Money Marketing
3 June 2009

5 For life axe 'inevitable'

4 Jun 2009
65% of MEPs want greater political union to fight credit crunch

3 Jun 2009

More than 65 per cent of EU parliamentarians favour greater political union to help overcome future financial crises, but only 21 per cent of UK and Ireland MEPs agree, according to Cicero Consulting.
A new lisa of life

4 Jun 2009

I suspect I was not the only person who, when confronted last Christmas by the massive Aviva rebranding campaign, questioned the value of such spending in the current economic climate. In recent weeks, however, I have formed a very different view.
A shore thing

4 Jun 2009

Over the past few weeks, I have been looking at the impact of the proposed 2009 Budget changes to income tax - notably the introduction of a top rate of 50 per cent and the removal of higher- rate tax relief for pension contributions made by those with incomes of more than 150,000. I have also been reviewing the alternatives to pension investments, focusing on investments whose taxation treatment will be affected by the Budget.
ABI figures show drop in life and pension sales

4 Jun 2009
ABI warns against "lazy" regulation

3 Jun 2009

The Association of British Insurers has warned regulators and governments against a “lazy adoption of banking rules” to other areas of financial services.
Acuity Capital - CF Acuity Real Active Management Fund

9 Jun 2009

Acuity CapitalCF Acuity Real Active Management Fund
Adviser Fund Index

4 Jun 2009
Adviser mortgage products down on Brain

5 Jun 2009

The number of live mortgages available to intermediaries has dropped for the first time in two months, according to Mortgage Brain.
Advisers rap FSA on staff bonuses

4 Jun 2009
Advisers 'surprised' over Keydata insolvency

8 Jun 2009

Advisers have expressed surprise over the news that Keydata has been placed in administration on the grounds of insolvency.
Aegon £30m tennis deal ahead of RDR changes

4 Jun 2009
Aegon group risk retreat threatens 147 jobs

3 Jun 2009

Aegon has confirmed that 147 employees are facing redundancy as a result of its decision to pull out of the UK group risk market.
Aegon pulls out of UK group risk

4 Jun 2009
Aegon stuns advisers with surprise exit from group risk market

3 Jun 2009

Aegon is stopping writing group risk business with immediate effect because it does not consider the sector has potential for good profits.
Aifa slams IFA Promotion

4 Jun 2009

Aifa director general Chris Cummings has hit out at IFA Promotion over the way it communicates with other trade bodies and the lack of an IFA response to the Natwest advice adverts.
Amsellem joins Thames River

9 Jun 2009
Analysis: European elections

9 Jun 2009
Analysis: General Motors

3 Jun 2009

Once key drivers of the American economy, the bankruptcies of General Motors (GM) and Chrysler may cost a quarter million people their jobs and hit the country hard.
Analysis: Germany criticises quantitative easing

9 Jun 2009
Angela Eagle to replace Winterton as pensions minister

8 Jun 2009

Angela Eagle has replaced Rosie Winterton as pensions minister, as Prime Minister Gordon Brown's reshuffle continues.
Anger as B&B defers dividend payments

4 Jun 2009
Another £1bn for bonds

4 Jun 2009
Archie Kane warns against a parental FSA

9 Jun 2009

Association of British Insurers chairman Archie Kane has called for the calibre of FSA supervisors to improve and warned that the relationship between the regulator and firms is in danger of becoming a parental rather than adult one.
Artemis plans New Enterprises merger

9 Jun 2009
Ascentric teams up with iShares for ETF masterclasses

8 Jun 2009

Ascentric is teaming up with iShares to host a series of ETF masterclasses.
Ashmore adds sterling class to emerging funds

3 Jun 2009

Ashmore Investment Management has launched sterling share classes for two existing emerging market Luxembourg-domiciled Sicav funds.
Australia escapes recession

3 Jun 2009

Australia’s economy has unexpectedly escaped a technical recession, according to the latest official figures.
Aviva action group says 250,000 will be left in dark

4 Jun 2009
Aviva cuts adviser 'out of loop'

4 Jun 2009
Aviva kick-starts reattribution voting

3 Jun 2009

Aviva has started mailing voting packs inviting one million eligible policyholders to vote in the proposed reattribution of the firm's inherited estate.
Back to Africa

4 Jun 2009

Specialist funds have drifted in and out of favour in recent years. Right now, the IMA's statistics would show them out of favour, at least compared with the larger sectors such as corporate bonds and equity income.
Balls tipped to replace Darling as Chancellor

4 Jun 2009
Bank holds rate, continues easing plans

4 Jun 2009

The Bank of England has decided to hold the base rate at 0.5 per cent yet again this month as it continues its quantitative easing strategy.
Bank of England pursues asset purchase plans

4 Jun 2009

The Bank of England’s Monetary Policy Committee (MPC) today voted to hold its base interest rate at 0.5% and vowed to press ahead with £125 billion asset purchase plans.
Banks could be forced to pay for bailouts

4 Jun 2009
Banks double the adviser figure for upheld FOS complaints

4 Jun 2009
Barclays and BP closures could trigger DB domino effect - Hewitt

8 Jun 2009

The recent rash of high profile final salary closures will cause a domino effect will cause a domino effect of more schemes closing to future defined benefit (DB) accrual than ever before, according to Hewitt.
Barclays confirms deal talks with BlackRock

8 Jun 2009

Barclays is in talks with BlackRock over a deal for the sale of its iShares and Barclays Global Investors business.
Be ready for volatility in emerging markets, says Templeton’s Mobius

4 Jun 2009

Investment veteran Dr. Mark Mobius says a market correction in emerging markets equities of up to 20 per cent could be seen over the forthcoming months.
Bernanke expects signs of recovery by year end

4 Jun 2009

Ben Bernanke, the chairman of the Federal Reserve, said in testimony to a congressional committee on the American budget that he still expects signs of a recovery by the end of 2009.
BlackRock UK Special Situations gets AAA rating

9 Jun 2009
Blank defends HBOS due diligence

5 Jun 2009

Lloyds Banking Group chairman Victor Blank has defended the bank's level of due diligence carried out before it took over HBOS.
Blue Sky launches new ‘Auto Call’ plans

3 Jun 2009

Blue Sky Asset Management has launched two plans with one offering income at more regular intervals.
Blue Sky reassures investors over Keydata administration

9 Jun 2009

Blue Sky Asset Management says it does not believe the insolvency and administration of Keydata Investment Services will lead to any loss for investors.
Blue Sky says investors are safe from KeyData losses

9 Jun 2009
Bluefin offers advisers CII diploma support

8 Jun 2009

Bluefin Advisory Services is offering its staff and advisers access to a CII diploma qualification support package.
Boots hires Hornby as chief exec

8 Jun 2009

Alliance Boots has appointed former HBOS chief executive Andy Hornby as its group chief executive.
Brand Awareness

5 Jun 2009

Santander has recently announced that it is to scrap its Abbey, Bradford & Bingley and Alliance & Leicester brands on the high street while the Lloyds Banking Group looks to trim the edges of its basket of brands.
Bright Grey enhances IP plan

8 Jun 2009

Bright Grey has enhanced its income protection plan to include a rehabilitation service provided by Health and Case Management Limited.
Building societies must re-examine risk, says FSA

5 Jun 2009

The FSA says building societies must re-examine their risk management and business models in the areas of liquidity, wholesale funding and lending to ensure they are aligned.
Call for more network input on product design

4 Jun 2009
Call for specialist advice on Qrops

4 Jun 2009
Call to base FSCS levies on risk

4 Jun 2009
Can guided sales hit target?

4 Jun 2009

The theme of the Association of British Insurers' biennial conference on June 9 is Today's Challenges, Tomorrow's Opportunities, which fits perfectly with the debate over reform of financial advice.
Canada Life follows suit on postcode annuities

4 Jun 2009
Canada Life offers to maintain group risk terms for switches from Aegon

8 Jun 2009
Capita buys commercial mortgage administrator

5 Jun 2009

Capita Group has acquired the commercial loan administration Capmark Financial Group.
Castlestone Management - Porcupine Absolute Return Fund

9 Jun 2009

Castlestone ManagementPorcupine Absolute Return Fund
Cavendish four open door to wider market

5 Jun 2009

Cavendish Asset Management has expanded its fund range with three regional equity funds and a technology fund.
Caversham goes into liquidation

4 Jun 2009
Cheer leaders

4 Jun 2009

Susan Boyle may not be the only one feeling unloved and discarded at the moment, especially since the recent FSA and Council of Mortgage Lenders conferences saw the sector playing the blame game.
CII gets to the core with proposals for level four

4 Jun 2009
Citizens Advice Bureau to continue MoneyPlan initiative

8 Jun 2009

The Citizens Advice Bureau will continue to offer its MoneyPlan initiative following the success of a two-year pilot, which CAB says provided 1131 consumers with generic financial advice.
Clayton reveals £20bn mortgage asset due diligence

9 Jun 2009

Clayton Euro Risk has revealed it has done more than £20bn of due diligence on mortgage asset acquisitions since 2007.
Conmen jailed for defrauding Aviva directors

8 Jun 2009

Three men who were behind a chain of false bank accounts used to con five Aviva directors out of hundreds of thousands of pounds have been jailed at Southwark Crown Court.
Conrad had a point

4 Jun 2009

Once I had a fund and it was a gas - soon turned out, had a heart of glass.
Cost-cutting sees over 130 funds close

4 Jun 2009
Credit Suisse adds to cash position after market rally

4 Jun 2009
Cru bids to asset manage CF Arch fund range

4 Jun 2009
Cru's Maguire bids to directly manage CF Arch cru range

3 Jun 2009

Cru founder Jon Maguire says the firm plans to become an asset manager in a bid to take on the direct fund management of the £350m CF Arch cru fund range.
Darling to remain Chancellor

5 Jun 2009

Alistair Darling is to remain as Chancellor in Gordon Brown’s latest Cabinet reshuffle.
Defaqto says diversify across multi-managers

5 Jun 2009

Diversification across more than one multi-manager is important for investors given the increasing use of exchange traded funds and cash in multi-manager funds, according to Defaqto.
Dennehy says dividends falls are “much exaggerated”

9 Jun 2009

Dennehy Weller managing director Brian Dennehy says the death of dividends has been exaggerated.
Developed country inflation slows

3 Jun 2009

Annual inflation in the Organisation for Economic Cooperation and Development (OECD) area continues to slow according to the latest OECD Consumer Price Index.
EC wants council to assess financial risk

4 Jun 2009
EU engagement vital to shape directives, says IMA chief

5 Jun 2009

IMA chief executive Richard Saunders has urged the investment management industry to engage with Europe to help improve forthcoming directives.
Factoring factors

4 Jun 2009

Do you remember that one of the five work streams set up when the retail distribution review was launched in 2006 was about customer access? The FSA has realised that raising the quality of advice would increase the cost, pushing it out of some people's reach.
Financial ads prompted 320 complaints last year, says Beachcroft

4 Jun 2009

The Advertising Standards Authority received 320 complaints about 220 financial promotions in 2008, according to figures obtained by commercial law firm Beachcroft LLP.
First IFA product for HSBC Life

4 Jun 2009
First time choice fixed from Coventry

9 Jun 2009

Coventry Building Society First Time Buyer 5.99% Five Year Fixed
Fitch redefault fears over modified loans

4 Jun 2009
Flexibility factor

4 Jun 2009
FSA challenges advisers' platform charging strategy

4 Jun 2009

The Financial Services Authority head of retail investment policy Rory Percival has challenged advisers for the way wrap charges are passed on to the consumer.
FSA coming up short on long stop argument

4 Jun 2009

Last week's revelation that the chair of the joint Parliamentary committee on human rights has called for a Government explanation as to why IFAs are not subject to the 15-year long stop is welcome news.
FSA fines up 514%

8 Jun 2009

The value of fines handed down by the FSA in the last year jumped 514 per cent to a record £27.3m.
FSA publishes interim regulations for sale and rent back

3 Jun 2009

The FSA has published details of the interim regulations for the sale and rentback market that it is introducing on July 1.
FSA reveals TCF cost for advisers

4 Jun 2009
FSA says some wrap providers may leave market

5 Jun 2009

The Financial Services Authority says it is possible some wrap providers will exit the market if they fail to make a profit or lose their existing financial backing.
FSA tells insurance industry to overcome structural issues

9 Jun 2009

The FSA has warned that the insurance industry must overcome “long-standing structural issues” including poor persistency and high distribution costs.
FSA to extend FSCS cover for mergers

4 Jun 2009

The FSA is today proposing to extend interim rules which allow separate compensation cover for customers with deposits in two merging building societies until December 2010.
FSA to hold confirmation hearing for Britannia transfer

9 Jun 2009

The FSA has today announced that the confirmation hearing for the proposed transfer of Britannia Building Society business to Co-operative Bank will be held on June 26.
FSA won't release legal advice over long stop

4 Jun 2009
FSCS declares Echelon Wealth Management in default

4 Jun 2009

The Financial Services Compensation Scheme has declared Glasgow-based Echelon Wealth Management in default and says up to 900 customers could claim for compensation.
FTSE breaks above 4,400

4 Jun 2009

The FTSE 100 rose above the 4,400 barrier this morning ahead of the Bank of England’s announcement on interest rates at midday.
FTSE opens higher

9 Jun 2009

The FTSE 100 opened higher at 4,420 this morning recovering previous ground lost after a boost from Wall Street overnight.
FTSE slides lower with banks

3 Jun 2009

The FTSE opened at 4,477 this morning but slipped from recent highs with pressure on banks and mining stocks.
Give peace a chance

4 Jun 2009

Amid all the jetsam and flotsam of failed regulation over the past 20 years or more, one of the few succ-esses in all that time has been the growing influence of the Financial Ombuds- man Service.
GLG appoints duo to technology equity fund

4 Jun 2009

GLG has named Phil Pearson and Anthony Burton as managers of the £41m GLG technology equity fund.
HMRC tax bill caused Keydata administration

9 Jun 2009
Horlick fights for control of Bramdean Alternatives

9 Jun 2009
House prices up 2.6 per cent, says Halifax

4 Jun 2009

House prices rose by 2.6 per cent in May, according to the latest Halifax house price index.
HSBC relaunches rate matcher

4 Jun 2009

HSBC has relaunched its rate matcher scheme whereby any mortgage holder can have their current rate matched and fixed direct from the lender.
HSBC to close HFC Bank

4 Jun 2009

HSBC has revealed that it will be shutting down its sub-prime high street lender, Beneficial Financial.
Ian Millward joins Jubilee FP as head of distribution

8 Jun 2009

Former Chase de Vere marketing manager Ian Millward has been appointed as head of UK distribution at investment boutique Jubilee Financial Products.
IFA support for flexible annuity products grows

4 Jun 2009
IFAs welcome cut in FSA fees

4 Jun 2009
Income fund chiefs face dividend conundrum

4 Jun 2009
Indian funds star in May

4 Jun 2009

The two strongest performing funds during May were both Indian equity offerings, which received a boost following the country’s recent elections, according to Lipper.
Individual thinking

4 Jun 2009

I was away speaking at the Money Marketing retirement summit in Monte Carlo the other week when I was asked a seemingly simple question (over the internet) by one of the members of our ever-growing pension community on Twitter.
Internal affairs

4 Jun 2009
Investec AME moves to non-daily dealing

9 Jun 2009
Investec merges offshore bond funds

9 Jun 2009
Investor confidence up in May, IMA stats

8 Jun 2009

Investor confidence turned positive last month up 35 points since last November, according to statistics from the Investment Management Association.
Investors hindered by fund launches

9 Jun 2009
IoM investors in KSF face long cash wait

4 Jun 2009
IP business increases 13% but IFA sales dip by 5%

4 Jun 2009
Is the bull market emerging?

8 Jun 2009

A volatile ride lies ahead for emerging markets according to Templeton's Mark Mobius who says a market correction of up to 20 per cent is not unconceivable.
Jubilee and NDFA declare Keydata interest

9 Jun 2009

Jubilee Financial Products and NDFA has contacted administrators to declare interest in purchasing Keydata Investment Services.
Julius Baer launches Russia Sicav

4 Jun 2009

Julius Baer is launching a Luxembourg domiciled Sicav Russia fund in the UK market.
Keydata expands product range

3 Jun 2009

Keydata Investment Services is launching two FTSE-linked structured products.
Keydata in administration

8 Jun 2009

Keydata Investment Services has today been placed into administration on the grounds that it is insolvent.
Keydata Investment Services - Dynamic Growth Plan Plus 17

5 Jun 2009

Keydata Investment ServicesDynamic Growth Plan Plus 17
Keydata Investment Services - Extra Income Plan

3 Jun 2009

Keydata Investment ServicesExtra Income Plan
Law change to boost French sale and leaseback property, says Pierre & Vacances

4 Jun 2009

A minor amendment to a recently introduced French law offers opportunities for UK investors in French sale and leaseback schemes, according to Pierre & Vacances.
Legacy Asset Systems reveals founding shareholders

3 Jun 2009

The founding seven shareholders of platform migration service Legacy Asset Systems have been revealed.
Legal & General - Capital Protected Triple Index Plan 2

3 Jun 2009

Legal & GeneralCapital Protected Triple Index Plan 2
Lifestyle is set to dictate cover for younger lives

4 Jun 2009
Lifetime becomes Aviva Wrap

8 Jun 2009

Aviva’s Lifetime platform will now be known as the Aviva Wrap following the company’s re-branding this month.
List of five set to battle it out for Insight, say reports

8 Jun 2009

Lloyds Banking Group has drawn up a list of five firms looking to buy parts of Insight’s Fund Management arm, according to reports.
Lloyds axe 510 more jobs

3 Jun 2009

Lloyds Banking Group is set to axe another 510 staff from its retail divisions.
Lloyds scraps IF and BOS for intermediaries

9 Jun 2009

Lloyds Banking Group has revealed that both Intelligent Finance and Bank of Scotland will cease new lending through intermediaries.
Lloyds to begin Government payback

8 Jun 2009

Lloyds Banking Group will become the first UK state-aided bank to begin to pay bank its £4bn Government loan.
London stocks push higher

5 Jun 2009

The FTSE 100 made a strong start this morning opening up at 4,399 with miners pushing the index higher.
Long division

4 Jun 2009

Three weeks remain before publication of the RDR consultation paper and the pressure is on the FSA to contrive workable solutions to the problems which occur if the feedback statement initiatives are implemented.
Lords seek clearer delegation of powers to supervise banks

4 Jun 2009
LV= expands property team

5 Jun 2009

LV= Asset Management (LVAM) has expanded its property team with the hire of Henry Webber.
Manager focus: Mark Lovett

9 Jun 2009
Manager focus: Patrick Ryan

3 Jun 2009

Lazard Asset Management’s Patrick Ryan is adding stocks he says will not only survive a recession, but also participate in a rally, as the world’s economic future is too difficult to call.
Martin Currie plans to add hedged share class

9 Jun 2009
McFall attacks Lloyds chiefs for C&G job loss leak

9 Jun 2009

Treasury Select Committee chairman John McFall MP has slammed Lloyds Banking Group chief executive Eric Daniels for allowing staff to be made aware of job cuts in the press before being told by the bank.
McNulty goes after Legg Mason revamp

4 Jun 2009
Meteor Asset Management -FTSE Income Plan

9 Jun 2009

Meteor Asset ManagementFTSE Income Plan
MetLife says advisers fear FSA action over investment decisions

4 Jun 2009

Almost 60 per cent of IFAs fear regulatory backlash over their asset allocation decisions in the wake of recent stock market volatility, new research from MetLife Europe shows.
Midas back in touch

4 Jun 2009
Millward joins Jubilee

9 Jun 2009
Money Portal MBO looming

4 Jun 2009
Mundy gets co-manager on Global Special Sits

9 Jun 2009
Myners hits out at EC proposals

4 Jun 2009

City minister Lord Myners has hit out at the European Commission’s proposals for financial regulation, over concerns they will take control away from the UK’s national supervisors.
Nationwide index shows house prices up by 1.2%

4 Jun 2009

House prices rose by 1.2 per cent in May, according to the latest Nationwide house price index.
'Network Data owed ARs £2m in commission'

4 Jun 2009
New UK housing index reveals activity increase

5 Jun 2009

A new UK property activity index has revealed that the housing market is showing signs of improvement.
Newcastle Intermediary Services - Guaranteed Capital Performance Account – Issue 6

5 Jun 2009

Newcastle Intermediary ServicesGuaranteed Capital Performance Account – Issue 6
Newton rethinks AMC in bid to bolster distribution

4 Jun 2009
OBSR drops ratings on leading funds

4 Jun 2009

OBSR has withdrawn the rating on Jupiter’s undervalued assets fund as part of its latest review.
OBSR suspends GLG tech fund rating

9 Jun 2009
OBSR upgrades three funds

3 Jun 2009

Three funds have been upgraded from single-A to double-A ratings by OBSR.
Odey Asset Management - UK Absolute Return Fund

9 Jun 2009

Odey Asset ManagementUK Absolute Return Fund
OECD sees signs of recovery

9 Jun 2009
OECD unemployment rises

9 Jun 2009
On the rebound

4 Jun 2009

Another week and another rally. By the end of last week, UK shares had rebounded by nearly 30 per cent from the March low - and this despite the impending collapse of General Motors. Perhaps of greater importance is the length of the rally. Recoveries of this nature seldom run for more than eight or nine weeks unchecked. This one is heading for a full three months.
OPAL offers support for Keydata admin

9 Jun 2009

Third party administrator OPAL says it will offer ongoing support for all structured product portfolios following Keydata being placed into administration.
Pearl to get £500m injection in debt restructure, say reports

3 Jun 2009

Pearl Group has finalised a debt restructure deal which will slash the firm's £3bn debt and secure a £500m capital injection from investor, Liberty Acquisition Holdings, according to reports.
Pension Insurance Corporation insures Warwick pension scheme

9 Jun 2009

Pension Insurance Corporation has announced a buy-in agreement with the trustees of the Warwick International Group Pension Scheme.
Pictet Funds - PF (Lux) Agriculture Fund

9 Jun 2009

Pictet FundsPF (Lux) Agriculture Fund
Plan a relief route

4 Jun 2009

The Budget introduced new rules that restrict higher-rate tax relief on individual pension contributions with immediate effect. On the surface, these changes may appear unfavourable but clients may still be able to benefit if they seek the right financial advice.
Price will run Fidelity emerging markets fund

4 Jun 2009
Prime motivators

4 Jun 2009

I am currently taking the maximum income drawdown from my pension fund. I am 61. Would now be a good time to convert to an annuity?
Privalto combines active and passive management with tracker

3 Jun 2009

The Privalto Millennium tracker fund is an Oeic that combines the low cost and liquidity of passive investment with active asset allocation.
Profits at Cavanagh plunge by 87%

4 Jun 2009
Proof is in the pudding

3 Jun 2009

The figures say it all really. IFAs are responsible for just 3 per cent of complaints to the FOS and only 33 per cent of those are upheld. Banks on the other hand are responsible for 59 per cent of complaints and a whopping 69 per cent are upheld.
PwC preliminary view: Keydata assets safe

9 Jun 2009

PricewaterhouseCoopers says that its preliminary view of Keydata assets is that customers' funds have been held in secure custody accounts.
Quality control

4 Jun 2009

While regula-tion of the mortgage industry can in many ways be held up as a success story, anyone looking at the disciplinary actions being taken by the FSA must recognise that the current regime is not wholly effective and adjustments are necessary.
Raising awareness

4 Jun 2009

The UK stockmarket has rallied aggress-ively in recent weeks. The FTSE All-Share index has climbed by close to a quarter since the low point in early March on the back of hopes that the combination of monetary and fiscal stimulus around the globe will kickstart end- demand in the near future.
Rally is worth the weight

4 Jun 2009

Whisper it quietly but it appears that emerging markets are set to lead the comeback.
Rational linking

4 Jun 2009

Last week, Santander revealed it would be scrapping its retail brands Abbey, Alliance & Leicester and Bradford & Bingley and bringing them all under the single brand.
Rising bond yields are result of bursting asset class bubble

5 Jun 2009

Rising government bond yields are the result of the bubble in the asset class bursting, not a sign that quantitative easing is failing, according to economists at Morgan Stanley.
Rock brand

4 Jun 2009

Financial services companies have a tough enough job when it comes to creating a brand and an even greater one protecting it.
Ruffer Investment Management - CF Ruffer Japanese Fund

4 Jun 2009

Ruffer Investment ManagementCF Ruffer Japanese Fund
Ruffer positive on Japan

9 Jun 2009

The CF Ruffer Japanese fund aims for growth by investing mainly in Japanese equities but its wide remit allows for investment in other assets and regions if deemed necessary.
RWC launch US long/short fund with Corcell hire

3 Jun 2009

RWC Partners has appointed former Threadneedle manager Mike Corcell to launch a US long short equity fund.
RWC to launch American long/short fund

3 Jun 2009

Mike Corcell, former manager of the Threadneedle American Crescendo fund, has joined RWC Partners to launch an American long/short equity fund.
Sarasin & Partners - Sarasin EquiSar Global Thematic Fund (Sterling Hedged)

3 Jun 2009

Sarasin & PartnersSarasin EquiSar Global Thematic Fund (Sterling Hedged)
Sarasin & Partners - Sarasin Global Equity Income Fund (Sterling Hedged)

3 Jun 2009

Sarasin & PartnersSarasin Global Equity Income Fund (Sterling Hedged)
Sarasin takes currency view on equity funds

9 Jun 2009

Sarasin & Partners has introduced two funds that are based on its equisar global thematic and global equity income funds, but remove foreign currency risk by hedging investments back into sterling.
Sayonara final salary schemes

4 Jun 2009

Have the decisions taken by Barclays and BP this week, to throw in the towel on final salary pensions, marked the beginning of the end of top-quality private sector schemes?
Schroders launches global currency fund

3 Jun 2009

Schroders has launched its first managed currency fund.
Sector rallies against ABI proposal to scrap TPD

4 Jun 2009
SII offers level 6 wealth management qualification

3 Jun 2009

The Securities & Investment Institute has developed a stand-alone, higher level qualification for existing wealth managers.
Skandia cuts cloth to economic climate

3 Jun 2009

Skandia Investment ManagementGlobal Dynamic Equity Fund
South Korean GDP growth hits expectations

5 Jun 2009

South Koreas GDP grew at the expected 0.1% in the first quarter compared with the previous quarter, according to the Bank of Korea.
Steve Hunt

4 Jun 2009
TCC appoints new BDM

3 Jun 2009

The Consulting Consortium has appointed Sandro Buttaci as business development manager on its customer engagement team.
TCF warning for IFAs on platform migration

4 Jun 2009
Thames River takes on Quantum absolute income fund

8 Jun 2009

Thames River has taken over the management of Quantum’s UK absolute income fund.
Thames River to run Quantum absolute income fund

3 Jun 2009

Quantum Asset Management has transferred the management of its UK absolute income fund to Thames River Capital.
The emerging picture

4 Jun 2009

There are challenges when selecting emerging markets equity funds for a multi-manager approach. The sector tends to be treated as a small, marginal and amorphous category within an investment portfolio.
The middle ground

4 Jun 2009

Ecclesiastical is among the more unique investment houses out there, with a strong charity focus and a background in insuring churches.
The underwritten path to the future

9 Jun 2009

Last week Money Marketing revealed that protection underwriters predict lifestyle factors will increasingly be taken into account in protection policies for younger people.
Third of equity release referrals through IFAs

3 Jun 2009

A third of all equity release referrals came from IFAs over the first quarter of this year, according to Hodge Lifetime.
Third way sales up 7 per cent on Q4

3 Jun 2009

Variable annuity sales were up 7 per cent in the first quarter of 2009, to £370m, compared with Q4 2008, according to Watson Wyatt.
Tory Govt presents opportunity for IFAs, says Osborne

9 Jun 2009

Shadow Chancellor George Osborne has claimed that the Conservative Party's economic policies will present a big opportunity for the IFA sector.
True Potential enhances asset allocation tools

9 Jun 2009

True Potential has enhanced the asset allocation tools available on its business platform to include risk assessment tools from Morningstar.
UK sub-prime RMBS arrears more than double in 12 months

3 Jun 2009

Arrears on mortgages in UK sub-prime residential mortgage-backed securities have more than doubled over the last 12 months.
US Countrywide chief faces fraud charges

5 Jun 2009

Angelo Mozilo, the former chief executive of US sub-prime mortgage lender Countrywide, faces charges of fraud.
Weak point

4 Jun 2009

I have only ever had one complaint and it was not upheld. I told him not to dump equities to buy bonds, he thought otherwise Bonds tanked and markets shot up. Oddly enough, he blamed me for his loss. With pension and endowment mis-selling, advisers have become a soft touch for a spot of compo.
Woodford downbeat on recovery

3 Jun 2009

The market is too confident that Britain is heading into a V-shaped recovery, according to Neil Woodford, the head of investment at Invesco Perpetual.
Woodford highlights recovery concerns

3 Jun 2009

Invesco Perpetual income manager Neil Woodford believes that an economic recovery is still three to four years away.
World is finding a new balance

4 Jun 2009

Since our last contribution to this column at the beginning of March titled, Markets can go up as well as down, risk assets around the globe have soared. At the time, we commented that if reflationary policies undertaken by government authorities are seen as taking hold, equity markets and other risky assets would likely enjoy an explosive rally. The flip-side, of course, was that safe-haven assets like government bonds would get crushed.
Xafinity targets Sipp buys

4 Jun 2009
Yates joins F&C as non-exec director

4 Jun 2009
Yesterday, all my troubles...

4 Jun 2009
Yorkshire goes live with L&G's POS system

8 Jun 2009

Yorkshire Building Society is the first building society partner to go live with Legal and General’s online point-of-sale business system.
Yvette Cooper to replace Purnell at DWP

5 Jun 2009

Chief Secretary to the Treasury Yvette Cooper is to replace James Purnell as Work and Pensions Secretary.
Zurich chooses comfort factor

4 Jun 2009

Zurich Financial ServicesProtected Capital Account

Money Marketing3 June 2009

Money Marketing
3 June 2009