Money Marketing
28 February 2007

Cowman resigns as Pru proposition chief

1 Mar 2007
Tesco closes 50-year bond after two hours

1 Mar 2007
3i is linked with bid for Foxtons

1 Mar 2007
68% Say Pru claim data is damaging

1 Mar 2007
Abbey chief Hunt joining Paradigm mortgage arm

1 Mar 2007
Abbey courts near-prime borrowers

1 Mar 2007
ABI says NPSS start-up costs quadruple official estimates

1 Mar 2007

ABI's Haddrill claims that implementation figures may have been underestimated by as much as 100m.
Abroad range of reits

1 Mar 2007

Gregor Watt looks at the international aspects of Reits.
Advisers are looking nine years younger

1 Mar 2007
Aegon sets up cautious ethical and small-cap UK opps funds

1 Mar 2007
AIC slams listing move amid fears of a splits' repeat

1 Mar 2007
Aifa and CII welcome FSA exam proposals

2 Mar 2007
Alliance & Leicester - Near-Prime - 2 year Fixed Rate 5.84%

1 Mar 2007

Alliance & LeicesterNear-Prime - 2 year Fixed Rate 5.84%
AMI warns mortgage brokers of imminent TCF deadline

2 Mar 2007
Are days numbered for IR20?

1 Mar 2007

Tax planning. Simon Hildrey says the decision in the Gaines-Cooper case last year has brought into question the ability of non-residents to rely on the concessions in HMRC guidance.
Arjent aims to build by finding solutions

1 Mar 2007
Axa is aiming to widen channels

1 Mar 2007
Axa removes MVRs on with profits bonds

5 Mar 2007

Axa has removed market value reductions on its with profits bonds and announced improved with profits bonus rates for many of the 1.3 million customers investing in the Axa Sun Life With Profits Fund and the Sun Life Assurance Society With Profits Fund.
Bank of America aims for UK niche

1 Mar 2007
Bare necessities

1 Mar 2007
Big sellers don't bring big returns

1 Mar 2007
Broker Talkback

1 Mar 2007

Will it be possible for the Government to offer relevant generic advice for personal accounts in the workplace?
Building up to disaster?

1 Mar 2007

It is a good six months since the doomsayers started calling the top of the property market in earnest but figures from the Investment Management Association show property funds still powering ahead, representing more than 80 per cent of inflows into the specialist sector in 2006 with retail sales of £3.6bn.
Burdett and Potter set for Thames River

5 Mar 2007

Thames River Capital has announced that it is to hire the multi-manager duo of Robert Burdett and Gary Potter
Buxton unfazed by global market falls

28 Feb 2007
Capital gains tax bills could stem outflows

1 Mar 2007
Cashing in on new Russian revolution

1 Mar 2007
Chris Gillies

1 Mar 2007

Part of the Zurich community for over 20 years, the managing director of Zurich Intermediary Group plans to spend 2007 orchestrating a comprehensive e-platform and overseeing a new protection range designed to establish it as a major player. He also believes in helping the wider community as a keen supporter of charities for disabled and disadvantaged people. Interview by Helen Pow.
Cirencester Friendly Society - Income Assured Plus

1 Mar 2007

Cirencester Friendly SocietyIncome Assured Plus
Cobalt buys up Square Mile Finance

1 Mar 2007
Cofunds search picks out clients under the limit

1 Mar 2007
Comedy turn

1 Mar 2007
Correspondent's Week

1 Mar 2007

This week by Greater Manchester Weekly Newspapers commercial journalist Tony Todd.
Coventry BS to launch broker-only arm

5 Mar 2007
Cowman joins Just Retirement to head up new protection venture

1 Mar 2007
Crop formations

1 Mar 2007

And still the market continues to rise - or at least it was on the up last week. With six-year highs being posted on a regular basis, it is worth trying to gauge what is driving the market.
Dividend discipline

1 Mar 2007

Matthew Craig analyses the steady success of equity income funds.
Downing Corporate Finance - Electra Kingsway VCT C Shares

1 Mar 2007

Downing Corporate FinanceElectra Kingsway VCT C Shares
Drive the car of your dreams

1 Mar 2007
Edeus launches remortgage range

6 Mar 2007
Edeus turns the screws on high-street lenders

1 Mar 2007
F&C's Scott calls Q1 correction ahead of time

28 Feb 2007

F&C UK income growth manager Ted Scott says the dramatic sell off in global equities in the past couple of days was bound to come following the strong returns particularly towards the end of 2006.
Fair and square

1 Mar 2007

What changes to a firm's systems and processes will be necessary to show compliance with the FSA's treating customers fairly principles from April? Kenneth Underhill, a partner, and Robbie Constance, a barrister, at Reynolds Porter Chamberlain, outline the challenges.
Fidelity - FF Asia Pacific Property Fund

1 Mar 2007

FidelityFF Asia Pacific Property Fund
Fidelity cuts Pep and Isa transfer charges

1 Mar 2007
Finance Finder UK chooses Dashboard for case management

1 Mar 2007
Food for thought for Close

1 Mar 2007

Close Investments has introduced the imperial pub company enterprise investment scheme, an EIS looking to raise up to £8m.
Former Equitable Life directors found guilty of misconduct

2 Mar 2007
Friends Prov adds bare trust to DGP

28 Feb 2007
FSA censures car dealer over PPI sales

1 Mar 2007
FSA fines Regency on pension advice

1 Mar 2007
FSA sets out proposals for stripped down T&C handbook

28 Feb 2007

The FSA has set out proposals for a shorter and more outcome-focused training and competence sourcebook that will apply only to retail firms and business.
Generalist practitioner

1 Mar 2007

Close Ventures managing director Patrick Reeve has a record that is second to none in the venture capital trust sector. All his trusts, which have been in existence for five years or more, have shown profits and his first generalist trust is up by 88 per cent over five years and 156 per cent over 10 years to January 1, 2007.
Glorious Talmud

1 Mar 2007

New cautious funds prove the historically known worth of spreading assets.
Government is guilty

1 Mar 2007
Greenshields appointed to Standard Life Assurance Board

5 Mar 2007
Group dynamics

1 Mar 2007

James Salmon says Clerical Medical's decision to quit group pensions indicates the difficulties of operating in a competitive market where squeezed margins, uncertain profitability and the launch of personal accounts cast a shadow over future business.
Hartford bridges annuity and drawdown divide

1 Mar 2007
HBOS maintains 21 per cent mortgage market share

28 Feb 2007
Heroes welcome

1 Mar 2007

I am sure that you will all be able to visualise the scene in a film where the hero is trapped in a lift with the walls, ceiling and floor moving inwards to attempt to crush him.
Hip providers in CML clash

1 Mar 2007
Homing devices

1 Mar 2007

Continuing to examine IHT in connection with residential property and ways of identifying potential clients in this area.
IFA to fight key seat for Tories in election

1 Mar 2007

Candidate aims to bring financial services experience to Westminster.
IFAs find the fountain of youth

1 Mar 2007

When you woke up this morning did you feel almost 10 years younger?
IMA calls for cut in payment cap

1 Mar 2007
'Indemnity is costing us huge Sipp opportunity'

1 Mar 2007
Inertia Partnership goes into liquidation

1 Mar 2007
Insight beats cash with low volatility fund

1 Mar 2007

Insight's multi-asset diversified target return fund has marked its second anniversary with performance figures showing it has delivered a 16.1 per cent return since launch.
Intelliflo launches client portal

1 Mar 2007
Interest rates tarnish property's investment status

2 Mar 2007
Investec Asset Management - Balanced Managed Fund

5 Mar 2007

Investec Asset ManagementBalanced Managed Fund
James Hay gets Sipp authorisation

1 Mar 2007
Job description

1 Mar 2007

In 2006, US markets produced disappointing returns for UK-based investors. Having seen good progress elsewhere and with some of the riskier markets looking stretched, is it time to rebuild weightings once again?
Kensington Mortgages - Prime Buy-To-Let Three-Year Fixed

1 Mar 2007

Kensington MortgagesPrime Buy-To-Let Three-Year Fixed
Kensington Mortgages - Prime Verified Two Year Tracker

1 Mar 2007

Kensington MortgagesPrime Verified Two Year Tracker
L&G stars with six accolades for protection

1 Mar 2007
Leeds Building Society - 100% Fee Free 3 Year Fixed Rate

1 Mar 2007

Leeds Building Society100% Fee Free 3 Year Fixed Rate
Lenders to back down in exit fee row

28 Feb 2007
LibDems call for new property levy

5 Mar 2007
Lifetime skills

1 Mar 2007

Research into the potential of the lifetime mortgage market provides compelling evidence pointing at a significant growth in its popularity which is not driven purely by the growth in the value of housing.
Major upheaval

1 Mar 2007

Specialist lenders are successfully grabbing market share, says Guy Anker.
Make allowances for IHT

1 Mar 2007

Families can shelter thousands of pounds from IHT by using the available allowances and exemptions.
Manchester BS buys Whiteaway Bank

1 Mar 2007
Maple syrup to sweeten Asian portfolio

1 Mar 2007

Skandia Investment Management has awarded a 37m Asian equity mandate to Maple Brown Abbott.
Market correction brings welcome reassessment of risk

6 Mar 2007

The bull market of the last four years has lulled investors into accepting more risk for lower returns, that's according to William De Broe fund manager and head of fund research Dan Kemp.
Matching model

1 Mar 2007
Merchant goes for revamp

1 Mar 2007

Merchant Investors, has relaunched its self-invested personal pension, having revamped its range of fund links and changed the charging structure to ensure investors only pay for the services they use.
Merchant Investors - Self-Invested Pension Portfolio

2 Mar 2007

Merchant InvestorsSelf-Invested Pension Portfolio
MetLife - Trustee Investment Plan

1 Mar 2007

MetLifeTrustee Investment Plan
MetLife secures Sipp audience

1 Mar 2007

The European arm of US-based MetLife has made its UK debut with the introduction of a self-invested personal pension and a related trustee investment plan.
MGM Assurance - MGM Adventurous Managed Fund

1 Mar 2007

MGM AssuranceMGM Adventurous Managed Fund
MGM Assurance - MGM Cautious Managed Fund

1 Mar 2007

MGM AssuranceMGM Cautious Managed Fund
MGM is next to set up mortgage club

1 Mar 2007
'Mifid nightmare' could pose threat to independent label

1 Mar 2007
Miton's Arcturus shines in first two months

1 Mar 2007

The value of MitonOptimal's multi-asset Arcturus fund increased by 2 per cent in its first two months since launch and the company is hailing multi-asset investing as the future of multi-manager funds.
Mobius says correction was expected

1 Mar 2007

Templeton Asset Management chief executive Dr. Mark Mobius says the recent market correction should have been expected after four years with literally no interruptions.
Morningstar buys S&P fund data business in £28m deal

1 Mar 2007
Mortgage Brain to host packager forum

1 Mar 2007
MP warns generic advice in doubt after court case

1 Mar 2007
MPC Investors - MPC Convertibles Fund

1 Mar 2007

MPC InvestorsMPC Convertibles Fund
MPC Investors - MPC Strategic Reserve Fund

1 Mar 2007

MPC InvestorsMPC Strategic Reserve Fund
Muirhead backs Dampier on allocation

1 Mar 2007
Name and shame the lawbreakers

1 Mar 2007
Nationwide rethinks intermediary team

1 Mar 2007
NDF Administration - Extra Growth Plan February 07

1 Mar 2007

NDF AdministrationExtra Growth Plan February 07
NDF plans for Isa season

1 Mar 2007

The NDF 7 per cent fixed income plan February 07 is one of three new structured products NDF Administration has brought out for this year's Isa season.
Net business

1 Mar 2007

Sarah Hall looks at how IFAs are finding new clients by using websites.
New kids on the block

6 Mar 2007

There seems to be an abundance of new talent set to enter the protection market this year and I'm not talking about all the good looking protection commentators out there.
NHS pension black hole up by 61bn

1 Mar 2007
No Greek tragedy

1 Mar 2007
Nomura International - Japan Strategy 80% Protected Fund

1 Mar 2007

Nomura InternationalJapan Strategy 80% Protected Fund
Non-exec trio join Norwich & Peterboro'

1 Mar 2007
NU move is delaying wrap cash

1 Mar 2007
Old Mutual operating profits rise by 22%

1 Mar 2007
Online threat creeping up on advisers

1 Mar 2007
Only 19% are ready for the TCF deadline

1 Mar 2007
Operating profits up at St James's Place

1 Mar 2007
Out of Context

28 Feb 2007
PI crisis for street-trader chasers

1 Mar 2007
Platform is making progress towards Poso

1 Mar 2007
Portman sells offshore business to Scarborough

6 Mar 2007
PosSol beats record with over 100 recruits in February

5 Mar 2007
Potter and Burdett quit in new blow for Suisse

1 Mar 2007
Power tools

1 Mar 2007

Over the last month, there has been an intense debate in Money Marketing concerning the correct approach to asset allocation. Much of the discussion has focused on the correct interpretation of Brinson, Hood and Beebower's seminal 1986 work on the subject, The Determinants of Portfolio Performance, and its subsequent updates.
Principle puzzle as FSA decides to keep RU64

1 Mar 2007
Principles and RU64

1 Mar 2007

The FSA has decided to retain RU64, a clumsy regulatory device intended to force advisers to sell low-cost stakeholder pensions rather than higher-cost up-frontcharging old-style contracts.
Property investment firm Cordatus launches

6 Mar 2007
Relief over FSA exam move

5 Mar 2007

The FSA's decision to retain existing examination requirements for advisers has been welcomed by the industry with both Aifa and the CII expressing support for the decision to maintain the status-quo.
Retention seekers must strike the right balance

1 Mar 2007
Righteous Ros wins battle

1 Mar 2007

Twice a year, the state decides to honour people who have either have performed a "vital" service for the community over many years or have enough spare change to donate to a political party and can afford to buy themselves a knighthood or some such title.
Rock-solid reputation

1 Mar 2007

Climb every mountain to put our industry on the moral high ground.
Royal London - Ethical Bond Trust

1 Mar 2007

Royal LondonEthical Bond Trust
Save and sound

1 Mar 2007

The public must be convinced that they will not be disadvantaged for saving.
Schools of thought

1 Mar 2007

Whatever investment theory you subscribe to, is the debate more than purely academic??
Schroders - Schroder ISF Global Emerging Market Opportunities Fund

1 Mar 2007

SchrodersSchroder ISF Global Emerging Market Opportunities Fund
Sesame launch retirement planning seminars

1 Mar 2007
Sesame turns to Cofunds for Isa drive

1 Mar 2007
Shift of gear

1 Mar 2007

Chris Salih examines why investment trusts have become less popular vehicles for fund firms despite offering considerable advantages for managers.
Sinner winner

1 Mar 2007
Sipp through the fingers

1 Mar 2007

Are advisers going to miss out on yet another golden opportunity?
Skandia says investment success beats charge cuts

1 Mar 2007
SLB launches self-employed range

1 Mar 2007
Standard adds gift plan trust to IHT range

1 Mar 2007
Standard Life appoints new Chairman

1 Mar 2007
Standard rethinks client contact policy after talks with Aifa

1 Mar 2007
Standard says it will not compete with IFAs

1 Mar 2007
Steady state

1 Mar 2007

Helen Pow reports on new figures which show that although cash totals fell slightly last year, the lifetime mortgage universe is expanding slowly but surely as the market widens geographically and clients, advisers and lenders take care over the amounts of money released.
Survey shows satisfaction

1 Mar 2007
Sweeping claims over HBOS stance

1 Mar 2007
T. Bailey Asset Management - All Funds

1 Mar 2007

T. Bailey Asset ManagementAll Funds
Thames River touted as Potter and Burdett plot thickens

1 Mar 2007
The Asp sting

1 Mar 2007

The pension sector is waiting for the Budget in the hope that the situation on seemingly ill-fated Asps is finally resolved, reports Clare Bettelley.
The Co-op to sell equity release

5 Mar 2007
The cutting hedge

1 Mar 2007

Kira Nickerson examines the traditional view of hedge funds as being opaque, complicated and expensive but finds little evidence that they influence markets to the detriment of retail investors while recent research by Barclays Capital suggests that hedge fund strategists generally justify their high fees.
The nature of the East

1 Mar 2007

Rumblings in the belly of the Asia markets could erupt this year in a painful downturn.
The stoch market

1 Mar 2007

Retirement planning. Steven Whalley, head of marketing for investment products at Aegon Scottish Equitable, looks at how stochastic modelling can be used to consider the possible scenarios for investors taking regular income in retirement.
The whole tooth

1 Mar 2007

Evolve Financial Planning IFA Andrew Collett says commission, whether it is paid to a dentist or an adviser, it not a dirty word and a fact of everyday life.
Threadneedle China manager says correction is healthy

28 Feb 2007
Three new GI offers target loan advisers

1 Mar 2007
Top Gere

1 Mar 2007
Tories call for cross-party funding pact

1 Mar 2007
Towry keeps clients after move to fees

1 Mar 2007
Triple Point Investment Management - TP70

1 Mar 2007

Triple Point Investment ManagementTP70
Two thirds of IFAP members missing out on consumer web links

1 Mar 2007
Unicorn chases Aim

1 Mar 2007

UK smaller companies specialist Unicorn Asset Management is aiming to raise up to £20m through a new category of shares in its Aim venture capital trust.
UnumProvident and Personal Group launch voluntary group IP plan

5 Mar 2007
Valentine's Day...

1 Mar 2007
Vicious circle

1 Mar 2007

One of the downsides for lenders working in arguably the most competitive mortgage industry in the world is that profit margins are constantly shrinking.
Whittaker reassures investors 2007's FYSE might end near 7,000

28 Feb 2007
With-profits bonus battle

1 Mar 2007

Prudential, Legal & General and Liverpool Victoria are vying to prove their market-leading credentials.

Money Marketing28 February 2007

Money Marketing
28 February 2007