Money Marketing
4 February 2010
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£300bn funding gap for mortgage firms
4 February 2010
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Aberdeen merging UK and Euro funds
4 February 2010
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Advice is back in fashion
5 Feb 2010
“With cheap SVRs under threat, a huge potential remortgage opportunity is starting to emerge. But to be fair, it has been there a while only many consumers have not realised it.”
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Advisers face switch problems
4 Feb 2010
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Advisers spurred by hands-on training
7 Feb 2010
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Aifa wants review of intermediaries' regulation costs
4 February 2010
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Auto cue
4 February 2010
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Aviva cuts stakeholder commission
4 Feb 2010
Aviva has cut initial commission on its stakeholder pensions by nearly a quarter from a maximum 3.36 per cent to 2.52 per cent.
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Aviva cutting premiums for critical cover with exclusions
4 February 2010
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Aviva’s wrap is back after a long delay
4 February 2010
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Barclays failed to warn of risk
4 February 2010
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Barclays' Kitson wants structured tools for IFAs
4 February 2010
Barclays Wealth Intermediaries third-party distribution director Roland Kitson has called for IFA portfolio planning tools to incorporate structured products more in their models.
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Brief encounter
9 Feb 2010
Three points that need addressing to revive UK protection.
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Cheque fraud hit Cheshire BS in 45 minutes
5 Feb 2010
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CML warns FSA must not become a price regulator
4 February 2010
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Dampier concern over investment trust choice for Bolton China fund
4 Feb 2010
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Driven Caracas
4 February 2010
Julian Marr wonders how much China and Venezuela have in common.
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European Commission brands bundled products "anti-competitive"
3 Feb 2010
Bundled products could be banned after the European Commission branded them “anti-competitive” and “unfair”.
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Ex-Personal Touch chief Wilson backs lead generator
4 February 2010
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Face saver
4 February 2010
“Automating as many parts of the advice process as possible is going to be crucial to working profitably in the new environment.”
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Firms hit back at Hargreaves
5 Feb 2010
Providers and advisers have rebutted recent comments made by Hargreaves Lansdown chief executive Peter Hargreaves that structured products should be outlawed.
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FOS drops timeline question
4 Feb 2010
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Fraud spectrum
4 February 2010
’Fraud has happened although not often. The good news is that it has been put right in every instance - and quickly. The system works from an investor’s perspective’
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Friends scraps MVRs on all policies except pensions
4 February 2010
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'FSA loan rules will crack in a crunch'
4 February 2010
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FSA quizzed Standard on cash fund marketing
4 Feb 2010
The FSA quizzed Standard Life about its marketing of “cash” funds over a year before the outcry which followed the revaluation of the firm’s pension sterling fund.
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Gilt edgy
8 Feb 2010
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Google moves into mortgages with US lenders
5 Feb 2010
Google has launched a mortgage lead-generation facility in the US, prompting speculation that it may make a similar move in the UK.
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Greater scope
8 Feb 2010
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Henderson is leaning towards tilted trackers
5 Feb 2010
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Judges get let-off from huge pension tax bill
4 Feb 2010
Judges will be exempt from massive tax charges incurred as a result of pre-Budget report changes to how final-salary pension benefits are calculated.
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Lawyer claims A2O is being packaged to sell with reps
4 Feb 2010
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Leave group pensions out of the RDR
4 Feb 2010
John Greenwood says the FSA needs to take group pensions out of the scope of the RDR.
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LibDems say Labour fails the basic test
4 February 2010
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Lifemark clients wait for bond decision
4 February 2010
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Lowes in plea for structured training
5 Feb 2010
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Lukas van der walt
7 Feb 2010
Sanlam UK’s chief executive is building up the South African company’s presence in UK financial services with selective partnerships and acquisitions and he considers the RDR to be a bonus as it is likely to lead to a shift in value to the client and the distributor
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Macquarie global plan fails to launch
4 Feb 2010
Macquarie Funds Group has failed to raise sufficient funds for the launch of its first structured product in the UK market.
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Margin for error
5 Feb 2010
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Meteor makes move to buy Keydata investment book
4 Feb 2010
Meteor is understood to be the front runner to acquire the investment book of Keydata’s own structured products and associated admin.
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Minor characters
8 Feb 2010
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MM Leader: Advisers need clear direction on wraps
5 Feb 2010
The FSA appears to have woken up to the pivotal role that platforms will play in the retail distribution review and the clarity needed over their position.
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Mortgage networks under the spotlight
4 February 2010
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Myners admits 50% tax will flop
4 February 2010
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Neale joins FSCS as chief exec from Treasury
4 February 2010
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New firm Keystone aims for 20 advisers
4 February 2010
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Olympic claim
8 Feb 2010
Alan Lakey warns of the Olympic-style costs of the RDR.
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Origen's £50,000 annuity move 'takes Omo back 15 years'
4 Feb 2010
Origen is to pass corporate annuity clients with pension funds worth under £50,000 to Legal & General and Partnership Assurance.
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Out of context
4 February 2010
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Partners and firm fined after TCF visit
4 February 2010
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Pension intentions
4 Feb 2010
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Pension savers still losing by not shopping around
4 February 2010
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Perpetuity in motion
4 February 2010
John Woolley, director of Technical Connection, sets out in detail the effect that the forthcoming changes contained in the Perpetuities and Accumulations Act 2009 will have on by-pass trusts and pension schemes.
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Pitman to head Virgin Bank
4 February 2010
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Platform tickets
4 February 2010
Tracey Scott reports on why some advisers either use a variety of platforms or are reluctant to use any.
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Platforum turns to Capita to boost analysis service
4 February 2010
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Politics poses the biggest risk to banks
4 February 2010
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Portfolio tools could leave IFAs exposed to UK gilt risk
5 Feb 2010
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Private equity firm looks to take advantage of SFO blunder
4 Feb 2010
A private equity firm has used a Serious Fraud Office database of email contacts to drum up prospective business after the SFO revealed the email details in a bulk mailout.
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Product comparison websites spark rise of the DIY researcher
4 February 2010
Fair Investment Company investment administration manager Julie Smith believes structured product providers may become less dependent on sales through the intermediary channel.
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Providers call for FSA to clear up RDR issues over deposits
4 February 2010
Product providers have urged the FSA to address issues relating to structured deposits which have fallen outside the remit of the retail distribution review.
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Quarter of over-55s planning to work after 65
4 February 2010
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Regulator rethinks adviser-charging for platforms
4 February 2010
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Riding the wrap
4 Feb 2010
Nic Cicutti says wraps may be the final battleground in which up-front commission is likely to play a major role.
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Rush to beat duty rise boosts homeloans
4 February 2010
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Sense of value
4 Feb 2010
Sheriar Bradbury says service must come before sales for new IFA business models.
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'Shed light on credit risk'
4 February 2010
Investec head of intermediary sales for derivatives and structured products Gary Dale says the FSA needs to make a clearer distinction between counterparty and investment risk in its review of structured products.
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Shift in power
4 Feb 2010
“If we step back for a minute, will we not be better served by helping the regulator do their job by assisting where we can?”
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SimplyBiz in Verbatim link-up with multi-managers
5 Feb 2010
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Skandia says providers could be jilted
4 February 2010
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Skandia tool aims to shed light on opaque with-profits
4 February 2010
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Skipton blunder on client data
4 February 2010
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Split over outlook for Difs after the RDR
4 Feb 2010
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The best offence is a good defence
4 February 2010
Even income stalwarts are erring on the side of caution after a troubled time in 2009.
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The global approach to income
4 February 2010
Chelsea Financial Services managing director Darius McDermott says UK equity income remains central to his strategy but diversification is important as the sector risks becoming over-concentrated
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The young ones
4 February 2010
This week James Smith interviews Aberdeen’s equity head Hugh Young.
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Transparent Elevate is our clear winner
4 February 2010
Milestone’s Neil Mumford says his firm’s gamble with Axa’s Elevate platform has paid off.
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Turner calls for new watchdog to block credit during bubble
4 February 2010
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Where to go for income
4 February 2010
Fund managers give their tips for finding income outside of the usual suspects.
