Money Marketing
27 July 2005
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Mortgage Express chief joining GE
28 Jul 2005
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Shepherds to hold creditors meeting
28 Jul 2005
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19% boost for for funds under management
27 Jul 2005
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19% Boost for funds under management
28 Jul 2005
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285m wasted by ignoring employee share plans
2 Aug 2005
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39,500 Seeking split-cap redress
28 Jul 2005
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8.5Bn Sipp cash to go into property
28 Jul 2005
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8.5bn Sipp cash to go into property
27 Jul 2005
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A case of integrity
28 Jul 2005
Last week, Gordon Brown announced that the current economic cycle did not start in 1999-2000, as he had originally told us, but in 1997-98.
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A fees rip-off ?
28 Jul 2005
Rising exit fees are in danger of bringing the remortgage market into disrepute, according to some brokers who are calling for the FSA to step in and regulate charges.
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A private function
28 Jul 2005
The growing burden on the UK's healthcare system means greater involvement by the private sector is inevitable, says Bupa Insurance managing director Fergus Kee
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Abbey - Two Year Tracker Mortgage
28 Jul 2005
AbbeyTwo Year Tracker Mortgage
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Abbey rethink on client ID check to speed up service
28 Jul 2005
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Adviser anger as problems hit FSA online reports site
28 Jul 2005
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Adviser jailed after stealing £55,000
28 Jul 2005
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Amber launches range of fixed rate mortgage products
2 Aug 2005
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Amex adds five fund groups to wrap service
28 Jul 2005
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And finally
30 Jul 2005
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Are personal pensions priced out of the market?
28 Jul 2005
The FSA recently published a consultation paper, Suitability Standards For Advice On Personal Pensions, in which it proposes dropping the requirement known as RU64.
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At your discretion
28 Jul 2005
In my consideration of the two main trust types to choose from for receiving nil-rate band transfers, I looked last week at the main tax implications of the flexible interest in possession trust. This week it is the turn of the discretionary trust.
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Axa buys Framlington
28 Jul 2005
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BBB announce 24.5m losses
1 Aug 2005
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Bear Stearns receives 40,000 FSA fine
1 Aug 2005
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Berrington builds care centres
28 Jul 2005
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Biotechs boosted by fund repatriation
28 Jul 2005
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Bristol & West - Guaranteed FTSE Bond Issue 19
2 Aug 2005
Bristol & WestGuaranteed FTSE Bond Issue 19
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Broker
28 Jul 2005
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Broker refused licence by OFT
28 Jul 2005
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Broker refused licence by OFT
27 Jul 2005
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Buckles in deal to offer Fofs via AIG
28 Jul 2005
IFA firm Buckles has made its Snowdonia funds of funds available through AIG Life after finding that insurance companies with their own multi-manager products did not want to establish external fund links.
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Cable drops call for FSA supervision of buy to let
28 Jul 2005
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Canada Life launches employee assistance programme
29 Jul 2005
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Check mates
28 Jul 2005
Law firm Clarke Willmott's Freedom of Information Act request says the FSA conducted a desk-based review of self-certification last year after a full-on investigation. Should the FSA take it upon itself to investigate more thoroughly now that self-cert has come under its regulatory umbrella?
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Chelsea Buildign Society - Prospect Non-Conforming Discount Medium Scheme
28 Jul 2005
Chelsea Building SocietyProspect Non-Conforming Discount Medium Scheme
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Chelsea Building Society - Two Year Discount Mortgage
27 Jul 2005
Chelsea Building SocietyTwo Year Discount Mortgage
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City bombings unlikely to deter UK investors
28 Jul 2005
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Come rain or shine
28 Jul 2005
This week, I will continue my series of articles on recent and imminent developments in the field of pensions. As in previous articles, I will not only identify and describe the developments but will discuss the implications and opportunities for pension advisers and their clients.
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Consuming passions
28 Jul 2005
Shortly before David Severn stepped down as Aifa director-general, I met him for a quick chat, during which he told me what he thought the trade body's priorities should be in the coming year.
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Consuming passions
28 Jul 2005
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Correspondent's View
28 Jul 2005
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Coventry BS introduces new investment property insurance service
1 Aug 2005
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Credit Suisse's Incubator fund aiming to find young talent
28 Jul 2005
Credit Suisse Asset Management has introduced the Incubator fund, which is believed to be the first limited-issue fund of funds in the UK.
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CSAM looks to boutiques
2 Aug 2005
Credit Suisse Asset Management has established the CS Multi Manager incubator fund to take advantage of the flexibility offered by non-Ucits retail schemes.
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CSAM uncovers X factor
27 Jul 2005
Credit Suisse Asset ManagementCredit Suisse Multi-Manager Incubator Fund
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Daunting prospectus for fund firms
28 Jul 2005
In these edgy times, while walking through the City of London, I am always amazed at the stoicism of the British people. Most of us are innately coded to carry on regardless.
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Daunting prospectus for fund firms
28 Jul 2005
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Defaqto warns lenders over actuarial calculations
28 Jul 2005
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Derbyshire joins with Pink for move into adverse
28 Jul 2005
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Dry run planned for Hips in 2006
28 Jul 2005
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Dry run planned for Hips in 2006
27 Jul 2005
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Endowment chasers set to be regulated
28 Jul 2005
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'Equity release can boost pension pot'
28 Jul 2005
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Ethical Mortage Solutions winds up business
1 Aug 2005
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Exchange launches PMI quote service
1 Aug 2005
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F&C recruits Mann to emerging debt desk
28 Jul 2005
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Fidelity announces annual investment forum
27 Jul 2005
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First Active enters buy to let market
27 Jul 2005
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Focus hire new sales director
29 Jul 2005
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Focus Solutions appoints new sales director for the north
29 Jul 2005
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For he's a jolly good fellow
28 Jul 2005
The benchmark qualifica- tion for all UK financial advisers is the Certificate in Financial Planning, which is offered by the Chartered Insurance Institute.
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Friends offers trust for IHT planning
28 Jul 2005
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Friends Provident sees strong pension sales growth
1 Aug 2005
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FSA A-Day campaign raises adviser fears over wording
28 Jul 2005
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FSA restricts Jonathan Elms over pensions review
1 Aug 2005
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Funds seeking to benefit from China's revaluation
28 Jul 2005
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Grey's Locke in move to Aegon
28 Jul 2005
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Grey's Locke in move to Aegon
27 Jul 2005
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Halifax revitalises fixed-rate market with competitive deal
28 Jul 2005
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Hemisphere broadens base
27 Jul 2005
Hemisphere Property Management has made its Hemisphere property fund available to IFAs to broaden the fund’s investor base.
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Hemisphere Property Management - Hemisphere Property Fund
1 Aug 2005
Hemisphere Property ManagementHemisphere Property Fund
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Henderson sets up growth fund
27 Jul 2005
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Henderson sets up growth fund
28 Jul 2005
-
'High-risk lenders to lead sales in Europe'
28 Jul 2005
-
Husselbee joins Neptune
1 Aug 2005
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IFAP releases loan IFA listing
28 Jul 2005
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IFAP releases loan IFA listing
27 Jul 2005
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IFAs opt to spread regulatory costs
27 Jul 2005
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'IHT rules will force pension holders back into annuities'
28 Jul 2005
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Iimia fuelling funds with new energies
28 Jul 2005
Iimia's multi-manager team has begun to invest in alternative energies across its fund range, predicting that governments will raise taxes on oil firms.
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In Living memory of...
28 Jul 2005
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IN Partnership's technological strategy sees it reap in more than 1m in profits
28 Jul 2005
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Incubator period
28 Jul 2005
As Elvis Presley once sang, fools rush in . . . But as Credit Suisse launches its limited-issue Incubator fund of funds, how can an IFA avoid getting all shook up recommending funds like this one without a track record to show clients?
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Index trackers take a bigger gamble
28 Jul 2005
Fund managers who hug the UK indices will have had to further increase exposure to the oil and gas sector.
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Industry Sectors: Advertising
30 Jul 2005
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Industry Sectors: Distribution
30 Jul 2005
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Industry Sectors: Healthcare
30 Jul 2005
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Industry Sectors: Investment
30 Jul 2005
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Industry Sectors: Mortgages
30 Jul 2005
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Industry Sectors: Offshore
30 Jul 2005
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Industry Sectors: Offshore
30 Jul 2005
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Industry Sectors: Pensions
30 Jul 2005
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Industry Sectors: Protection
30 Jul 2005
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Industry Sectors: Regulation
30 Jul 2005
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Industry Sectors: Technology
30 Jul 2005
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Intelligent Finance - Fixed 80 Until 01.10.07
27 Jul 2005
Intelligent FinanceFixed 80 Until 01.10.07
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Introduction - John Lappin, Editor
30 Jul 2005
Money Marketing the first weekly newspaper covering retail financial services is 20 years old. This supplement celebrates this fact and brings you a taste of what went on year by year across all the industry sectors.
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Investment View: Moving the goalposts
28 Jul 2005
If ever you needed confirmation that the old adage lies, damn lies and statistics still holds true, then last week's moving of the goalposts by Chancellor Gordon Brown was proof.
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IoM sees 41.5% growth in managed funds
2 Aug 2005
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IPPR says retirement age should rise to 67
28 Jul 2005
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Jacobs sets up training for lawyers
28 Jul 2005
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JO Hambro hires Wood from Newton to launch UK opps fund
27 Jul 2005
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Keydata income plan will invest in insurance policies
28 Jul 2005
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Lawson and Ritchie lock horns in churning row
28 Jul 2005
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Leading investment houses in doghouse
28 Jul 2005
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Leeds & Holbeck launches 5-year fixed rate mortgage
2 Aug 2005
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Lloyds leapfrogs Abbey but HBOS stays on top
28 Jul 2005
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Management changes will see relegated funds improve
28 Jul 2005
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McCarthy slams EU over directive
28 Jul 2005
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McCarthy slams EU over directive
27 Jul 2005
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Money Portal to announce dramatic changes after Morris exit
28 Jul 2005
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Mortgage Express chief joining GE
27 Jul 2005
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Mortgage-phobia grips nation says A&L
1 Aug 2005
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Multi-manager View: Burning as bright a Tiger
28 Jul 2005
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Never on a Thursday...
28 Jul 2005
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NU and Scottish Widows slash MVRs
28 Jul 2005
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NU improves cash release terms on home reversion
1 Aug 2005
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Nvesta gathers momentum
29 Jul 2005
NvestaMomentum Tracker Plan
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Open is granted injunction to protect franchisees
28 Jul 2005
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Openwork-v-Home of Choice trial set for November 22
29 Jul 2005
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Past Editors: Grant Ringshaw Editor, 1997 - 1998
30 Jul 2005
Early in June at The Sunday Telegraph, I found myself editing our front-page splash revealing how the FSA had blasted Tony Blair after the PM had made a speech accusing the regulator of "hugely inhibiting" business and the wounded watchdog had bitten back in a strongly worded letter claiming the accusation was unfounded and deeply damaging.
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Past Editors: Patrick Collinson Editor, 1995 - 1997
30 Jul 2005
1995 was not the best of times to become editor of Money Marketing.
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Past Editors: Roger Anderson Editor, 1985 - 1988
30 Jul 2005
If you can remember receiving a matchbox-sized green frog holding a pink newspaper back in September 1985, you must be part of the select band of marketers who were the targets of a mailshot promoting a revolutionary new publication - Money Marketing. Well, as revolutionary as you can get in financial publishing.
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Past Editors: Stephen Mc Dowell Editor, 1988 - 2000
30 Jul 2005
There were murmurs of discontent in the Money Marketing newsroom as it became known that the overbearing news editor of Financial Adviser had been appointed as the editor, the first to come over from the "other side".
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Past Editors: Tim Potter Editor, 1988 - 1995
30 Jul 2005
Newspapers love to think they can playa decisive role in shaping events. The Sun, for instance, claimed it won the 1992 election for John Major although, in retrospect, this seems unlikely.
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Pension bodies set out roles
28 Jul 2005
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Pensioner in death bet to beat IHT
28 Jul 2005
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PFS announces full list of speakers for its November conference
28 Jul 2005
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Premier Fund Managers - UK Growth Plan Limited Editions 27
2 Aug 2005
Premier Fund ManagersUK Growth Plan Limited Editions 27
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Premier links to Europe
29 Jul 2005
Premier Fund Managers has brought out the Pan-European Growth Plan - Limited Editions No 27.
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Prime time
28 Jul 2005
Derbyshire Building Society has long shown a commitment to the intermediary market since Tony Capon took over the adviser channel some five years ago.
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'Promotion rules making firms hold back advertising'
28 Jul 2005
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Pru's lifetime loan aiming to address safety concerns
28 Jul 2005
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Review of education strategy set for September
28 Jul 2005
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Roadshow dates from CSAM
28 Jul 2005
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Roadshow dates from CSAM
27 Jul 2005
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Room for optimists
28 Jul 2005
Yields on investment in residential property have fallen consistently over the past five years - leading to claims that the sector is no longer attractive and announcements from some quarters that the buy-to-let market will collapse.
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Schroders follows the orient
1 Aug 2005
The Schroder oriental income trust is an investment trust designed to take advantage of dividend growth in the Asia Pacific region.
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ScotEq offering A-Day package
28 Jul 2005
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Scott Dolfi
28 Jul 2005
GE Life's chief executive believes business is a simple affair. There are the needs of customers and you must have competitive products but service is the key. James Phillipps met him to discuss work, play and post-A-Day opportunities
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Scottish Widows - Guaranteed Investment Bond
29 Jul 2005
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Sesame Select firms must leave network
28 Jul 2005
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Seven out of 10 parents opt for cash CTFs
28 Jul 2005
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Shepherds to hold creditors meeting
27 Jul 2005
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Sideways Glance - To the Manoir borne
28 Jul 2005
One of the best investments I ever made was in the Holiday Property Bond, an FSA-regulated investment in a wide selection of international leisure property.
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Skandia rejects 2% of CI claims for non-disclosure
28 Jul 2005
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Special delivery
28 Jul 2005
UK all companies fund is the most consistent performer in rising or falling markets, says Philip Scott
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SPML announces new product range
1 Aug 2005
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Standard Life highlighting male cancer rates
28 Jul 2005
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Standard Life in Tenet Group shareholder deal
28 Jul 2005
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Standard's askTech e-service will answer your questions
28 Jul 2005
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SVG Investment Managers - Strategic Equity Capital
1 Aug 2005
SVG Investment ManagersStrategic Equity Capital
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Swip fears over commercial property funds
28 Jul 2005
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Swip opening its property fund to smaller investors
28 Jul 2005
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Take the transfer money and run?
28 Jul 2005
Scottish Life head of corporate business Mark Polson is not convinced by Vince Whitefoord's recent suggestion in Money Marketing that pension advisers could face misselling claims if they do not recommend high-net-worth clients to transfer out of defined-benefit schemes
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Talkin Points
28 Jul 2005
This month has been dominated by the dreadful happenings in London and the announcement of the 2012 Olympics venue.
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Taxing times for trustees
28 Jul 2005
One significant aspect of the simplification regime has received less attention than it deserves.
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The line on tele-calls
28 Jul 2005
Nicola York hears the pros and cons of what some believe is the future for underwriting
-
Threadneedle chief in move to Henderson
28 Jul 2005
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Treasury select committee to meet with FSA to discuss effects of depolarisation
28 Jul 2005
-
UCB flexes remortgage
1 Aug 2005
UCB Home LoansSelf Cert Two Year Flexible Fixed Rate Remortgage
-
UCB says new Sipp rules will boost BTL
28 Jul 2005
-
Variety is the spice of bond
28 Jul 2005
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We all deserve to be represented equally
28 Jul 2005
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Winterthur says too late for Govt simplification backtrack
28 Jul 2005
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Woolwich Plan Managers - Capital Plus Plan
29 Jul 2005
Woolwich Plan ManagersCapital Plus Plan
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Wrap relations
28 Jul 2005
If you laid out all the articles written about the impact of wrap and its potential in the marketplace they would probably reach Uranus.
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Year to Year: 1985
30 Jul 2005
On Friday, September 20, Prime Minister Margaret Thatcher was threatened with a strike from rebel council workers in Liverpool over her rate capping policy.
-
Year to Year: 1986
30 Jul 2005
The year began with Prudential announcing plans to enter the estate agency business with the launch of Prudential Property Services and a nationwide chain of estate agents. Little did it know that a few years later it would sell them all at a massive loss.
-
Year to Year: 1987
30 Jul 2005
October saw the biggest stockmarket crash in history. But with the crash still eight months away, IFAs' minds were on the developing regulatory regime.
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Year to Year: 1988
30 Jul 2005
The year can be split before and after Clowes but this division did not appear until June. The start of the year saw the final version of Fimbra's rulebook published and news that P-Day had been set at February 27.
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Year to Year: 1989
30 Jul 2005
The year started with yet another Fimbra funding crisis with Lautro coughing up £1.4m - and ended with the ritual sacrifice of Fimbra chairman Lord Elton in December.
-
Year to Year: 1990
30 Jul 2005
The decade began with a string of disciplinary actions from Lautro. The SRO barred National Financial Management Corporation from accepting business from Garston Amhurst, an NFMC tied agent which was unable to account for £2m of investors' money.
-
Year to Year: 1991
30 Jul 2005
This was the year when the industry fought against threats from regulation and Government, with Nfifa chief executive Garry Heath launching Fightback 91 - a campaign to tackle problems threatening the future of the independent sector - and Money Marketing and IFA Promotion launched Action for Independent Financial Advice - a petition urging MPs to counter the threats facing IFAs.
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Year to Year: 1993
30 Jul 2005
The OFT report on life insurance, published in March, recommended that only IFAs should disclose commission in cash terms at the point of sale.
-
Year to Year: 1994
30 Jul 2005
The first repercussions of the KPMG pension transfer report made themselves known at the start of the year, with nine out of ten transfers unsatisfactory.
-
Year to Year: 1995
30 Jul 2005
New Year's Day saw the enforcement of hard disclosure. While Clerical Medical, Axa Equity & Law and Scottish Widows all revealed increased early transfer and maturity values. And Sun Alliance introduced a range of personal pensions with improved surrender and maturity values.
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Year to Year: 1996
30 Jul 2005
January saw the contracting-out market on the verge of collapse from low rebates. A month later, Money Marketing reported that the Government would have to spend an extra £620m in age-related rebates to avoid a market boycott by life offices.
-
Year to Year: 1997
30 Jul 2005
The year was characterised by mergers, demutualisation, commission wars and regulatory wrangles - not to mention a new Labour Government.
-
Year to Year: 1998
30 Jul 2005
More fines, major mergers and the emergence of two notable damp squibs - Catmarks and the Millennium Bug - dominated the year.
-
Year to Year: 1999
30 Jul 2005
The year saw the continuing demise of Equitable Life, the predicted fall of polarisation and the ongoing rise of Misys.
-
Year to Year: 2000
30 Jul 2005
The year 2000 saw the launch of Money Marketing's Poles Apart campaign in defence of polarisation, asking politicians to justify their decision and how it would help the industry and consumers. It failed but it made the powers that be reflect on the problems that depolarisation might bring.
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Year to Year: 2001
30 Jul 2005
The year will be remembered for one day more than any other - September 11. The terrorist attack that took place reverberated around the world and sent shock wave through financial markets that would be felt for some time to come.
-
Year to Year: 2002
30 Jul 2005
FSA poised to tear polarisation apart", proclaimed the front page of Money Marketing's first edition for 2002 and so the battle raged.
-
Year to Year: 2003
30 Jul 2005
Professional indemnity insurance hit the headlines in 2003 as forming the biggest threat the industry had to face.
-
Year to Year: 2004
30 Jul 2005
Barely had the industry settled back behind its desks after the New Year festivities when news broke that Standard had been in "bruising" negotiations with the FSA and the realisation that the previously staunchly mutual society was now prepared to look at the option of demutualisation.
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Year to Year: 2005
30 Jul 2005
It was Standard Life chief executive Sandy Crombie who graced the front page of Money Marketing's first edition this year and for good reasons.
