Money Marketing
23 May 2007
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Cummings wants FSA expenditure review
24 May 2007
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Davy to meet the Queen
24 May 2007
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"Selestia Investment Solutions" platform will launch in July
23 May 2007
Skandia and Selestia's combined fund platform will launch in July under the name Selestia Investment Solutions.
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£100,000 cap for FOS binding awards confirmed by High Court
25 May 2007
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A Shaw thing
24 May 2007
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ABI proposals not up to the challenge
24 May 2007
Money Marketing printed my comments on the May 3 edition concerning the ABI's proposals. This was before I saw the excellent piece by Paul MacMillan outlining the ABI's 10 proposals.
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Abroad view
24 May 2007
It is reported that a large proportion of funds in the Investment Management Association's UK equity income sector are failing to meet the minimum yield target of 110 per cent of the FTSE All Share index. This is a consequence of the shrinking universe of firms with above-average yields.
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Absolute return chief for Suisse
24 May 2007
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'Absolute returns the next big thing'
24 May 2007
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Adviser Fund Index
24 May 2007
The Adviser Fund Index panellists made significant changes to the Aggressive index in this month's rebalancing. The number of constituent funds rose from 109 to 124, with 21 funds ejected and 36 brought in.
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Aegon bond fund goes monthly with income
24 May 2007
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Aegon looks for wider margins
24 May 2007
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Aegon's 5 for Life on Barclays' panel
24 May 2007
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Analysts split over consolidation deal
24 May 2007
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Appliance of science
24 May 2007
Critical-illness insurance payouts should reflect the medical capabilities of the moment.
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Are Hips home and dry?
24 May 2007
Tanya Powley reports on the 11th-hour bids to halt Hips.
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Arlington shows sense of adventure
24 May 2007
Property investment manager Arlington Securities is set to launch an adventurous fund of funds in the next three to four months.
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Back to the Future
24 May 2007
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Balls puts pressure on reluctant states
24 May 2007
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Bear hunt
24 May 2007
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Bee plea rejected as debate is derailed
24 May 2007
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Bellamy appointed as SJP chief
29 May 2007
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Board of trustees will run personal accounts
25 May 2007
Work and Pensions Secretary John Hutton says that appointing a board of trustees to run personal accounts will be absolutely critical if the scheme is to be a success.
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Braemar bolster team with new account manager
24 May 2007
Braemar Group plc has appointed Niall MacKinnon as senior account manager
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Broker Talkback
24 May 2007
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Bulk annuity service aims at blue chips
24 May 2007
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Buybacks hit seven-year high
24 May 2007
Analyst claims arbitrageurs are causing concern but Witan denies suggestions that investment trusts are 'sleepy'.
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Cazalet knocks IFAs' profitability
24 May 2007
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City Financial has stars in its eyes
24 May 2007
City Financial's multi-asset multi-manager funds have invested in two new boutique funds from PSigma Asset Management and Asian hedge fund specialist Coupland Cardiff on the strength of the managers' track records with bigger investment groups.
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Clash over conflict of interest in wrap shares
24 May 2007
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Collins appointed to New Star Tri-Star unit trust
29 May 2007
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Commission and the ABI
24 May 2007
Money Marketing editor John Lappin replies to criticism from the ABI.
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Cornish elected as new BSA chairman
24 May 2007
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David Child
24 May 2007
Vertex's managing director of life, pensions and distribution helped foil a multi-million-pound forgery fraud when he worked for the Bank of England but has so far been outfoxed by foxes on his farm. He can console himself in the knowledge that his company leads the way with IFA technology solutions and the next step is expansion beyond the UK. Now his dream product is a commission and statement process. Interview by Sam Shaw.
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Dead Aim
24 May 2007
A widower seeking to minimise IHT on his estate would do well to consider a portfolio of Aim shares.
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Dearth by chocolate
24 May 2007
Nicolas Sarkozy's clear win in the French presidential elections should bring many reforms that lead to strong gains for the French equity market.
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Direct Life sets up broker with Fool
24 May 2007
Direct Life & Pensions Services and Fool.co.uk have linked up to launch a life insurance brokerage called The Motley Fool Life Insurance Service.
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Distribution review set to call for clear segmentation of advice, says FSA
24 May 2007
The retail distribution review is likely to call for a clear graded segmentation of advice from financial planner through to transactional-based advisers and down to a simplified advice service, says the FSA.
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Edeus launches new products for PMS members
29 May 2007
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Elephant lumbers along as advisers call for re-reg
24 May 2007
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Exemption to the rule
24 May 2007
We need answers on how schemes are exempted from personal accounts.
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F&C to sponsor Premiership newcomers
25 May 2007
F&C has announced that it is to sponsor newly promoted Birmingham City in next year’s Premiership.
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F&C won't mix green with multi-manager
24 May 2007
F&C says it is not tempted to combine its multi-manager experience with its ethical expertise by launching an ethical fund of funds despite greater awareness of issues such as climate change among investors.
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Factory gate price is right
24 May 2007
Prudential distribution director Dave Harris explains how factory gate pricing works and the advantages that it offers for clients and advisers.
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Fagan to lead L&G offshore push in Dublin
24 May 2007
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Fair game for Fofs
24 May 2007
After the last bear market gave multi-manager the kickstart that has doubled growth in the last three years, funds looks set to benefit further from the treating customers fairly requirements. Neal Underwood looks at how the sector plans to progress.
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Fidelity special sits succession
24 May 2007
Chris Salih focuses on some of the main funds competing in the special sits sector and examines how their managers are rated by investment advisers.
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Friends happy to take on Sesame liabilities
24 May 2007
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Friends raises the stakes
24 May 2007
Friends Provident's swoop for Sesame and high-net-worth IFA Pantheon marks a huge change in strategy for the life office on distribution but its rationale is unclear. It had restricted itself to buying stakes in businesses, like many other insurers.
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FSA alert over focused advice
24 May 2007
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FSA cautions advisers over equity-release commitment
24 May 2007
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FSA may turn to plan B if Mifid move is rejected
24 May 2007
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FSA warns again of US-style sub-prime downturn
23 May 2007
The FSA has reinforced its warning that the UK sub-prime market could go the same was as the US market and that lender vulnerability is beginning to show through.
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FSA warns small IFAs they are on its radar
24 May 2007
The FSA has warned small adviser firms that they are not beneath the regulatory radar and cannot escape its attention.
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FSA wraps up split-cap probe
24 May 2007
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Generic code
24 May 2007
Which? and IFAs make unusual bedfellows. The fact that they have both condemned the ABI's proposals to the FSA on distribution has to be seen as further evidence of quite how much the trade body has lost the plot.
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Hargreaves slams 'commission leapfrog'
24 May 2007
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Hedging your bets
23 May 2007
Steeped in incongruity, 130/30 funds have been labelled everything from "the optimal investment solution" to the "worst of both worlds" as they hang on to the coattails of hedge funds to become a mainstream product in the investment arena.
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Higher rents boost yields on buy to let
24 May 2007
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Hip bone of contention
24 May 2007
With home information packs just a week away, fears are growing that they will put off people from testing the market.
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Hip saga rumbles on
25 May 2007
Little did I know that I would be writing about Home Information Packs here for the second week running but with just one week to go, the Government made a humiliating last-minute climbdown on Tuesday delaying the packs for two months.
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Home run
24 May 2007
Helen Pow reports on how the base ball is being batted around by the Bank of England.
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Hopkinson to project life and pensions
24 May 2007
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HSBC says corporate pension schemes are already working
24 May 2007
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IFA banned for leaving clients without cover
24 May 2007
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IFA zeroes in on Widows with-profits
24 May 2007
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IFAs told not to neglect WP clients
24 May 2007
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IMA announce new chairman
23 May 2007
The Investment Management Association has appointed F&C Asset Management's Robert Jenkins as the group's new chairman, replacing Threadneedle's Simon Davies with immediate effect.
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It's a wrap...
24 May 2007
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James Hay adds new funds to platform
29 May 2007
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Jupiter secures buy-out loan
29 May 2007
Jupiter Asset Management has agreed a 425m covenant-light loan to move a step closer to buying out its German owners Commerzbank.
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Just 36% say FOS decisions consistent
24 May 2007
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Kerr gets new role to develop distribution for Widows
24 May 2007
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Land check looks for Sipp problems
24 May 2007
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Leaked email warns ABI firms over leaks
24 May 2007
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Leeds subsidiary to target expats
24 May 2007
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'Life offices created the savings gap'
24 May 2007
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Lifetime shuns sales to improve service
24 May 2007
The Norwich Union-owned platform has also increased the minimum single contributions to its Sipp from £100,000 to £250,000 to deter inflows from current adviser users and enable it to work through an existing backlog.
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Lighthouse launches mortgage packaging service
29 May 2007
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Lincoln launches new retirement planning service
29 May 2007
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Loan star
24 May 2007
Technical Connection's John Woolley explains how loan trusts can offer simple and effective inheritance tax planning.
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Magic numbers
29 May 2007
Good news for the protection industry for once. After a slew of bad press in recent weeks, notably on Watchdog and in Which?, critical illness insurance came up trumps in the Financial Ombudsman Service’s annual review with a drop in the number of complaints received about the product.
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Matters of interest
24 May 2007
For bond managers, house price growth is a useful indicator of future movements in the base rate.
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Millfield declared in default
24 May 2007
Millfield Partnership Limited has been declared in default by the Financial Services Compensation Scheme, with around 150 claims now eligible for payment.
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Mixed reception as Frontini takes over Euro fund
24 May 2007
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Money Marketing scoops best trade paper award
24 May 2007
Money Marketing won a smorgasbord of awards at this year’s headlinemoney personal finance awards, held at the Royal Lancaster hotel in London.
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Multi-manager chief Kelly quits at Abbey
24 May 2007
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Multi-managers are wary of fixed interest
24 May 2007
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Mutuals lead on with-profits
24 May 2007
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New tools change face of fixed interest
24 May 2007
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NU cuts protection rates
23 May 2007
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Nuts in May
24 May 2007
Having returned to these damp and cool shores from sunnier climes, there has been a lot to catch up with. It was a mixture of good news and bad news.
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Online income protection offer
24 May 2007
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Open sesame
24 May 2007
Life industry analyst Ned Cazalet says Friends Provident could be seeking a door into the wrap market by buying Sesame. By Nicola York.
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Opposition parties say Hip ‘incompetence’ will cause more confusion
23 May 2007
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Out of Context
24 May 2007
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Over half of advisers confused on Sipps
23 May 2007
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Parliamentary Ombudsman’s Equitable report delayed again
23 May 2007
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Paternoster says DB buy-out costs have fallen
24 May 2007
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Pension gurus come together in Nice
24 May 2007
This week the pensions industry glitterati descended on Nice for the first Money Marketing Retirement Summit. Attendance at the Cannes Film Festival, just 20 minutes down the road, plummeted as screaming fans bundled into Nice to catch a glimpse of their favourite pensions guru.
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'Personal accounts a recipe for conflict'
24 May 2007
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Phizackerley ruling will effect all trusts making loans to beneficiaries
25 May 2007
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Plan of action
24 May 2007
If one of your business clients called you a hypocrite, would you have a leg to stand on?
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Policyholder ejected from Standard Life AGM
29 May 2007
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Portman and Nationwide confirmation hearing to take place June 7
23 May 2007
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Power cuts fuel fall in inflation
24 May 2007
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Practitioners fear review could dent public confidence
24 May 2007
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Price helped shape career
24 May 2007
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Price hits back in row over women in industry
24 May 2007
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Prince ascends the throne
24 May 2007
Now special sits is settled, Fidelity needs to take a look at its other funds.
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Pru and NU start to axe agencies
24 May 2007
Major life companies take action on low business persistency rates.
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PSigma Investment Management adds Quilter trio to private client business
23 May 2007
PSigma Investment Management, the bespoke private client investment management specialist, has appointment a trio of fund managers from Citigroup Quilter as part of its continued drive into the private client market.
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Radical departure
24 May 2007
It is probably fair to say I have not been the Association of British Insurers' biggest fan over the years. In my view, and that of almost all journalists I have spoken to, the insurers' trade body is one of the most defensive and outdated organisations in this industry.
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Resolution sees bull rampaging to 2009
24 May 2007
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RICS' court challenge forces Kelly to delay Hips
24 May 2007
The Government has made a dramatic U-turn by delaying the introduction of home information packs by two months just a week before they were set to be introduced.
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Rival funds compete for special sits cash
24 May 2007
With some investment advisers having put Fidelity special sits on hold this week, Chris Salih says some of its rivals are stepping up their marketing campaigns.
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Rollercoaster ride ends up with pension schemes in surplus
24 May 2007
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Schroder global equity income receives A rating
25 May 2007
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Second wave of final salary closures on way unless Government acts, says ACA
25 May 2007
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Seven up for Threesixty's adviser incentive scheme
24 May 2007
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Shah and Bolton speak to MMTV
24 May 2007
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Sipp tax claims may spark Govt rethink
24 May 2007
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Skandia warns that full wrap launch will fail
24 May 2007
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Special brew
24 May 2007
Considering the factors that led to the decision in the case of Smith and others versus HMRC.
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Standard Life attacked over endowments
29 May 2007
Outgoing Standard Life chairman Sir Brian Stewart came under fire from shareholders over the performance of the life office’s endowment policies at the first AGM since it became a listed plc.
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Standard Life holds first AGM since demutualisation
29 May 2007
Standard Life held its first AGM as a listed plc today in Edinburgh which saw Sir Brian Stewart officially step down as Chairman.
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Sting in the retail review
24 May 2007
It never falls to amaze me when just before a major seismic shift in the retail financial services sector, we witness two networks being bought at a premium price.
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Swip picks Euro equity specialist
24 May 2007
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Taking the wrap
25 May 2007
While my esteemed colleagues were off sunning themselves, sorry, I mean scouring les rues of Nice for pension stories at our Retirement Planning Summit some of us were stuck in London covering the home turf. I’m not bitter though, as the sun was shining in London for a change.
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The cutting edge
24 May 2007
James Phillipps analyses core holding Baring European growth fund.
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The judgement of Caris
24 May 2007
The ABI's latest crackpot scheme is an admission of members' shortcomings.
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The remains of the delay
24 May 2007
Punitive tax charges may make many Sipp and SSAS holders rethink the delaying tactics which were intended to see their pension funds become estate planning vehicles, says IPS Pensions managing director Rupert Curtis.
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Thinking caps
24 May 2007
It was great to see BM Solutions launch a capped range of buy-to-let rates. To the best of my knowledge, it is the first major lender to offer this range of products for landlords.
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Thompson set to leave Resolution
24 May 2007
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Timms mooted as Pensions Secretary
24 May 2007
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We need new way to cool economy
24 May 2007
With around 70 per cent of borrowers being on a fixed rate, how effective are bank base rate moves at curbing spending and cooling the economy? With only three out of every 10 people seeing an increase in their mortgage payment next month, how quickly will people's propensity to spend be affected?
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Web woes add to Halifax frustrations
24 May 2007
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Which? wants personal accounts contribution cap scrapped
24 May 2007
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Widows looking to remove trust board
24 May 2007
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Will the walls come tumbling down?
24 May 2007
The forthcoming closure of one of the oldest retail technology funds in the UK market, Aegon technology (formerly known as Scottish Equitable technology) brings to mind the old debate of whether tech was really the investment of the future or simply a marketing gimmick.
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Wriglesworth in misselling warning on two-year fixes
24 May 2007
