Money Marketing
6 January 2011
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Admin blunders see ScotEq fined £2.8m
6 January 2011
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Advisers question JPM soft-closing global fund
7 Jan 2011
Advisers question why the firm has soft-closed the offshore without looking at future flows onshore.
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Aifa in plea for rethink over charging and exam deadline
6 January 2011
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Aifa needs to show some fighting spirit
6 Jan 2011
Nic Cicutti says that Aifa should have backed legal challenges to the FSCS over its £80m levy.
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Andy Bell, Nick Cann and Gordon Davidson discuss platforms
11 Jan 2011
AJ Bell chief executive, the IFP chief executive and Jupiter Unit Trust Managers joint managing director outline their thoughts on the FSA’s recent platform paper.
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Annual allowance proposals could spur "short-term pension raids"
11 Jan 2011
LV= says Treasury plans to allow tax charges to be met from pension fund rather than current income are “too complex”.
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Brokers back bank rate alert
7 Jan 2011
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Brokers urged to link with estate agents
7 Jan 2011
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Bruce Wilson
7 Jan 2011
Helm Godfrey founder explains why he is stepping down as managing director to focus more on life planning venture Project Eve.
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Click closes GI business after payment row
6 Jan 2011
Closure sees another 80 job losses, with GI staff getting no pay or commission for December.
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Downing enters Oeic market with Acuity fund deal
7 Jan 2011
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Drawdown annuitants under 55 are saved from tax charge
6 Jan 2011
The Treasury is to allow people in unsecured pensions who are below the new minimum retirement age to buy an annuity without incurring a tax charge.
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Financial services stalwarts get new year's honours
6 January 2011
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FOS may publish final decisions as it strives for transparency
6 January 2011
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FSA analysis fails to value role of advisers
6 Jan 2011
Richard Hobbs says the FSA’s cost-benefit analysis does not measure the detriment caused by a decline in advice.
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'FSA crisis failure has killed off UK influence'
7 Jan 2011
The FSA’s handling of the financial crisis has undermined the UK’s reputation in Europe, according to Lansons Communications director Richard Hobbs.
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FSA's RDR data built on hills of sand
11 Jan 2011
Alan Lakey says the FSA conveniently ignores alternative interpretations of data.
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Fund managers tell investors to take the income option
10 Jan 2011
Fund managers tell investors that income strategies will deliver in 2011.
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Garnier wants to hear from pro-RDR IFAs
6 January 2011
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Heath teams up with Adviser Alliance
6 January 2011
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Henderson takeover of Gartmore could see major consolidation
6 Jan 2011
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Just Retirement appoints three new directors
10 Jan 2011
Cooper says life assurance firm could triple product range over next two years.
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Leadbay stops trading
6 January 2011
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Members vital to meet review goals
7 Jan 2011
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Mergers for opps duo
6 January 2011
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Mortgage business could be hit by banks repaying SLS loans
7 Jan 2011
Jonathan Cornell says the biggest worry in 2011 is over gross lending.
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Mortgages: What will the next 12 months have in store
7 Jan 2011
“This year is going to be a year when brokers earn more than they did in 2010 but they are going to have to go back to speaking to their clients.”
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Mr Sipp retires after 40 years
6 January 2011
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N&P says it can meet Keydata liabilities
6 Jan 2011
Building society says it can meet liabilities after Regulatory Legal warned it is gearing up to lodge 400 complaints against them.
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Nucleus raises £15m to pay debt
6 January 2011
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Peak's UK funds face losses if deal goes ahead
6 January 2011
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Pensions: What will the next 12 months have in store
6 Jan 2011
Gregor Watt considers the prospects for the pension sector in 2011.
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Perspective makes it 19 buys with Equilibrium deal
6 January 2011
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Poll verdict - alternative investment directive is not needed
6 January 2011
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RBS and Lloyds lending targets 'a waste of time'
6 Jan 2011
Brokers says formal lending targets on the banking pair do not need to be renewed.
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Regulation: What will the next 12 months have in store
5 Jan 2011
Rachael Adams looks at wide-ranging regulation changes in store for this year.
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Regulator accuses IFAs of misusing Ucis
6 January 2011
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Releasing a pension lump sum is the simplest and best solution
6 Jan 2011
John Greenwood says the 25 per cent lump-sum approach has to be best option offered by the Treasury for early access to pensions.
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Retirement Solutions and Annuities 4U merge
11 Jan 2011
IFA firm aims to become retirement market leader.
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Revenue rethinks stance on Sipps
6 Jan 2011
Move follows an “avalanche” of enquiries from providers hoping to put renewable assets into a Sipp.
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Sants and sinners as flawed figures put case for RDR
6 Jan 2011
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Sants tells MPs that misselling costs the public £600m a year
6 January 2011
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Shapps' call sparks fears at Government house price control
7 Jan 2011
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Should IFAs be buying iPads?
10 Jan 2011
Ian McKenna assesses the benefits to IFA firms in buying Apple’s new gadget.
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The FSA must loosen up on RDR deadlines
7 Jan 2011
Ivan Martin says that advisers leaving the industry on the back of qualification requirements would have a detrimental impact on clients.
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Trigold brand to continue as Brain buys sourcing rival
6 January 2011
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Webb says state pension will still be based on NI payments
6 Jan 2011
Pensions minister Steve Webb has admitted reforming the basic state pension will be a tough task following a delay to a green paper proposing a flat-rate benefit.
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Zurich wants to know how FSA adviser supervision will work
6 Jan 2011
Zurich has called for clarity about how the FSA will supervise advisers still working towards a QCF level four qualification after 2012.
