22 February 2006
Barclays adviser is jailed after stealing cash from account of a man who died over 20 years ago
A possible link-up between Aviva and Prudential would create a UK international powerhouse if the mounting rumours of a bid become a reality.
Nicola York on how life settlement portfolios must shake off the legacy of viaticals to secure a healthy future
The Govt is likely to be blamed if the NPSS default scheme fails to perform
Zurich protection development manager Gerry Warner looks forward to the new opportunities which await protection advisers this year, including the arrival of pension term assurance in April as part of the A-Day changes
So far, 2006 has seen a level of merger and acquisition activity in financial services which would excite Gordon Gekko. When Michael Douglas played him in the 1985 film Wall Street, he said: "Greed is good."
The great and good of the industry who deserve awards for their achievements
We try to give people access to low-cost life insurance by stripping out the cost of the adviser'
Explore how you can employ the business basics to maximum advantage
Lenders Nicola York reports on the potential impact of the growing number of foreign lenders moving into the UK mortgage market
Taking a break away from the office gives you time to think. Returning last week from bliss in a land of warm seas and blue skies, I expected the world to have moved on. Instead, I was struck by how little seemed to have changed during my brief hedonistic absence.
Mortgage brokers are exasperated as company struggles to sort out its customer service standards
CAPITAL HOME LOANSTwo Year Fixed Buy-to-Let
Guy Anker looks at the lobbying battle to avert threats from the new CCA
Lender profile Mortgage Express head of distribution Tim Sturley says fostering a spirit of co-operation is at the heart of priorities for the Intermediary Mortgage Lenders' Association
This week by freelance personal finance corres-pondent Emma Lunn
Christows, the private-client stockbroker and portfolio manager, has launched an EIS portfolio service which has already generated strong interest from professional advisers.
Soft-closing and size-capping are becoming increasingly common in the retail funds industry but could prove a double-edged sword for multi-managers, according to F&C.
Fidelity InternationalFidelity Funds Emerging Market Debt Fund
Franklin Templeton InvestmentsFranklin Global Real Estate Fund
Franklin Templeton InvestmentsFranklin India Fund
Franklin Templeton InvestmentsFranklin Mutual Global Discovery Fund
Franklin Templeton InvestmentsTempleton Bric Fund
Police refuse to investigate fraudulent complaint claim
IFAs should use fund-based commission to build the value of their business
GMAC RFCBuy to Let Mortgage Range
Just as in any other sector, ethical investors must sort out the good opportunities from the bad
Discount broker offers a lesson in direct-mail marketing after protection provider sends mailout 'in error'
If Bolton's fund was called rabbit fund would we have loads of rabbit funds and IFAs flocking to them?'
It was very interesting to see the comments in MM last week after it was announced that Coutts was going to go whole of market.
I have been thinking about getting my financial affairs in order for some time. Frankly, I have never paid much attention to them and do not know where to start.
KeydataKeydata Income VCTs 1 and 2
Kreis ConsultingChrysalis VCT
The possibility of higher tax-free cash being lost on transfers after A-Day caused concern for many clients but Winterthur Life pensions strategy manager Mike Morrison says HMRC clarification on when such transfers may still be possible has prevented a stampede to beat the deadline
Breaking News - mortgage intermediaries need to make money - dramatic news that the UK's mortgage brokers are interested in making profits.
Since the removal of bed and breakfasting, you are now prevented from selling a fund and buying it back within 30 days without negating the original sale.
NationwideTwo Year Tracker
If you are running a trade body, you have a difficult line to tread between not being too far ahead of your members and not being left behind by them.
Noble Fund ManagersSitka health VCT Top Up
It is not right to be forced to use a certain firm to provide internet security'
New Star managing director, sales & marketing Phil Wagstaff is back in the investment business after a gap year and he is aiming to help take an already successful company to new heights. Interview by Philip Scott
Pink home Loans BBR Minus 0.51% for 3 Years
Cost of FSCS levy is higher than firm's other overheads combined
As the splitting of Fidelity's 6bn special situations fund looms nearer, will advisers continue to recommend the fund, knowing it is set for major changes, or seek alternatives?
And now for something completely different as my next series of articles moves away from portfolio planning to hot pension and financial services- related taxation issues.
Audacious tax planning strategies should only be attempted in the knowledge of today's complex legislation
Since the removal of bed and breakfasting, you are now prevented from selling a fund and buying it back within 30 days without negating the original sale. This is a dilemma that faces fund managers and IFAs alike as we approach the end of the financial year.
There are several potential abuses and nothing can stop them after April'
T Bailey is marking its first Isa season on the major fund supermarket platforms by offering advisers enhanced commission of up to 4.75 per cent until the end of April.
India represents a huge invest-ment opportunity but, reports Nicola York, many providers, advisers and clients are reluctant to make a move into the market
Adviser Fund Index editor James Teasdale explains how the adviser panellists are allocating their portfolios
Our panel look at Government involvement in equity release and personal loans, plus direct players, Hips and threats to the packager market
That big pink paper, the Financial Times, is backing the Turner proposals for the NPSS. In its main leader column this week, it attacks Turner's critics and says Turner has set the benchmark.
The proposed NPSS will be unworkable unless state pensions are first overhauled
Zurich AssuranceSterling Distribution Fund