Money Marketing
30 May 2007
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British Insurance launches new PPI policy
5 Jun 2007
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FSA to reveal results of Mifid talks
31 May 2007
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Poor's ratings for new fund launches
31 May 2007
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82% Of IFAs choose protection on price
31 May 2007
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A Shaw thing
31 May 2007
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A stiff test
31 May 2007
Viagra may have been first developed as a drug for hypertension before its true usefulness became clear.
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ABI figures show steady growth but advisers want breakdown of data
30 May 2007
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Adviser fees to rise in line with FSA predictions
31 May 2007
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Advisers attack FSA menu U-turn on the BBC
1 Jun 2007
Advisers have hit out on the BBC’s Working Lunch programme about the effect on their businesses of the FSA’s two year menu and IDD debacle.
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Advisers play key role in uncertain times
31 May 2007
The decision to increase interest rates came as no surprise but what some commentators were predicting as a 0.5 per cent increase became a rather more gentle 0.25 per cent increase.It remains to be seen whether the MPC will increase rates again next month or whether it believes inflation is now under control but there are certainly commentators who believe that the future of interest rates still looks decidedly uncertain.
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Aegon Asset Management appoints head of performance
30 May 2007
Aegon Asset Management has appointed Anne Harrison as the firm's new head of performance.
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Aifa on the attack over menu and IDD
31 May 2007
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Alexander Hall to expand
31 May 2007
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An education in self-cert benefits
31 May 2007
According to the latest data from the Office of National Statistics (Labour Market Analysis and Summary, November 2006) there are now four million self-employed people who account for 13 per cent of the total workforce. In addition, around one million people have a second job.
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An own goal for the CII
31 May 2007
I refer to the letter written by Julie Lord and am sure that the vast majority of chartered financial planners will agree 100 per cent with her comments.
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Aon backs PPF on levy calculations
31 May 2007
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As time goes by in RICS' bar
31 May 2007
Tanya Powley assesses the impact of the two-month delay to Hips.
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Axa cuts rates on protection plans
31 May 2007
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B&B looks at Kensington bid as it eyes sub-prime
31 May 2007
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Basket weave
31 May 2007
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Beacon appoints Collins as compliance manager
5 Jun 2007
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Bedlam goes cherry picking
4 Jun 2007
Bedlam Asset Management is launching an investment trust that will aim for growth, rising dividends and the preservation of capital by investing globally in 25 - 30 equities.
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Blow to protected rights due to Pensions Bill amendments
4 Jun 2007
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BoS apologises over losing mortgage details of 62,000 customers
4 Jun 2007
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Boulger surprised at Investec bid
30 May 2007
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Brain filters aim to help on adverse loans
31 May 2007
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Bright Grey targets business protection
31 May 2007
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Broken hip
31 May 2007
Gregor Watt surveys the sorry scene after Ruth Kelly was forced into an embarrassing U-turn to shelve the widely unpopular home information packs.
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Broker Talkback
31 May 2007
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Burns-Anderson IFA opens Cardiff office
4 Jun 2007
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Cash points
31 May 2007
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Cazenove deal on multi-manager funds
31 May 2007
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Chartered firms will not be confusing for public
31 May 2007
Julie Lord is quite wrong, I am afraid (Money Marketing, May 17). Chartered financial planner status for firms will not confuse the public any more than they would be confused by dealing with, for example, a chartered accountant firm.
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Chartwell rebrand means end of the Cavendish Grant brand
1 Jun 2007
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Cheshire Building Society - Buy To Let Two Year Fixed Rate
4 Jun 2007
Cheshire Building SocietyBuy To Let Two Year Fixed Rate
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Cheshire Building Society - Buy-To-Let Five Year Fixed Rate
4 Jun 2007
Cheshire Building SocietyBuy-To-Let Five Year Fixed Rate
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Chesterton Global re-enters valuation market
5 Jun 2007
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CML urges Northern Ireland Assembly to tackle shortage of affordable homes
5 Jun 2007
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Collins Stewart - UK Catalyst Fund
4 Jun 2007
Collins StewartUK Catalyst Fund
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Combine harvesters
31 May 2007
Investors looking to reap profits from commodities can utilise a variety of investment vehicles.
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Commission closure
31 May 2007
Banning an easy payment choice is not treating customers fairly.
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Complaints fall 20% on income protection
31 May 2007
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Court battle looming over FOS jurisdiction
31 May 2007
The Financial Ombudsman Service could face a High Court battle over its right to hear complaints against advisers from many years ago.
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Court says FOS must keep to 100k limit
31 May 2007
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Cru chief in online political call
31 May 2007
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Dalton Strategic Partnership - Melchior Pan-Asian Advantage Fund
4 Jun 2007
Dalton Strategic PartnershipMelchior Pan-Asian Advantage Fund
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DC members missing out on £225m of employer pension contributions
31 May 2007
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Define time
31 May 2007
Sesame head of protection research Dale Tranter, sets out the changes being made by product providers to their critical-illness insurance conditions as part of the ABI's new guidelines.
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Delay hits the final verdict on Equitable
31 May 2007
A further delay has hit the Parliamentary Ombudsman's investigation into the prudential regulation of Equitable Life and the watchdog says it cannot commit to a new publication date.
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Departures hit Ashley Law
31 May 2007
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Door reopens on HSBC Bric
4 Jun 2007
HSBC Investments has reopened its GIF Bric Freestyle fund to investors following its temporary closure last June to protect performance for existing shareholders.
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Dumbo and dumber
31 May 2007
Why the retail review must not ignore the elephants in the room.
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Economic picture will change in second half of year
31 May 2007
The economic headlines have recently been filled with stories about inflation. The overshoot of the target band, when inflation reached 3.1 per cent in March, came at what might be regarded as an unfortunate time for the monetary policy committee - just when the economic commentators were writing articles about "10 years of the MPC".
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Equitable Life completes sale of University Life
1 Jun 2007
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ERCs shows why long fix argument is flawed
31 May 2007
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F&C Asset Management - Lifestyle Balanced Fund
4 Jun 2007
F&C Asset ManagementLifestyle Balanced Fund
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F&C Asset Management - Lifestyle Cautious Fund
4 Jun 2007
F&C Asset ManagementLifestyle Cautious Fund
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F&C Asset Management - Lifestyle Defensive Fund
4 Jun 2007
F&C Asset ManagementLifestyle Defensive Fund
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F&C Asset Management - Lifestyle Growth Fund
4 Jun 2007
F&C Asset ManagementLifestyle Growth Fund
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F&C in sponsorship deal with Birmingham FC
31 May 2007
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Face value
31 May 2007
It may be time to consider less conventional approaches to equity income investing.
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Farewell all
31 May 2007
I write this blog with tears streaming down my cheeks. Why? I hear you ask. Well - 'tis because it's my last pensions blog for Money Marketing. Next Monday I move to write about pensions and investments for another paper and will be replaced by our lovely life and protection reporter Nicola York who, I have been repeatedly assured by various contacts, is much more attractive than me.
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Fidelity - Fidelity Retirement Fund 2015
4 Jun 2007
FidelityFidelity Retirement Fund 2015
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Fidelity - Fidelity Retirement Fund 2020
4 Jun 2007
FidelityFidelity Retirement Fund 2020
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Fidelity - Fidelity Retirement Fund 2025
4 Jun 2007
FidelityFidelity Retirement Fund 2025
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Fidelity - Fidelity Retirement Fund 2030
4 Jun 2007
FidelityFidelity Retirement Fund 2030
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Fidelity - Fidelity Retirement Fund 2035
4 Jun 2007
FidelityFidelity Retirement Fund 2035
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Fidelity - Fidelity Retirement Fund 2040
4 Jun 2007
FidelityFidelity Retirement Fund 2040
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Fidelity - Fidelity Retirement Income Fund
4 Jun 2007
FidelityFidelity Retirement Income Fund
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FSA releases McCarthy letter
31 May 2007
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FSA to scrap the menu and IDD
31 May 2007
The FSA is to scrap the menu and initial disclosure document after concern from the European Commission that they would not be allowed as an add-on to Mifid.
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FSA warns lenders again of sub-prime crash
31 May 2007
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FSA web update may herald Icob rules on non-advice
31 May 2007
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FundsNetwork adds new fund links to onshore bond
4 Jun 2007
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FundsNetwork adds seven to range
1 Jun 2007
FundsNetwork is to bolster its platform offering with addition of seven funds from the income, ethical and best ideas markets.
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German president signs off Reits
4 Jun 2007
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Gillies will focus on Cofunds' distribution
31 May 2007
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Green around the investment edges
31 May 2007
With the current focus on the environment and pick up in ethical investing, many investors could be forgiven for thinking that they are accessing green investment ideas through an ethical fund.
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Harris slams Govt on affordable homes
31 May 2007
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Have the last laugh
31 May 2007
Retirement funding will be an increasingly nagging problem for future generations. Peter French, a partner at Troy French and Partners, explains how equity release might be harnessed to help solve income and inheritance tax issues.
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Health industry could be the model for regulation
31 May 2007
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Hedge hope?
30 May 2007
A number of industry experts gathered at Money Marketing's offices last week for a hedge fund roundtable and as you would expect the discussion produced as many questions as it did answers.
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Henderson launches Jersey-based diversified income fund
4 Jun 2007
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Hip providers consider legal action after delay
31 May 2007
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HMRC will find it hard to implement tax crackdown, says Grant Thornton
1 Jun 2007
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HSBC fund steps into private equity
31 May 2007
HSBC's OpenFunds global return fund has diversified into private equity by taking a small holding in Pantheon International Participations, an investment trust that also takes a fund of funds' approach.
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HSBC International - Foundation 1 - Resources Bonus Fund
4 Jun 2007
HSBC InternationalFoundation 1 - Resources Bonus Fund
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HSBC set for third OpenFunds offering
31 May 2007
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IFAP voices menu concern
31 May 2007
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IMA chief wants Government help to boost savings industry
31 May 2007
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Is watchdog over the limit?
31 May 2007
The Financial Ombudsman Service is facing a judicial review of whether it is acting outside its powers when hearing complaints from some categories of advisers.
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James Hay aims for new wrap clients by waiving fee
31 May 2007
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Jan Regnart
31 May 2007
The founder of Sipp and wrap consultancy Wealthtime is one of the pioneers in the self-invested pension policy sector and here efforts have helped the Sipp market boom from a niche into a burgeoning and widespread business and she is also a great advocate for wrap platforms but believes many companies could see profitability problems ahead. Interview by Helen Pow.
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Jelley says IFAs must be aware of Phizackerley implications
31 May 2007
The high-profile Phizackerley ruling on inheritance tax and will trusts has far-reaching implications for all trusts making loans to beneficiaries, warns Skandia.
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JP Morgan aims to be in top five UK fund groups
31 May 2007
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Jupiter - North American Income Fund
4 Jun 2007
JupiterNorth American Income Fund
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Jupiter proposes c share for green trust
4 Jun 2007
Jupiter is looking to bolster the assets within its £34.8m green investment trust by proposing the introduction of up to 75 million c shares.
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Kensington waves its troubles goodbye
1 Jun 2007
So troubled lender Kensington Group has finally been sold. After months of speculation - heightened last week after it confirmed it was in advanced takeover talks - the group announced on Wednesday that its surprise suitor is South African investment bank Investec.
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Key Retirement Solutions announces expansion plans
5 Jun 2007
Key Retirement Solutions has announced plans to further expand its adviser workforce with at least 50 new members over the next 12 months.
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Leap of Faif for Horlick
31 May 2007
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Legal & General - Capital Guaranteed Bond 2 - Six-Year Term
4 Jun 2007
Legal & GeneralCapital Guaranteed Bond 2 - Six-Year Term
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Legal & General - Capital Guaranteed Bond 2 - Three-Year Term
4 Jun 2007
Legal & GeneralCapital Guaranteed Bond 2 - Three-Year Term
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Legal & General - Group Portfolio Plus Self-Invested Personal Pension
4 Jun 2007
Legal & GeneralGroup Portfolio Plus Self-Invested Personal Pension
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Lighthouse sets up loan packaging deal
31 May 2007
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Lincoln quick on the draw with income guarantee
31 May 2007
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Liontrust profits increase by 12%
31 May 2007
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LV= to buy Tomorrow
30 May 2007
LV= has entered into talks to acquire retirement specialists Tomorrow, formerly GE Life, from Swiss Re and will co-brand products from July this year.
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M&G shareholders reject gilts move
31 May 2007
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Marsden and LV= link up on products
1 Jun 2007
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McCreevy asserts his authority
4 Jun 2007
It was the long arm of Charlie McCreevy rather than the clunking fist of Gordon Brown that dominated the financial services news agenda this week after he forced the FSA’s hand over the menu and IDD.
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Means-testing looks set to be scrapped for low earners
4 Jun 2007
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Medals for long service
31 May 2007
It has been hard to open the financial press recently without finding the not so smiling features of Anthony Bolton staring out at you.
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Medical notes
31 May 2007
How the definition of full medical evidence swayed the diagnosis in the Smith and others case.
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Menu decision - first adviser reaction
31 May 2007
IFAs have expressed initial relief at the FSA’s decision to get rid of the menu but they are very worried about what may replace it.
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Meteor Asset Management - Galaxy Protected Commodities Plan
4 Jun 2007
Meteor Asset ManagementGalaxy Protected Commodities Plan
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Morgan Stanley - Emerging Markets Growth Plan
4 Jun 2007
Morgan StanleyEmerging Markets Growth Plan
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Mortgage approvals continue to fall says Bank of England
31 May 2007
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Mortgage Express - Two-Year Fixed Buy-To-Let
4 Jun 2007
Mortgage ExpressTwo-Year Fixed Buy-To-Let
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Multi-manager firms link for roadshows
31 May 2007
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'New A-Day needed is to iron out problems'
31 May 2007
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New look
31 May 2007
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New look Cheviot maks fund debut
4 Jun 2007
Cheviot Asset Management has made its fund debut with a multi-asset fund of funds.
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New Star - International Property Fund
4 Jun 2007
New StarInternational Property Fund
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Norwich Union - Balanced Fund of Funds
4 Jun 2007
Norwich UnionBalanced Fund of Funds
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Norwich Union - Cautious Fund of Funds
4 Jun 2007
Norwich UnionCautious Fund of Funds
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Norwich Union - Growth Fund of Funds
4 Jun 2007
Norwich UnionGrowth Fund of Funds
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NU will inject £180m into legacy products overhaul
31 May 2007
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Omo failures can lead to scandalous loss of income
31 May 2007
With reference to the article headlined, Hargreaves Lansdown wants Omo as default (Money Marketing, May 17), I feel compelled to write in support of the proposal.
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OPM distribution link with Cofunds
31 May 2007
OPM Fund Management - formerly Smith & Pinching Portfolio Management, has set up a distribution link with Cofunds as part of its drive into the IFA market.
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Origo sets its FMA target
31 May 2007
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Panellists lose their appetite for Japanese
31 May 2007
The Adviser Fund Index panellists displayed a lack of appetite for Japanese equities during the last rebalancing on May 1.
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Paternoster survey shows falling cost of pension scheme buyouts
31 May 2007
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Personal accounts will create pensions apartheid, says ACA
1 Jun 2007
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Pink Home Loans - Mortgage Express Self Cert 2 Year Fixed Rate
4 Jun 2007
Pink Home LoansMortgage Express Self Cert 2 Year Fixed Rate
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Plum links to Zurich funds
4 Jun 2007
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Premier Fund Managers - European Growth Plan - Limited Editions No 35
4 Jun 2007
Premier Fund ManagersEuropean Growth Plan - Limited Editions No 35
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Price and prejudice
31 May 2007
A client has been warned that pensions are a waste of money but is property investment a viable alternative?
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Providers vie for a piece of business protection pie
5 Jun 2007
In protection this week, after being severely neglected by many providers and advisers for sometime, the business protection market is getting some attention.
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Quilter trio join PSigma
31 May 2007
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RBS in multi-brand move
31 May 2007
Firm admits proposition not working and aims to mimic HBoS version after stiff criticism from brokers.
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RBSIP ready to restructure
31 May 2007
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Record number of fixed-rate loans
31 May 2007
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Research reveals older people's boost to economy
31 May 2007
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Resolution signs £580m deal with Capita
30 May 2007
Capita Group has today signed a contract to become a strategic outsourcing partner of Resolution plc in a £580m deal.
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Retention seeker
31 May 2007
As the biggest single lender in the mortgage market, Halifax has a significant influence in mortgage broking. Thankfully, the firm has signalled its intention to keep intermediaries at the heart of its business with plans for further investment in technology this year.
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Review set to split advisers in segments
31 May 2007
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Robin's nest
31 May 2007
I think Neptune is one of the most under-rated groups in the marketplace right now. It may have been overlooked because it has launched so many funds in a short space of time and few of them are run by well known managers. This could give the impression of a company in too much of a hurry but I feel that would be doing it a disservice.
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Room with a view
31 May 2007
The Government claims to be confident of meeting its revised August 1 start date for Hips although this will now apply only to properties with at least four bedrooms.
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Rowanmoor in SSAS move on property
31 May 2007
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Royal London appoints Aujard as legal director and company secretary
1 Jun 2007
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Schroders launches global climate change fund
4 Jun 2007
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Scot Life launches adviser podcasts
4 Jun 2007
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Scot Wids paid out £25m of CI claims last year
30 May 2007
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ScotEq offers Sipp option cutting out advisers
31 May 2007
Aegon Scottish Equitable has added an option to its group Sipp which enables members to self-invest without having to use an adviser.
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Selestia name with Skandia ID for combined platform
31 May 2007
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'Share risks and help protect the future of final-salary schemes'
31 May 2007
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Skandia pension business goes on booming
31 May 2007
Skandia UK has continued to reap the benefits of A-Day, posting a 20 per cent increase in first-quarter gross sales to £2.3bn from £1.9bn in the same period last year.
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Skipton Building Society - 10 Year Fixed Rate
4 Jun 2007
Skipton Building Society10 Year Fixed Rate
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Skipton Building Society - Seven-Year Fixed Rate
4 Jun 2007
Skipton Building SocietySeven-Year Fixed Rate
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SLI unveil Trenchard on UK opps fund
31 May 2007
Standard Life Investments has announced the appointment of Casper Trenchard as the new manager on the group's UK opportunities fund.
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Small wonder
31 May 2007
Chris Salih analyses the Resolution UK smaller companies fund.
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South African firm Investec to buy Kensington
30 May 2007
South African investment bank Investec has been confirmed as the surprise bidder for Kensington Group.
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Special delivery
31 May 2007
Mortgage specialist Mark Harris talks to Gregor Watt about setting up Savills Private Finance, offering a one-stop loan solution and its national and international aspirations. He also gives his views on Hips and affordability.
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Split-cap vanishing act
31 May 2007
And so it ends, not with a bang but a whimper. Last week, the FSA finally put its split-cap investment trust investigation to bed, agreeing minor slaps on the wrists for four key players involved in the debacle.
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St James's Place picks chief exec
31 May 2007
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Stand up and be counted
31 May 2007
Advice produces the best results, with more protection sold for longer.
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Standard Bank Offshore - Structured Growth Solutions - Global Portfolio Picker (Security Variant)
4 Jun 2007
Standard Bank OffshoreStructured Growth Solutions - Global Portfolio Picker (Security Variant)
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Standard choice
31 May 2007
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Standard pension pact
31 May 2007
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Standard under fire at AGM
31 May 2007
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Sumus acquires majority share of IFA Deverill Black
5 Jun 2007
Sumus has acquired 50.1 per cent of share capital of Bristol-based IFA firm Deverill Black and Company for £750,000 and reported a 40 per cent profit increase.
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Taken off the menu
1 Jun 2007
The FSA has finally come out and admitted defeat, sounding the death knell for that onerous and, according to some advisers who have been in contact with Money Marketing, “pointless” document.
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Team HML's latest...
31 May 2007
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Thames River rules out single-country funds for star duo
31 May 2007
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The Big Question
31 May 2007
Following the Government's decision to postpone the introduction of home information packs, what effect do you think Hips will have if they are introduced to the market after August 1?
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The right message
31 May 2007
Equitable policyholders must work together to get more media coverage.
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Threesixty launches further TCF workshops
31 May 2007
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Tories say Hip U-turn will add to public's confusion
31 May 2007
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Treasury challenged on human rights advice
31 May 2007
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Trustee steed
31 May 2007
Nicole Blackmore looks at how trustees will run personal accounts and finds opinion divided on whether the Government is just trying to offload blame if things go wrong.
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Trustees key to NPSS success
31 May 2007
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Under the influencer
31 May 2007
Having just ordered dog food, a trip to Spain, home contents insurance and a PS2 Singsong game on the internet, I then skipped through a report from the Interactive Media in Retail Group, an organisation that tracks internet sales.
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'Use new media to sell pensions to young people'
31 May 2007
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Veron joins Investec Africa fund as analyst
4 Jun 2007
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Warwick in attack on fee-based adviser 'arrogance'
31 May 2007
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Watch out for momentum
31 May 2007
Iimia has warned against "dangerous" momentum-driven investing, saying that multi-managers can be caught out by rapid changes in market sentiment.
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What next for BTL?
31 May 2007
Buy to let has surged in the last decade but rising interest rates and inflation could be putting the squeeze on landlords. Samantha Downes gauges opinion on whether the market's success will continue.
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Whittaker hands over reins of tri-star fund to Collins
31 May 2007
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Witan register
31 May 2007
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Yorkshire Building Society achieves full carbon neutral status
5 Jun 2007
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Yorkshire's Cornish is new chief for the BSA
31 May 2007
The Building Societies Association has appointed Yorkshire Building Society chief executive Iain Cornish as its chairman for 2007/08.
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Zurich transfers £3.7bn of annuities to Swiss Re
4 Jun 2007
Zurich Assurance has signed an agreement to transfer £3.7bn of its UK annuity business to Swiss Re.
