Money Marketing
5 March 2008
-
Red light for Amber new lending
6 Mar 2008
-
43 Firms sign up for True Potential
6 Mar 2008
-
A long way to go
6 Mar 2008
My article a fortnight ago about the variable annuities being offered by Hartford Life,MetLife and Lincoln Financial, and the link I made witha string of cases in the US deferred annuity market, has sparked some debate.
-
A shaw thing
6 Mar 2008
-
A&L launches new mortgage range
5 Mar 2008
-
Abbey For Intermediaries - Five Year Fixed Rate Mortgage
7 Mar 2008
Abbey For IntermediariesFive Year Fixed Rate Mortgage
-
Abbey pre-tax profits up £436m
5 Mar 2008
-
ABI presses for CGT concession
6 Mar 2008
-
Aegon makes protection toolkit available to all advisers
10 Mar 2008
-
Aegon sales rise by 12 per cent
6 Mar 2008
Aegon's new business increased by 12 per cent last year with individual pensions up 10 per cent to £381m.
-
Affordability issues put mortage advisers at risk, warns Sesame
10 Mar 2008
-
Agriculture fund seen as inflation play
6 Mar 2008
-
Aifa forms European Advisory Committee
11 Mar 2008
-
Aifa launches personal finance guide
7 Mar 2008
-
Aifa says FOS case fees may be abolished
7 Mar 2008
The Hunt Review into the Financial Ombudsman Service may recommend that case fees are abolished, according to the Association of Independent Financial Advisers.
-
Annuities need a makeover
6 Mar 2008
-
Applications down to 10 a day for GMAC-RFC
6 Mar 2008
-
Arc Capital & income - Stepped Kick-Out Plan 3
7 Mar 2008
Arc Capital & incomeStepped Kick-Out Plan 3
-
Are house prices going back to the futures?
6 Mar 2008
The industry is awash with housing market predictions, with disagreements about how far prices will fall.
-
Auction winner's desperate bid to get mortgage
6 Mar 2008
-
Aviva global rebrand sees Morley scrapped
6 Mar 2008
-
Axa & Winterthur offshore moves into Europe
11 Mar 2008
-
Axa launches new protection website
10 Mar 2008
-
Axa moves in on SBJ Group
6 Mar 2008
-
Back to the bad old days?
7 Mar 2008
IFA groups launching their own fund ranges in white-label ventures are under the spotlight this week following a speech by FSA director of retail policy Dan Waters last Friday.
-
Bank of England holds interest rate at 5.25%
6 Mar 2008
-
Bank worker jailed for customer cash swindle
6 Mar 2008
-
Bankers call for delay on non-dom tax
6 Mar 2008
-
Bargain hunt
6 Mar 2008
Stockmarkets have fallen sharply since last summer's peak due to worries about the potential effect on economies from a reduction in credit.
-
Barings ponders European income fund
6 Mar 2008
-
BDS and Pink guarantee proc fees
11 Mar 2008
-
Blue Oar to launch investment arm
11 Mar 2008
-
Blue Sky Asset Management - Asset Allocation Accelerated Growth Plan
7 Mar 2008
Blue Sky Asset ManagementAsset Allocation Accelerated Growth Plan
-
Blue Sky in second tranche of protected 10% income plan
6 Mar 2008
-
Bolton joins BlackRock
6 Mar 2008
-
'Bond funds fail to live up to their name'
6 Mar 2008
-
Boxed in
6 Mar 2008
The last three weeks have seena lot of bad news for first-time buyers. In one week in February, all the 125 per cent mortgage deals disappeared fromthe market as one by one the lenders decided to withdraw from thissection of the market.
-
Bright Grey announces new underwriting system
11 Mar 2008
-
Brits start planning for retirement at 28
5 Mar 2008
-
Broker Talkback
6 Mar 2008
Is the FSA right to be worried about advisers white-labelling their own funds?
-
BUDGET WISH LIST: HL's Tom McPhail says £3,600 limit must increase
11 Mar 2008
-
BUDGET WISH LIST: IMA calls time on compulsory annuitisation
11 Mar 2008
-
BUDGET WISH LIST: John Charcol's Ray Boulger says it must tackle liquidity funding
11 Mar 2008
-
BUDGET WISH LIST: Skandia's Colin Jelley poised for curve ball
11 Mar 2008
-
BUDGET WISH LIST: Syndaxi's Robert Reid wants IHT left alone
11 Mar 2008
-
Buy-to-let leases rise 21 per cent, says YourMove
10 Mar 2008
-
Campaigning lobbyists and the regulator fret on
10 Mar 2008
It is the week after Aegon UK chief executive Otto Thoresen conceived the embryonic Money Guidance, and the week the much-anticipated Budget hits the desks of worrisome providers, accusatorial politicians and curious reporters.
-
CAR could drive up performance fees
6 Mar 2008
-
Carry on paying FOS case fee despite court verdict, says Aifa
6 Mar 2008
-
Case for concern
6 Mar 2008
Forgive me if this column looks at three separate issues this week. One of them concerns some emails from readers of this column in response to my recent comments about Aifa's Manifesto for Advice.
-
Cazenove plays diversity card
6 Mar 2008
Cazenove head of multi-manager Marcus Brookes believes the group's diversity fund can be a bedrock of investors' portfolios, given it offers an added level of asset exposure other cautious managed funds do not have.
-
Challenge in workplace
6 Mar 2008
-
Cicutti's comments make my blood boil
6 Mar 2008
-
Civil liberties
6 Mar 2008
On more than one occasion, I have harped on in this column about the need for better communication skills.
-
Cofunds and FundsNetwork joint Isa collection points
5 Mar 2008
-
Cofunds CEO Charlie Eppinger becomes chairman
7 Mar 2008
-
Collins Stewart has a yen for Japan
6 Mar 2008
Multi-managers at Collins Stewart are taking a contrarian approach to Japan with a modest overweight position.
-
Commission conundrum
6 Mar 2008
Commission raised its head last week at the Cicero Platform 2008 conference which I helped to chair. I found myself asking several questions of Malcolm Kerr - a consultant with Ernst & Young - about commission and its ills. It was Kerr's belief that as many as 10,000 advisers might make it to being the new model variety but that general advisers would wither away by around 2014, trapped between this new elite and the primary category.
-
Courage of convictions
6 Mar 2008
-
Coventry sees big leap in lending
6 Mar 2008
-
Cowman on move back to mainstream
6 Mar 2008
-
Cutting out the mortgage middle man
7 Mar 2008
I remember one hearty flood victim from Tewksbury interviewed on the evening news last summer. He had retired from the army as an NCO six months before and spent that time doing up his house. “You must be devastated” said the presenter. “Worse things could happen”, he said. "We’ve still got our health”.
-
Daniel Lee joins Cazenove as sales head
7 Mar 2008
-
Darling must delay CGT changes or break EU law
6 Mar 2008
-
Defaqto predicts more mergers
6 Mar 2008
Defaqto says it would not be surprised to see mergers between smaller multi-manager groups following the deal between Miton Asset Management and Midas Capital.
-
Diverse reaction
6 Mar 2008
When it appears that all the world's markets are either in a slump or about to fall, the importance of holding diverse assets becomes even more vital. As well as traditional portfolio balancing methods, advisers may want to consider some relatively new investment approaches that should provide uncorrelated returns.
-
Do not reject equity Isas, says FundsNetwork
10 Mar 2008
-
E&Y criticises failure to innovate
6 Mar 2008
-
Eaglet eyes directors' deals
6 Mar 2008
-
'End is nigh for mid-tier advice'
6 Mar 2008
-
ETF Securities - ETFS Short Cocoa
7 Mar 2008
ETF SecuritiesETFS Short Cocoa
-
ETF Securities - ETFS Short Gold
7 Mar 2008
ETF SecuritiesETFS Short Gold
-
ETF Securities - ETFS Short Live Cattle
7 Mar 2008
ETF SecuritiesETFS Short Live Cattle
-
Ex-FOS adjudicator helps firms cope with complaints
6 Mar 2008
-
Fidelity takes big leap forward in DC arena
6 Mar 2008
-
Finance ministers tackle tax havens
6 Mar 2008
-
Firms told to pay £1,500 to calculate redress cash to calculate redress
6 Mar 2008
-
First schemes backed by solvent employers allowed into FAS
11 Mar 2008
-
Five FSA Northern Rock officials quit
10 Mar 2008
Five FSA officials who worked in the seven-strong team tasked with directly supervising Northern Rock have quit, it has been revealed.
-
Friends loses CFO but life and pensions business rises 15%
11 Mar 2008
-
FSA aims ads at borrowers
6 Mar 2008
-
FSA appoints two new directors
10 Mar 2008
-
FSA bans mortgage introducer for first time
10 Mar 2008
The FSA has banned mortgage introducer Andrew Talai Kiplimo from carrying out any financial services activity requiring authorisation by the FSA.
-
FSA focuses on with-profits
6 Mar 2008
-
FSA warning on return to broker funds
6 Mar 2008
-
Gem of a Gisa from Osborne
6 Mar 2008
-
Get with the CAR programme
6 Mar 2008
-
Godiva strips out ERC in equity release debut
6 Mar 2008
-
Gold Standard Government
7 Mar 2008
The Government has further plans up its sleeve for the mortgage industry after it emerged it wants to create a new ‘gold standard’ for covered bonds and mortgage backed securities.
-
Govt to introduce "gold standard" kitemark for mortgage securities
6 Mar 2008
-
Half of IFAs plan to build on assets
6 Mar 2008
Half of the IFA community will build on their clients' multi-manager assets at some point in 2008, according to research from Resolution Asset Management.
-
Halifax Intermediaries appoints new head of sales
10 Mar 2008
-
HBOS delays FTB range
6 Mar 2008
-
HBOS recovers from strategy blunder
6 Mar 2008
-
House prices fell by 0.3 per cent in February, says Halifax
6 Mar 2008
-
House purchase loans drop 19% in January
11 Mar 2008
-
HSBC drives Open Global fund returns
6 Mar 2008
HSBC Investments says the multi-asset approach of its open global return fund has outperformed during recent volatility in equity markets.
-
Ideas need a long run
6 Mar 2008
Skandia's global and UK best ideas funds have been on a rollercoaster ride since their launches in June and October 2006.
-
iimia MitonOptimal adopts Midas brand following AGM
7 Mar 2008
-
Inherited disorders
6 Mar 2008
As Norwich Union and Prudential look at how to unlock the £12bn-£14bn inherited estates in their with-profits funds, it would be useful if the FSA learned the lessons from its failure to protect consumers when Axa divided its inherited estate unfairly between policy-holders and shareholders.
-
Insurers say ABI is not up to scratch
11 Mar 2008
So the spat between Lifesearch and the Association of British Insurers continues. The protection specialist advice firm surveyed 23 insurers and five reinsurers to find only 6 per cent believe the ABI does a good job representing its members. The ABI is unimpressed.
-
Intrinsic setting up Fof range with New Star
6 Mar 2008
-
Just 6% of life offices say ABI is doing a good job
6 Mar 2008
-
Kafkaesque TCF putting IFAs on trial
6 Mar 2008
-
Kevin Duffy to leave Robert Sterling
10 Mar 2008
-
L&G pays out £110m in CI claims
5 Mar 2008
Legal & General says it paid out £110m in critical illness insurance payments in 2007 - up from £92.1m on the previous year.
-
Laing takes pan-Euro role at AAM
6 Mar 2008
-
Licence to skill
6 Mar 2008
There seems to be a common theme to the responses to the retail distribution review published by the recognised bodies. Most are calling for the creation of a new professional body to represent financial advisers. It is an idea that Tenet shares.
-
Lighthouse Group profits up 171%
11 Mar 2008
-
Lincoln launches tele-interviewing
7 Mar 2008
-
Mark Hoban
6 Mar 2008
Conservative Shadow Financial Secretary to the Treasury Mark Hoban is a Tory through and through - joining the Young Conservatives aged just 16.
-
Matrix man moves to Neptune
6 Mar 2008
-
Meteor Asset Management - Galaxy Protected Commodities Plan 5
7 Mar 2008
Meteor Asset ManagementGalaxy Protected Commodities Plan 5
-
MGM Assurance appoints Laurie Edmans as deputy chairman
6 Mar 2008
-
Miton is out for the discount
6 Mar 2008
Miton Asset Management believes that many investment trusts will outperform relative to their benchmarks this year.
-
MONEY MARKETING MARKETS: US recession fears loom ever larger
7 Mar 2008
Fears that the US is moving into recession helped round off another torrid week in the markets.
-
Moody's downgrades Fortis Group rating
5 Mar 2008
-
Mortgage fraud cost £700m in 2007, says police report
5 Mar 2008
Mortgage fraud cost the industry around £700m in 2007, a report by the Association of Chief Police Officers has revealed.
-
Mortgage squeeze moves further into mainstream
6 Mar 2008
-
Mortgages Plc to increase rates by 0.25 per cent
5 Mar 2008
-
MPs attack 'reckless' banks for overly complex products
6 Mar 2008
-
Neptune's Geffen banks on caution
6 Mar 2008
-
New head of EAFE at Threadneedle
11 Mar 2008
-
New trust for Standard Life
6 Mar 2008
-
Northern Rock ends sub-prime deal with SPML
10 Mar 2008
-
Northern Rock loan could be paid by 2009, says Ward
11 Mar 2008
-
Only nine lenders offer 100% mortgages
11 Mar 2008
-
Osborne calls on Darling to cut income tax in Budget
10 Mar 2008
-
Osney conference looks at wraps
6 Mar 2008
-
Owner goal
6 Mar 2008
-
Paragon to cut 93 jobs
10 Mar 2008
-
Paul Myners admits some will lose out in personal accounts
10 Mar 2008
-
Pension buyouts to escalate amid rule changes
6 Mar 2008
-
Pink appoints new director of finance
5 Mar 2008
-
Playing the yield
6 Mar 2008
When stockmarkets are low, it is time to invest in income products with a small downside risk.
-
Property prices fall for the fourth consecutive month
6 Mar 2008
-
Prudential fund delivers consistent results during market uncertainty
6 Mar 2008
In this climate of economic uncertainty, investors are looking for bumper returns on their investments but without taking on the associated risks.
-
Quality time
6 Mar 2008
Every now and then,the debate over pricing and the commoditisation of our products comes around and it helps to illustrate how polarised the views held within the industry are.
-
Ram Capital Partners - Electra Kingsway VCT 2 C shares
7 Mar 2008
Ram Capital PartnersElectra Kingsway VCT 2 C shares
-
Ram Capital Partners - Trident EIS Pub Fund
7 Mar 2008
Ram Capital PartnersTrident EIS Pub Fund
-
Recurring income move pays off as multiples soar
6 Mar 2008
-
Resolution hits new delay
6 Mar 2008
-
Richard Black joins L&G UK equities team
7 Mar 2008
-
Rock debacle will not stop shift to principles
6 Mar 2008
-
Ross Leckie joins Artemis
6 Mar 2008
-
Rothesay buys Rank scheme
6 Mar 2008
-
Rules of engagement
6 Mar 2008
We are seeing more and more financial services businesses having problems over the way in which staff are engaged and how the working relationship is managed.
-
Salt withdraws from the sub-prime market
10 Mar 2008
-
Scarborough BS closes specialist lending arm
10 Mar 2008
-
Scottish Re Dublin not for sale
6 Mar 2008
-
Scottish Widows Bank closes phone lines till next Monday
11 Mar 2008
-
Security system
6 Mar 2008
The credit crunch means that many people, including those with relatively clean credit records, are being turned down for unsecured personal loans.
-
Single charge gets the public's vote
6 Mar 2008
-
Single versus double - which leads to more trouble?
6 Mar 2008
Consumers would prefer a single charging structure for personal accounts, according to research published by the Personal Accounts Delivery Authority this week.
-
Sipp protected rights could finish off personal pensions
6 Mar 2008
-
Sixth sense
6 Mar 2008
-
Skandia is still top for tech
6 Mar 2008
-
Skandia rethinks ideas as Whiteoak quits
6 Mar 2008
-
Smokers who quit could save over £12,500 on protection products
7 Mar 2008
-
Standard Life welcomes new IHT reporting rules
10 Mar 2008
-
Star fund players in battle to avoid the drop
6 Mar 2008
-
Stellar returns for F&C investment trust
10 Mar 2008
-
Street to lead Kensington
6 Mar 2008
-
Strong base for buy to let
6 Mar 2008
There seems to be a different prognosis of the health of the housing market on an almost daily basis. This is perhaps not surprising, seeing as there is so much information to hand and so many column inches for the media to fill. However, there comes a point when analysing everylittle piece of data independently, and at the expense of its position in the bigger picture, begins to create a distorted view of the market.
-
Success story of the M&G Optimal Income Fund
6 Mar 2008
-
Sugar and spice
6 Mar 2008
Commodities occupy a special place in the construction of investment portfolios but many investors have not had adequate exposure to this important asset class. One of Britain's biggest pension consultants, Watson Wyatt, argued that big pension funds should hold only 20 per cent of their portfolios in equities and invest heavily in alternative assets, such as commodities. It could be argued that this theory also makes sense for retail investors.
-
Sumus and Lighthouse to merge
11 Mar 2008
Sumus, owner of Falcon Group, and Lighthouse Group are to merge creating the largest autonomous IFA firm in the market.
-
Taking it on the Chindia
6 Mar 2008
China was the world's worst-performing market in January, losing 21 per cent, while India slumped by 14.5 per cent. China has since rallied, although year to date the MSCI China index is still down by 16.24 per cent while India has fallen by 16.54 per cent.
-
Tax shake-up set for mutual funds
6 Mar 2008
-
Tenet's accreditation plan bids to raise TCF standards
6 Mar 2008
-
Tenet's protection initiative for 'new blood'
7 Mar 2008
-
The age of inflation
6 Mar 2008
Will falling property prices affect the popularity of equity-release schemes?
-
The best inheritance
6 Mar 2008
How much money should I pass to my children?
-
The generic bill
6 Mar 2008
-
The Mortgage Works - Three-Year Self-Cert Fixed Rate
7 Mar 2008
The Mortgage WorksThree-Year Self-Cert Fixed Rate
-
The Mortgage Works - Two-Year Fixed Buy-To-Let
7 Mar 2008
The Mortgage WorksTwo-Year Fixed Buy-To-Let
-
The retreat from lending
6 Mar 2008
-
Thinc says Axa wrap must compete for its business
6 Mar 2008
-
Thinking out of the box
6 Mar 2008
Chancellor Alistair Darling's first Budget is looming and the industry is nervously anticipating what he will pull out of his red box.
-
Thoresen's advice service will add 4% to FSA fees
6 Mar 2008
-
Three-quarters of web users say Unipass improves productivity
7 Mar 2008
-
Tiers for fears
6 Mar 2008
The fastest-growing fund, in terms of popularity and assets, these days is BlackRock's quasi-retail hedge fund, absolute alpha.
-
Tories call for Darling to scrap FTB stamp duty
11 Mar 2008
-
Train and retain
6 Mar 2008
As an industry,we have a problem, potentially a very serious one thatwill probably be around for a long while unless we smarten up and seek to address it quickly. We are suffering from a shortage of skills.
-
Transact says mutual fund reform would be a “godsend”
11 Mar 2008
-
Treasury still delaying on FAS payments to pensions victims
11 Mar 2008
-
Triodos Bank - The Real Food Pub Company
7 Mar 2008
Triodos BankThe Real Food Pub Company
-
TSC blasts efficiency of Chancellor's departments
7 Mar 2008
-
UCB Home Loans - Buy-To-Let Rental Cover Two-Year Fixed
7 Mar 2008
UCB Home LoansBuy-To-Let Rental Cover Two-Year Fixed
-
UCB Home Loans - Self-Cert Prime Five-Year Fixed
7 Mar 2008
UCB Home LoansSelf-Cert Prime Five-Year Fixed
-
UK Retail Fund Distribution conference hits London next week
7 Mar 2008
-
Under the influences
6 Mar 2008
China is suffering rising inflation and where once it exported deflation to the West, it is now contributing to a worldwide rise in the cost of living.
-
Unum includes employers' benefit in group income plan
6 Mar 2008
-
Use the net to reach retiring masses
6 Mar 2008
-
Vertex extends contract with Livingstone
7 Mar 2008
-
Virtuous circle
6 Mar 2008
-
Walking the walk
5 Mar 2008
Last week saw the end of Roger Whiteoaks eight-year relationship with Axa Framlington as the much respected UK small-cap guru left the firm under the “to pursue opportunities elsewhere” banner.
-
Watchdog paid adviser £5k over pension blunder
6 Mar 2008
-
Widows adds drawdown to retirement account
6 Mar 2008
-
Windsor still tied up on pension transfers
6 Mar 2008
-
Woolwich lowers BTL maximum lending
6 Mar 2008
-
Zurich backs independent platforms
6 Mar 2008
