Money Marketing
22 September 2011
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Muddle age crisis
23 Sep 2011
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ABI concern that MMR could put cover at risk
23 Sep 2011
Trade body warns move to a more intensive mortgage application process under the mortgage market review could hit protection sales.
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ABI considers amazon-style website for protection
21 Sep 2011
Trade body is considering developing a non-advised Amazon-style protection website.
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ABI: Advisers should report doctors who are slow producing GP reports
21 Sep 2011
Trade body says advisers should report doctors who do not provide GP reports within 21 days to the British Medical Association.
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Adviser Fund Index
22 September 2011
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'An equivalent to VAT should be imposed on financial services'
22 September 2011
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Auto mechanics
22 September 2011
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Avelo remains top portal for quotations and transactions
22 Sep 2011
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Average annual adviser revenue reaches £165k
22 Sep 2011
Research by Owen James shows that the average median revenue per adviser is £165,136 a year in the UK.
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Baillie Gifford says there are still opportunities in Greece
23 Sep 2011
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Battle tax
22 September 2011
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Boughton quits Neptune for Mirabaud role
22 September 2011
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Change FCA aim to ensuring fairness and transparency
23 Sep 2011
The FCA’s single strategic objective should be changed to maintaining a fair and transparent market for consumers, says Which?
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Chris Gilchrist: Pension rules mean dangerous decisions could be made
27 Sep 2011
Gilchrist says new annuitisation rules mean clients see a devil-or-the-deep-blue-sea decision.
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CII says tell public difference between simplified and restricted
23 Sep 2011
The CII is calling on the FSA and MAS to proactively communicate the differences between simplified and restricted advice to consumers.
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Claim firms go fishing around mortgages
23 Sep 2011
CMCs are looking to mortgages as a new boom area for misselling compensation but their tactics have been called into question.
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Cofunds' changes impressive but could do better
26 Sep 2011
Mark Polson says Cofunds proposed pricing structure will not be the one that launches next summer.
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Cofunds: Platform rebate ban will be extended to life wrappers
22 Sep 2011
Chief executive Martin Davis says the FSA will “inevitably” extend the platform rebate ban to life wrappers.
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Co-op: We are the only credible Lloyds' bidder
22 Sep 2011
Co-operative Financial Services chairman Paul Flowers claims the mutual is the only “credible” bidder for the Lloyds bank branches.
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Customers may be hit by cost of unbundling
23 Sep 2011
Advisers are concerned that Cofunds’ unbundled pricing model will result in higher costs for consumers.
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Cut short
26 Sep 2011
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Dampier: Markets will lose patience over Euro crisis
26 Sep 2011
Mark Dampier says he would be surprised if the problems in Europe continued to tread water for the next 12 months.
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De Blonay moves to 10% cash in Jupiter financial opps
22 Sep 2011
Jupiter fund manager significantly increases cash weighting to 10 per cent from 1.45 per cent in July.
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Debt advice role for MAS may push levies up 61%
22 September 2011
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Demographic dangers
22 September 2011
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Does bank guarantee take away caveat emptor?
23 Sep 2011
The FSCS’s guarantee of bank deposits has not taken responsibility away from the consumer, according to replies to a question posed by a joint committee member.
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Effective methods
22 September 2011
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Euro reform and funding may hamper move to sell Partnership
22 Sep 2011
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European Commission warning over synthetic ETFs
22 September 2011
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Ex-Aegon Direct chief sets up new mass-market advice firm
22 Sep 2011
Former Aegon Direct chief executive James Dean is developing an online and phone-based mass-market advice service.
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Fay Goddard: Welcome to the new world
23 Sep 2011
PFS chief looks to upcoming HMRC guidance on VAT.
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'Firms should ensure there are systems and controls in place to prevent an individual from straying into regulated advice'
22 September 2011
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Friends Life launches direct-to-consumer financial planning service
22 Sep 2011
Planwise offers “professional financial advice” to customers who no longer have IFA relationship.
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FSA concern at Euro schedule
22 September 2011
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FSA investigates small Sipp firms over Ucis risks
22 September 2011
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FSA's Dear CEO letter triggers costly S166 reports
23 Sep 2011
The FSA is requiring wealth management firms to commission costly skilled persons reports.
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FSCS chief says funding must be fairer for smaller firms
23 Sep 2011
Mark Neale says it is vital the FSCS new funding model treats small businesses fairly and is supported by the industry.
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High tension
26 Sep 2011
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Hornbuckle sees perfect storm for drawdown
22 September 2011
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Ian McKenna: Are the providers ready for R-Day?
26 Sep 2011
Ian McKenna starts a new series focusing on how life companies and platforms are preparing for the RDR.
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IFAs urged to push for bigger voice in Europe
23 Sep 2011
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IFP attacks FSA's 'outrageous sweeping statements' on simplified advice
23 Sep 2011
Body questions whether the regime will be profitable for firms.
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JO Hambro plans equity fund in US
23 Sep 2011
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'Jumping to recommending a retail investment product is not going to be the right answer for every individual'
22 September 2011
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Lack of cash holds back builders
23 Sep 2011
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Lender tip-off led to £250k fine for broker
22 September 2011
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Link customer complaints and bonuses, says Which?
23 Sep 2011
Which? has called for financial institutions to link senior managers’ bonuses to the number of complaints against their company.
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Lower sum assured could lift CI business
23 Sep 2011
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Martin Davis: "We want a clean share class....it is not complicated'
22 Sep 2011
In an interview with MM, Cofunds chief rejects suggestions that Fidelity FundsNetwork upstaged its unbundled pricing model.
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Mel Kenny: Prepare your clients to be less surprised
27 Sep 2011
Advisers must ensure clients feel they are ahead of the game.
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MM leader: FSA stands firm on simple advice
22 Sep 2011
Last week’s consultation can be read as a 27-page rejection of industry arguments for a relaxation of its rules.
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MM Profile: Steve Bee
22 September 2011
The director of Jargon Free Benefits believes his new venture will revolutionise IFA pension business models.
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Money Advice Service chief defends TV ad claims
21 Sep 2011
Toby Hobman has defended the use of the words free, unbiased and independent in its recent TV ad.
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Murphy to run Omam UK opportunities fund
22 September 2011
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Neil Shillito's SGWM acquires local IFA
26 Sep 2011
Norwich-based SG Wealth Management has bought the Ipswich firm of Stan Gaskin.
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Nic Cicutti: The root of IFA prejudice
22 Sep 2011
In response to last week’s open letters, Cicutti says deeply held consumer prejudices do not come out of nowhere.
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Numis backs hedges as cushion
22 September 2011
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Ocean Dial looking to India
23 Sep 2011
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Out of context
22 September 2011
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Over-50s need advice on auto-enrolment
22 September 2011
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Paradigm double platform deal
22 September 2011
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Permission cancelled for failing to hand over files
22 September 2011
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Pick the winners
22 September 2011
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Rob Reid: Client education is paramount
26 Sep 2011
Clients always want the best of both worlds but their expectations must be managed.
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Rockingham fined for reckless Rita sales
22 September 2011
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SCM Private sets up advice arm
22 September 2011
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Skandia and Fidelity reject call for clean class
22 September 2011
Skandia and Fidelity have both ruled out following Cofunds’ lead in asking fund managers for a clean share class.
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Something for nothing
22 September 2011
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Standard Life looks at MyFolio income
22 Sep 2011
Standard Life is considering launching an income version of its risk-rated multi-asset fund range MyFolio.
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Stephen Snowden wants ECB easing
22 Sep 2011
Kames Capital bond manager says he will not increase his underweight position in banks until ECB agrees to a round of QE.
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Steve Webb defends Nest focus on caution
22 Sep 2011
Pensions minister Steve Webb has defended Nest’s cautious investment strategy.
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Steve Webb positive on save more tomorrow pledge
22 Sep 2011
Pensions minister says the Government should look at strategies to increase pension contribution levels after auto-enrolment has been introduced.
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Stick or switch?
22 September 2011
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SYZ opts for style over strategy
22 September 2011
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Templeton of doom
26 Sep 2011
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Test of nerves
22 September 2011
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The complicated issue of simplified advice
26 Sep 2011
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The LibDems in Birmingham: A conference in pictures
23 Sep 2011
Sven-Goran Eriksson clones, Ming mannequins and Nick Clegg sing-alongs. MM reporter Steve Tolley’s Birmingham experience in pictures.
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Time running out for employers on auto-enrolment
22 Sep 2011
Steve Bee says the pressure is mounting on employers to conform to the new rules.
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Too big to fail
26 Sep 2011
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Tookey quits Lloyds to be CFO at Friends
22 September 2011
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Total recall
22 September 2011
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Unions have misunderstood report's cost data, says Hutton
22 September 2011
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Working pharm
26 Sep 2011
