Money Marketing
20 June 2007
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Aifa seminars cover charging fees
21 Jun 2007
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Panel calls for commission ban
21 Jun 2007
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52 Added to FundZone
21 Jun 2007
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A shaw thing
21 Jun 2007
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A team of six from Canada Life...
21 Jun 2007
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Abbey - Capital Guaranteed Japanese Equity Bond Issue 8
22 Jun 2007
AbbeyCapital Guaranteed Japanese Equity Bond Issue 8
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Abbey - Capital Guaranteed Residential Property Bond 8
22 Jun 2007
AbbeyCapital Guaranteed Residential Property Bond 8
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Abbey homes in on property
22 Jun 2007
AbbeyCapital Guaranteed Residential Property Bond 8
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ABI calls for FSA to deregulate term assurance
26 Jun 2007
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ABI to consult on fund sectors
21 Jun 2007
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Adviser Fund Index
21 Jun 2007
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Adviser qualifications could close 'scary' education gap
21 Jun 2007
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Advisers hit back at Towry over calls for commission ban
21 Jun 2007
Advisers have hit out at Towry Law’s call for a commission ban suggesting it is nothing more than an advert for its fee-only business model and would be bad news for consumers.
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Advisers will retain independent label if remuneration is clearly disclosed
26 Jun 2007
Advisers will be able to retain their independent label as long as they agree remuneration methods upfront with a customer, according to sources close to the FSA's Retail Distribution Review.
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AIC urges FSA to mandate factory-gate pricing
25 Jun 2007
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Almost all providers offer real-time valuations, says Adviserwise
25 Jun 2007
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Automatic pilot
21 Jun 2007
One of the perennial questions from life offices is why don't advisers submit more business electronically? This is a question I can answer i simply - it is because as an industry we do not make it easy enough for them.
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Baker Tilly MD Cox leaves after merger
21 Jun 2007
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Bamford calls on Towry Law to prove its model fits with call to ban commission
25 Jun 2007
Informed Choice managing director Nick Bamford has urged JS&P Towry Law to put their money where their mouth is after the firm called for the FSA to impose changes on advisers in a bid to clean up the industry.
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Band of bothers
21 Jun 2007
Planning Strategy - Increases in the nil-rate band have failed to keep up with house price inflation so how can homeowners plan for IHT caused mainly by their residence? By Scottish Widows senior technical manager for savings and investment Anne Young.
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Banks will dominate if CARIS is introduced
25 Jun 2007
The Retail Distribution Review discussion paper is likely to call for Customer Agreed Remuneration which could see greater consolidation in the intermediary market and greater dominance of the banks, according to Accenture.
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Barclays' challenge to IFAs is laughable
21 Jun 2007
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Barclays may drop logo due to Nazi concerns
20 Jun 2007
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Barr appointed to development role at The Mortgage Works
20 Jun 2007
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Beddall becomes latest Thames River coup
20 Jun 2007
Thames River has added another Credit Suisse alumni to its ranks with the appointment of European sales manager James Beddall.
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Best intentions
21 Jun 2007
Skandia's best ideas funds have so far defied the critics but it is early days.
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Bestinvest calls for Bowe to 'crack on' with RDR
26 Jun 2007
Bestinvest is urging Amanda Bowe to press on with her plans for the retail distribution review, saying long-term problems with commission bias have necessitated the RDR.
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'Bewildering' lack of women in senior roles
21 Jun 2007
A survey from Barclays Wealth claims that the glass ceiling must still be shattered when it comes to women holding senior roles in business.
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Big rise in FSA fines show that TCF is starting to bite
21 Jun 2007
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Bond on the run
21 Jun 2007
Kicking off a new series of articles on offshore funds with a look at how taxation has changed.
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Break in the system
21 Jun 2007
The FSA's decision to remove the requirement for the payment menu and initial disclosure document has provoked a strong response from many advisers. Nicole Blackmore reports.
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Break with tradition
21 Jun 2007
How JS&P is aiming to draw advisers with its Return to Work initiative.
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Bright ideas
21 Jun 2007
Chris Salih analyses core holding Skandia global best ideas fund.
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Broker Talkback
21 Jun 2007
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Brown plans to open up jobs on bank base rate committee
21 Jun 2007
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Burrows says clients should be offered third-way choice
21 Jun 2007
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Buyers circle around BestInvest
25 Jun 2007
The deadline for first-round bidding on BestInvest is believed to have closed last Friday with Palamon Capital Partners and the private equity arm of fund manager Hermes touted as the early favourites for the financial advice and investment group.
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Call for tontines without arsenic
21 Jun 2007
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Centre court
21 Jun 2007
Helen Pow considers the implications of a legal case on commission.
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Channel challenge may find advisers out of their depth
21 Jun 2007
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Chartered course
21 Jun 2007
The launch of the chartered title for financial planners has captured the attention of the members of our fledgling profession like no other initiative. At meetings up and down the country, our staff have queues of members lining up asking what they have to do to get to chartered status.
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Churchill reappointed Chair of PPF
25 Jun 2007
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Clause for thought
21 Jun 2007
Insurance law The industry should produce its own solution to problems arising from non-disclosure rather than have an inflexible and inappropriate non-contestability clause imposed on policies, says Aegon Scottish Equitable head of underwriting Matt Rann.
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Close Investments - Close Imperial Pub Company 2
20 Jun 2007
Close InvestmentsClose Imperial Pub Company 2
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Collins Stewart adds funds to Transact
21 Jun 2007
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Commitment to tackle the GPP problem will be tackled
21 Jun 2007
Pension providers encouraged by Government stance.
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Coventry Building Society - Flexx Two Year Base Rate Tracker
22 Jun 2007
Coventry Building SocietyFlexx Two Year Base Rate Tracker
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Critical analysis
21 Jun 2007
Our panel consider the drop in complaints about protection policies, abolition of the age 70 rule and new business figures.
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Cummings hopes RDR does not distract from FSCS reform
25 Jun 2007
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DB Mortgages - Near Prime + Two Year Tracker Full Status
22 Jun 2007
DB MortgagesNear Prime + Two Year Tracker Full Status
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Dented packages
21 Jun 2007
No company offers all the features we want although some come close.
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Dominion seeks opportunities in lap of luxury
22 Jun 2007
Guernsey-based Dominion Fund Management has redefined the luxury goods and services sector with the launch of the Dominion chic fund.
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'Don't settle for 10% returns'
21 Jun 2007
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Double pot
21 Jun 2007
Isa and pension savings can both work to provide a good level of income in retirement.
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DWP listens to pleas and cuts cap to £3,600
21 Jun 2007
'The Government has struck a good compromise'
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DWP pledges there will be no subsidy from taxpayers
21 Jun 2007
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Edeus offers two-year fixed-rate range
21 Jun 2007
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Editor's letter to Amanda Bowe, head of the RDR
25 Jun 2007
In an open letter to the FSA head of the RDR Amanda Bowe, Money Marketing editor John Lappin calls for caution in determining the future of the banks' role in the advice market
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EuroCape offers second bite of the cherry
20 Jun 2007
EuroCape has teamed up with Acorn Corporate Finance for EuroCape Property Finance II, an exempt unit trust investing in secured bridging and development finance for property projects in the UK, Europe and South Africa. The fund is also available as a limited partnership.
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'Europe could force Govt to pay Equitable redress'
21 Jun 2007
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Fees based on assets means win-win-win, says Hargreaves' advice arm
26 Jun 2007
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First insurer signs up for Lifequote system
21 Jun 2007
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Fisher stands his ground on fees-only
25 Jun 2007
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Floggers will not find a safe haven with banks
21 Jun 2007
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Focus Solutions breaks £1m profit
25 Jun 2007
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Four-way split looming as retail review row rages on
21 Jun 2007
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Franchisee claims unpaid commission in court clash
21 Jun 2007
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Freedom Lending to become Wave
25 Jun 2007
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FTSE goes global with index ad
21 Jun 2007
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Gil Knight replaced on Gartmore US opportunities and growth funds
21 Jun 2007
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Girl of 16 is studying for CFP exam
21 Jun 2007
Sixteen-year-old Brocha Simon is the youngest person in the UK studying to be a chartered financial planner and mentor IFA Filip Slipaczek says advisers who are not chartered need to take a leaf out of her book to improve industry credibility.
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Glad to be grey
21 Jun 2007
Choices do not have to be black and white with the new third-way annuities.
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Global wealth managers will flourish over 3 years, says PwC
25 Jun 2007
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Halifax GI offers new commission structure for mortgage brokers
26 Jun 2007
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Hammond calls for sustainable pensions system
22 Jun 2007
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Hard times
21 Jun 2007
With direct sales a dying breed, there is not such an obvious entry into becoming an adviser. Long gone are the days when you could transfer from a different profession and carve a career within financial services. When I began recruiting in the late 80s and early 90s prior to the reviews, I enjoyed placing nurses, teachers, milkmen and police constables, etc, as financial advisers. Brokers, lenders and providers now expect to recruit staff that can hit the ground running and struggle ...
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Harrison slams system structure
21 Jun 2007
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HBOS keeping retention pay despite slump
21 Jun 2007
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Hedge hurdles could trip up advisers
21 Jun 2007
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Henderson Row teaches dogs new tricks
20 Jun 2007
Investment manager Henderson Rowe has teamed up with Way Fund Managers to launch the dogs of the FTSE 100 fund, which invests in the 15 highest yielding stocks on the FTSE 100 index.
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Hip provider Spring offers Gordon Brown a Hip for Downing Street
26 Jun 2007
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HMRC plan full-scale investigation on offshore tax amnesty
26 Jun 2007
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HNW clients to get benefit of changes
21 Jun 2007
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Hopwood joins Moneyfacts
26 Jun 2007
Moneyfacts has announced the appointment of Nigel Hopwood as a non-executive director.
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HSBC launches two emerging market debt funds
22 Jun 2007
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IFA gave widow's savings to Nigerian fraudsters
21 Jun 2007
Judge gives suspended sentence after hearing 77-year-old IFA was delusional after being cheated.
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IFAP helps public to search by qualification
21 Jun 2007
IFA Promotion is offering a new tool on its unbiased.co.uk website for consumers to search for an adviser by qualification.
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IFAs believe they can leap barriers to accessibility
21 Jun 2007
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IMA’s Nicoll joins FSA as director of retail firms
20 Jun 2007
IMA deputy chief executive Sheila Nicoll has been appointed FSA director of the retail firms division.
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IN Partnership members share in dividend payout
21 Jun 2007
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Insurers prove they will pay on bizarre deaths
21 Jun 2007
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Invesco gets more from index strategy
22 Jun 2007
Invesco Perpetual has introduced the US equity benchmark plus fund, an Oeic that uses an enhanced index strategy.
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Invesco looks to beat S&P 500
21 Jun 2007
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Investec calls on advisers to consider Africa
21 Jun 2007
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James Hay adds a dozen funds to range
21 Jun 2007
James Hay has added 12 new funds to its Wrap platform bringing the total number to some 1,163 from 50 different providers.
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Jupiter signs Peninsular's Vazirani
22 Jun 2007
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Keep it realistic
21 Jun 2007
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Kirwan taking health and protection role at ABI
21 Jun 2007
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Last call for tax amnesty
21 Jun 2007
Friday deadline looms but only 8,000 offshore account holders have so far come forward to declare unpaid tax.
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Lehman Brothers appoints ex-Halifax head of accounts
21 Jun 2007
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Lehman Brothers appoints Hunt as mortgage marketing director
20 Jun 2007
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Life Trust raises £25m for longevity products
22 Jun 2007
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Luckraft fund may reopen
21 Jun 2007
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LV= slashes term assurance rates
22 Jun 2007
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Macquarie enters Oeic market on a high
22 Jun 2007
Macquarie Bank GroupCF Macquarie Global Private Equity Securities Fund
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Market opinion split over dearth of skills
21 Jun 2007
Recruitment firms are at odds over whether the industry is suffering a skills shortage.
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Matrix Group - Asian Property Income Fund
20 Jun 2007
Matrix GroupAsian Property Income Fund
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MetLife UK - Investment Bond
20 Jun 2007
MetLife UKInvestment Bond
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Mission statement
21 Jun 2007
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More clients want to go the third way
21 Jun 2007
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New wave of products is on the way
21 Jun 2007
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Nil will for Jack and Jill
21 Jun 2007
Planning Strategy - Paul Wilcox, chairman and technical director of The Way Group, sets out the advantages of nil-rate discretionary trusts over mirror wills.
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Number of fully accredited energy assessors increases to 1,340
26 Jun 2007
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Number of people covered by PMI jumps
20 Jun 2007
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Offset mortgages grow by 49 per cent in 2006
25 Jun 2007
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On the money
21 Jun 2007
I think I was always destined for a life working in financial services. After all, coming from a background where both my parents had given years of dedicated service to those two monoliths of Scottish finance Standard Life and RBS meant there was little doubt that I would follow in their footsteps, especially when they could get me a foot in the door when it came to picking up temping jobs in the summertime when I was a student.
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Only a third of those without a pension say they will stay in personal accounts
20 Jun 2007
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Out of Context
21 Jun 2007
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Palm reader
21 Jun 2007
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People on the move
21 Jun 2007
21 June 2007
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PGH buys Annuity Direct and ponders flotation
21 Jun 2007
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Pirates will be sunk if they try to take on IFAs
21 Jun 2007
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Pizza the action
21 Jun 2007
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Plum adds Standard Sipp
21 Jun 2007
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Private equity tax swoop may hit IFA firms
21 Jun 2007
'Taper relief has been tremendously successful in encouraging entrepreneurial spirit'
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Protection seminars aim to aid advisers
21 Jun 2007
Sesame is holding protection technical seminars with the aim of helping advisers write protection business more efficiently and profitably.
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Providers need to get a move on and implement Age 70 changes
26 Jun 2007
Icob advisers are over the moon that they are now allowed to sell life assurance policies which mature after age 70 and extend longer than 10 years, since the Age 70 rule was abolished on June 6.
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Prperty debut from OPM
20 Jun 2007
OPM Fund Management - formerly Smith & Pinching Portfolio Management - has brought out the CF OPM Property fund of funds, its first property product.
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Pru launches new DGT
22 Jun 2007
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Psychometric testing helps asset allocation for Lighthouse clients
21 Jun 2007
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Ratings agency drops Gartmore A rating
22 Jun 2007
Forsyth-OBSR has withdrawn its A rating of Gartmore’s US opportunities fund following the departure of Gil Knight and Chris Baggini at NWD Investments.
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Record lending for May but CML says market is starting to ease
20 Jun 2007
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Redemption day would be saviour
21 Jun 2007
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Regulator is right not to increase ombudsman limit
21 Jun 2007
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Regulator sets out priorities
21 Jun 2007
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Relief for splitting headache
21 Jun 2007
A new non-adversarial method of resolving divorce cases offers a more active role for financial advisers, says Will Henley.
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Resolution CIO calls for short correction
25 Jun 2007
Resolution chief investment officer James Smith believes a short correction may benefit the stock market as it becoming "dangerously obsessed with takeover deals."
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RLAM passes £3bn mark in cash and offshore
22 Jun 2007
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Robbins to take helm on Investec global dynamic fund
25 Jun 2007
Investec Asset Management has announced the appointment of Jacob Robbins as manager of its £77.9m global dynamic fund.
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Rod Milne and Colin Hayden-Cook
21 Jun 2007
Two IFAs recently decided to merge their companies and the result has been a dramatic increase in overall business for the new combined enterprise. Interview by Gregor Watt.
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Roggemann appointed to Friends Prov and F&C boards
20 Jun 2007
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Rose is ready to make return
21 Jun 2007
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Royal London UK strategic growth trust delivers 34 per cent in year 1
26 Jun 2007
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Saga and AA merge in £6.2bn deal
26 Jun 2007
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Scot Prov appoints Medicals Direct
21 Jun 2007
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Scott issues market correction warning
26 Jun 2007
F&C UK growth and income manager Ted Scott has called for caution over the market believing it is set for a significant correction of some 15 to 20 per cent.
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Second letter to the FSA from the editor
26 Jun 2007
Amanda BoweHead HonchoRetail Distribution ReviewFSACanary Wharf
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Second outing for Arc bull & bear
20 Jun 2007
Structured product provider Arc Capital & Income - formerly Nvesta – has brought out a second tranche of its Bull & Bear tracker plan.
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Seek value, not volume
21 Jun 2007
Alan Cleary, edeus managing director, says despite stories about a possible sub-prime crash, there is nothing wrong with securitisation.
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Selestia Investment Solutions goes live July 30
21 Jun 2007
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Ship announces plans to appoint a director general
21 Jun 2007
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Short circuit
21 Jun 2007
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Short memories
21 Jun 2007
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SimplyBiz extends Capital Reward scheme
25 Jun 2007
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SimplyBiz starts its business academy
21 Jun 2007
SimplyBiz launched its New Model Business Academy this month for member firms.
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Skeoch appointed chair of ABI’s investment committee
20 Jun 2007
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Small prey
21 Jun 2007
The smaller indices can provide a fertile hunting ground if you take Aim carefully.
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Smoking ban will lead to longer life expectancy
25 Jun 2007
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Something old, something new
22 Jun 2007
It has been a bit of a mixed week for the mortgage industry. Some of the news was new, some was just an update on existing stories and some of the news was just a confirmation of what was expected.
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Stand and deliver
21 Jun 2007
The ABI must be firm in tackling the Govt over the design of personal accounts.
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Standard Life to launch high-net worth business arm
26 Jun 2007
Standard Life is to launch a high-net worth business focusing on very wealthy clients and has already appointed a chief executive to run the new venture.
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Strong rise for Focus Solutions' profits
21 Jun 2007
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Suck it and see
21 Jun 2007
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Supporting role
21 Jun 2007
Advisory process - How IFAs look after their clients from point to sale to following a claim can make all the difference in a time of need, says LV= head of intermediary marketing strategy Justin Harper.
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Sweet clarity
21 Jun 2007
Discounted gift trusts - Phil Carroll, UK tax and estate planning manager at Skandia, welcomes teh recent HMRC guidance clearing up confusion over DGTs and also the consultation with the industry to discuss the issues.
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System problems thwart changes to 70-plus cover
21 Jun 2007
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T Bailey in warning over infrastructure
21 Jun 2007
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Tale of two meetings
21 Jun 2007
Clients see the value of an adviser in a business relationship.
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Term sales up but income protection down says Swiss Re
20 Jun 2007
Term assurance sales increased last year and rates have come down but income protection sales fell for the fourth year running extending the income protection gap to £175bn, according to Swiss Re.
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Test case for Pensions Regulator in £90m order against Sea Containers
21 Jun 2007
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The Editor's third and final letter to the FSA
26 Jun 2007
Money Marketing's editor John Lappin sends his third and final open letter to Amanda Bowe, the head of the RDR.
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The estate we're in
21 Jun 2007
Julie Hutchison, estate planning specialist at Standard Life, starts off a four-page special feature section on inheritance tax planning by assessing the developments in the field so far this year.
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The food chain
21 Jun 2007
The battle to which I referred last week does appear to be continuing, albeit sotto voce rather than roaring. Markets are swinging around, caught in the tides of news and data.
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The great bank robbery
21 Jun 2007
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The last chance saloon
22 Jun 2007
What does the future hold for IFAs then? If the imminent retail distribution review does not pose a definite threat to independent financial advisers as such, it may well pose a threat to the term "IFA" itself, some might say.
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The review preview
21 Jun 2007
Money Marketing asked some of the leading figures in the financial advice sector what they would like to see and what they expect to emerge from the FSA's retail distribution review in next week's discussion paper.
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The watchdog finally bares its teeth
21 Jun 2007
The Pensions Regulator showed its teeth this week issuing its first financial support direction to Sea Containers which ordered them to inject at least £90m into its pensions funds or face court action.
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The whole sale market
21 Jun 2007
Will Henley analyses the return of Abbey to the 100 per cent mortgage sector.
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The wider review
21 Jun 2007
Aegon UK head of business regulation Steven Cameron says the FSA's retail distribution review reaches further than the issue of adviser remuneration and outlines how he hopes it will bring about positive change in the industry.
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Thinc chief warns of skills shortage
21 Jun 2007
Chamberlain says whole generation of salespeople not trained to use platforms and wraps.
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Thinc Group in multi-tie deal with Pru & Just Retirement
21 Jun 2007
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Threshold too low for performance charging
21 Jun 2007
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Tiner receives huge pay increase but McCarthy’s pay drops
21 Jun 2007
FSA chief executive John Tiner received an inflation busting 14 per cent increase in pay this year but chairman Callum McCarthy saw a slight drop in his pay package.
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Tory Davies slates Cameron as he defects to Labour party
26 Jun 2007
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Treasury to appeal against Information Commissioner’s human rights ruling
21 Jun 2007
The Treasury is to appeal against the Information Commissioner’s ruling that it must disclose whether it holds attorney and solicitor general advice about the compatibility of the Financial Services and Markets Act with the Human Rights Act.
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TUC wants fund managers to reveal their AGM votes
25 Jun 2007
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Two sides split on investment levels
21 Jun 2007
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What the doctor ordered
21 Jun 2007
The Phizackerley case will in most circumstances have no effect on IHT planning strategies.
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Williams de Broe adds MPC global bond
21 Jun 2007
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Win or bust!
20 Jun 2007
It may be an issue that has steadily loomed over the horizon for some time, but fund managers are more and more looking to address the problem of catering financially for life longevity.
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With the industry holding its breath Wednesday can't come fast enough
25 Jun 2007
The industry is collectively holding its breath in the days leading up to the release of the RDR and speculation abounds over what it contains.
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Woolwich - Fix and Track Mortgage
20 Jun 2007
WoolwichFix and Track Mortgage
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Yorkshire Building Society to launch into 115 per cent mortgage market
26 Jun 2007
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Yousefi confirmed to be joining Freedom Lending
21 Jun 2007
