Money Marketing
25 March 2009

85 per cent of IFAs moving towards recurring revenue, says Skandia

26 Mar 2009

Eighty five per cent of advisers are looking to increase their percentage of recurring revenue during 2009, according to research by Skandia.
A&L comes out with market leading tracker

25 Mar 2009

Alliance & LeicesterTwo Year Tracker
Active response

26 Mar 2009

It has not gone unnoticed that active management has struggled in recent years - the Investment Management Association UK all companies sector has, for example, underperformed the FTSE All Share by 3.46 per cent in 2007 and 2.29 per cent in 2008 compared with a 10-year annualised return that has been pretty much in line with the market.
Adviser Fund Index

26 Mar 2009
Advisers told to view release as part of planning

26 Mar 2009
Aegon paid 91% of CI claims in 2008

27 Mar 2009

Aegon Scottish Equitable paid 91 per cent of critical illness claims in 2008.
Aegon raises guarantee prices

25 Mar 2009

Aegon Scottish Equitable is the latest variable annuity provider to increase prices after recent market volatility has seen the cost of guarantees soar.
Aifa says light-touch Dublin will lure IFAs

26 Mar 2009
Aifa sets up online RDR academy

26 Mar 2009
Alliance & Leicester - Two Year Base Rate Tracker

27 Mar 2009

Alliance & LeicesterTwo Year Base Rate Tracker
Audit Commission points to “negligence” over Icelandic banks

26 Mar 2009

The Audit Commission has accused seven English councils of “negligence” for putting money into Icelandic banks, despite having a £10m deposit itself at the time of the collapse.
Aviva looking to rationalise fund range

26 Mar 2009
Axa PPP calls for one week employee sickness assessment

27 Mar 2009

Axa PPP Healthcare is calling for an initial one week assessment of employees off work sick to determine whether intervention from the employer is required.
B&B reveals £500m write-offs

30 Mar 2009

Bradford & Bingley has revealed mortgage write-offs of more than £500m in 2008 and predicts more to come over the coming year.
Band of brokers

26 Mar 2009

Helen Monks Takhar sets out some survival plans for smaller mortgage intermediaries
Bank of Scotland takes 20% stake in Midas

26 Mar 2009

Bank of Scotland, part of the Lloyds Banking Group, has taken a 20 per cent stake in Midas Capital, after its debts to the bank reached £36.5m.
Bank reveals mortgage upturn in February

30 Mar 2009

The Bank of England has revealed February monthly mortgage approvals were up nearly 20 per cent on January’s figures.
Bankhall abandons search for new chief exec to replace Mann

25 Mar 2009

Bankhall has abandoned its search for a new chief executive to replace Peter Mann who left the firm to join Skandia last October.
Bankhall won't replace chief exec

26 Mar 2009
Banks facing basic changes

26 Mar 2009
Banks get billions but won't lend

26 Mar 2009
Banks lead FTSE over 3 per cent lower

30 Mar 2009

The FTSE 100 has closed 3.49 per cent lower at 3,763 with Barclays leading the heavy fallers.
Barclays Global Investors - iiShares Citigroup Global Government Bond

25 Mar 2009

Barclays Global InvestorsiShares Citigroup Global Government Bond
Barclays Global Investors - iShares Barclays Euro Treasury Bond 0-1

25 Mar 2009

Barclays Global InvestorsiShares Barclays Euro Treasury Bond 0-1
Barclays says CVC is preferred bidder for iShares sale

31 Mar 2009

Barclays has entered into exclusive talks with private equity firm CVC Capital Partners over the sale of its iShares operation.
Barclays turns down Government aid

30 Mar 2009

Barclays has revealed that it will not be asking the Government for aid in the form of its Asset Protection Scheme.
Barclays Wealth adds safety margin to Target Growth Plan

25 Mar 2009

Barclays has launched a new issue of its target growth plan which features a capital at risk barrier observed at maturity rather than during the investment term.
Bargain hunt

26 Mar 2009

Two events stick in my mind from last week and reaffirm my growing conviction that the real risk for investors now is being out of the market, rather than in.
'Bond bull is beginning, not a bubble'

26 Mar 2009
Bond funds see £1.1bn inflows, IMA stats

30 Mar 2009

Bond funds saw inflows of £1.1bn in February, with corporate bonds the sector of choice for the fourth consecutive month according to the latest statistics from the Investment Management Association.
Boom time set for offset mortgages

26 Mar 2009
Boomers in denial on effects of the crunch

26 Mar 2009
Bright Grey enhances business protection menu

30 Mar 2009

Bright Grey has enhanced its business protection menu to cover up to four key people for 100 per cent of the business loan.
Cable tax onslaught after Barclays gags Guardian

26 Mar 2009
Cameron slams FSA product obsession

26 Mar 2009
Cash rules won't stop wholesale market

26 Mar 2009
Chris Cummings to join Treasury special advisory group

31 Mar 2009

Association of Independent Financial Advisers director general Chris Cummings is to join a special advisory group to the Treasury looking at the future of retail financial services.
CII revenue up 7%

26 Mar 2009

The CII Group has reported a 7 per cent growth in revenue in 2008 to £30.3m, up from £28.4m in 2007, and a rise in net profit to £1.9m from £1.0m.
Comforting concept from Gartmore

25 Mar 2009

GartmoreEuropean Absolute Return Fund
Concerns at Liontrust duo replacements

26 Mar 2009
Confusion reigns over Myners' involvement in Goodwin pension scandal

26 Mar 2009

Lord Myners has refuted claims that he misled MPs over the former RBS chief executive Sir Fred Goodwin’s pension scandal.
Congestion charging

26 Mar 2009

The FSA's position on adviser charging is clear. It wants to see commission banned in its current form by the end of 2012. Dan Waters' speech on January 16 at the Association of British Insurers' conference is particularly illuminating.
Corporate bonus

26 Mar 2009

As income on bank savings collapses, the prospects of corporate bond yields look increasingly attractive
Councils will be searching for answers

26 Mar 2009
Crackdown will raise fees

26 Mar 2009
Crossley quits Pru to be Saga COO

26 Mar 2009
Data reflection for income protection

31 Mar 2009

Providers have been promoting their critical illness claims statistics, with Aegon paying 91 per cent, Norwich Union paying 90 per cent and Scottish Provident paying 86.7 per cent of CI claims in 2008.
Dave Harris

26 Mar 2009

The managing director of Living Time says the company wants to reinvent the retirement market by moving away from the lifetime annuity and offering a much more modern approach.
Defaqto puts critical score focus on quality

26 Mar 2009
Diverse reaction

26 Mar 2009
Dividend test

26 Mar 2009

The equity income area of the market is drawing investor interest but questions remain over just how much dividends can prop up total returns and whether the payouts from UK companies can be sustained in a worsening economic environment.
Don't blame bankers, Sandler tells advisers

26 Mar 2009
'Don't stifle the recovery'

26 Mar 2009
Doom's day

26 Mar 2009
Elevate gives advisers more control over drawdown

26 Mar 2009
Equitable Life decides against sale of business

27 Mar 2009

Equitable Life has decided that a sale of the business would not improve prospects for policyholders and will instead continue to run-off the business under existing management.
Euro body could set standards but no regulation role

26 Mar 2009
Everyone's a critic

26 Mar 2009

Towards the end of the 1990s, if - and, more often than not, when - a taxi driver asked me what I did for a living, I would answer that I was a financial journalist. "Oh yeah?" the taxi driver would invariably reply. "How's that different from a normal journalist?" And I would explain: "I didn't kill Princess Diana."
Fears for bank bond fund bias

26 Mar 2009
Fears over rescue plans as gilts fail to sell

26 Mar 2009

Low demand for the £1.75bn gilts issued by the Treasury in a bid to raise more money has sparked fears that Prime Minister Gordon Brown's rescue plan may fail.
Fidelity wants return of Isa tax credit

26 Mar 2009
Fidelity’s Bolton pens new investment book

30 Mar 2009

Fidelity fund guru Anthony Bolton has penned a new book covering his 30-plus years in fund management.
Field sets out bill to ban short-selling

26 Mar 2009
Financials prop up FTSE

26 Mar 2009

The FTSE 100 opened 10 points higher today at 3,910 with financials gaining after a strong performance from US banking stocks on Wall Street.
Firms to follow guarantee rise

26 Mar 2009
First State to launch Latin America fund

30 Mar 2009

First State Investments is to launch a Latin America fund, targeting UK and European wholesale and institutional investors.
Fitch downgrades the Pru

26 Mar 2009

Rating agency Fitch has downgraded Prudential's long-term issuer default rating from AA to AA- and senior unsecured debt rating from AA- to A+ to reflect the firm's exposure to volatile markets.
Five quit Ilex to join Liontrust

26 Mar 2009
FOS urged to put shame data in context

26 Mar 2009
FOS will reveal complaint data

26 Mar 2009
Four 11% years needed to make up losses for IFAs

26 Mar 2009
FSA arrests two in insider dealing sting

31 Mar 2009

The FSA has arrested two people today, including a senior corporate finance adviser, in connection with an ongoing investigation into suspected organised insider dealing.
FSA finds "significant improvement" in firms' KFDs

31 Mar 2009

The FSA says it has found a significant improvement in the quality of firms’ Key Features Documents since September 2007 when a review found only 15 per cent were effective.
FSA forgets its roots

27 Mar 2009

At today’s FSA Turner review conference the eyes of the world looked to the UK’s regulator to set the standard for the future of global financial reform.
FSA insider dealing duo case get 8-month prison sentence

30 Mar 2009

A solicitor and his father-in-law have both been sentenced to eight months in prison after being found guilty for insider dealing.
FSA issues warning over insurer Bridgewater House UK Ltd

27 Mar 2009

The Financial Services Authority has issued a warning over insurance company Bridgewater House UK Ltd.
FSA proposes extra deposit protection for temporary high balances

31 Mar 2009

The FSA is consulting on whether the Financial Services Compensation Scheme should provide extra protection for holders of temporary high deposit balances in the event of the failure of a UK bank.
FSA stress test on Barclays boosts FTSE

27 Mar 2009

The FTSE 100 gave a level start today opening on a par with Thursday’s close of 3,925 but shares boosted in early trades with hope that the FSA’s healthcheck on Barclays could keep it free from government intervention.
FSA to delay liquidity paper, says BDO

31 Mar 2009

The FSA may delay its ruling on its Strengthening Liquidity Standards consultation paper until Q4 this year, according to BDO Stoy Hayward.
FSA warns on illiquid assets in response to cru

26 Mar 2009
FSA will analyse RDR costs in June

26 Mar 2009
FTSE buoyed by M&S

31 Mar 2009

The FTSE 100 opened 20 points higher today at 3,763 as equities rebounded from yesterday’s sell off.
Funts, ninjas and brickor mortis

25 Mar 2009

You might know the ins and outs of structured products, how securitisation contributed to the downfall of the banks and who authorised Sir Fred Goodwin’s pension, but do you know what brickor mortis is?
Furore as wrap chief says there are only 5,000 credible IFAs

26 Mar 2009
Future prospects

26 Mar 2009

It is the year is 2015 and the UK economy is slowly recovering from "the great banking and misregulation crises".
GAM strengthens managed portfolios team

31 Mar 2009

Investment manager GAM has appointed Rupert Cecil as client director in its managed portfolios team in London.
Gilt yields bounce between failed auction and successful buy-up

25 Mar 2009

The Bank of England suffered its first failed gilt auction for seven years but yields quickly fell after another successful round of quantitative easing.
Glittering prizes for Axa

26 Mar 2009
Global Trader Europe investors to get up to 95% compensation

26 Mar 2009

Segregated fund clients of collapsed investment broker Global Trader Europe Limited will receive up to 95 per cent of their positions as at 15 February 2008 when the company went into liquidation.
Goodwin vandals warn of more banker attacks

25 Mar 2009

The group claiming to have attacked the home of former RBS chief executive Sir Fred Goodwin has contacted local press in Scotland to warn of more attacks.
Green gauge

26 Mar 2009

Are we seeing a hint of green? I am not referring to St Patrick's Day, albeit the excuse to have another Guinness is always good news. It is, of course, "shoots" that I am referring to but I still can't bring myself to say the phrase in full as there is a danger that I will be shot down by the press and even colleagues in the industry.
Guaranteed debate

26 Mar 2009

This week, Money Marketing reveals Aegon is to cut guarantees on its Income for Life products for new business. This follows price hikes and equity exposure cuts by MetLife and equity exposure cuts from The Hartford.
Hay asks Revenue to rethink Sipp policy

26 Mar 2009
Henderson move for New Star's Gledhill

26 Mar 2009
High Court to rule on FSA's "Lautro 19" appeal in May

31 Mar 2009

The High Court will take over a month to decide whether the FSA’s appeal to avoid naming the Lautro 19 has been successful.
HMRC announces tax changes

30 Mar 2009

HM Revenue & Customs has rolled out a series of tax changes in a bid to streamline how businesses and consumers work with the governing body.
HMRC to come into self employed homes

26 Mar 2009

HM Revenue & Customs has revealed that from next month it will be allowed to visit and investigate any self-employed person’s home which is deemed a work space.
Home budget

26 Mar 2009

Our panel assess council cash for mortgage lending and offer suggestions to the Chancellor for his Budget
HSBC may cut 1,200 jobs

25 Mar 2009

HSBC has said 1,200 of its staff could face redundancy.
HSBC records 62% fall in pre-tax profits

31 Mar 2009

HSBC has recorded a 62 per cent drop in group pre-tax profits for 2008, blaming global financial imbalances and cheap credit for the slump.
HSBC teams up with John Charcol for whole of market mortgage pilot

31 Mar 2009

HSBC is teaming up with John Charcol to trial a whole of market mortgage intermediary service.
I predict an unworkable scheme

26 Mar 2009
IFAs back mortgage regulation

26 Mar 2009
IMA urges Govt to raise Isa allowance to £9600

26 Mar 2009

The Investment Management Association is calling on the Government to raise the Isa allowance to £9600 and consider introducing more incentives for saving.
Indiana Darling and Temple of Boom

26 Mar 2009
Insight launches UK equity income fund

30 Mar 2009

Insight Investment has launched a new equity income fund designed to provide an enhanced level of income and potential for capital growth.
Insurers drag FTSE lower

25 Mar 2009

The FTSE 100 opened lower at 3,896 after its previous close of 3,911, with insurers down after Legal & General halved its dividend and posted a pre-tax loss of £1.5bn for 2008.
Investment advisers' FSCS levies top £96m

31 Mar 2009
IOM signs tax cooperation agreement with France

26 Mar 2009

The Isle of Man has signed a tax information exchange agreement with France, the 12th signing with an OECD member country.
ITL mortgages launch 20-year fix with MI

26 Mar 2009

In The Loop mortgages has launched a 20-year fixed rate mortgage with Mortgage Intelligence.
JPM launches five offshore bond funds

26 Mar 2009

J.P.Morgan Asset Management has launched five Luxembourg-domiciled bond funds.
Just Retirement acquisition talks continue

27 Mar 2009

Just Retirement has confirmed talks are ongoing about a possible offer for the group.
Key Retirement Solutions creates white-labelled websites

31 Mar 2009

Key Retirement Solutions has unveiled its plans to launch an equity release referral proposition for advisers and referral partners.
Keydata extends extra income plan

30 Mar 2009

Keydata Investment Services has launched a new issue of its extra income plan.
L&G appoints JP Morgan Chase director to board

30 Mar 2009

Legal & General Investment Management has appointed Kevin Carter as a non-executive director.
L&G posts loss and cuts dividend

25 Mar 2009

Legal & General has posted losses of £1.1bn on ordinary activities after tax on an IFRS basis and cut its dividend in order to strengthen its capital and cash position.
Later life advice and long term care could be the future

26 Mar 2009

Without wishing to sound alarmist, are we about to see the biggest ever change to the equity release market since it was established? And will advisers be ready for it?
Liontrust looks to regain its roar

30 Mar 2009

Liontrust has made another rumble in the jungle recently with the announcement of the management quartet replacing star fund managers Jeremy Lang and William Pattisson.
London & Colonial sidesteps personal portfolio bond rules

27 Mar 2009
LV= profits jump 128 per cent to £62.8m

27 Mar 2009

LV= operating profit was up 128 per cent from £27.5m to £62.8m in 2008.
Maguire set to return to UK as questions over cru ties to Africa continue

27 Mar 2009
Maguire writes to FSA over cru fund restructure - claims Capita block

31 Mar 2009
Mansion mystery in Network Data HQ sale

26 Mar 2009
Marketing forum joins Ami

26 Mar 2009

The Marketing Innovation Forum has joined the Association of Mortgage Intermediaries as an affiliate member.
Martin Currie to launch global energy fund

27 Mar 2009

Martin Currie is to launch a global energy fund on March 31.
Meteor Asset Management - Prima Growth Plan 14

27 Mar 2009

Meteor Asset ManagementPrima Growth Plan 14
Mind the cap

26 Mar 2009

Lee Jones says the Turner review raises the possibility of a wide range of mortgage restrictions which have brought serious concerns among brokers
Moody's downgrades L&G

30 Mar 2009

Credit ratings agency Moody's has downgraded Legal & General Assurance Society's insurance financial strength rating from Aa1 to Aa2 and L&G Insurance Limited's IFSR rating from Aa3 to A1.
Moody's downgrades Northern Rock's financial strength rating

31 Mar 2009

Moody's Investor Service has downgraded Northern Rock's bank financial strength to E from E+.
Mortgage broker banned for fraud

30 Mar 2009

The FSA has banned a Walthamstow-based mortgage adviser for blatently risky fraudulent mortgage applications.
Mortgage pitfalls

26 Mar 2009
Mortgages For Business launches buy-to-let broker network

26 Mar 2009

Buy-to-let broker Mortgages for Business has launched a buy-to-let broker network to allow unregulated buy-to-let brokers deal with all buy-to-let lenders.
MPs call for full national audit of FSA

31 Mar 2009

MPs are calling for the Treasury to request an audit of the Financial Services Authority by the National Audit Office for only the second time in nine years.
MPs hit out at 'shabby injustice' on Equitable

26 Mar 2009
My claim change

26 Mar 2009

Jeremy Noble, a mortgage packager and master agent for claim management company Credit Issues, explains how, with mortgages lending at record low levels, many mortgage brokers are looking at other areas to supplement their income. He recounts his experience of finding a new source of work as mortgage lending dried up
Nationwide to rescue Dunfermline

30 Mar 2009

Nationwide has stepped in to rescue troubled Scottish building society Dunfermline after the Government refused to bail out the mutual.
NDFA - Regular Fixed Income Plan March 09

27 Mar 2009

NDFARegular Fixed Income Plan March 09
NDFA provides regular fixed income

27 Mar 2009

NDFA has brought out a FTSE 100-linked structured product that provides monthly income over a five-year term.
NDFA provides regular fixed income

27 Mar 2009

NDFA has brought out a FTSE 100-linked structured product that provides monthly income over a five-year term.
Network Data fails to find buyer for broker business or HQ

26 Mar 2009

Network Data Holdings has revealed that it failed to find a buyer for the broker business or its mansion headquarters after two months of negotiation.
New Star's Richard Pease to join Henderson

30 Mar 2009

New Star European fund manager Richard Pease is to join Henderson along with the rest of the firm's European team.
Novia launches white-labeling facility

31 Mar 2009

Novia is launching its platform white-labeling facility to the marketplace at the end of April.
NU scheme aims to help graduates become advisers

26 Mar 2009
Nucleus appoints new client relations director

25 Mar 2009

Nucleus has appointed Joanne Rutherford as its new client relations director.
Odey rallies round the banks

26 Mar 2009
On thin Isa

26 Mar 2009

The Isa will be 10 years old in just under a fortnight but I am not so sure there will be much to celebrate. Sales have fallen sharply in recent years, relegating the Isa season to nothing more than a sideshow.
OPM tells advisers not to give up on equities

26 Mar 2009

OPM Fund Management says its equity funds are thriving in the current market conditions but IFAs are more interested in its fixed-interest offering because they fear equities.
Paternoster takes cautious view of new business

26 Mar 2009
Pension cap tax to hit 59%

26 Mar 2009
PFS appoints first lay director to board

31 Mar 2009

The Personal Finance Society has appointed Citizens Advice director of public policy Teresa Perchard to the PFS board as a lay director.
Planning v advice

26 Mar 2009

The important thing in the debate on terminology is that the client understands what he is getting
Platforum lines up conference

26 Mar 2009

The Platforum has unveiled the line-up for its wrap and platform conference in London in May.
PriceWatch widens scope to rate pension wrappers

26 Mar 2009
Private lessons

26 Mar 2009

When we look back in 2017, how will we decide if pen-sion reform was successful or not? Some may think it is only successful if 100 per cent of employers comply with their new pension respon- sibilities, others will be satisfied if 75 per cent comply. Some may deem it a success if it creates seven million new savers, others would disagree if that meant a further five million save less than they did before because employers level down their contributions to existing schemes.
Private matters

26 Mar 2009

Smith & Williamson started life almost 120 years ago in Glasgow and has long combined accountancy and investment/banking arms in a single entity.
Provocation plea

26 Mar 2009

Advisers should consider moving away from solution selling to dealing with areas of anxiety
Pru profit boosted as Thiam takes on top role

26 Mar 2009
Quarter of top 100 alpha managers are at boutiques

26 Mar 2009
Rally forth

26 Mar 2009

Darron Preston, investment manager at Aventus Captial Management, believes equities could have reached a turning point and investors should be looking at getting back into the market
RAM Capital/Edge Investment - Edge Live Protected EIS No 3 Fund

27 Mar 2009

RAM Capital/Edge InvestmentEdge Live Protected EIS No 3 Fund
RBS chairman denies 'elaborate ruse' over Sir Goodwin's pension

31 Mar 2009

Former RBS chairman Sir Tom McKillop has denied Government claims that there was an 'elaborate ruse' between him and RBS senior independent director Bob Scott to pay former CEO Sir Fred Goodwin more than he was contractually entitled to.
RDR does not improve access to advice, says Aegon

31 Mar 2009

Aegon UK chief executive Otto Thoresen will criticise the FSA for failing to do more under the retail distribution review to widen access to financial advice at a Resolution Foundation conference today.
Redwood fears easing will lead to gilt bubble

26 Mar 2009
Register for rating firms to cut conflicts

26 Mar 2009
Reliance Mutual appoints Nigel Sherry as non-exec

30 Mar 2009

Reliance Mutual has appointed Sherry Associates founder Nigel Sherry as a non-executive director.
Remuneration code set to cover retail investment

26 Mar 2009
Republic of Ireland rating lowered to AA+

31 Mar 2009

Global ratings agency Standard & Poor’s has cut the Irish Republic’s sovereign credit rating from AAA, the highest, to AA+.
REVIEW IN BRIEF

26 Mar 2009
Royal London posts £762m loss

30 Mar 2009

Royal London has reported EEV losses after tax of £762m for 2008, compared to a profit of £173m in 2007, citing stockmarket turmoil.
S&P's downgrades Aegon and Aviva

31 Mar 2009

Standard & Poor's has downgraded Aegon and Aviva, citing concerns over exposure to financial markets.
Schroders predicts long and deep recession

25 Mar 2009

Schroders has warned that the recession has only just begun and may be worse than the deep recession of the early 1980s.
Scottish Life launches online pension scheme reporting tool

25 Mar 2009

Scottish Life has launched an online tool, “The Red, Amber, Green status report”, which allows advisers to evaluate how their defined contribution schemes are performing against Scottish Life service standards.
'Sections of the RDR will be scrapped'

26 Mar 2009
Sesame appoints John Cowan as non-exec director

25 Mar 2009

Sesame has appointed former Prudential group sales director John Cowan as an independent non-executive director.
Set your sites high

26 Mar 2009

Even though the internet has now become fully embedded in our everyday lives, it is easy to underestimate what a dramatic effect it has had on the behaviour of businesses and consumers.
SFO to investigate fraud allegations at Allied Irish Bank

26 Mar 2009

The Serious Fraud Office has revealed that it has begun investigating an alleged fraud on the corporate banking department of Allied Irish Bank.
Skandia drops Rathbone’s Stick from UK best ideas

30 Mar 2009

Skandia Investment Group has dropped Rathbone’s Carl Stick from its UK best ideas fund, saying his primary investment style no longer suits the overall makeup of the fund.
Skandia launches multi-manager global equity fund

30 Mar 2009

Skandia Investment Group is launching a new multi-manager global equity fund.
Skerritt Consultants acquires Huntington Investments Ltd

25 Mar 2009

Skerritt Consultants has acquired London-based IFA firm Huntington Investments.
Skills Council expands career info service to financial advice

26 Mar 2009

The Financial Services Skills Council has expanded its online information service for careers in financial services and accountancy to include retail banking, financial advice, and credit leasing and finance.
Small wrap firms are facing buyout

26 Mar 2009
Solicitor and his father-in-law found guilty in FSA insider dealing case

27 Mar 2009

Solicitor Christopher McQuoid and his father-in-law, James William Melbourne have been found guilty of insider dealing in a prosecution brought by the FSA.
Sour note from Sandler

26 Mar 2009

Northern Rock boss Ron Sandler's speech at the CII president's dinner last week angered many advisers in the audience.
Source Financial joins 2plan

26 Mar 2009
SSAS the survivor

26 Mar 2009

David Seaton, joint managing director of Rowanmoor Pensions, says small self-administered schemes were considered to be doomed under pension simplification but they have continued to thrive and still offer considerable benefits
Standard Life begins hunt for Crombie's successor

25 Mar 2009

Standard Life has announced the process of identifying a successor for group chief executive Sir Sandy Crombie will begin this year.
Standards body needed to stop exam arbitrage

26 Mar 2009
Steer taking over Artemis UK growth

26 Mar 2009
Stoakley needs answers before absolute move

26 Mar 2009
Survey shows hourly rates encourage time-wasting

26 Mar 2009
SWIP multi-manager ups equity weighting in diversity fund

27 Mar 2009

Scottish Widows Investment Partnership multi-manager team has increased the strategic equity weighting of its diversity fund to 34 per cent to take advantage of the economic change anticipated throughout 2009.
T. Rowe Price adds global large cap equity strategy to Sicav range

30 Mar 2009

T. Rowe Price, the global investment manager has added a global large cap equity strategy to its Luxembourg-domiciled Sicav range.
Tesco set to open 30 bank branches in-store

30 Mar 2009

Supermarket giant Tesco is to open bank branches in 30 of its stores, marking its move into mainstream banking.
The income factor

26 Mar 2009

Gregor Watt reports that commercial property may be down but it is definitely not out as the sector is still offering healthy yields
The kiss of life

26 Mar 2009

The UK life insurance results season generally comes with ups and downs, but this year fears over capital provisions have been causing frenzy on the stockmarkets.
The right fit

26 Mar 2009
Tiers for fears

26 Mar 2009

Hannah Stodell analyses the prospects for a rebound in banks and financials, with some commentators saying the various levels of debtholdings could offer outstanding opportunities
Tiner up for election to Suisse board

26 Mar 2009
Treasury did not think bank crash was priority

26 Mar 2009
Treasury minister accused of "extraordinary attack" over Eq life inquiry

27 Mar 2009

Economic Secretary to the Treasury Ian Pearson was yesterday accused of launching an "extraordinary attack" on the Public Administration Committee over the Equitable Life debacle.
Turner review conference: Darling warns regulator against stifling innovation

27 Mar 2009

Chancellor Alistair Darling has warned the FSA that an over-regulation of the financial services industry could lead to the stifling of product innovation.
Twin win

26 Mar 2009

A dual approach to tax-efficient investment and withdrawls can pay off in the search for income
Unfair punishment

26 Mar 2009

One of the things you notice if you move to a small village, as I have done in the past few weeks, is how much of its social life centres on booze.
Vandals target Fred Goodwin's home

25 Mar 2009

The home of former Royal Bank of Scotland chief executive Sir Fred Goodwin has been attacked by vandals.
Variable annuity business doubles in a year to £1bn

26 Mar 2009
Wait for decision on buy to let

26 Mar 2009
What would your father say?

26 Mar 2009

So at last the world has a group who are to be more despised than politicians. Sleaze was the word that was used to describe the sort of behaviour that involved politicians using their position to enjoy an upmarket lifestyle or to line their own pockets with what we now see as been relatively small amounts of cash.
What's the story?

26 Mar 2009

Treating customers fairly is top of firms' radars and we can all just about quote the six consumer outcomes but it appears that principle-led regulation will be no more.
Will QE become QED?

26 Mar 2009

There is considerable uncertainty about what quantitative easing means, how it will be implemented and what will be the effect.
Windows of opportunity

26 Mar 2009

James Smith reports that after a stark fall in the commercial property sector which shook investors, some commentators believe the market may now finally be bottoming out and starting to offer value
Wizard conjures up exam deal

26 Mar 2009
Zurich appoints five pension consultants

25 Mar 2009

Zurich has appointed five new specialist pension consultants to raise the awareness of the Zurich pension proposition in the intermediary market.
Zurich Intl Life will pull back from EU

26 Mar 2009

Money Marketing25 March 2009

Money Marketing
25 March 2009