Money Marketing
7 March 2007
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Advisers split on Sipp opportunity
8 Mar 2007
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Blowing the whistle on insurance crime
8 Mar 2007
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78 per cent of advisers say there is still a market for ASPs
8 Mar 2007
78 per cent of advisers still intend to recommend Alternatively Secured Pensions despite the punitive pre-Budget proposals, according to Skandia research.
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A worthwhile effort from Cirencester
13 Mar 2007
Cirencester Friendly SocietyIncome Assured Plus
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Abbey launches capital secured UK equity investment plan
9 Mar 2007
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Actuaries expel Ranson over Equitable Life crisis
8 Mar 2007
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Adnitor's glittering platform prizes
8 Mar 2007
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Adviser Fund Index
8 Mar 2007
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Aegon offers no commission option for advisers
7 Mar 2007
Aegon will offer a no commission option for advisers working on a fee basis and three new options designed to allow advisers to cater for the needs of clients who want additional services or greater levels of advice and support.
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Aegon seizes the opportunity
13 Mar 2007
Aegon Asset Management has brought out three new funds, one of which is the UK opportunities fund.
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An adequate strategy from Adequity
13 Mar 2007
Societe Generale Adequity has brought out the New Energy Protected fund, a capital protected Oeic that applies a constant proportion portfolio insurance strategy to the World Alternative Energy index and cash.
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Arc Fund Management -Arc EIS 6 Growth Fund
13 Mar 2007
Arc Fund ManagementArc EIS 6 Growth Fund
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Arc gets dual boost from Aim flotations
8 Mar 2007
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Assureweb looks close to Bankhall protection deal
8 Mar 2007
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Australian example
8 Mar 2007
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Axa axes MVRs and boosts bonuses
8 Mar 2007
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Axa goes talent spotting
13 Mar 2007
Axa Investment ManagersAxa Talents Fund
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Axa's adviser network moves into Thinc
12 Mar 2007
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Bank of England maintains interest rates at 5.25 per cent
8 Mar 2007
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Bank of Scotland in BTL drive
8 Mar 2007
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Batten and Garlick get eight-year bans
8 Mar 2007
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Broker Talkback
8 Mar 2007
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Brokers have reservations on new deals
8 Mar 2007
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'Brokers will move from proc to performance fees'
8 Mar 2007
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Bupa ponders space cover
8 Mar 2007
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C&G hits out at rivals over loss-leaders
8 Mar 2007
Lender says it 'won't chase volume for the sake of it' after below-average growth last year.
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Cameron cracks market in Krakov
13 Mar 2007
City-based boutique firm Cameron & Cameron Asset Management, has brought out a fund giving high-net-worth investors access to Zablocie Mill, a property development in Poland.
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Capita launches GI quotation offering
7 Mar 2007
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Chasers hit adviser wall
8 Mar 2007
Whatever you think of claim management firms, they have been a fact of life and will continue to be so.
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Check out repo 'rescues'
8 Mar 2007
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China scare is not a bear, says Mobius
8 Mar 2007
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Clark moves up at HSBC
8 Mar 2007
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Clerical Medical launches offshore website
9 Mar 2007
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Close in tie-up with Concordia
8 Mar 2007
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Cloudy forecast?
8 Mar 2007
Our panel of experts consider whether a raft of European property fund launches is an ominous sign for the UK market, plus: should advisers be concerned by the increased use of hedging techniques by multi-managers??
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Consultants look at NU's orphan plans
8 Mar 2007
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Contract lore
8 Mar 2007
How can investors make geared trades using contracts for difference?
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Corporate drive
8 Mar 2007
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Correspondent's Week
8 Mar 2007
This week by The Express deputy personal finance editor Holly Thomas.
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Coventry Building Society - 2.45% Discounted Rate mortgage
13 Mar 2007
Coventry Building Society2.45% Discounted Rate mortgage
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Cowman joining Just Retirement
8 Mar 2007
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Credit Suisse's...
8 Mar 2007
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Customise with Cofunds
8 Mar 2007
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Decline and fall
8 Mar 2007
Helen Pow reports on how Prudential's research has inflamed the protection industry by putting forward the huge figure of £43bn for declined claims.
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Desperate house dives
8 Mar 2007
Lew Sichelman in the US reports on the sub-prime crash which is seeing borrowers repossessed and lenders shutting up shop while Gregor Watt looks at the UK repercussions.
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Don't bully us over Sipps
8 Mar 2007
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Down to the Gwyer
8 Mar 2007
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EIS raises glass to the cellaret
13 Mar 2007
Fine wine merchant The Cellaret is looking to raise up to £1.5m through this EIS to expand its trading activities following last year’s acquisition of The Wine Portfolio and Wine Direct.
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Ethical winners
8 Mar 2007
Ethical funds. Helen Pow considers the impressive performance of ethical investments.
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Exams must stay to protect the public
8 Mar 2007
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Exit strategy
8 Mar 2007
Guy Anker and Sarah Hall survey the scene on lenders' mortgage exit fees after the FSA crackdown.
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Experts fear worst for Browns Budget swansong
8 Mar 2007
With less than two weeks to go before Gordon Brown's "final" Budget pension experts everywhere are crossing their fingers and toes and hoping for the best.
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Extra payouts for retirement factor
8 Mar 2007
Life offices add to endowment compensation after regulator's age alert.
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F&C looks for catalyst stocks with fund of hedge funds
8 Mar 2007
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Fears for tiers
8 Mar 2007
Regulation. Helen Pow finds widespread opposition to the FSA's dual-listing plans but some believe it would be positive.
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Fears over negative equity pledge
8 Mar 2007
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Feeling the heat
8 Mar 2007
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Fidelity offers free Pep and Isa transfers into MM Oeic range
8 Mar 2007
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Field tables unclaimed assets Bill to help pensioners
7 Mar 2007
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Financial Objects reports 2.3m annual profit
13 Mar 2007
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Fixed expression
8 Mar 2007
In today's market, it is very difficult to find an investment offering a fixed income of 7 per cent a year tax-free without much risk.
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Forces of nature
8 Mar 2007
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Foresight Venture Partners - Foresight Sustainable UK Investment Fund
13 Mar 2007
Foresight Venture PartnersForesight Sustainable UK Investment Fund
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Friends Provident - Guaranteed Bond - Capital Assured Fund 1
13 Mar 2007
Friends ProvidentGuaranteed Bond - Capital Assured Fund 1
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FSA gets warning on axing excessive charge rules
8 Mar 2007
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FSA urged to provide guidance to end confusion over Reits
8 Mar 2007
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FTBs snapping up fixed-rate deals as rates rise
13 Mar 2007
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Godiva rides into specialist market
8 Mar 2007
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Goodwill hunting
8 Mar 2007
Britishinsurance.com managing director Simon Burgess says the payment protection insurance market is coming under heavy fire from customers over charges and needs to launch its own offensive to nurture goodwill and show the worth of its products.
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Government set to reverse Personal Accounts cap decision
13 Mar 2007
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Green piece
8 Mar 2007
Chris Salih says ethical funds have become the latest attraction but asks if investors are willing to go green and give up the opportunity to make cash.
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Greenshields to be Standard non-exec
8 Mar 2007
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Grimstone to take chair at Standard as Stewart steps down
8 Mar 2007
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'Half of Sipp firms will be wiped out'
8 Mar 2007
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Halifax retention deals to net 7bn
8 Mar 2007
Dramatic increase in borrowers staying with HBOS after January repricing.
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HBOS launches Homebuy scheme with Halifax, not BoS
12 Mar 2007
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Henderson uses put option to protect its range
8 Mar 2007
Henderson has joined the band of multi-managers who are using put options.
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Horse goes back to BM stable
8 Mar 2007
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IFAs too tough as chasers switch to banks and PPI
8 Mar 2007
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Impact assessment
8 Mar 2007
The first Customer Impact survey provides pointers for the way ahead.
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Importance of being earnest on loan criteria
8 Mar 2007
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IMS selects US funds to make growth play in technology
8 Mar 2007
IMS has added technology funds from New York-based group Seligman to its multi-manager funds to reposition the portfolios equally between growth and value stocks.
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In the mood
8 Mar 2007
As if on cue, nemesis arrived in equity markets last week. Not before time, I might add.
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Information overload
8 Mar 2007
Firms are evading responsibility by providing information, not advice.
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Interest rates on hold again
9 Mar 2007
For the second-consecutive month, the mortgage market was able to breathe a collective sigh of relief as interest rates were kept on hold at 5.25 per cent.
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Investec in DC pension drive
8 Mar 2007
Group completes suite of packaged products as it sets target to boost assets to £10bn.
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Jelf links with Lloyd & Whyte
9 Mar 2007
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Jupiter in buyout talks
8 Mar 2007
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Just the ticket
8 Mar 2007
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L&G shuts the door on bond offer as advisers abuse deal
8 Mar 2007
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L&G upgrades CI cover
13 Mar 2007
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Laing to hone edge
8 Mar 2007
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Last orders
8 Mar 2007
With less than two weeks to go before the Chancellor delivers what will be, barring unforeseen circumstances, his 11th and last Budget, speculation has begun about whether he will reveal any signs of his own policy priorities.
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Law firms Irwin Mitchell and Golds to merge
13 Mar 2007
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Leeds launches new Tessa Isa
7 Mar 2007
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Legal & General kicks out good rate
13 Mar 2007
Legal & GeneralGrowth Investment Plan Plus 7
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Life but not as we know it
8 Mar 2007
Beginning a series on group life schemes with a look at how the nature of life insurance has changed over the years.
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Lloyds TSB shuts India call centre
8 Mar 2007
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Managers extend links with insurers
8 Mar 2007
HSBC Investments, Insight and Midas Capital have all announced new strategic partnerships to roll out their multi-manager multi-asset funds through insurance companies.
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Meteor may look to link with boutique
8 Mar 2007
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Moneyfacts move
8 Mar 2007
The news that Moneyfacts could move into competition with Mortgage Brain and Trigold could be good news for brokers.
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Moneyfacts opening up loan system
8 Mar 2007
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Multi-faceted predicament
8 Mar 2007
Chris Salih considers the effects of a dual blow to Credit Suisse.
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NDF Administration - NDF Growth Kick Out Plan February 07
13 Mar 2007
NDF AdministrationNDF Growth Kick Out Plan February 07
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NDF Administration -7% Fixed Income Plan February 07
13 Mar 2007
NDF Administration7% Fixed Income Plan February 07
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NDF puts bond on IFA map
13 Mar 2007
NDF AdministrationExtra Growth Plan February 07
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Neptune promotes a greener planet
13 Mar 2007
Neptune Investment ManagementGreen Planet Fund
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New research stresses importance of OMO
8 Mar 2007
Just Retirement says A-Day seems to have encouraged more people to shop around for the best annuity at retirement - with latest ABI sales data showing that more than 50 per cent of funds took the Open Market Option.
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Nucleus white-labels wrap for Paradigm
8 Mar 2007
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Origen says A-Day rules sparking 'top hat' group Sipp growth
9 Mar 2007
Origen says A-day concurrency rules have prompted a growth in demand from employers for a ‘top hat’ group Sipps, allowing senior executives to make additional pension contributions on top of their existing pension schemes.
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Origo shelves online launch in porn clash
8 Mar 2007
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Out of Context
8 Mar 2007
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Park Row in equity-release lead deal
8 Mar 2007
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Parliamentary Ombudsman will find Government guilty over Equitable
12 Mar 2007
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Paying by the rules?
8 Mar 2007
Consumer groups have heralded the FSA's somewhat unexpected decision to keep the RU64 rule as great news but advisers and pension providers are claiming the regulator's short-sightedness could lead to more misselling.
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Pearl launches asset management company
12 Mar 2007
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Pension lapses hit Aviva shares
8 Mar 2007
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Poor old John...
8 Mar 2007
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Portman Building Society - 100% Mortgage Five-Year Fixed
13 Mar 2007
Portman Building Society100% Mortgage Five-Year Fixed
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Portman Building Society - 100% Mortgage Five-Year Fixed
13 Mar 2007
Portman Building Society100% Mortgage Five-Year Fixed
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Portman urges members to approve Nationwide takeover
9 Mar 2007
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Praise for Unum sales consultant
8 Mar 2007
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Prestbury sees first profit as it eyes more acquisitions
8 Mar 2007
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Prudential - Flexible Protection Plan
13 Mar 2007
PrudentialFlexible Protection Plan
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Prudential devises healthcare menu
13 Mar 2007
Prudential has launched the flexible protection plan to the wider IFA market. This is a menu-style protection plan comprising core critical illness cover and level, decreasing or index-linked life cover. Disability cover, unemployment cover and income protection are available as optional extras.
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PSigma Asset Management to launch income fund
7 Mar 2007
PSigma Asset Management has announced the launch of the PSigma income fund (subject to regulatory approval) to be managed by Bill Mott.
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PTA pessimism prevails
13 Mar 2007
It's the final countdown to the Budget and to the fate of pension term assurance.
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Public perplexed over protection
8 Mar 2007
FSA survey shows consumers confused by cover and don't trust providers.
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PYV offers new deals for advisers and brokers
9 Mar 2007
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Quitting smoking knocks premiums down by a third
9 Mar 2007
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Reits and risks
8 Mar 2007
Annie Shaw cuts through the Reit razzmatazz to point out the inherent characteristics of the products which might make them unsuitable for cautious investors.
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Resolution chief executive quits
7 Mar 2007
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River runs deep for Potter and Burdett
8 Mar 2007
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Roaring forties
8 Mar 2007
So IFAs are getting younger, with an average age of 46, according to the FSA's Financial Risk Outlook 2007. I think this is a splendid age for any professional. It is my current age. Seriously, this is good news as new blood must be entering the profession.
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Running scared
8 Mar 2007
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Scott preaches continued caution on markets
12 Mar 2007
The recent correction in UK markets has been the perfect advertisement for investors to be more prudent in the future, that’s according to F&C UK growth and income manager Ted Scott.
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Seminars launched for IFAs and estate agents
13 Mar 2007
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Sesame management to buy 60 per cent of business
8 Mar 2007
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Sign up to petition to protect pension savers
8 Mar 2007
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Sipp ahoy for Merchant Investors
13 Mar 2007
Merchant InvestorsSelf-Invested Pension Portfolio
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SocGen sets up ethical structured energy fund
8 Mar 2007
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Specialist focus buoys HBOS
8 Mar 2007
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St James's Place profits from double margins
8 Mar 2007
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Standard accused of hypocrisy on MVRs
8 Mar 2007
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Standard Life joins Reita campaign
12 Mar 2007
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Stephen Snowden
8 Mar 2007
The head of Old Mutual Asset Managers' corporate bond fund took over the reins of the top-performer three ago and has maintained the fund's sparkling performance by freeing up its mandate and through a mixture of playing themes and reinvention. One of his present themes is the 'botherance factor' of bonds with restrictive covenants. Interview by James Phillipps.
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Sticking to the rules
8 Mar 2007
Pensioners have a good legal case against actuaries but do not have the resources.
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Suisse pressure
8 Mar 2007
Credit Suisse has been written off by advisers and some newspapers. This is arguably true for further retail sales, at the very least in the short term.
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T. Rowe Price adds two European equity strategies to its Sicav
13 Mar 2007
T. Rowe Price has announced that it has added both a pan-European and continental European equity strategy to its Luxembourg-domiciled Sicav range.
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The TCF experience
8 Mar 2007
Treating customers fairly is a cunning and evolutionary project.
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The tooth will out
8 Mar 2007
One of the things that often surprises some of my more fundamentalist colleagues in the media is the fact that, on the whole, I do not automatically think that IFAs who use commission-based remuneration systems are the spawn of the devil.
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The wholly truth
8 Mar 2007
Without clarity on the meaning of 'wholly and exclusively', we must rely on sharing experiences.
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Thinking the unthinkable
8 Mar 2007
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Threadneedle Investments - UK Property Trust
13 Mar 2007
Threadneedle InvestmentsUK Property Trust
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Tight fit
8 Mar 2007
Is there a 50bps cut in US rates on the way as Bernanke brings about a soft landing?
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Tomorrow people
8 Mar 2007
The personal accountholders of the future are likely to be guided by a very different breed of adviser, says Scottish Widows head of pensions market development Ian Naismith.
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Tories pledge radical reforms to simplify tax
8 Mar 2007
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Transact breaks through £4bn
8 Mar 2007
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Treasury refuses to reveal its Asp maths
8 Mar 2007
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Truth is out there for advisers
8 Mar 2007
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UCB Home Loans - Self-Cert Three-Year Flexible Fixed
13 Mar 2007
UCB Home LoansSelf-Cert Three-Year Flexible Fixed
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UK fundamentals will resist sell-off
8 Mar 2007
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Unicorn Asset Management - Unicorn Aim VCT 3 Series 3 Shares
13 Mar 2007
Unicorn Asset ManagementUnicorn Aim VCT 3 Series 3 Shares
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Unsettling thoughts
8 Mar 2007
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Unum links up for income cover
8 Mar 2007
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US to struggle as economy loses strength
8 Mar 2007
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Valuable deal from the Woolwich
13 Mar 2007
WoolwichTrack and Cap Mortgage
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Waiting for Gordon
12 Mar 2007
The industry awaits Gordon Brown's last Budget with a number of loose ends to tie up and perhaps a surprise or two before the great clunking fist moves on after a decade as Chancellor.
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Walking a fine line
8 Mar 2007
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Warning of claim avalanche across loan sectors
8 Mar 2007
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Warning of IHT risk to older Isa investors
8 Mar 2007
Way says clients fail to protect estates while clinging on to tax-free plans.
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Win Grand Prix tickets
8 Mar 2007
Sterling is celebrating the second anniversary of its multimanager protected profits funds by offering readers the chance to win two tickets to the Spanish Grand Prix.
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Winterthur reaping the benefits of A-Day
8 Mar 2007
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Wise guises
8 Mar 2007
We have long espoused the benefits of asset allocation, not on rigid ideological grounds but rather from a pragmatic standpoint. Our experience is that if you can add value, you should. Yes, it is difficult and does not always work in your favour but it has enhanced our returns for seven out of the past eight years.
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Woolwich - City Mortgage 3
13 Mar 2007
WoolwichCity Mortgage 3
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Woolwich returns with two-year fixed-rate deal
8 Mar 2007
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Worthy thoughts
8 Mar 2007
I concluded my last article - the third in a short series in which I am discussing key issues in a director share purchase strategy - by highlighting the importance of the valuation of the shares. This week, I will make recommendations as to how financial advisers should ascertain those values.
