Money Marketing
30 March 2005
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A date with Destini
31 Mar 2005
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A distilled blend from Skandia
4 Apr 2005
Skandia Investment ManagementUK Equity Blend Fund
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A long road for Abbey
31 Mar 2005
Abbey for Intermediaries' Ricky Okey has high hopes to turn its poor service around and enter new markets.
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A lost opportunity
31 Mar 2005
Winterthur Life's senior analyst John Colbeck believes Gordon Brown missed out on a perfect chance to prove how committed this Government is to pensions.
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Abbey stops bonuses to cut MVRs
31 Mar 2005
Abbey is continuing to pay no annual bonuses on its with-profits funds in a bid to cut MVRs and boost terminal bonuses.
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Aegon makes its move into Czech life market
31 Mar 2005
Aegon is to sell life insurance in the Czech Republic,having gained its licence from the Ministry of Finance last week.
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Allianz launches total return 'C' share class
1 Apr 2005
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Analyst argues against shareholder activism
31 Mar 2005
An investment analyst is claiming that shareholder activism can stifle enterprise and damage returns for investors.
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Analyst recommends exit from Pacific trust
31 Mar 2005
A leading investment analyst thinks investors should switch out of the F&C Pacific trust following its takeover by Witan.
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Another BBB investigation continues
4 Apr 2005
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Are resources running out?
31 Mar 2005
Liontrust has started a debate with its suggestion that small cap funds invested heavily in resources could be on the verge of a crash.
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AWD signs up to new CII programme
1 Apr 2005
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Axa limits new investments into property fund
1 Apr 2005
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B&CE sets out its manifesto for pension reform
31 Mar 2005
B&CE Benefit Schemes has issued a pension manifesto calling on the main political parties to address the impending pension crisis.
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Bank of Ireland looking at offers for Bristol & West branch network
31 Mar 2005
Bank of Ireland is looking at the sale of the non-mortgage elements of Bristol & West with plans to shed B&W's 97 UK branches.
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Bates makes return with property fund for Sipps
31 Mar 2005
Graham Bates is returning to financial services next month as a fund manager with the first in a range of property funds.
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BDO Stoy Hayward predicts rate rises
4 Apr 2005
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Big multi-managers may miss out on niche firms
31 Mar 2005
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Boulger on Mortgages
31 Mar 2005
Minutes published from the latest MPC meeting show that the committee voted seven to two in favour of keeping the Bank of England Base Rate at 4.75 per cent, yet some members conceded that a rise may be justified in due course. For the two in the minority, a rise in interest rates was warranted immediately.
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Bradford & Bingley launches two new Isas
5 Apr 2005
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Broker talkback
31 Mar 2005
Is there a potential for venture capital trusts to be missold?
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Brothers on TV mission to cut debt
31 Mar 2005
Baronworth directors Colin and Robert Jackson are to star in a hard-hitting financial advice TV series called The Brothers which aims to get Britons to stop spending and start saving.
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Brown study
31 Mar 2005
The Budget box contained little to boost the savings industry, says Morgan Stanley Quilter executive director Charles Maisey.
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Buchanan warns new pension vehicle may depress annuity rates
31 Mar 2005
Pension simplification will put further downward pressure on annuity rates as increasing numbers of people favour alternative secured pensions over annuities, providers are warning.
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Budget boost for buyers
31 Mar 2005
Chancellor Gordon Brown's Budget was billed as a vote-winner. Cash for schools and families, together with free bus travel for the elderly, certainly grabbed the headlines.
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Cashplan duo in healthy merger
31 Mar 2005
HSA Group and HealthSure are merging the two cashplan businesses.
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Childcare Corporation rises again
31 Mar 2005
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Clifford vows new relationship will not inhibit independence
31 Mar 2005
Mortgageforce chief executive Rob Clifford says the firm will remain a fiercely independent broker franchise despite its acquisition by West Bromwich Building Society.
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Close all weather fund outperforms in first year
4 Apr 2005
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Closing in on nirvana
31 Mar 2005
In the past few weeks, the FSA has published its intentions surrounding regulation of the promotion of financial services.
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CML welcomes Government's commitment to home expansion
1 Apr 2005
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Commission mission
31 Mar 2005
Scottish Life sales director Jim Smith considers that the ABI's recent commission message has been misunderstood.
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Companies struggle to meet TCF requirements
31 Mar 2005
Financial services firms tend to design products benchmarked against what their competitors are doing rather than meeting the needs of their customers, according to an interim FSA report into treating customers fairly.
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Correspondent's week
31 Mar 2005
William Kay
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David Barral
31 Mar 2005
Norwich Union's distribution director believes a key way to restore consumer confidence in the industry is for multi-tied advisers and IFAs to build closer relationships which would help them better target the right people and improve persistency.
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Dirty deeds?
31 Mar 2005
Mortgage regulation, as we are happily told by the FSA, has helped to make charges and fees clear to consumers and started a golden era for treating customers fairly.
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DWP move to replace MFR on DB schemes
31 Mar 2005
The Department for Work & Pensions has issued new proposals to replace the minimum funding requirement for defined-benefit pension schemes.
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Election date revealed
5 Apr 2005
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Equitable faces payout to 1,500
31 Mar 2005
Equitable Life may have to pay compensation to 1,500 policyholders after a lead case was upheld by the Financial Ombudsman Service last week.
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Equitable v E&Y case is set to open
30 Mar 2005
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Ethical defends its financial position
30 Mar 2005
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Flight fights on for IFAs
31 Mar 2005
Tory campaigner for IFA rights Howard Flight says he hopes to be battling for financial advisers long into the future.
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FSA achieves 60 per cent of target
1 Apr 2005
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FSA and Ombudsman to implement improved procedures
30 Mar 2005
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FSA investigate BBB director
1 Apr 2005
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FSA publishes new consultation rules
31 Mar 2005
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FSA putting the brakes on VCTs
31 Mar 2005
The FSA's decision to issue guidance to advisers on the sale of VCTs has been met with an indifferent, if not indignant, reaction both from IFAs and product providers.
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Gartmore - Gartmore icav Continental European Smaller Companies Fund
31 Mar 2005
GartmoreGartmore Sicav Continental European Smaller Companies Fund
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Gartmore - Gartmore Sicav Eurobloc Fund
31 Mar 2005
GartmoreGartmore Sicav Eurobloc Fund
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Gartmore - Gartmore Sicav Pan European Focus Fund
1 Apr 2005
GartmoreGartmore Sicav Pan European Focus Fund
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Gartmore - Gartmore Sicav United Kingdom Fund
1 Apr 2005
GartmoreGartmore Sicav United Kingdom Fund
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Gartmore - Gartmore Sicav US Smaller Companies Fund
4 Apr 2005
GartmoreGartmore Sicav US Smaller Companies Fund
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Gartmore expands Luxemburg Sicav
31 Mar 2005
Gartmore is setting up nine new sub-funds for its Luxemburg-based Sicav.
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Gartmore Sicav focuses on Europe
30 Mar 2005
Gartmore has extended its Sicav fund range as the result of merging the Gartmore capital strategy fund range into the Sicav range.
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Getting to grips with mortgage regulation
31 Mar 2005
This year's Money Marketing Live in London will provide intermediaries with a dedicated mortgage seminar stream discussing the very latest developments within the industry.
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Gimme shelter
31 Mar 2005
Can you explain to me the recent rule changes surrounding tax-efficient investments as I am interested in maximising the options for myself and my children?
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Green takes over PMI chair
30 Mar 2005
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Halifax General Insurance launches online sales solution
5 Apr 2005
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Hopwood takes over as MD at Assureweb
31 Mar 2005
Assureweb has appointed Nigel Hopwood as managing director.He will take control of the day-to-day running of the portal from chief executive Charles Bryant who becomes chairman and will take a more hands-off role. Bryant is also commercial director of Sesame.
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HSBC enters freestyle race
4 Apr 2005
HSBC Asset Management has joined the quest for absolute returns with the introduction of the HSBC freestyle fund.
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HSBC hikes existing critical policies by 30% as claims soar
31 Mar 2005
HSBC is raising premiums for existing critical-illness cover policyholders by up to 30 per cent.
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Identity check service aims at small societies
31 Mar 2005
Mutual One has signed an exclusive agreement with credit reference agency Callcredit to market the agency's online identity verification service to building societies.
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In Partnership plans paperless business
31 Mar 2005
IFA network In Partnership says it aims to become a paperless operation by cutting in half the amount of paper used centrally and by its 450 RIs in the next two years.
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In the Pink
1 Apr 2005
Pink Home LoansMortgage Trust Select 5.39% Fixed
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Independent view
31 Mar 2005
With Chancellor Gordon Brown delivering what may be his final Budget two weeks ago, we have become accustomed to studying the small print to ascertain what alterations are really to be implemented.
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Investment view
31 Mar 2005
The personal touch is missing from the selling of investments, which may account for declining demand, says Brian Tora.
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Julian Gibbs
31 Mar 2005
Some forecasters believe that UK commercial property will be the top performing sector in 2005, despite others anticipating that there may be a bubble in this asset class.
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Jupiter - Jupiter Sipp
30 Mar 2005
JupiterJupiter Sipp
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Kessler joins Zurich in key marketing role
1 Apr 2005
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Knight Frank enters retail market with property fund
31 Mar 2005
Knight Frank Investment Management is moving into the retail market with a commercial property fund for intermediaries' high-net-worth clients, having previously offered only institutional funds.
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L&G lobbying for'soft compulsion' pension solution
31 Mar 2005
Legal & General is lobbying the Pension Commission to impose what it calls a "soft compulsion" solution to the pension crisis after analysing take-up of its company stakeholder scheme.
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Leeds & Holbeck changes name to Leeds Building Society
30 Mar 2005
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Lenders 'doubt effectiveness' of home inspectors
31 Mar 2005
Lenders may require borrowers to get separate valuations from those produced by the Government's new home inspectors, according to the Mortgage Advice Bureau.
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LibDems accuse Tories of means-test U-turn
31 Mar 2005
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Lighthouse shines with first profit
31 Mar 2005
Lighthouse Group made a profit of 0.1m in the second half of last year, its first profit since being set up five years ago.
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Lloyds TSB offers home finance deal for Muslims
31 Mar 2005
Lloyds TSB is introducing an Islamic home finance product to help Muslims buy homes according to the principles of ijara.
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MassMutual completes Baring acquisition
1 Apr 2005
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Milton cuts high-yield bond exposure
31 Mar 2005
Miton Investments has reduced exposure to high-yield bonds within its income fund of funds.
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MM Live looks at distribution
30 Mar 2005
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Moneynet pledges to remove pop-up ads
31 Mar 2005
Moneynet.co.uk is aiming to make its site more user-friendly by improving its systems and removing pop-up ads.
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Morley adds two to global equities team
5 Apr 2005
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Morley adds two to global team
5 Apr 2005
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Mortgage 2000 sets up virtual processing deal
31 Mar 2005
Mortgage 2000 is offering a virtual processing system to allow intermediaries to process and control loan applications for clients.
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Mortgages plc acquires 100m tranche of mortgage assets
1 Apr 2005
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Multi-manager view
31 Mar 2005
Around 3.4 million people are caught by the 40 per cent income tax rate and a large number of these are retired.
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Multi-ties are planning to set up trading hubs to bypass portals
31 Mar 2005
Big multi-tie operations are planning to create trading hubs to bypass major web portals, according to Focus Solutions managing director Nigel Smith.
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NAB to axe 1,700 UK jobs within 18 months
30 Mar 2005
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NHFA in will-writing deal
30 Mar 2005
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No party can claim control of stock market
5 Apr 2005
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Norwich Union brings big name into reversion
31 Mar 2005
Norwich Union is introduing a home-reversion plan after extensive research into the sector.
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Oldham is luckiest premium bond prizewinner
30 Mar 2005
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On your marks for Poat
31 Mar 2005
I'm sure all you advisers who take an interest in technical matters will be only too aware that we are just a few days away from a new tax.
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Only 6% of IFAs plan multi-ties
31 Mar 2005
Only 6 per cent of IFAs have any plans for multi-ties, according to research by The Exchange.
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Out of context
31 Mar 2005
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Pendragon launches Art of Pensions 2005
4 Apr 2005
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Platform back on track
30 Mar 2005
PLATFORMSelf Cert One Year Base Rate Tracker
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PMPA launches payment protection plan
1 Apr 2005
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Positive thinking
31 Mar 2005
It is often said that advisers are reluctant to use new technology. Anybody who makes such a statement has never met Positive Solutions.
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Premier dreams of halcyon days
5 Apr 2005
Premier Asset Managements halcyon extra income fund is an Oeic fund of funds that is aimed particularly at older investors who may be looking for ways to fund their long-term care needs.
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Premier Halycon extra income fund aims at market for care costs
31 Mar 2005
Premier Asset Management has launched the Halcyon extra income fund, a fund of funds aimed particularly at older people with rising care costs.
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Product Matters
31 Mar 2005
The Mortgage Business has followed otherspecialist lenders such as Platform, GMAC and BM Solutions in sharpening up its rates.
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Programme of reforms to turn the savings tide
31 Mar 2005
One of the most important pieces of advice that IFAs offer their customers is that things might not work out according to plan.
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Pru says Bloomer's departure will not change its strategy
31 Mar 2005
Prudential is adamant that the departure of group chief executive Jonathan Bloomer will not alter its UK strategy and 800m is still earmarked for spending on distribution.
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Public sector to keep lead over private OPPs
31 Mar 2005
Public sector pensions will provide between 3 and 18 per cent higher benefits than private sector pensions, even with both types of pension facing change, according to a report by the Pensions Policy Institute.
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Putting St James's Place in perspective
31 Mar 2005
I must respond to Wai Man Cheung's "success story" regarding St James's Place Partnership featured in Money Marketing, March 10.
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Questions over Pru distribution
31 Mar 2005
Does the City understand distribution in financial services?
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Rathbone smaller companies fund sees continued success
30 Mar 2005
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Rathbones hits road speaking to IFAs
4 Apr 2005
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Rensburg Battle Continues
31 Mar 2005
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Rensburg Sheppards deal sealed for 188m
31 Mar 2005
Investec's private client subsidiary Carr Sheppards Crosthwaite is to buy 47.7 per cent of Rensburg's shares, making the UK's seventh-biggest private client manager.
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Reywood and Loud&Clear PR firms merge to form Concise
4 Apr 2005
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ScotLife will target HNWs with late entry into Sipps
31 Mar 2005
Scottish Life is set to launch a Sipp by next April, which it believes will be a core product for its favoured high-networth market.
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Scottish Widows - Guaranteed Investment Bond
30 Mar 2005
Scottish WidowsGuaranteed Investment Bond
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Service double faults
31 Mar 2005
Brokers berating life offices for poor service should consider the quality of business that they submit.
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Seven stages of first-time buyer
30 Mar 2005
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Shepherds admits bleak future as contract is lost
31 Mar 2005
Boutique fund manager Shepherds admits the future is bleak after losing the contract to run the 27m Cayman Islands-based Shepherds select funds.
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SII appoints lawyer as new adviser on compliance
5 Apr 2005
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Sipp edge: John Heron
31 Mar 2005
We can expect the tax efficiency of a Sipp to motivate a number of new entrants in the buy-to-let market, people who previously held back from the market.
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Sipp edge: John Lawson
31 Mar 2005
Starting in a year's time, a significant proportion of the 75 bn-plus buy-to-let market* looks set to move into pensions. But moving ownership of property into a pension wrapper may not be as easy as it sounds.
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Sipp group confident over protected rights
31 Mar 2005
The Sipp Provider Group and Association of Con-sulting Actuaries are confident they will secure selfinvestment for protected rights by making joint representations to the DWP next month.
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Skandia Investment Management - European Equity Blend Fund
5 Apr 2005
Skandia Investment ManagementEuropean Equity Blend Fund
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Skandia Investment Management - UK Equity Blend Fund
4 Apr 2005
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Skandia Investment Management - US Equity Blend Fund
5 Apr 2005
Skandia Investment ManagementUS Equity Blend Fund
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Skipton Guernsey offers new tiered interest fixed rate bond
5 Apr 2005
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Smaller VCTs caught in low-investment circle
31 Mar 2005
IFAs say the VCT market is now polarised between those VCTs with the power to thrive, and those caught in a vicious circle of low investment.
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South Korea poised for economic upturn
31 Mar 2005
Baring Asset Management believes that South Korea offers UK equity investors a long-term growth opportunity.
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Standard in moves to streamline Sipp sales
31 Mar 2005
Standard Life is in discussions with sister firm Standard Life Bank about setting up a centralised function to ensure borrowing for Sipp investments is as seamless as possible.
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Standard Life cuts term cover premiums
31 Mar 2005
Standard Life has cut term insurance premiums for single-life and joint-life products.
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Stay ahead of the game
31 Mar 2005
Our panel of experts discuss whether lenders are fuelling the 1tn debt crisis, the future of packagers and HLCs.
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STS urges investors to reject Pigit bid
31 Mar 2005
The board of the 354.6m Securities Trust of Scotland has written to shareholders in inch-high letters urging them not to accept the hostile takeover bid from the 387.4m Perpetual income and growth investment trust.
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Suffolk Life appoints new sales manager
5 Apr 2005
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Surprised rivals hope link-up will not mean exclusive deals
31 Mar 2005
Rivals in the mortgage market say they are bewildered why a successful organisation such as Mortgageforce would choose to be bought by a building society.
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Survival guide to pension simplification
30 Mar 2005
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Taper chase
31 Mar 2005
In the last two weeks, I have looked at capital redemption bonds and the proposed legislation bringing such policies within the loan relationship rules. These give rise to the possibility of year-on-year tax charges rather than the more usual deferment of any tax liability until a realisation of gain takes places under the life policy taxation provisions.
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Tenet appoints Keith Carby as executive chairman of Capital Planning UK
4 Apr 2005
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The dawning of the age of acquisitions
31 Mar 2005
M-Day was tipped to be the dawn of a new era of distribution in the UK mortgage market.
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The PFS View
31 Mar 2005
A few PFS members have become quite heated as a result of views we have expressed on the publication of the ABI paper, Financial Advice: How Should We Pay For It? I suspect their reaction is motivated more by fear of loss of income than the desire to come up with an equitable solution which improves confidence in the financial advice sector.
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Tilney chief executive leads MBO
30 Mar 2005
Tilney chief executive David Campbell is leading a management buyout of the specialist fund manager.
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Tom Baigrie on protection
31 Mar 2005
So, for the first time, the judges of the Money Marketing awards decided to present the IFA of the Year award to a specialist protection adviser. I reckon I know why they felt able to make that brave step and why similar businesses may win many more such awards in the future.
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Tories call for complainants to pay FOS fee
31 Mar 2005
The Conservatives are calling for complainants to the Financial Ombudsman Service to pay a refundable up-front fee in a bid to halt the number of unnecessary cases taken against IFAs.
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Treasury sets out challenges for the financial services industry
31 Mar 2005
The financial services sector has to meet changing social and economic needs if it is to retain its role in the UK's economic success, according to a Treasury report.
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Turn on transparency
31 Mar 2005
The FSA has taken the wrong route and is confusing the public with its stance on fee disclosure for mortgage clubs.
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UCB Home Loans appoints Keith Astill as md
4 Apr 2005
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UCB warns that BTL market is slowing
31 Mar 2005
Growth in the buy-to-let market will be slower over the coming years, according to Nationwide's specialist lender UCB Home Loans.
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UK wealth creation is bigger and better than Europe, says DTI
5 Apr 2005
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VCTs urged to stop in-fighting and learn from failures
31 Mar 2005
First State Investments has told other VCT managers that they are at risk of scaring away investors by attacking each other when they compete for cash.
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Verity's view
31 Mar 2005
In recent weeks, certain mischievous members of the media with memories stretching back five years have had occasion to contact Fred Woollard, the financier who challenged Standard Life's directors to demutualise back in 2000.
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Watchdog claims PI firms are pressing IFAs on complaints
31 Mar 2005
The Financial Ombudsman Service believes that IFAs are being forced by their professional indemnity insurers to refer client complaints to the FOS because the insurers want legal certainty.
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West Brom buys Mortgageforce and plans to double its advisers
31 Mar 2005
West Bromwich Building Society has bought mortgage intermediary franchise company Mortgageforce.
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Woolwich revs up growth plan
1 Apr 2005
Woolwich Plan Managers has established another issue of the accelerated growth plan, a capital protected bond that provides geared returns linked to the FTSE 100 index over a six-year term.
