3 August 2005
It must be summer because the weather has turned colder, my approaching holiday fills me with worry - well, that's more about the list of things to do before I go - and regulators and bureaucrats across Europe are clearing their desks at the expense of dumping on ours.
Alliance & Leicester International has brought out the Capital Guaranteed Maximum Growth Bond, an offshore guaranteed equity bond that may mature earlier than its term of five years and six months.
In my experience, it is better to treat pension technical issues with light rather than heat.
When Odysseus sailed past the Sirens, he asked to be tied to the mast to resist their tempting song.
BBB is facing a raft of problems.
Our panel of experts discuss the nature of domicile and how it impacts on an individual's tax status
IFA Buckles Investment Services is planning to add a property fund to its Snowdonia fund-of-funds range in October.
A-Day is widely and rightly being touted as an opportunity to restructure clients' pension arrangements but with the opportunity to transfer comes the opp-ortunity to churn.
I do not know what was behind Nic Cicutti's intemperate article on the Financial Services Consumer Panel in general and on me in particular (Money Marketing, July 28), especially as its level of inaccuracy was more Private Eye than Money Marketing.
This week Gail Moss, freelance personal finance journalist
Coventry Building Society Five Year Flexx Fixed
Credit Suisse Asset ManagementCredit Suisse Multi-Manager Incubator Fund
There are few occasions when an organisation consults its members with a completely open mind.
The Fitzwilliam multi-manager fund is celebrating its 10th anniversary.
Almost three year's ago, Britannia Building Society launched the best fixed-rate mortgage ... ever.
Progress is being made in revamping the Foreign & Colonial investment trust.
Hemisphere Property ManagementHemisphere Property Fund
Now it gets interesting. This week, I am going to look at the inheritance tax treatment of discretionary trusts.
The US reporting season has produced few unpleasant surprises so far.
Ipswich Building Society 10 Year Discount
Ah, Paris in the spring is meant to be very special but we can't wait until then so here is your chance to win a trip to Paris in the autumn courtesy of First Active and Money Marketing.
Keydata Investment ServicesKeydata Income Bond
Keydata Investment ServicesSecure Income Bond
LEEDS & HOLBECKFive Year Fixed Rate
The extraordinary Texan, Lance Armstrong, has just won his seventh successive Tour de France.
Macroeconomic concerns about the US continue to obscure the fundamental opportunities for the investor.
Scottish mortgage and insurance broker, the Mortgage Advisory Centre, faces liquidation as a result of endowment claims.
The intermediary press this year has been full of both comment and letters about lenders' changing attitudes to inter-mediaries.
As we have all seen in the past few years, the number of multi-manager offerings available in the marketplace has grown rapidly.
NDF AdministrationNDF Growth Plan July 05
New Star's fund of funds team is offering advisers a free guide to risk in response to strong IFA demand.
The front page of your July 21 issue has brought much mirth and laughter to Cardiff this morning.
NvestaMomentum Tracker Plan
Nvesta has established the accelerator growth plan 3, a six-year guaranteed equity bond linked to the performance of the Dow Jones Eurostoxx 50 index.
Research into IFAs' preferred transfer strategies has reignited a row between Scottish Equitable and Standard Life.
Some IFAs and their clients still have a cliched view of offshore investments as being unregulated and only for the very wealthy or crooks laundering money. For these reasons, many IFAs have steered clear of recommending the offshore market.
Offshore funds are often viewed (but not always justly) to be riskier than their onshore counterparts but two recent cases have pushed one IFA to raise awareness of this issue within the advice industry.
Ice cream and fish fingers may not seem the most glamorous introduction into the world of finance but Sanjeev Shah's graduate trainee job at Birds Eye Walls, with Unilever as a commercial analyst clearly set him on the right career path.
Schroders' multi-manager team has sold out of the F&C property trust and put new money into the Insight Foundation property trust.
SchrodersOriental Income Fund
Scottish Widows Investment PartnershipSwip Property Trust
Charles McMicking and his team at Noble Fund Managers have an excell- ent performance record.
Having a suitable spread of assets is a prerequisite to good portfolio construction.
The Sunday Group is introducing an affinity service that will offer financial advice as well as legal, accounting and human resources services to the self-employed.
Scottish Widows Investment Partnership has brought the Swip property trust within the reach of retail investors by reducing the minimum investment to 5,000 from 100,000.
Scottish Widows Investment PartnershipSwip Property Trust
Tele-underwriting is creating a lot of debate in the UK insurance industry.
Non-disclosure can have a serious impact on IFAs' as well as insurers', businesses.
The protection market is beset by problems. But the problem with problems is how we deal with them.
The sharpest divide has always been assumed to be between independents and multi-ties.
Having read Simon Chamberlain's essay arguing for the inclusion of multi-tied agents in Aifa, the same old question looms large.
From April 6 next year, the eight UK pension regimes will be replaced by a single regime.
UCB Home LoansSelf Cert Two Year Flexible Fixed Rate Remortgage
Western Provident AssociationParent Care
John's Eversden scheme - resulting from a legislative anomaly exposed in CIR v Eversden (2003) - allowed a gift of the interest represented in the value of his home to be transferred to his children.
I have always been a cynic when funds are launched, particularly ones which have a quirky name that makes good promotional copy.
I was not surprised to read of Messrs Lawson and Ritchie's handbags at 50 paces, with the ever conciliatory Iain Naismith as referee.
I am writing in response to the front page article in your Professional Brief in which you say that Simply Biz is urging IFAs to set up shadow companies to ease their transition from networks to directly authorised status.