28 March 2007
AbbeySpecial Release Structured Deposit 2
HMRC does not appear to have considered the implications of potential IHT changes to trusts for children.
BNP PAribas Asset ManagementParvest Euro Long Term Bond
Braemar Group plc has appointed Sean Fisher as senior account manager
Chancellor Gordon Brown’s £5bn a year pensions raid has finally come back to haunt him with the revelation that he ignored repeated warnings from his own officials about the long term damage it would have on savings.
Gordon Brown's Budget was slated for making big headline tax cuts which will all too often be made up for elsewhere in people's tax bills.
Paul Rumbold, marketing and sales director of Affirmative, says bridging finance can be the answer for individuals and businesses with insolvency problems facing bankruptcy or applying for IVAs.
Investment boutique Cameron & Cameron Asset Management is planning to attract multi-managers to its European property and global media funds.
Moneyfacts caused a bit of a stir this week after research it conducted showed a dramatic rise in the amount of commission paid to brokers over the past ten years.
This week by Simoney Girard, managing editor for financial client magazines at Wardour Publishing and Design.
In the end, last week's Budget was somewhat overshadowed by the newsflow from central banks.
What factors have sparked the growing acquisitive interest in advisory firms and how can IFAs strengthen their business models to secure a handshake? By IMAS Corporate Advisors principals Olly Laughton-Scott and Benoit Guerin.
One of the key elements of the successful application for a chartered title was the existence of a robust disciplinary process which had teeth.
Helen Pow reports on the need to set out clearly the advantages of income protection insurance which is widely misunderstood.
LV= closes IFA arm and advisers offered self-employed move to Lighthouse.
Re-registration of assets has been the engine of much of the growth of fund supermarkets and wrap accounts for several years.
Excessive negative reporting is damaging public confidence in the industry.
Growth in the number and types of multi-manager funds has brought about the same confusion that the concept was designed to dispel, according to Defaqto.
HSBC Investments (UK) has appointed Dan Rudd as head of external distribution.
The Money Portal says it has secured backing from providers to wean its advisers off up-front commission.
Paul McMillan says the Chancellor's pledge to boost the Financial Assistance Scheme has had a distinctly lukewarm reception.
I was going to write about the Budget this week but suddenly I had one of those dreadful feelings of ennui: "You've written about Gordon for the best part of 10 years, covering upwards of 20 Budget and pre-Budget speeches. All he has achieved, yet again, is to give with one hand and grab with the other. Why bother?"
Jupiter is to transfer its preference fund to Premier Portfolio Managers Ltd(Premier) from 27 April 2007.
John Wood, manager of the JO Hambro UK opportunities fund launched around 18 months ago, has already achieved an AA rating from Forsyth OBSR...
Comparing and contrasting the treatment of the two types of non-excepted group life scheme.
Doubts over borrowers wanting to be locked in for so long
After two years of ducking and diving Gordon Brown was finally forced to publish evidence he was presented with before his 1997 Budget on the devastating effect his infamous raid on pensions would have on the industry.
Do you put your clients at the heart of your business or does your organisation have other priorities? A simple question, and yet it lies at the heart of treating customers fairly.
Old Mutual Asset Managers (UK) has appointed John Mattimore as head of equity alpha from 15 March 2007.
Home information packs Annie Shaw says concerns are growing that Hips could put off prospective sellers.
At difficult times in the market, it is helpful to re-examine individual stocks.
Nationwide's outgoing chief executive recalls how he took a £45,000 pay cut in his enthusiasm to join the society in 1991. Since then, he has helped to double its mortgage book and gain a reputation for fairness with customers and staff. When he departs this week, he will leave the UK's most prominent mutual poised to become the country's second-biggest lender. Interview by Guy Anker.
Consumers who bought payment protection insurance policies with a single premium will benefit from refunds, according to the FSA.
Chris Salih asks if advisers should fear private equity after Jupiter's MBO.
Gordon Brown's disingenuous Budget has attracted such criticism that there is almost no need to add to it. Far more commendable last week were the trading results of the UK's omnipotent estate agency business Countrywide.
'Any commission junkies that cannot see the value will be shown the door'
Prudential has launched two hybrid multi-asset funds of funds that will build on its track record in running with-profits funds.
ETFs have been overlooked but they can can provide valuable diversification.
SEI has strengthened its global private banking team with the appointment of Stephen Barbalaco as sales director for the EMEA region.
Standard Life Investments has launched its new investment
The Budget Gregor Watt says Gordon Brown is taking a tough line on stamp duty despite pleas for a big rise in thresholds which have been engulfed by price increases.
Not for the first time in recent years, news from across the pond has left many of us who claim to be rational thinking human beings scratching our heads.
Our panel consider the fate of employed self-cert, the fallout from the US sub-prime crisis and brokers' proc fee structure.
Use it or lose it is the warning for pension clients who should be discussing with their advisers the possibility of maximising contributions and tax relief before the opportunity is gone, says Skandia senior retirement planning manager Adrian Walker.
The Chancellor failed to offer justice in his Budget to pension victims.
Guy Anker reports on a Budget that let down the mortgage industry.
The Tories have branded the Chancellor an "incompetent Stalinist" for pressing ahead with his infamous £5bn a year raid on pensions despite warnings from his colleagues of the damage this would cause to schemes.
Compliance firm predicts self-service online deals in two years for borrowers with low LTVs
All those involved in pension provision will be finding their decisions being driven by personal accounts.
Evaluating Sipps purely in terms of cost is to ignore their versatility.
Nationwide chief executive retiring this week hits out at lenders' tactics to lure borrowers.
Lender profile Woolwich hopes its innovative product suite will give it ammunition to be a top gun in the market. By Guy Anker.