Money Marketing
3 October 2007
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‘Banks warned against rushing cash protection reforms’
4 Oct 2007
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£100M society travels on to become British Friendly
4 Oct 2007
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£30M a year lifeboat fund to bail out pensions
4 Oct 2007
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7IM to share client data with Cofunds and FundsNetwork
5 Oct 2007
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A gender for change
4 Oct 2007
What financial planning issues need to be considered by any individual acquiring a new gender?
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ABI changes life and pension funds classification system
3 Oct 2007
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ABI publishes new PMI guidelines
4 Oct 2007
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ABI warning on FSCS reforms
4 Oct 2007
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ABI warns state should not subsidise personal accounts
4 Oct 2007
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Advantage to cull 90 jobs as Morgan Stanley makes 600 redundancies worldwide
3 Oct 2007
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'Advisers in Catch-22 position'
4 Oct 2007
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Advisers rate Falcon and M&E top of networks
4 Oct 2007
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Aifa appoints new public relations and marketing director
8 Oct 2007
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Aifa wins backing as membership leaps
4 Oct 2007
Bankhall chief blasts Towry Law's attack on Aifa as members rally in support of trade body
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All shook up
5 Oct 2007
Change really is afoot at the moment. With the undertones (not the band, sadly) of the RDR dictating advisers every move at the moment, maybe it has prompted changes across the board. Or maybe it’s just that time of year when people look for new opportunities.
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Alliance & Leicester - Two-Year Base Rate Tracker 5.79%
4 Oct 2007
Alliance & LeicesterTwo-Year Base Rate Tracker 5.79%
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Andy Peters
4 Oct 2007
Bright Grey's director of distribution helped to set up the firm from scratch and has succeeded in taking business from other protection product providers but is now looking to build up sales in the mortgage sector with a training programme for brokers and is also planning a foray into the business protection market. Interview by Gregor Watt
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Annuities on the radar
4 Oct 2007
Claim handlers may be turning their attention to trust-based pensions
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Arc Capital & Income - Bull & Bear Tracker Plan 3
3 Oct 2007
Arc Capital & IncomeBull & Bear Tracker Plan 3
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Ashby moves to Credit Suisse
3 Oct 2007
Equity income manager Graham Ashby joined Credit Suisse this week as managing director and head of UK retail equities from Sarasin Chiswell.
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Axa poised for platform
4 Oct 2007
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B&B underlines credit quality with covered bond issue
4 Oct 2007
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Bank of England maintains bank rate at 5.75%
4 Oct 2007
The Bank of England’s Monetary Policy Committee voted today to maintain the official bank rate at 5.75 per cent.
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Bank reject BoE money auction
4 Oct 2007
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Banks are being under-regulated
4 Oct 2007
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Beagles takes break for six months from Hambro
4 Oct 2007
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Blue chips set to take lead in US
4 Oct 2007
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Boulger sees problem defining who is an FTB
4 Oct 2007
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Bright on Rock
4 Oct 2007
The silver lining in the bank funding crisis is the lessons it has taught us about risk
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Broker Talkback
4 Oct 2007
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Broker Blackandwhite.co.uk looking to make 50 staff redundancies
9 Oct 2007
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Brokers search for cash boost
4 Oct 2007
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C&G to withdraw current 100 per cent mortgage range today
8 Oct 2007
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Cameron brands pensions Brown’s “worst” legacy
3 Oct 2007
David Cameron has branded Gordon Brown’s record on pensions his “worst legacy” and pledged not to let him forget it.
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Certificate aims at PPI standards
4 Oct 2007
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Chartwell Group Ltd acquires Bristol IFA
3 Oct 2007
Chartwell has acquired Bristol-based firm Broadoak for an undisclosed sum.
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CII calls for a common approach to qualifications
8 Oct 2007
The CII has called on the industry to streamline the structure of financial services qualifications.
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Claim is the spur
4 Oct 2007
Lord Lipsey's comments on compensation should sound a warning to IFAs
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'Clumsy and ineffective' home packs would be axed
4 Oct 2007
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CML's role is criticised
4 Oct 2007
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Confidence rocked
4 Oct 2007
It is all too easy to lay the blame for the problems experienced by Northern Rock on a wide range of factors but we do need to analyse the situation carefully and reach conclusions to help prevent the same circumstances occurring in future, especially the scenes of thousands of frightened investors queuing outside bank branches.
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Consumers regard annuities as "legalised robbery"
9 Oct 2007
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Counting the cars
4 Oct 2007
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Crunch time
4 Oct 2007
The more observant among you might have guessed I was away last week.
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Darling warns credit squeeze will hit the UK economy
5 Oct 2007
The Chancellor has warned the current credit crunch is likely to have an effect on the UK economy and is set to down-grade his growth forecasts for 2008.
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DB raises the bar for loan credit scoring
4 Oct 2007
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Death on denial
4 Oct 2007
The recent announcement from Legal & General that it was looking to enlist the help of The Samaritans in training its tele staff certainly caught my eye . It struck me that perhaps once they are through with L&G they could lend a hand in the mortgage industry too, where shortly we will see a suicide watch list emerge.
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Defaqto report shows Britons are sleep-walking into retirement
4 Oct 2007
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Delegate places for Fof forum filling up fast
4 Oct 2007
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Don't drop your Hs
4 Oct 2007
The first of two articles spells out the recent changes to the IHT reporting regime for lifetime transfers
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Edinburgh Portfolio transferred to Jessop FM
4 Oct 2007
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Equitable update on Pru transfer
4 Oct 2007
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ex-Paymentshield directors launch MPPI through new venture 3xd
8 Oct 2007
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Ex-Sesame chief to build PosSol loans
4 Oct 2007
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F&C says market anxiety is easing
5 Oct 2007
This week's billion dollar losses announced by Deutsche Bank and profit warnings from UBS and Citigroup have shed more light on the extent of the crisis emanating from the US sub-prime market, according to F&C.
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Fidelity targets DC market with lifestyle funds
4 Oct 2007
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Filling the void
3 Oct 2007
As autumn descends on the UK once more it appears that any possible lull in the office is well and truly over, as silence from what has been a MoneyMarketing skeleton crew in the past couple of weeks has been replaced by the hustle and bustle as all of our reporters catch up on their respective patches.
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Friends Provident and Resolution set to close the deal
8 Oct 2007
Friends Provident and Resolution look set to close the deal to create Friends Financial Group with the date of the merger set for November 29, 2007.
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FSA admits it needs to learn Northern Rock lessons
9 Oct 2007
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FSA appoints former minister and anti poverty campaigner as director of financial capability
3 Oct 2007
The FSA has appointed Chris Pond, currently Chief Executive of the National Council of One Parent Families as director of financial capability, a new position within the FSA.
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FSA bans firms after PPI probe uncovers failings
4 Oct 2007
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FSA is looking into Royal London OMO charges
5 Oct 2007
The FSA says it is looking into reports that Royal London charges customers thousands of pounds for exercising their open market option.
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FSA with-profits warning to CEOs
4 Oct 2007
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FTBs hit hard by sub-prime crisis
4 Oct 2007
Some UK lenders are withdrawing their 100 per cent mortgages. Tanya Powley looks at what this means for the industry and consumer choice
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GMAC-RFC to close High Street Home Loans, cutting over 200 jobs
9 Oct 2007
GMAC-RFC has announced - during today's pre-budget report - that it will be closing its sub-prime subsidiary High Street Home Loans and cutting around 266 jobs.
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'Government won't let firms strong-arm staff out of NPSS'
4 Oct 2007
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Gross lending in August sees little change from July says CML
9 Oct 2007
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Halifax writes to 200,000 customers after incorrect amount was collected from bank account
5 Oct 2007
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Hay wraps hits £12bn
4 Oct 2007
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HSBC Fof will focus on global property
4 Oct 2007
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Hunt aims to boost Lehman mortgage packager profiles
4 Oct 2007
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Hunt review wants to hear Lipsey evidence
4 Oct 2007
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IFAs are not the ones creating distrust
4 Oct 2007
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IFAs call for independent fee only adviser category
9 Oct 2007
A 16-strong group of fee only IFAs are lobbying the FSA for the creation of an independent, fee only adviser category.
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IFP conference - FSA reinforces message that RDR proposals are industry-led initiatives
3 Oct 2007
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IFP conference - New model advisers worth more says FP Advance
3 Oct 2007
New model adviser businesses are worth more money than companies that run on traditional models, according to consultant FP Advance.
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IFP conference - UK individuals should not rely on Governent for financial support says Australian financial firm
3 Oct 2007
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IFP conference diary
5 Oct 2007
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IHT changes on the way?
8 Oct 2007
With election fever now yesterday’s lunch all eyes are on Alistair Darling’s first pre-Budget report and Comprehensive Spending Review with plenty expected for the industry to digest.
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Ilott joins Fidelity multi-manager team
4 Oct 2007
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In step with investment
4 Oct 2007
The Money Marketing Live conference and exhibition at Manchester's G-Mex on October 30 will once again feature the Investment Arena, where industry experts will talk about the challenges facing advisers. You can also win a Mazda MX-5 roadster sponsored by Edeus
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'Industry must pay towards generic advice'
4 Oct 2007
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Infinity is back after securing new funding
4 Oct 2007
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Is property set to subside?
4 Oct 2007
Brick and mortar have held up well but cracks have been appearing in funds invested in property shares, says James Phillips
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Isle of Man ranked ahead of main offshore competitors
9 Oct 2007
The Isle of Man has been ranked ahead of offshore competitors Channel Islands, Cayman Islands and Bermuda in The City of London’s Global Financial Centres Index.
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James Hay adds Thames River funds to its wrap
9 Oct 2007
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Knight and Finegold - the mortgage market’s dream team
5 Oct 2007
What with the gloomy market conditions and several mortgage commentators solemnly forecasting the demise of a number of lenders in the coming months, it is nice to have some positive news.
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Knight's first two ventures to be dedicated packager and broker lenders
3 Oct 2007
Former GMAC-RFC founder Stephen Knight has told Money Marketing that his first two lending ventures through Checkmate Mortgages will see one focused on just the intermediary channel with the other only focused solely on the packaging market.
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L&G scraps duty to disclose rule on forms
4 Oct 2007
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Left in the dark as day of Mifid approaches
4 Oct 2007
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LibDems call for 10 year limit on non-dom status
3 Oct 2007
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Lipsey words are gut-wrenching
4 Oct 2007
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Loss of confidence
4 Oct 2007
The FSA's handling of the Northern Rock affair has revealed its weaknesses
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Lyxor Asset Management - Lyxor ETF South Africa - FTSE JSE TOP 40 Index
5 Oct 2007
Lyxor Asset ManagementLyxor ETF South Africa - FTSE JSE TOP 40 Index
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LyxorAsset Management - Lyxor ETF India - S&P CNX NIFTY
5 Oct 2007
LyxorAsset ManagementLyxor ETF India - S&P CNX NIFTY
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McAteer says public would suffer if Icob is changed
4 Oct 2007
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MD Pain is leaving C&G
4 Oct 2007
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Merger to bring fund changes
4 Oct 2007
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Meteor adds another Prima plan to range
4 Oct 2007
Meteor Asset Management has brought out a fourth issue of its prima growth plan, a capital-protected bond that has an early maturity feature.
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Mortgage industry reacts angrily to IoD's call to scrap buy-to-let tax break
5 Oct 2007
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Mortgage Trust valuation rethink
4 Oct 2007
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Mother of all requirements
4 Oct 2007
As we hurtle towards November 1, which heralds the arrival of the mighty Mifid, I am becoming interested in what distributors and manufacturers are doing to meet the requirements of this huge European directive.
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MPs demand answers from FSA over anti-BofE media briefing
9 Oct 2007
The FSA has come under heavy fire from the Treasury select committee for failing to answer questions about the Northern Rock debacle and accusations the regulator briefed the media against the Bank of England.
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Musical Standard
4 Oct 2007
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New model barmy army
4 Oct 2007
Thinc wealth management director Tim Parsons considers that many advisers are being taken in by the lure of a so-called shift in the way of doing business and he sets out the elements of structure that are needed to be successful in the future
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New Star announces details of high risk Africa fund
8 Oct 2007
New Star has announced plans to soft-close its heart of Africa fund once the product reaches £100m.
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Newman says networks still make sense as new venture launches
4 Oct 2007
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Northern Rock may have received more than £10bn now from Bank of England
4 Oct 2007
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Northern Rock to cut the number of its mortgage products by over two thirds
3 Oct 2007
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NU goes back to drawing board on protection range
4 Oct 2007
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NU pays 86% of critical claims
4 Oct 2007
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NU shock move for £260m London sell-off
4 Oct 2007
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Nucleus adds P-Solve funds of hedge funds
4 Oct 2007
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Old Broad Street takes over Forsyth ratings
4 Oct 2007
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Over half of IFAs do not understand personal accounts
5 Oct 2007
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Panorama investigation shows 70 per cent of repossessions are from sub-prime market
8 Oct 2007
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PBR: "CGT is a tax increase by another name"
9 Oct 2007
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PBR: 4bn to help people in poor-quality housing make renovations
9 Oct 2007
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PBR: Abolishing capital gains tax taper relief could damage advisers
9 Oct 2007
Alistair Darling's announcement that he will withdraw capital gains tax taper relief could cause serious damage to small companies like IFAs, warns tax consultant Chiltern.
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PBR: Aifa urges Chancellor to ease SME tax burden
9 Oct 2007
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PBR: Boulger criticises Darling on longer-term fixed rate mortgage re-announcement
9 Oct 2007
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PBR: CGT decision could offer tax opportunity for investment firms
9 Oct 2007
The introduction of an 18 per cent flat rate for Capital Gains Tax could give investment firms the green light to launch new capital based investments to attract clients, according to Mazars Financial Planning CEO Paul Willans.
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PBR: Darling calls for 7 and 10-year tax charges for non-doms
9 Oct 2007
Alistair Darling has announced that he will consult on levying tax charges on non-domiciled UK residents who have lived in the UK for seven years.
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PBR: Darling to incentivise lenders to promote fixed-rate mortgages
9 Oct 2007
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PBR: Derivatives to be treated as investing
9 Oct 2007
HM Revenue and Customs has announced as part of the pre-Budget report that the use of derivatives can be treated as investing rather than trading.
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PBR: Grant Thornton warns non-dom clock began ticking in 2001
9 Oct 2007
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PBR: Grants to local authorities to increase by 26bn to keep council tax rises below 5 per cent
9 Oct 2007
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PBR: IHT threshold doubled to £600,000
9 Oct 2007
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PBR: Mortgage industry disappointed with Govt failure to make changes to stamp duty
9 Oct 2007
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PBR: Offshore funds to invest unlimited amount in non-distributing funds
9 Oct 2007
The Treasury's discussion paper on reform of the offshore funds regime proposes allowing offshore funds to invest any amount in non-distributing funds.
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PBR: State second pension flat rate brought forward to 2009
9 Oct 2007
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'Pension levy breaches fairness principle'
4 Oct 2007
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'Perfect storm' is forecast for commercial property
4 Oct 2007
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Planners need more than exams
4 Oct 2007
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Platform appoints new head of credit risk
9 Oct 2007
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Pledges, legacies and backtracks
4 Oct 2007
The Tories kicked off the pensions week in fine style by pledging to pay back victims of collapsed pension schemes within three months of the Party returning to office.
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Pre-Budget report and CSR to be presented next Tuesday
5 Oct 2007
The Chancellor Alistair Darling will present the pre-Budget report and the outcome of the Comprehensive Spending Review to the House of Commons next Tuesday at 3:45pm.
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Professional RDR response from CII
4 Oct 2007
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Property pension for three million
4 Oct 2007
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Property prices hold up despite credit crunch
4 Oct 2007
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Put your questions to our expert panel
4 Oct 2007
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RBS consortium wins battle over ABN Amro
8 Oct 2007
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Record New Star profits
4 Oct 2007
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Regulator must not retreat from its responsibilities
4 Oct 2007
It is just possible that all the folk at the regulator have had a very sharp reminder of what their day job is, following the run on Northern Rock.
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Ride out a recession
4 Oct 2007
Investors concerned about a US recession could move to a defensive position but a better bet in the long term would be a balanced portfolio which can ride out market conditions, says Will Henley
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Rock still faces big funding commitment
4 Oct 2007
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Royal London European Growth Trust goes overweight on banks
3 Oct 2007
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Sacrifice can beat NI trap
4 Oct 2007
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'Same old story with new wealth label'
4 Oct 2007
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Scott White to join Martin Currie as director of comms
4 Oct 2007
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Seabrook to run F&C dark green fund against index
4 Oct 2007
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Sears leaves Apcims for wholesale role at IMA
4 Oct 2007
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Self-investment withdrawn for Tomorrow's closed pension book
4 Oct 2007
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Shock resistance
4 Oct 2007
Emerging markets are in good shape to withstand any weakness in the US
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Sipp suitability
4 Oct 2007
FSA head of investments, small firms division, Jonathan Fischel says advisers must and assess individual needs carefully when recommending a Sipp
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Skipton Building Society - Three Year Fixed Rate Mortgage
3 Oct 2007
Skipton Building SocietyThree Year Fixed Rate Mortgage
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SLI widens ethical marketplace
3 Oct 2007
Standard Life InvestmentsEuropean Ethical Equity Fund
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Small firms falling behind on TCF
4 Oct 2007
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Sore points
4 Oct 2007
Generally speaking, I have always tried to steer clear of writing about payment protection insurance in this column. PPI is not a product that, traditionally, has generated much interest from IFAs, so, a bit like current accounts, there does not seem to be much point in harping on about the subject more than once or twice a year.
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Specialist spins out of top spot
4 Oct 2007
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SPML raises rates and slashes LTVs
4 Oct 2007
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Stephen Knight teams up with Martin Finegold to launch Checkmate Mortgages
3 Oct 2007
Mortgage guru Stephen Knight has teamed up with Kensington founder Martin Finegold to launch Checkmate Mortgages Limited, a vehicle for creating and owning mortgage lenders.
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Structured products on the rise, says Keydata
5 Oct 2007
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Sub-prime demand to rise as supply declines
4 Oct 2007
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'Sub-prime rates were cut too far'
4 Oct 2007
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Suffolk Life launches MasterSipp with protected rights option
4 Oct 2007
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Swip swoop for duo
4 Oct 2007
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Swip's Euro team defects to BlackRock
4 Oct 2007
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Take a bearing on with-profits bonds
4 Oct 2007
FundsNetwork head of sales and marketing Rob Fisher charts a course to help advisers review with-profits bond investments
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Taube-charged
4 Oct 2007
Nils Taube has managed institutional and retail funds since 1969 and has built up a track record of consistent long-term outperformance in the global equity markets, delivering compound annual returns of between 14 and 15 per cent over 38 years. This means that if you had invested £10,000 with him in 1969, it would now be worth in the region of £1.5m.
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The fault lines that led
4 Oct 2007
John Bruce, a senior solicitor at City law firm Reynolds Porter Chamberlain, looks at the chain of events that led from the US sub-prime crisis to lines of anxious savers queuing outside Northern Rock branches this month
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The new age of equity release
4 Oct 2007
Will Henley reports on the fall in average age for equity-release clients
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The next generation of cautious managed funds
4 Oct 2007
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The spotlight is on Norwich Union
9 Oct 2007
I'm sure you're all eagerly anticipating Chancellor Darling's Pre-Budget Report, due to be delivered hand in hand with the Comprehensive Spending Review at 3.45pm today, but first take some time out to get on top of this week's protection news.
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The truth will out
4 Oct 2007
Lord Lipsey's admission that many pension and endowment policyholders may have been wrongly compensated will come as little surprise to advisers, who have paid the price of 'false memory syndrome'. By John Lappin
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Tim Jones named as new chief exec of personal accounts body
8 Oct 2007
The Government has announced the appointment of Tim Jones as chief executive of the Personal Accounts Delivery Authority.
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Timberlake leaves in Standard shake-up
4 Oct 2007
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Tomorrow backtracks on withdrawal of Sipp option saying it was a mistake
4 Oct 2007
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Tories pledge to triple IHT threshold
4 Oct 2007
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Tories would end peril of means-testing pensions
4 Oct 2007
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Transfer window
4 Oct 2007
I have been discussing, over my last couple of articles, the possible reasons for clients to transfer from one money-purchase pension contract to another.
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Transparency was the clear choice
4 Oct 2007
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Treasury Select Committee urges launch of national savings gateway
9 Oct 2007
A Treasury Select Committee Report has urged the Government to launch a national saving gateway to encourage low-income individuals to save by matching their contributions.
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Trustee steeds
4 Oct 2007
A lot may ride on a life policy being written in trust so why are so few clients harnessing them? By Will Henley
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Turning up the volume
4 Oct 2007
In the words of Warren Buffett, it is often advantageous to 'be fearful when others are greedy and greedy when others are fearful'. The last few months have been volatile for global equity markets and we have tried to play that to our advantage.
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Under a quarter of young people have little chance of getting a home says Hometrack
5 Oct 2007
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Unity Homeloans to cull jobs as it outsources administrative and client support functions
8 Oct 2007
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Vantage points
4 Oct 2007
Tom McPhail makes a persuasive argument for choosing to invest in a Sipp
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Victoria Mortgages to complete buyer talks today
5 Oct 2007
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Victoria Mortgages unable to find buyer, 50 staff to be made redundant
8 Oct 2007
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We need the truth on claims
4 Oct 2007
Lord Lipsey's remarks suggesting that some people lied to get compensation by pretending not to remember conversations in both the pension and endowment reviews have provoked outrage among advisers.
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West Bromwich Building Society - Buy to Let Tracker – BBR + 0.29% for 2 years
4 Oct 2007
West Bromwich Building SocietyBuy to Let Tracker – BBR + 0.29% for 2 years
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Which? wants FSA levy to fund scheme
4 Oct 2007
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Why should the financial services industry pay for generic advice?
3 Oct 2007
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Witan picks Chicago boutique firm in shift to Asia and alpha
4 Oct 2007





