutions sets up self-cert fix
21 Jul 2005
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BNP in row over Cardif Pinnacle
21 Jul 2005
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Borrowers can fix rate at any time in Charcol tracker deal
21 Jul 2005
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Breaks down on Widows
25 Jul 2005
Scottish WidowsGuaranteed Investment Bond
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Broadband problem brings halt to business
21 Jul 2005
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BTL landlords grow portfolios
21 Jul 2005
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Bulls rush in after London bombings
21 Jul 2005
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Buy to lets boosted 15 per cent by 2006
20 Jul 2005
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Chelsea Building Society - Buy-To-Let Tracker Mortgage
21 Jul 2005
Chelsea Building SocietyBuy-To-Let Tracker Mortgage
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Chopper by name...
21 Jul 2005
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City salaries rise by 10 per cent in six months
25 Jul 2005
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Close Fund Management - European Accelerated Fund
25 Jul 2005
Close Fund ManagementEuropean Accelerated Fund
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Close links return to Eurostoxx 50
21 Jul 2005
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Collins Stewart team resigns
20 Jul 2005
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Collins Stewart team resigns
21 Jul 2005
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Commission chaos
21 Jul 2005
Lies, damn lies and commission equivalent. It's the information age. Everybody has access to more information: more is good, even more is better. Unless, of course, it's misleading information.
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'Company schemes face 430m hit after A-Day'
21 Jul 2005
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Correspondent's Week
21 Jul 2005
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CTF investors opting for cash
22 Jul 2005
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'Employers face huge costs over auto enrolment'
21 Jul 2005
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Equitable slashes negligence claim
21 Jul 2005
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Equitable slashes negligence claim
20 Jul 2005
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Estate of things
21 Jul 2005
Andrea Tryphonides looks at the changes in distribution since M-Day
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EU says Ucits rules hamper fund sector
21 Jul 2005
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Fair-minded practices
21 Jul 2005
Putting customers' interests at the heart of their business structures should be a basic requirement for all firms, said the FSA in a press release earlier this month. A firm must pay due regard to the interests of its customers and treat them fairly.
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Fashionable society
21 Jul 2005
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Fidelity cuts 0.5% off initial charges
21 Jul 2005
Fidelity has reduced the initial charge on its multi-manager growth and income funds until the end of October.
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FSA looks to give flexibility on money-laundering controls
21 Jul 2005
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FSA warns multi-ties are ignoring TCF principles
21 Jul 2005
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FundsNetwork ditches NU for rival Standard
21 Jul 2005
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Future-proofing could close protection gap
21 Jul 2005
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GAM appoints head of compliance from Deutsche
25 Jul 2005
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Grant Thornton calls for CFP to set the standard
21 Jul 2005
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Guarantee from Sco Wids
20 Jul 2005
The Scottish Widows guaranteed investment bond is a FTSE 100-linked guaranteed equity bond with a term of five years and six months.
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Henderson poaches Kitchen from Threadneedle
20 Jul 2005
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Here comes the sun...but IFAs are too busy for holidays
21 Jul 2005
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High cost of non-advised PTA
21 Jul 2005
I wonder if a team of Trea-sury officials decided that what was needed to stop the march of non-advice in protection sales was a second complete regulatory revolu-tion in two years? Or did this all happen without them thinking it through at all?
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High Court agrees to interim injunction in Home of Choice versus Openwork
22 Jul 2005
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Hits and myths
21 Jul 2005
Selestia chief executive Brett Williams says the foundations of the retirement market are shifting
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HL Partnership signs up to LifeQuote system
26 Jul 2005
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Hotbed criticises 'unjustifiably high' initial property fund charges
21 Jul 2005
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IF reducing fixed rates
21 Jul 2005
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IFA Jobs View: Word of mouth speaks volumes
21 Jul 2005
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iFunds gathers ETFs
21 Jul 2005
iFundsMFM ifunds ETF Total Return Fund
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Iimia appoints new non-executive director
25 Jul 2005
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IMA today releases white paper on asset 'pooling'
25 Jul 2005
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Ingledew says TCF regime means retraining for IFAs
21 Jul 2005
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Intelligent Finance - Fixed 95 Until 01.10.10
26 Jul 2005
Intelligent FinanceFixed 95 Until 01.10.10
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Investment View: High summer - realistic expectations
21 Jul 2005
This is meant to be a quiet time of year for catching up in the garden and long week-ends at the coast. Instead we are being bombarded with market-moving news. Given that many of those charged with managing the wealth of the nation are off on bucket and spade duty, the fear is unexpected events will have a disproport-ionate effect on the behaviour of shares.
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Jacobs brands deferred Sipps as marketing ploys
21 Jul 2005
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Judge in referral fees clash with OFT
21 Jul 2005
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Jupiter loses European special sits star to Schroders
21 Jul 2005
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L&G puts deferred Sipp at forefront of new suite
21 Jul 2005
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Legal & General - Accelerated Growth Investment Plan 3
21 Jul 2005
Legal & GeneralAccelerated Growth Investment Plan 3
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Life after MCCB
21 Jul 2005
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Look beyond rates
21 Jul 2005
Product providers should be aiming to expand the sector rather than just bidding to grab more market share, says Philip Scott
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McKenna in A-Day alert to providers with closed books
21 Jul 2005
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Midshires mistake
21 Jul 2005
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Montpelier in global joint venture
21 Jul 2005
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Mortgage Advice Bureau signs up Lanes Estate Agency
22 Jul 2005
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Mortgage View: Loyalty has to be earned
21 Jul 2005
Is remortgaging going out of fashion? That is what lenders would have us believe, insisting that the new breed of products they are launching will do away with borrowers ever having to remortgage again.
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Mortgageforce takes aggressive approach
21 Jul 2005
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Multi-manager View : Traditional trackers lose out to ETFs
21 Jul 2005
Industry professionals in Europe are increasingly aware of the rapidly growing market for exchange traded funds. Originating in the US, this area of the fund management industry is, according to BGI, now worth some £182bn globally. So it is hardly surprising that our fund of funds investing solely in ETFs has emerged.
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Murray VCT action group leader defends support from sacked manager Aberdeen
21 Jul 2005
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NAPF to address governance vacuum
26 Jul 2005
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Nationwide Building Society -Three Year Fixed Rate Mortgage With Reservation Fee
20 Jul 2005
Nationwide Building Society Three Year Fixed Rate Mortgage With Reservation Fee
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NDF growth plan aims for 8.25 per cent a year
25 Jul 2005
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Newham sees new approach
21 Jul 2005
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No walk in the park
21 Jul 2005
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Non-exec changes at St James's Place
25 Jul 2005
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Norwich Union - Individual Your Pension Select, Your Pension Select
22 Jul 2005
Norwich UnionIndividual Your Pension Select, Your Pension Select
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NU reduces interest rate on its fixed rate lifetime mortgage
26 Jul 2005
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Ombudsman report delayed
20 Jul 2005
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Ombudsman report delayed
21 Jul 2005
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People on the move
21 Jul 2005
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'People prefer to live well than leave an inheritance'
21 Jul 2005
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PI broker warns advisers against non-disclosure
21 Jul 2005
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Pink joins forces with Cheshire Building Society
26 Jul 2005
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Platform Home Loans - Conforming Three Year Fixed Rate
26 Jul 2005
Platform Home Loans Conforming Three Year Fixed Rate
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PPF costs to grow over 300m
21 Jul 2005
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Principality unveils its multi-tie panel
21 Jul 2005
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Product Matters: Steps in the right direction
21 Jul 2005
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Property flourishes in Hotbed
21 Jul 2005
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Property giant backing equity-release entrant
21 Jul 2005
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Proposed changes to enforcement follow widespread criticism
21 Jul 2005
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Protection is the cornerstone of financial planning
21 Jul 2005
Many years ago, a client told me: "I know all about life assurance Len. My first husband died, leaving me with a two-year-old, a four-year-old, a mortgage and no life cover."
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Public sector staff storm ahead
21 Jul 2005
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Richard Mayland joins board of Newcastle BS
26 Jul 2005
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Ritchie says snub clients who reject BTL advice
21 Jul 2005
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Roger sanders
21 Jul 2005
Helm Godfrey deputy chairman and director believes that small IFAs should stick together and create a stronger offering and his recent merger proves just that. Sam Shaw met him to discuss the company's plans for the future
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Schroders finds the right mix of recruits
21 Jul 2005
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Schroders makes a prudent retreat from private equity
21 Jul 2005
Schroders' multi-manager team has reduced its exposure to private equity firms after two of its investments reached a premium to net asset value.
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ScotEq Intl pushes Poat out for IFAs
21 Jul 2005
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Scott defends job losses after twin takeovers
21 Jul 2005
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Sellers focus on deal rather than prices
21 Jul 2005
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Sesame profits down, announced in Misys annual results
21 Jul 2005
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Sesame unveils multi-tie
21 Jul 2005
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Sight for sore bums
21 Jul 2005
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SimplyBiz urging IFAs to set up shadow companies
21 Jul 2005
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Sirius announces partnership with Assureweb
25 Jul 2005
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Smith & Williamson returns to Glasgow
21 Jul 2005
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Split over capital
21 Jul 2005
We have been contacted by many elderly, unsophisti- cated, income-seeking investors, concerned that the income and capital value of their split-capital and zero-dividend investments have fallen sharply since the late 1990's.
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Stability continues in the housing market says CML
25 Jul 2005
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Standard in Tenet stake talks
21 Jul 2005
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Standard Life takes stake in Tenet
22 Jul 2005
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Standard slams NU's stakeholder commission hike
21 Jul 2005
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Structural improvements
21 Jul 2005
out all the answers without such a new tool. But it is intriguing to note that it is only now, 20 years or more after with-profits really took off, that anyone is bothering to create something that will make it easier to give good advice in this area.
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Surge in endowment and precipice redress
21 Jul 2005
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SVG takes strategic approach
25 Jul 2005
SVG Investment Management, a subsidiary of FTSE 250 listed private equity business SVG Capital, has established the strategic equity capital investment trust.
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Taking stock
21 Jul 2005
Matt Davis finds that equity markets have ridden out the terrorism
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Taking the plunge
21 Jul 2005
Aifa may have already dipped its toe into the muddy waters of depolarisation when it created the Association of Mortgage Intermediaries but now it is contemplating taking a head-first plunge.
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The final countdown
21 Jul 2005
Hargreaves Lansdown pensions research manager Tom McPhail fears that NAPF chief executive Christine Farnish may be right in predicting a five-year life expectancy for final-salary schemes
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The new-look MM is ringing the changes
21 Jul 2005
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The old story
21 Jul 2005
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Thinc Destini wants 300 more advisers
21 Jul 2005
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'Treating customers fairly could provide gift-wrapped claims'
21 Jul 2005
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Trio move up at ECS
21 Jul 2005
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UK must avoid merely copying US tele-underwriting models
21 Jul 2005
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Updated but same values
21 Jul 2005
Speaking of the pages of Money Marketing, hawk-eyed readers may have noticed that this week we launch our redesign.
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Value of new equity release business written on the up says Ship
26 Jul 2005
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Wagstaff set to join New Star
21 Jul 2005
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Warning on new transfer value basis
21 Jul 2005
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Wartime spirit kept markets stable amid London atrocities
21 Jul 2005
At a recent family occasion, two cousins, one from the US and one from the UK, were discussing Al-Qaeda. The one from the US, who lives in a Californian town too obscure to be a likely target for terrorists but who flies frequently on business, said: "Everyone's afraid."
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'Web is way to HNW clients'
21 Jul 2005
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Which? calls for EU to fund consumer panel
21 Jul 2005
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Wills & Co - The Advance Fund
25 Jul 2005
Wills & CoThe Advance Fund
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Wise man says income can be found in East
21 Jul 2005
Wise Investment will introduce an Oeic fund of funds on October 1 as a one-stop shop for investors looking for income.
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Woolwich goes for minimum return
22 Jul 2005
Woolwich Plan Managers has established the capital plus plan issue 8 a guaranteed equity bond which offers a minimum return of 22.5 per cent plus the original capital at the end of the term regardless of the performance of the FTSE 100 index.
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Woolwich Plan Managers - Accelerated Growth Plan Issue 7
22 Jul 2005
Woolwich Plan ManagersAccelerated Growth Plan Issue 7
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Workshop was the perfect therapy
21 Jul 2005
Recent events have reminded us that when all things are considered, money is not the most important thing it life. Several years ago, I attended a two-day workshop with George Kinder on the Seven Steps to Money Maturity.
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Wrapping at the door
21 Jul 2005
A war on several fronts can prove costly, as several generals have found out over the years, and life offices are now facing that scenario in the battle for assets.
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Yorkshire BS reduces its two year fixed rate mortgage
26 Jul 2005
