Money Marketing
6 July 2005
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Investment view
7 Jul 2005
Investors have a chance to include homes in their pensions but that is no excuse for aban-doning prudence
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A&L gets package right
7 Jul 2005
Alliance & LeicesterTwo Year Base Rate Tracker FeeSaver (Flexible)
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Aberdeen buys Deutsche
7 Jul 2005
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Aberdeen buys Deutsche
7 Jul 2005
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Aifa warns IFAs of deadline on fee instalments
7 Jul 2005
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AIFA's view
7 Jul 2005
A couple of themes for this week's article. First, is the FOS, second, regulatory fees.
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Alliance & Leicester - Two Year Base Rate Tracker FeeSaver (Flexible)
12 Jul 2005
Alliance & LeicesterTwo Year Base Rate Tracker FeeSaver (Flexible)
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Aurum gets resourceful
11 Jul 2005
Alternative investment manager Aurum has brought out a multi-manager multi-strategy fund of hedge funds that invests in natural resource and commodity-related equity, fixed income and derivative strategies.
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Axa in MLC deal to provide bonds
6 Jul 2005
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Axa REIM takes over CIS portfolio
12 Jul 2005
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Back to basics
7 Jul 2005
When considering the basic financial needs of most individuals, nothing much has changed for many years. Yes, the degree to which personal responsibility has to be taken for one's higher education and financial well-being in retirement has been affected by a marked reduction in what the state will provide but the basic needs themselves have not.
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Banks' menus outstrip IFAs on fund costs
7 Jul 2005
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BBB and PMN joining forces
7 Jul 2005
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Burns-Anderson in IFA vow as it makes multi-tie move
7 Jul 2005
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Cane taking over F&C's income fund
7 Jul 2005
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CeMap moves to correct handbook error
7 Jul 2005
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Centre court
7 Jul 2005
The Coulson/Zurich saga is rolling on with a courtroom showdown between Coulson's network Home of Choice and Openwork set for this autumn.
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Chancellor can't raise interest rate
7 Jul 2005
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Chilton on Mortgages
7 Jul 2005
Finally, a consensus has emerged that interest rates are on their way down and it is only a question of when rather than whether. This has stimulated the price war which I have been predicting, with HBOS at last flexing its muscle to add to the aggressive stance being taken by Nationwide, Portman and Alliance & Leicester, in particular.
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Clarity begins at home
7 Jul 2005
Nicola York looks at the need for clear communication on regulation in the equity-release sector
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'Clients must be told to declare BTL income'
7 Jul 2005
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Close doubles funds by buying institutional Mom specialist
7 Jul 2005
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Come clean on scrapping S2P
7 Jul 2005
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Commercial break?
7 Jul 2005
With Hargreaves Lansdown limiting its clients' exposure to commercial property and Abbey's with-profits fund selling its 1.3bn portfolio, should IFAs be repositioning their clients' portfolios?
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Compensation seekers appear to have amazingly lucid memories
7 Jul 2005
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Confidence in housing market remains strong despite terrorist attacks
8 Jul 2005
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Coventry Building Society - Three Year Fixed Rate
8 Jul 2005
Coventry Building SocietyThree Year Fixed Rate
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Credit Suisse to launch NURS multi-manager fund
11 Jul 2005
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Crystal tips
7 Jul 2005
Clerical Medical retirement planning manager Steve Meredith crystallises the drawdown argument
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Cummings claims FSA education campaign is duplicating Govt work
7 Jul 2005
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Disappointment as Abbey cuts wrap rate
7 Jul 2005
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Do our online survey
7 Jul 2005
Given the potential of the international healthcare market for UK IFAs, Money Marketing has teamed up for a second year with MediCare International to run a survey into attitudes and trends in the market. This will culminate in the autumn publication of MediCare's Industry Report 2005.
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Few firms using Ucits III to access booming private-equity sector
7 Jul 2005
Multi-managers believe there is a case for holding private-equity investment trusts in their portfolios but few currently have exposure to this asset class.
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First Plus says secured loan may be best option
7 Jul 2005
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'Fof explosion could hit underlying funds'
7 Jul 2005
Rapid growth in the fund of funds industry is hitting the performance of underlying funds and could lead to their managers turning away Fof business, warns Abbey head of multi-manager and client services John Kelly.
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Foreign policy
7 Jul 2005
I have been reading a lot of articles in the press recently about the possibility of buying an overseas property through my existing self-invested personal pension plan after April 6, 2006.
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Framlington closing distribution fund
7 Jul 2005
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FSA targets illegal insurance brokers
8 Jul 2005
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'FSA's self-cert review was limited'
6 Jul 2005
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Fundsdirect bought by Ascentric
11 Jul 2005
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FundsNetwork plans own Sipp with extensive range
7 Jul 2005
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Gift wrap
7 Jul 2005
Sean Burrows, life technical adviser at Winter- thur Life, describes the advantages of the discounted gift scheme in IHT planning
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Go to the Galacticos
7 Jul 2005
Your chance to win fantastic sporting trips every month in a superb promotion being run by First Active
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Harrison takes stock in alpha quest
7 Jul 2005
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Henderson TR investment trust makes changes
12 Jul 2005
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Holtham launches hedge fund business
11 Jul 2005
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Hometrack berates indices as it reports a fall in prices
7 Jul 2005
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HSA buys health specialist
6 Jul 2005
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HSBC buys specialist IFA NHFA to target LTC market
7 Jul 2005
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HSBC Investments - Greater China Fund
11 Jul 2005
HSBC InvestmentsGreater China Fund
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HSBC Investments - HSBC Asia Freestyle Fund
11 Jul 2005
HSBC InvestmentsHSBC Asia Freestyle Fund
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Independent View - Peter Hargreaves
7 Jul 2005
We have the fact that the ombudsman cannot be challenged hanging over us and this situation must be stamped out peter hargreaves
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Insight offers funds through N&P
6 Jul 2005
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Interest rates stay put
7 Jul 2005
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'Investor confusion at funds changing hands'
7 Jul 2005
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Investors put war at top of ethical concerns list
7 Jul 2005
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Julian Gibbs
7 Jul 2005
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L&G links with B&B for best of breed range
7 Jul 2005
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L&G launches new tranche of Protected Capital and Growth plan
11 Jul 2005
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Legal & General - Protected Capital & Growth Plan 5
12 Jul 2005
Legal & GeneralProtected Capital & Growth Plan 5
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Lifesearch looking to raise 2m but denies execution-only move
7 Jul 2005
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Lighthouse moves away from the pack
7 Jul 2005
One of the recurring themes of this column in recent months has been to look at how advisers who are not using client management systems can acquire the technology they need and start to achieve the considerable benefits available, not only in terms of better record-keeping but also from using e-commerce services.
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Linda Webb joins F&C as director, marketing
11 Jul 2005
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London brought to standstill following attacks
7 Jul 2005
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London IFAs back at work
8 Jul 2005
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Long wait for good service
7 Jul 2005
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M&G raises fund charges
11 Jul 2005
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Manager says FSA's paper on hedge funds will boost consumer confidence
7 Jul 2005
The FSA's discussion paper on hedge funds will lead to more fund of hedge fund products being sold to retail investors, says an F&C fund manager.
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Martyn Weaver
7 Jul 2005
The head of strategy at threesixty says smaller IFAs will stick with the networks and the company's best business oppor-tunities lie with the bigger players who demand a better service
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Mass switch out of final-salary looms
7 Jul 2005
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Millfield appoints Arthur Milton as new FD
12 Jul 2005
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Millfield chief warns firms against seeking lighter regulatory touch
7 Jul 2005
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Morgan Stanley - Simple Growth Plan 4
6 Jul 2005
Morgan StanleySimple Growth Plan 4
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Morgan Stanley co-president leaves with 18m payoff
12 Jul 2005
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Mortgage Intelligence launches equity release fact find
12 Jul 2005
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Newton Investment Management - Global Opportunities Fund
8 Jul 2005
Newton Investment ManagementGlobal Opportunities Fund
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Newton opens up global opps
8 Jul 2005
Newton Investment Management has introduced the Newton global opportunities fund, an Oeic which is not constrained by benchmark weightings.
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Newton sets up global fund deal
7 Jul 2005
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Newton starts a trend
12 Jul 2005
Newton Investment ManagementGlobal Opportunities Fund
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Nic Cicutti
7 Jul 2005
One of the joys of waking up early in the summer months is that of being able to lie in bed while watching the sun come up. The half-hour of peace, coffee in hand, listening to the radio burbling gently away in the background, can really set you up for the day.
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No property investments in NPI fund since 2003
7 Jul 2005
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Norwich Union - Term Assurance Products
7 Jul 2005
Norwich UnionTerm Assurance Products
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Odey to sue Govt over Railtrack
6 Jul 2005
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Out of context
7 Jul 2005
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Pensions are set for a boost with the end of RU64
7 Jul 2005
The FSA's consultation into dropping the RU64 rule has been almost universally welcomed by the industry but what does it mean for stakeholder sales?
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Personal penalties
7 Jul 2005
Our panel of experts look at how the Inland Revenue changed the outlook from fair to stormy for offshore portfolio bonds
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PMI without frontiers
7 Jul 2005
Simon Hildrey examines the potential for selling international healthcare policies to expatriates and people working abroad
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PPF may bring new wave of transfers
7 Jul 2005
Remember pension misselling? Government promot- ion of personal pensions in 1988 was followed by final-salary pension transfers and opt-outs in their millions. Most should never have happened. They stemmed from aggressive investment assumptions and a public keen to fulfil the Thatcherite dream of house, share and pension ownership.
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Preservation act
7 Jul 2005
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Product matters
7 Jul 2005
Any mortgage which has the main objective of enhancing first-time buyer confidence is certainly to be welcomed.
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Profit from productivity
7 Jul 2005
Increasingly over the last decade, my colleagues and I have heard an all-too-familiar story: "My top line has increased but my bottom line has decreased." A well-worn saying remains undeniably true: "Turnover is vanity, profit is sanity."
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'Property funds could back annuities'
7 Jul 2005
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Protection IFA calls for 'safe sex' definition
7 Jul 2005
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Protests at Edinburgh offices
7 Jul 2005
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Prudential strenghens lifetime mortgage operations with ex-NU team
8 Jul 2005
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PTA poser
7 Jul 2005
Nicola York looks at how A-Day could boost sales of PTA but there is still the regulation dilemma
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Report says many Sipps too small to buy property
7 Jul 2005
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Richard Verdin on Protection
7 Jul 2005
Benjamin Disraeli said: "There are three kinds of lies - lies, damned lies and statistics." This view does not mean that statistics are necessarily worthless, rather that the underlying data can be manipulated to serve a range of opinions.
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Ritchie predicts EPP exodus will lead to transfers boom
7 Jul 2005
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Robert Reid
7 Jul 2005
Many moons ago, I worked for a com-pany where the chief exec made a pronouncement about a change in practice which was totally unworkable.
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Sanders takes on employee benefits role as Helm Godfrey acquires RSA
7 Jul 2005
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Schroders may be in Deutsche race
6 Jul 2005
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Sesame sells stake in Assureweb
11 Jul 2005
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Shorts sighted
7 Jul 2005
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'Smoking ban will not hit profits'
7 Jul 2005
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SSASs are set for A-Day boom
7 Jul 2005
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Stargate Trapezia swings into action for women
12 Jul 2005
Stargate Capital Management is aiming to raise 30m for the Trapezia Capital Protected EIS Fund, an enterprise investment scheme fund that investments in businesses run by women entrepreneurs and firms which directly benefit women.
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Stargate launches women entrepeneurs fund
11 Jul 2005
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The big freeze
7 Jul 2005
Volatile stockmarkets and the withdrawal of tax credits means that investors have given Isas the cold shoulder. Philip Scott asks industry experts how the Government can thaw their attitudes
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The bond plays on
7 Jul 2005
Amid all the excitement about wraps, it is easy to forget that much of what is proposed is pretty old hat. For many years, offshore life companies have been offer- ing transparent portfolio bonds which have allowed IFAs to manage their clients' affairs in a tax-efficient manner across a very broad range of assets.
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The future
8 Jul 2005
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Thinc Destini merger gains FSA approval
11 Jul 2005
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Tiner gets a 14% pay rise as 190 FSA staff net over 100k
7 Jul 2005
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Top pay for a job well done?
7 Jul 2005
So what is a fair day's pay for a fair day's work at the FSA?
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Torquil acquires homebuilder's advice business
7 Jul 2005
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Transfer protection
7 Jul 2005
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Turning forces
7 Jul 2005
IFAs can set in motion a successful high-net-worth business by being the central cog in a co-ordinated financial planning and life management service, says Butterfield Private Bank head of marketing and business development Antonia Blake
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UK market rallies after terror nerves
8 Jul 2005
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Woolwich Plan Managers - Capital Growth Plan Tax Free Account 1
7 Jul 2005
Woolwich Plan ManagersCapital Growth Plan Tax Free Account 1
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Worksite presentations boost pension take-up
7 Jul 2005
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WP firms strengthen positions
7 Jul 2005
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Yorkshire mortgages aim to aid divorcees
7 Jul 2005
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Zurich - Zurich Guaranteed Account 8
6 Jul 2005
ZurichZurich Guaranteed Account 8
