28 February 2007
ABI's Haddrill claims that implementation figures may have been underestimated by as much as 100m.
Gregor Watt looks at the international aspects of Reits.
Alliance & LeicesterNear-Prime - 2 year Fixed Rate 5.84%
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.
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.
Will it be possible for the Government to offer relevant generic advice for personal accounts in the workplace?
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.
Thames River Capital has announced that it is to hire the multi-manager duo of Robert Burdett and Gary Potter
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 SocietyIncome Assured Plus
This week by Greater Manchester Weekly Newspapers commercial journalist Tony Todd.
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.
Matthew Craig analyses the steady success of equity income funds.
Downing Corporate FinanceElectra Kingsway VCT C Shares
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.
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.
FidelityFF Asia Pacific Property Fund
Close Investments has introduced the imperial pub company enterprise investment scheme, an EIS looking to raise up to £8m.
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.
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.
New cautious funds prove the historically known worth of spreading assets.
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.
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.
Continuing to examine IHT in connection with residential property and ways of identifying potential clients in this area.
Candidate aims to bring financial services experience to Westminster.
When you woke up this morning did you feel almost 10 years younger?
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.
Investec Asset ManagementBalanced Managed Fund
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 MortgagesPrime Buy-To-Let Three-Year Fixed
Kensington MortgagesPrime Verified Two Year Tracker
Leeds Building Society100% Fee Free 3 Year Fixed Rate
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.
Specialist lenders are successfully grabbing market share, says Guy Anker.
Families can shelter thousands of pounds from IHT by using the available allowances and exemptions.
Skandia Investment Management has awarded a 37m Asian equity mandate to Maple Brown Abbott.
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.
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 InvestorsSelf-Invested Pension Portfolio
MetLifeTrustee Investment Plan
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 AssuranceMGM Adventurous Managed Fund
MGM AssuranceMGM Cautious Managed Fund
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.
Templeton Asset Management chief executive Dr. Mark Mobius says the recent market correction should have been expected after four years with literally no interruptions.
MPC InvestorsMPC Convertibles Fund
MPC InvestorsMPC Strategic Reserve Fund
NDF AdministrationExtra Growth Plan February 07
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.
Sarah Hall looks at how IFAs are finding new clients by using websites.
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.
Nomura InternationalJapan Strategy 80% Protected Fund
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.
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.
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.
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.
Climb every mountain to put our industry on the moral high ground.
Royal LondonEthical Bond Trust
The public must be convinced that they will not be disadvantaged for saving.
Whatever investment theory you subscribe to, is the debate more than purely academic??
SchrodersSchroder ISF Global Emerging Market Opportunities Fund
Chris Salih examines why investment trusts have become less popular vehicles for fund firms despite offering considerable advantages for managers.
Are advisers going to miss out on yet another golden opportunity?
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.
T. Bailey Asset ManagementAll Funds
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.
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.
Rumblings in the belly of the Asia markets could erupt this year in a painful downturn.
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.
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.
Triple Point Investment ManagementTP70
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.
One of the downsides for lenders working in arguably the most competitive mortgage industry in the world is that profit margins are constantly shrinking.
Prudential, Legal & General and Liverpool Victoria are vying to prove their market-leading credentials.