Money Marketing
26 July 2006
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Raising Standards leader leaves ABI
27 Jul 2006
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40% Have false CI expectations
27 Jul 2006
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A lost generation of savers
27 Jul 2006
Open letter to Treasury Economic Secretary Ed Balls
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A pension scandal far worse than Maxwell
27 Jul 2006
The 32,000 Maxwell pensioners received their pensions but there are perhaps 100,000 being left without. Many of them have lost their state pension too, ending up worse than if they had never put a penny into their company scheme at all
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A&L sees boom in mortgage business
28 Jul 2006
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Abbey aims high for annual premiums
26 Jul 2006
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Abbey aims high for annual premiums
27 Jul 2006
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ABN Amro hires Victoros as FX global product specialist
31 Jul 2006
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Advantage joins Government homebuy scheme
31 Jul 2006
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Aifa produces new with profits guide for members
1 Aug 2006
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Albemarle hedge fund awarded AA rating
27 Jul 2006
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All systems go
27 Jul 2006
Lender profile: Guy Anker looks at how Edeus is aiming to be number one by putting brokers at the heart of its operation, creating a unique technology package and vowing to slash the time it takes from loan application to offer
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Another Bric in the wall
27 Jul 2006
The Allianz Bric stars fund is backed by an experienced team and in-house research system which has given it a competitive edge in an unproven market
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Anti-social
27 Jul 2006
Too many equity-release advisers are failing to factor in social security benefits
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Are the FSA's mystery-shopping exercises worthwhile and can we rely on the results?
27 Jul 2006
Yes: 25% No: 75%
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At your discretion
27 Jul 2006
Recently I saw a new client who was dissatisfied with her existing discretionary fund managers and felt that her portfolio needed to be refreshed. She left us with details of the portfolio, so we were able to analyse what she had.
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B&B sets aside £89.4m for mortgage endowment claims as complaints soar
28 Jul 2006
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Bank of Scotland reveals broker retention push
27 Jul 2006
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Banking on a boost for income
27 Jul 2006
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Barings' duo join Resolution boutique
27 Jul 2006
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Barings' duo join Resolution boutique
26 Jul 2006
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Batchelor quits Platform for Lehman role
31 Jul 2006
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Blaze of glory
27 Jul 2006
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BM challenges ING with its new direct savings account
26 Jul 2006
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Boleat to take on chasers
27 Jul 2006
Ex-ABI chief will work part-time and says claim firms and advisers that dodge regulation will be prosecuted
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Bradshaw blasts reinsurers' role
27 Jul 2006
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Bright Grey is accused of being price-driven
27 Jul 2006
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Britannia alert for interest-only clients
27 Jul 2006
Society drops charges for borrowers switching to repayment mortgages
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Called to the bar
27 Jul 2006
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Cameron wants Blair to explain U-turn on Hips
27 Jul 2006
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Children of the financial revolution
27 Jul 2006
With people having to face financial realities at an increasingly younger age, it is vital for the industry to help them graduate with honours from the school of life, says ifs head of faculty financial regulation
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CML deputy director general leaves to go solo
31 Jul 2006
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Commodities on tap for iFunds Fof
27 Jul 2006
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Consumers' champion McAteer quits Which?
27 Jul 2006
Controversial consumer champion Mick McAteer is leaving Which? after 13 years of battling the financial services industry to concentrate on doing charity work on financial exclusion.
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Correspondent's week
27 Jul 2006
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Dampier says IFAs are underpaid
27 Jul 2006
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Data divide
27 Jul 2006
Client information: Nicola York reports on the battle between brokers and lenders over releasing clients' data
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Define line
27 Jul 2006
The continuing saga of calculating transfer values for DB schemes
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Different strokes
27 Jul 2006
Innovation is needed to keep the protection industry afloat
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Domestic science
27 Jul 2006
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Don't make a mystery of methods
27 Jul 2006
The practitioner panel and the FSA are rowing about the quality of the regulator's mystery-shopping exercises.
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Duffield sets his sights on working until 100
27 Jul 2006
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Early day motion backs our campaign
27 Jul 2006
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Eastern promise
27 Jul 2006
Matt Goodburn says fund firms are sticking with Eastern Europe and particularly Russia as they believe in the fundamentals despite recent downturns
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Edeus of reckoning
27 Jul 2006
The soft launch of Edeus included some typically hyperbolic features. I nonetheless believe that its arrival will in years to come be recalled as an industry-impacting event. That prediction might appear sycophantic but backing Edeus to succeed is like backing Tiger Woods to outscore Terry Wogan, Bruce Forsyth and Ronnie Corbett in a Sunday morning four-ball.
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Edmans urges Nationwide to enter equity release
27 Jul 2006
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Ellis says case growing to axe commission
27 Jul 2006
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F&C hires Coles for global equities team
28 Jul 2006
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Farnish quits NAPF to join Barclays
27 Jul 2006
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Fears that pension mobility will lead to dumbing down
27 Jul 2006
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Fidelity special sits shareholders vote yes to split
27 Jul 2006
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Five years of New Star
27 Jul 2006
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Foot on the accelerator
27 Jul 2006
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Four loan networks in FSA probe
27 Jul 2006
Mystery surrounds the identity of four mortgage networks that have voluntarily agreed not to recruit further appointed representatives following an FSA investigation.
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FSA appoints head of business review and audit division
31 Jul 2006
The FSA has appointed Rosemary Hilary as director of the business review and audit division.
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'FSA equity release call will harm sector'
27 Jul 2006
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Get down to the facts
27 Jul 2006
Research by the FSA in the field of lifetime mortgages has found significant weaknesses on fact-finding carried out by advisers before coming up with a recommendation.Firms must have close regard for knowing and understanding all elements of their clients' financial circumstances.
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GHL links with Key for equity release
27 Jul 2006
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GHL links with Key for equity release
26 Jul 2006
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Govt could face multi-million-pound claims over Hip U-turn
27 Jul 2006
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Group Milestones
27 Jul 2006
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Growing concerns
27 Jul 2006
I would like to turn my attention this week to the importance of applying some basic mathematics to the subject of pension planning, as prompted by some recent questions from a client. Having been presented with a statutory money-purchase illustration from his pension provider, he asked my guidance on the effect of any of the assumptions used in the report proving incorrect.
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Hamptons sold, as it demands exit fee re-think
1 Aug 2006
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HBOS mortgage business shines in 2006
1 Aug 2006
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HMRC breaks promise to streamline pensions legislation
26 Jul 2006
Pensions tax simplification has swamped the industry with a 400 per cent increase in technical guidance pages and nearly double the number of pages of legislation that existed pre A-day.
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Holding back the years...
27 Jul 2006
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Hunt for yield knows no bounds
27 Jul 2006
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IFA committee to oversee Threesixty cautious fund
27 Jul 2006
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In on the interaction
27 Jul 2006
Integrated technology seems to be the answer to the regulator's treating customers fairly demands
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'Income cover is neglected'
27 Jul 2006
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Industry reels from fractured Hips
27 Jul 2006
Attempts to put positive spin on last week's U-turn have not impressed those firms which have spent 225m preparing for Hips, says Guy Anker
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Life cover enquiries fall by 50 per cent
1 Aug 2006
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Lloyds TSB acquires GI business of Pearl Group
26 Jul 2006
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Loan broker rebuked for failing customers
27 Jul 2006
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McAteer says Which? is winning the war
27 Jul 2006
Watchdog once told it should 'stick to testing toasters' but it has built a powerful reputation
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McPhail accuses Balls of misleading savers over ASP
27 Jul 2006
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Means-test could scupper NPSS
27 Jul 2006
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Merrill Lynch snaps up lender in further mortgage push
26 Jul 2006
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Misys reports Sesame interest
27 Jul 2006
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Misys reports Sesame interest
26 Jul 2006
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Morse joins Fidelity
1 Aug 2006
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Mortgage plc enters prime buy to let market
1 Aug 2006
Mortgages plc, the UK lender and subsidiary of Merrill Lynch, has today entered the prime buy to let market by launching a range of products which includes prime buy to let and 'house to let' options.
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MPs call for shake-up of pension tax relief
27 Jul 2006
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Murder mystery
27 Jul 2006
The latest salvo of damning mystery-shopping revelations to hit the financial advice sector has prompted a fierce backlash from Aifa director general Chris Cummings.
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Mystery over NU 'incentives'
27 Jul 2006
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Name change put forward for 'elitist' PMI
27 Jul 2006
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NU to pay 20% indemnity for regular savers
27 Jul 2006
'Ambitious plans to increase retail business share from 3 to 5 per cent of the market by 2009'
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Platt named as new NS&I chief exec
31 Jul 2006
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'Poor will get poorer under pension plans'
27 Jul 2006
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Portman unveils five per cent growth in assets
1 Aug 2006
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Product matters
27 Jul 2006
Live and kicking
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Promotions of sub-prime and GI firms found wanting
1 Aug 2006
Promotions in the general insurance and sub-prime mortgage sectors are still not up to scratch and need to be improved, according to an FSA report.
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Property fund was an accidental success
27 Jul 2006
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Purnell rejects PPI's means-testing claim
27 Jul 2006
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Raising Standards leader leaves ABI
26 Jul 2006
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Regulator's reviews open up claims, says Cummings
27 Jul 2006
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Reit way ahead?
27 Jul 2006
As financial advisers or product providers, we have a moral obligation to persuade the public that efficient financial planning means that money works harder and goes further.
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Relaxing times
27 Jul 2006
Continuing to look at the amendments to this year's Finance Bill
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Resolution to merge seven life companies
26 Jul 2006
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Rightmove dumps Hips
27 Jul 2006
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Royal Liver PTA boost doubles sales of life plans
27 Jul 2006
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Russia gusher
27 Jul 2006
Russia's performance is influenced by its oil companies and the market will bounce back after some volatility
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ScotEq adds group Sipp in move to mainstream
27 Jul 2006
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Segars appointed NAPF chief executive
28 Jul 2006
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Separate tablings
27 Jul 2006
After enacting the Civil Partnership Act last year, the Government could draw up a legal framework for common-law partners who see their relationship break down. Jeremy Abraham, who heads the family and private client department at law firm Russell Jones & Walker, examines proposals put forward in a Law Commission report
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Ship members write £262m business
27 Jul 2006
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Ship reports drop in equity release business
26 Jul 2006
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Ship sets a course
27 Jul 2006
Our panel consider the prospects for new lender Edeus plus the Ship strategy for qualified advice only on equity release
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Simon Baker retires from Jupiter after 12 years
28 Jul 2006
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Small firms will save £12.9 per year in audit bills
28 Jul 2006
The Department of Trade and Industry will shortly abolish audit requirements for regulated small firms and ARs.
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Spread the risk around
27 Jul 2006
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Standard's life and pensions business soars while Bank and Healthcare suffer
1 Aug 2006
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Stockton's remit widened in HBOS shake-up
27 Jul 2006
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Sub-prime customers sent to Coventry
28 Jul 2006
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Support for IFAs and FSA
27 Jul 2006
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System problem means NU misses FSA data deadline
27 Jul 2006
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Technology legacy is millstone for the sector
27 Jul 2006
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The affordability factor
27 Jul 2006
Borrowing: Heritable Bank marketing manager Alison Walley says many lenders are rejecting the old style of income multiples in favour of an affordability calculator which can enhance a borrower's credit facilities and at the same time cut costs for lenders as the underwriting process can be automated
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The law is an ASP
27 Jul 2006
The maths of ASP are not rocket science but are beyond the Government
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The MM Profile: Simon Conn
27 Jul 2006
Simon Conn is fast making a name for himself as the guru on overseas mortgages. Conn, who has been involved in financial services since 1980, set up Conti Financial Services in 1994 when the company consisted of himself and a small office in Hove.
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The mysterious affair of styles
27 Jul 2006
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The view from here
27 Jul 2006
One of the first lessons all journalists learn at the start of their careers is that any official report can be interpreted in diametrically opposite ways, depending on the person reading it.
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This week in Investment
27 Jul 2006
Hot on the heels of the announcement that Jupiter has poached Schroders opportunity fund manager Ben Whitmore, the fund house has achieved a second notable scalp.
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This week in Mortgages
28 Jul 2006
The controversy over home information packs will just not go away and the news that property website Rightmove has dumped its Hips proposition has added ammunition to those that believe Hips will not happen at all.
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This week in Politics
28 Jul 2006
Select committee members can expect less of an ear-bashing in future when examining financial services issues after this week's announcement that Mick McAteer is standing down as principal policy adviser at Which?
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This week in Regulation
31 Jul 2006
Select committee members can expect less of anear-bashing in future when examining financial services issues after this week's announcement that Mick McAteer is standing down as principal policy adviser at Which?
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This week in Regulation
1 Aug 2006
With the Compensation Bill finally receiving royal assent claims chasers will have to make the most of their last few months of comparative freedom.
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Too hot to handle
27 Jul 2006
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UBS appoints Cox to run UK Select fund
27 Jul 2006
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Webline invests 250k on new developments
28 Jul 2006
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Which? says name and shame TCF firms
27 Jul 2006
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Will it all end in tiers for critical cover?
27 Jul 2006
Nicola York assesses the protection industry's appetite for severity-based payouts on critical-illness products and asks whether this new model, introduced in the UK by Virgin and Prudential, will become as popular as in South Africa
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Win back public confidence
27 Jul 2006
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With the greatest of sleaze
27 Jul 2006
