Money Marketing
23 January 2008
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Non-dom tax rethink 'a work in progress'
24 Jan 2008
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£6M consultant fees on personal accounts
24 Jan 2008
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50,000 Part-timers could lose out on personal accounts
24 Jan 2008
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A shaw thing
24 Jan 2008
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A VCT with a Noble Aim
24 Jan 2008
Noble Fund Managers is raising up to £14m for its Noble Aim VCT, previously the First State Investments Aim VCT.
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Aberdeen sees potential investment opportunities in Asia
24 Jan 2008
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Adviser Fund Index: Playing cautiously
24 Jan 2008
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Advisers are optimistic on offshore prospects
24 Jan 2008
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Advisers' regulatory fees soar by 15% to pay £18m cost of TCF
24 Jan 2008
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Aegon offers initial discount on fund trio
25 Jan 2008
Aegon Asset Management is offering a discounted initial charge on three of the funds within its UK offering.
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Aifa launches manifesto for advice
28 Jan 2008
The Association of Independent Financial Advisers launched its manifesto for advice at a parliamentary event with pensions minister Mike O'Brien today.
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Aifa wants fee on frivolous complainants
24 Jan 2008
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AIFA warns FSA to carefully consider TCF messages
23 Jan 2008
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Algorithm adviser in switch to guilty plea
24 Jan 2008
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Alliance & Leicester has funding in place until end of 2008
29 Jan 2008
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An Epic adventure for VCT
23 Jan 2008
Epic Private EquityEpic VCT
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Arc acquires investment business
28 Jan 2008
Arc Fund Management Holdings has added to its business offering with the acquisition of Independent Investment Associates (IIA) Limited for some £2.1m.
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Automatic for the people
24 Jan 2008
The retail distribution review has provoked a great deal of debate across the industry over how the proposals might affect advisers and providers but there has been less focus on the practicalities of delivering these enhanced services to the consumer.
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Bad hare days
24 Jan 2008
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Barclays - Super Tracker
25 Jan 2008
BarclaysSuper Tracker
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Baring looking at Asia and Euro income
24 Jan 2008
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Bond aid
24 Jan 2008
The Northern Rock endgame moved a stage closer this week after the Government agreed to convert the stricken lender's Bank of England loan into state-backed bonds.
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Bond bid to boost bidders for Rock
24 Jan 2008
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Boom at the top as the Sipp sector hits £50bn
24 Jan 2008
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Broker Talkback
24 Jan 2008
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Brown in £500k pension sacrifice
24 Jan 2008
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Brown thinks Northern Rock rescue will make profit
24 Jan 2008
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Brunel fails to bridge the gap
24 Jan 2008
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By gum, we've made it
24 Jan 2008
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CAR crash as Skandia slams 'desperate' life offices
24 Jan 2008
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Caroline Flint appointed housing minister
28 Jan 2008
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Charcol behind with the filing
24 Jan 2008
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Charcol sets up free deal for phone advice
24 Jan 2008
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Clarkson Hill in the black
24 Jan 2008
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Close Investments suspends property dealing
25 Jan 2008
Close Investments has temporarily suspended dealing in its property investment portfolio.
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Cofunds warns investors ‘do not ignore ISAs’
24 Jan 2008
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Collins Stewart - UK Focus Fund
29 Jan 2008
Collins StewartUK Focus Fund
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Cru creates 'win-win' investment in Africa
29 Jan 2008
Cru Investment ManagementAfrica Invest Capital Protected Plan
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Darling gives CGT concessions to entrepreneurs
24 Jan 2008
Alistair Darling has confirmed a flat rate of 18 per cent capital gains tax will be introduced on April 6 but has offered concessions to small business owners.
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David Thompson
24 Jan 2008
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Dawnay Day Quantum - Protected Agricultural Commodities II
25 Jan 2008
Dawnay Day QuantumEuropean Stockmarket Maximiser III
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Defence union in onslaught at 'unnatural justice' by FOS
24 Jan 2008
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Divorcees must prioritise seeking advice, says Towry
23 Jan 2008
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Don't ignore the FSCS
24 Jan 2008
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'Don't publish all findings'
24 Jan 2008
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Double trouble
24 Jan 2008
An old friend of mine, a seasoned campaigner in the battlefields that can constitute the world of derivatives trading, keeps me up to speed on some of the more esoteric influences on markets. Through him, I learned early on of the impending sub-prime crisis. Such assistance should not go unrewarded so I rang him last week to suggest a convivial lunch by way of a thank you. "Too busy," he said.
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Drawdown brings boost for equity release
24 Jan 2008
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Duffield pledges changes after New Star nightmare
24 Jan 2008
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Ex-Britannic chief joins Rock board
24 Jan 2008
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Exit polls
24 Jan 2008
Falcon chief executive Allan Rosengren has highlighted growing concerns over some of the exit strategies being offered to advisers who sell their businesses or retire.
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Extended edition
24 Jan 2008
We have had proposed fundamental changes to capital gains tax, as well as the so-called transferable nil-rate band, to assimilate in the wake of the preBudget report.
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F&C put through the rumour mill
24 Jan 2008
After a difficult 12 months at F&C that have seen dividends cut and takeover rumours rife, reports now suggest that parent Friends Provident may sell its 53 per cent stake in the firm.
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Fee axed for £150k Sipps
24 Jan 2008
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Fergie's a cut above
24 Jan 2008
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Fidelity hires Morgan Stanley stalwart to multi-manager team
24 Jan 2008
Fidelity International has announced the appointment of Dermott Whelan to its MultiManager team as portfolio manager.
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Fipp can flip pension income options
24 Jan 2008
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Fisher takes over at summit
24 Jan 2008
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Five per cent of people have lied on protection applications says Friends
23 Jan 2008
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Flowers set for Friends £4bn bid
24 Jan 2008
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Flowers, Chinese whispers and windfalls
24 Jan 2008
The life industry received a bit of a shake-up this week as Friends Provident was understood to have had an informal takeover offer from US private equity firm JC Flowers.
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Friends in need
24 Jan 2008
January can be a pretty sobering time - literally for some. Apparently, more divorce proceedings begin in this month than any other. Depression is seasonally very high and then there are all those who leave their job, cut off their hair, commence a mid-life crisis or just sit around moping.
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Friends Prov offshore fund launches
25 Jan 2008
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Friends says appeals may pose threat
24 Jan 2008
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FSA ad seeks successor to McCarthy
24 Jan 2008
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FSA looks to ensure SocGen is not repeated at home
28 Jan 2008
The banking world suffered another serious blow last week with the discovery that a rogue trader at Societe Generale, Jerome Kerviel, committed fraud to the tune of £3.7bn.
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FSA to review rules on comparison sites
24 Jan 2008
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FSA warns mortgage intermediaries that profitability may drop
29 Jan 2008
The FSA is warning that mortgage intermediaries and packagers could face pressures on profitability due to declining business volumes.
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FundsNetwork launches five fund of funds
28 Jan 2008
Fidelity FundsNetwork is adding five fund of funds portfolios to its platform in a bid to counter the potential effects of the retail distribution review on advisers.
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Future of DB Mortgages unclear as Dudgeon axed
24 Jan 2008
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GE Money seeks clutch of new lending partnerships
24 Jan 2008
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'Get training on needs of small firms'
24 Jan 2008
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Gilmour moves from Clerical to PosSol
24 Jan 2008
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Gov announces review into private rented sector
23 Jan 2008
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Government must clarify CGT, urges Beacon Asset Management
23 Jan 2008
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Gross mortgages lowest for two years
24 Jan 2008
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Growing in the wind
24 Jan 2008
Many people are seeking to lead greener lives and are prepared to back their ethical and environmentally aware approach in investment.
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Hain quits after donations scandal referred to police
24 Jan 2008
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Hain's advisers under fire
24 Jan 2008
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Havens can wait
24 Jan 2008
The outlook for the UK economy is uncertain. Consensus forecasts for GDP growth at around 2.3 per cent in 2008, down from the expected 3.1 per cent last year, are vulnerable to the effects of problems in commercial credit markets on spending decisions by corporate and consumer borrowers. Of particular concern is the evidence emerging of price weakness in the property market.
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Henderson prepared to wait for Cartesian
24 Jan 2008
Henderson's multi-manager team are monitoring Resolution Cartesian's 130/30 fund as a potential investment but holding off until a track record is established.
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HFC may face big payouts to remedy PPI misselling
24 Jan 2008
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HFWG agree voluntary code of practice
23 Jan 2008
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How CAR can backfire
24 Jan 2008
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HSBC Investments - HSBC GIF Russia Equity Fund
24 Jan 2008
HSBC InvestmentsHSBC GIF Russia Equity Fund
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IFAs say CGT changes will bring bond market to a standstill
23 Jan 2008
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IIB chief Andrew Paddick dies suddenly
24 Jan 2008
Andrew Paddick, director general of the Institute of Insurance Brokers has died suddenly.
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IMA attacks Nat Savings bond claims
24 Jan 2008
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IMA revises yield requirement for UK equity income
24 Jan 2008
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Industry mourns godfather of underwriting
29 Jan 2008
Many in the industry have been mourning the death of Dr RDC Brackenridge, a pioneer of medical underwriting, who died recently at the ripe old age of 90.
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Inflation for pensioners double national rate, says Newcastle Building Society
28 Jan 2008
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Inflation is stacking up
24 Jan 2008
Providing financial advice to people approaching and in retirement may get even tougher if inflation re-enters the equation.
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Investing retirement money in shares is a dangerous game, says Lincoln
25 Jan 2008
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It has not been a good week
23 Jan 2008
They say bad luck comes in threes and this week was no exception for investment advisers as they were knocked back on three different fronts.
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Jelf Group acquires three new businesses
29 Jan 2008
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Jupiter chief calls for investors to “hold their nerve”
23 Jan 2008
Jupiter Asset Management chief executive Edward Bonham Carter has called for investors to hold their nerve following the market downturn as the sharp decline could provide long-term buying opportunities in equities.
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Keep your eye on the big boys, FSA
25 Jan 2008
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Keep your eye on the big boys, FSA
25 Jan 2008
If may be an unkind thought but I can’t help thinking that Zippy, George and Bungle could regulate the financial services industry during the good times.
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Land Registry figures show house price drop of 0.4 per cent in December
29 Jan 2008
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Leading by example
25 Jan 2008
As Andrew Fisher gets appointed head of the leaders summit group at the Personal Finance Society, it may upset a few people.
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Lean streets
24 Jan 2008
I am sure that the statistics will prove otherwise but it seems to me that there cannot have been many times when an industry has enjoyed a period of growth like that of the mortgage industry over the past 12 years.
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Leeds Building Society - Three Year Fixed Rate
24 Jan 2008
Leeds Building SocietyThree Year Fixed Rate
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Leeds Building Society - Two- Year Fixed Rate
24 Jan 2008
Leeds Building SocietyTwo- Year Fixed Rate
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Leeds fixed strikes out alone
24 Jan 2008
Leeds Building Society5.54% Five Year Fixed
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Lifetime achievement
24 Jan 2008
Long-term commitment is something where many people have a problem but that might be what borrowers selecting their next mortgage should be doing.
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Loan fraudster facing jail term
24 Jan 2008
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Majority of Kilminster advisers move to A2O
29 Jan 2008
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McFall warns regulator over orphan cash
24 Jan 2008
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Midas chooses Brixton for return to property
24 Jan 2008
Midas Capital has made an investment in UK commercial property after selling out of the sector over a year ago.
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Moncrieff moves up at Clarkson Hill
24 Jan 2008
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Money Marketing Markets: A rollercoaster week for the “corporal Jones” FTSE
25 Jan 2008
Investors have endured a white-knuckle ride after one of the most volatile weeks in the FTSE’s history.
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MPs agree to take a below-inflation pay rise of 1.9%
25 Jan 2008
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New PMI service launches for IFAs
25 Jan 2008
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Noble Fund Managers - Noble Aim VCT Top Up
29 Jan 2008
Noble Fund ManagersNoble Aim VCT Top Up
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Northern Rock management team bid details emerge
29 Jan 2008
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NS&I reduces interest rates on its fixed rate savings products
23 Jan 2008
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NU academy offers support for diploma
24 Jan 2008
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NU cuts protection rates
28 Jan 2008
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Nutcracker sweet
24 Jan 2008
It is a comedian's standard subject matter that the world of consumer protection is rife with stupid warnings - coffee cups that warn you they might contain hot liquids, bags of nuts that warn you they might contain ...you guessed it.
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On the drink brink
24 Jan 2008
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OPM eyes building interest from sovereign wealth funds
24 Jan 2008
OPM Fund Management expects UK commercial property prices to benefit from foreign investment through sovereign wealth funds.
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Origo launches online registration service
24 Jan 2008
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Out for the discount
24 Jan 2008
The Northern Rock debacle and credit crisis have had a knock-on effect in the investment trust sector. Investment trust shares trade independently from their net asset values. The direction of prices is linked more to supply and demand than the performance of the underlying assets.
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Pada launches consultation paper on charging for personal accounts
29 Jan 2008
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Panic selling gets grip on markets
24 Jan 2008
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Paragon set to stop lending
24 Jan 2008
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Paragon shareholders vote in favour of rights issue
28 Jan 2008
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Parkwood ends Gresham bid
24 Jan 2008
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Parliamentary adviser for ABI
24 Jan 2008
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Parmenion aims at £15bn SSAS sector
24 Jan 2008
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Partial sighted
24 Jan 2008
I have mentioned this before in a previous Money Marketing column so I will not bore you with the story again but a very good friend of mine recently had cause to thank his lucky stars that he had taken out critical-illness insurance a few years earlier.
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Partnership offers annuity to smokers
24 Jan 2008
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Pilot proves case for generic deal
24 Jan 2008
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Precipice alert over new plans
24 Jan 2008
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Pre-X highlights benefit of CGT changes to advisers
29 Jan 2008
IFAs could offer their clients a significant saving on their investment should they choose to invest down the EIS route, that’s according to pre-IPO investment specialist Pre-X Capital Management.
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Product matters
24 Jan 2008
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Pru shares rise on Chinese whispers
24 Jan 2008
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Prudential new business figures remain flat in 2007
29 Jan 2008
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Purnell takes over as Work and Pensions Secretary
24 Jan 2008
Former pensions minister and current Culture Secretary James Purnell has been appointed as Work and Pensions Secretary taking over from Peter Hain who quit on Thursday.
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QCA accredits CII qualifications
29 Jan 2008
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Regular income from Barclays
24 Jan 2008
Barclays has introduced the regular income bond, a capital-protected bond linked to the performance of the Dow Jones EuroStoxx 50 index for five years.
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Rennison and Kelly to leave Thinc
24 Jan 2008
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Resolution directors to go in Pearl takeover
23 Jan 2008
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Rights and wrongs
24 Jan 2008
The final date to respond to Lord Hunt's review of the Financial Ombudsman Service passed on january 16. This particular review has, necessarily, been overshadowed by the RDR and got only 39 formal responses, 38 of which are shown as a matter of record on the Hunt review website www.thehuntreview.com.
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Savills branching out with plans to build income by 70%
24 Jan 2008
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ScotEq and Widows join property fund clampdown
24 Jan 2008
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Scottish Life adds 16 new funds to investment range
25 Jan 2008
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Shadow pensions minister arrested after allegedly assaulting his children
29 Jan 2008
Shadow minister for work and pensions Nigel Waterson was arrested after allegedly assaulting his teenage son and daughter.
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Shapiro to run best ideas fund for Collins Stewart
24 Jan 2008
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Shoring up property foundations
24 Jan 2008
Scottish Widows has become the latest fund manager to impose restrictions on withdrawals from its commercial property funds amid growing concerns about dwindling cash reserves.
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SJP new business up 23 per cent
24 Jan 2008
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Skin tumours most common pet insurance claim
29 Jan 2008
Skin tumours are the most common pet insurance claim, according to new research.
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Societe Generale loses £3.7bn due to fraudulent trader
24 Jan 2008
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'Speed up annuities or face action by FSA'
24 Jan 2008
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Standard Life announces extra £800m of with-profits bonuses
29 Jan 2008
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Standard service for £2m investors
24 Jan 2008
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Standing ovation
24 Jan 2008
The idea of maintaining a standing pensions commission to foster consensus across all stakeholders is a sound one. It is a shame that such an organisation was not in place before Adair Turner and his team started their deliberations.
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Sub-Sahara duo from Cru
24 Jan 2008
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Successful succession
24 Jan 2008
Many of last year's issues will continue to have an impact but there is one in particular that we must really get to grips with - succession planning.
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Summary outlook
24 Jan 2008
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Sumus profits up by 76%
24 Jan 2008
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Take account of requirements for the RMAR
24 Jan 2008
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Technical drawing
24 Jan 2008
Among many papers issued by the FSA in the pre-Christmas rush was one on its investigation into whether the market meets the needs of older consumers. It was assessing what has become known as decumulation or using assets built up over a working lifetime to provide retirement income. This is mainly through three product groups - annuities, income withdrawal (unsecured and alternatively secured pensions) and equity release.
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The best defence
24 Jan 2008
I am an experienced investor in my 80s but I have become concerned by recent volatility. I am mainly in income-producing funds but wonder what else I could invest in.
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The media’s eyes are on the mortgage world
25 Jan 2008
Northern Rock continues to hog the headlines in what must be the most drawn out affair the mortgage industry has ever seen.
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Threadneedle - Emerging Market Local Fund
29 Jan 2008
ThreadneedleEmerging Market Local Fund
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Tipping points
24 Jan 2008
It is going to be a difficult year, with possible recessions in the UK and US. House prices are expected to fall by 5 to per cent in the UK and more in the US, so I think it is better to avoid these stockmarkets.
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Tony Blair takes on advisory role at Zurich
28 Jan 2008
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Towergate buys Britishinsurance.com
23 Jan 2008
Britishinsurance.com has been bought by Towergate for an undisclosed sum.
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Trade bodies secure European Consumer Credit Directive amendment
24 Jan 2008
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Treasury Select Committee report to say 'no' to FSA being given insolvency powers
25 Jan 2008
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Trevor Matthews leaves Standard for Friends Provident
29 Jan 2008
Standard Life head of UK retail Trevor Matthews has resigned from the firm to join Friends Provident as the group's chief executive officer
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TSC report attacks FSA for failing to supervise Northern Rock
28 Jan 2008
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Twin indices doubles options for NDFA
29 Jan 2008
NDFATwin Option Kick Out Plan
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Unsecured deals on ration, says Jacobs
24 Jan 2008
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Virtual Net expands GI panel
25 Jan 2008
IFA network Virtual Net has added Berkeley Alexander to its general insurance panel taking the number of providers it has links to up to six.
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Warren Buffett buys up 3% of Swiss Re
24 Jan 2008
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Wave of criticism for climate fund
24 Jan 2008
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Which? slams 'useless' cover
24 Jan 2008
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Widows sexes up ads for 2012 Olympics
24 Jan 2008
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Woolwich - Five Year Fixed Rate
29 Jan 2008
WoolwichFive Year Fixed Rate
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YFM Private Equity - British Smaller Companies VCT Top Up
24 Jan 2008
YFM Private EquityBritish Smaller Companies VCT Top Up
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Yousefi in warning for small lenders
24 Jan 2008
