Money Marketing
8 March 2006
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20M Currie Isas and Peps move on to FundsNetwork
9 Mar 2006
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77% Of IFAs use multi-manager funds
9 Mar 2006
More than three-quarters of IFAs recommend multi-manager products to their clients, according to research by Fidelity.
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A new breed
9 Mar 2006
There are three major issues in the venture capital trust market-place - new VCT variant combining VCT relief with IHT, limited-life VCTs and the "sweet equity" issue.
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A Noble offering from Sitka
10 Mar 2006
Noble Fund Managers is looking to raise 700m for the Sitka Health Fund venture capital trust following its takeover of Sitka last October.
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A question of breeding
10 Mar 2006
Breeding Capital is an enterprise investment scheme that aims to raise up to 5m to invest thoroughbred horses for horseracing and in related assets such as stallion shares.
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Abbey enhances wrap service with 7 per cent trail
10 Mar 2006
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Abbey in the firing line for soldier snub
9 Mar 2006
Endowment complaint was rejected as firm said if he was in the army he must have high-risk attitude
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Abbey launches Property and Stockmarket Plan
13 Mar 2006
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Aberdeen closes Ratebuster
14 Mar 2006
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ABI on the attack
9 Mar 2006
The Association of British Insurers is certainly going on the offensive.
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Absinthe makes the card go yonder
9 Mar 2006
Skandia's corporate credit card was cancelled recently because it had undergone "too many transactions of varying amounts in the same place".
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Admin backlogs could hit A-Day transfers
9 Mar 2006
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Admin is biggest cause of job dissatisfaction for advisers
9 Mar 2006
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Adverse conditions
9 Mar 2006
Guy Anker on how lenders are vying for a slice of the adverse-credit market
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'Advisers being confused by release guides'
9 Mar 2006
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Alliance & Leicester and RBS building on loan increases
9 Mar 2006
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Arctic role
9 Mar 2006
Examining the Arctic Systems case and its implications for husband and wife businesses
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Article of war
9 Mar 2006
The debate about whether the Financial Ombudsman Service violates European human rights laws flared up again recently, with the FSA rejecting allegations that have been dogging the FOS since its formation.
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Barclays plans to double Select Choice advisers to 1,500
9 Mar 2006
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Bates to buy Weston
10 Mar 2006
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BBB's creditors are owed 24m
9 Mar 2006
Pension shortfall could end up with PPF after firm racks up 80m losses
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Bewilderment as Revenue claims it is all set for A-Day
9 Mar 2006
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Big boost for Lloyds TSB
9 Mar 2006
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Bric-a-brac
9 Mar 2006
Our panel consider the merits of Bric funds plus 'Harry Potter's' hedge funds and four-page special on VCTs
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Bright Grey dropped over intrusive questions
9 Mar 2006
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Britannic leads European equity income trend
9 Mar 2006
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Brokers in clash on execution-only PTA
9 Mar 2006
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Bupa cuts CI rates
10 Mar 2006
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Business after BBB
9 Mar 2006
The news that Tenet Group is to buy a substantial part of Berkeley Berry Birch Group is to be welcomed.
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Can you have fun running?
9 Mar 2006
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Changes to rebates still pose dilemma
9 Mar 2006
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Charge of the light brigade
9 Mar 2006
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Chelsea chairman wants FSA to pay back 250 fine
9 Mar 2006
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Chip issues D share
10 Mar 2006
Close Property Investment is raising up to £40m in D shares for Close high income properties (Chip), an offshore closed-ended fund that is also available within an Isa wrapper.
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Claims' council shunned as chaser regulator
9 Mar 2006
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Clerical Medical promotes gay advice
13 Mar 2006
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Clerical Medical to assist pension trustees with reporting
13 Mar 2006
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Complaints chief fears Mifid threat
14 Mar 2006
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Correspondent's week
9 Mar 2006
This week by Stephen Womack, Mail on Sunday
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Dashboard introduces online mortgage solution
9 Mar 2006
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David Paterson appointed to dual role at NAPF and RREV
14 Mar 2006
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Deal or no deal?
9 Mar 2006
Too much money chasing too few deals in the VCT market this year could see investors lose out with the sector becoming saturated in some sectors and specialist funds are likely to struggle.
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Don't be led into temptation on commission, warns FSA
9 Mar 2006
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Don't tar all claim-chasers with the same brush
9 Mar 2006
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Endowment chaser slashes its 800 cancellation fee after adviser steps in
9 Mar 2006
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Exchange links to Plum
13 Mar 2006
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F&C unveil UK opps for Doel
10 Mar 2006
F&C Asset Management has unveiled its UK opportunities fund, an Oeic to be run by former DWS manager Phil Doel.
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Fears start to grow over black hole of liabilities
9 Mar 2006
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Fettered FOF from Standard Life
10 Mar 2006
Standard Life Investments has established the dynamic distribution fund, a unit trust fund of funds that will gain exposure to UK equities, property and bonds mainly through collective investment funds managed by Standard Life.
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Fidelity falls out of top 10 with 212m special sits outflow
9 Mar 2006
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Firms still failing to prepare for A-Day
9 Mar 2006
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First opportunity from Liontrust
10 Mar 2006
Liontrusts First Opportunities fund is a unit trust that has a bias towards medium and smaller UK companies including those listed on Aim.
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Focus on Offshore
14 Mar 2006
Overall we are seeing quiet times in the offshore market at the moment with many firms continuing with that much loved phrase (except by journalists, that is) 'business as usual'.
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Franklin takes global apprach to real estate
10 Mar 2006
Franklin Templeton has added five funds to its Luxemburg Sicav range that is available to UK investors. One of these funds is the Franklin global real estate fund.
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FSA damns BIAs sales and compliance record
8 Mar 2006
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'FSA probe staff should show their qualifications'
9 Mar 2006
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FSA rules rethink on competence
9 Mar 2006
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FSCS declares 65 firms in default
14 Mar 2006
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FSCS fee hike could cripple firms, says Positive Solutions
14 Mar 2006
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FundsNetwork announces 17 collection points for last minute Isas
14 Mar 2006
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German bank set for lending launch
9 Mar 2006
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HBOS hits back at 'rumour mongers'
9 Mar 2006
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HBOS sparks argument by axing agency
9 Mar 2006
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Heir apparent
9 Mar 2006
Nicola York looks at the industry reaction to an innovative type of VCT which combines Aim shares with inheritance tax relief
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Henderson faces 50m law suit by Pearl
9 Mar 2006
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Heritable Bank - Status Fixed to 01/05/08
10 Mar 2006
Heritable BankStatus Fixed to 01/05/2008
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Hip timetable promised after programme leader is axed
9 Mar 2006
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House prices down by 0.2% in February
9 Mar 2006
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HSA - Workwell Option 2
10 Mar 2006
HSAWorkwell Option 2
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HSA works well
10 Mar 2006
HSA has added a standalone health cash plan concentrating on dental and optical benefits to its company paid Workwell product.
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Ibis sets up twin media VCT
10 Mar 2006
Ibis media venture capital trust 1 and 2 are twin generalist VCTs aiming to raise up to 30m to invest identically in a portfolio of small UK media companies.
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Icon puts twist on asset backing
10 Mar 2006
Icon Asset Management has brought out the Icon Asset venture capital trust, a VCT that takes a different approach to asset backing.
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In good health
9 Mar 2006
Who would have thought that Italian men have 13 years greater health expectancy than Finnish men?
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Insinger claims risk categories mislead clients
9 Mar 2006
Supposedly low-risk portfolios may be highly correlated'
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Interest rates held at 4.5 per cent
9 Mar 2006
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Investment View: Border lines
9 Mar 2006
Last week saw me travel to Scotland. Mind you, I nearly cancelled the trip. The thought of what my Scottish colleagues may have had to say about England's disappointing performance in the rugby at Murrayfield the previous weekend did not bear thinking about. It was only my Irish ancestry that enabled me to hold my head up.
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Isis takes Aim
10 Mar 2006
Isis Equity Partners, a division of F&C Asset Management, has added the Baronsmead Aim VC
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Japan is set to be a winner
9 Mar 2006
I have been very keen on Japan over the past three years. In fact, the average Japanese Unit Trust has risen by 93 per cent over three years, 45 per cent over four years and 35 per cent over one year to February 1 2006.
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Junk the junk mail
9 Mar 2006
Financial advisers are bombarded with a huge amount of communications from product providers. Is this a good thing?
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Jupiter picks UK fund chief
9 Mar 2006
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Keydata launches dual VCT
10 Mar 2006
Keydata is raising up to 40m for the Keydata income VCTs 1 and 2, two VCTs investing in renewable energy.
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Lawyer fears clients can use FOS cash to fund legal action
9 Mar 2006
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Legal & General warns on cuts in S2P
9 Mar 2006
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LibDems reshuffle front bench
9 Mar 2006
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Manager hails NAV strategy
9 Mar 2006
Multi-manager Iimia believes its strategy of exploiting discounts and premiums to net asset value within the investment trust sector has helped produce positive performance over the last year relative to other funds with similar objectives.
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Match of the day
9 Mar 2006
F&C is looking to sponsor a Premiership football club, turning the spotlight on how fund managers go about raising their public profile.
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Matrix tops up ascension
10 Mar 2006
Matrix Structured Products is offering a top-up issue for the Matrix ascension plan 2, a capital-protected hedge fund,
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Midas funds link to FundsNetwork
10 Mar 2006
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'Mistakes happen' says ScotEq over client's 20k penalty
9 Mar 2006
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More investors planning Isas this year
9 Mar 2006
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Mortgage View: What's in a name?
9 Mar 2006
We still don't seem to be delivering a clear and confident message to consumers about where they should go for mortgage advice. This was brought home to me in a live radio call-in programme, when we were asked where do we go for good "independent advice" on mortgages.
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MPs looking at who would regulate NPSS
9 Mar 2006
Select committee will examine the role of the FSA and Treasury in the planned scheme
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Multi-manager View: Alpha beater
9 Mar 2006
A high-alpha fund is intended to outperform strongly, with 'alpha' referring to the added return above a suitable benchmark, against which the fund is measured.
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Multi-ties will get commission boost
9 Mar 2006
IFAs lose out with lower payments from Burns-Anderson's panel of five
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Noble Property predicts increase in commercial property investment
13 Mar 2006
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NU reduces its average MVRs on unitised with-profits policies
13 Mar 2006
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NU's business bounces back after rethink
9 Mar 2006
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OFT investigates PPI complaints
9 Mar 2006
Citizens Advice is making a 'super complaint' to the OFT calling for an investigation into the payment protection insurance business."
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Only 21% say IFAs are their top choice
9 Mar 2006
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OOC II
9 Mar 2006
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Pension sales increase by 13%
9 Mar 2006
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Pension term clients could face a massive tax bill
9 Mar 2006
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Pink Home Loans - Capital Home Loans Self Cert BBR + 0.99%
10 Mar 2006
Pink Home LoansCapital Home Loans Self Cert BBR + 0.99%
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PREMIER FUND MANAGERS - Protected Growth Plan - Limited Editions No 31
10 Mar 2006
Premier Fund ManagersProtected Growth Plan - Limited Editions No 31
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Product matters: Mark of Ingenious
9 Mar 2006
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Property fund for new Isa regime
10 Mar 2006
Legal & General has brought out a UK property unit trust that enables investors to hold property within an Isa under the new rules.
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PruFund growth rate rises to 5.25%
9 Mar 2006
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Royal family
9 Mar 2006
London & Country head of communications David Hollingworth hopes the brand shake-up can fan the RBS flame
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Sarasin Chiswell publishes investment guides
14 Mar 2006
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ScotEq's Access wins national sales award
9 Mar 2006
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Seed Capital - Oxford Technology 4
10 Mar 2006
Seed Capital Oxford Technology 4
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Sesame doubles Isa sales through FundsNetwork
9 Mar 2006
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Small firms facing big problems
9 Mar 2006
Helen Monks reports that the FSA is trying to help small businesses but some advisers feel that it needs to rethink its regulatory approach
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Sowing the Seed of tech
10 Mar 2006
Seed Capital is raising up to £12.5m to invest in Oxford technology 4 VCT, a venture capital trust focusing on early stage and start-up technology companies in and around Oxford
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Staying at home is just the ticket for small caps
9 Mar 2006
Old Mutual select smaller companies fund manager Dan Nickols reckons onsite visits can be a waste of research time
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Steve Parkinson
9 Mar 2006
Capita Life and Pensions Services' managing director is aiming to steal a march on Vertex with provider deals in the pipeline and up to 20 big adviser firms on its radar. The firm is steadily building its business in the IFA market and more deals could be on the way, including a compliance service. Interview by Paul McMillan
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Stress relief
9 Mar 2006
The VCT industry is crossing its fingers and hoping for 40 per cent income tax relief to be retained in the Chancellor's Budget speech this month, says NVM investment director Tim Levett
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Supermarket sweep
9 Mar 2006
Supermarkets are fast taking over traditional IFA distribution channels
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'Swedish pension model survives on big subsidies'
9 Mar 2006
Standard's Lawson says contribution levels are double Turner's figure
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Talking about
9 Mar 2006
In a Money Marketing round table discussion, six of the industry's leading pension experts give their views on A-Day and how money-purchase schemes fit into the plans, the main losers in an NPSS world and the group Sipp market. Report by Nicola York
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Talks to sell off Weston
9 Mar 2006
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Tenet picks up 430 RIs in BBB takeover
9 Mar 2006
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The final countdown for BBB
9 Mar 2006
Paul McMillan sets out the long and winding route which has ended with Berkeley Berry Birch going into administration
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The hedge of darkness
9 Mar 2006
Hedge funds: Mystery surrounds the workings of hedge funds and IFAs are concerned that the FSA may be about to relax the rules for retail investors, says Nicola York
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The right place at the right time
9 Mar 2006
The three Adviser Fund Indices have maintained consistent outperform-ance since their inception, says Adviser Fund Index editor James Teasdale
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Threadneedle opens bidding for LSE
14 Mar 2006
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Tories say pensioners could be forced to pay back pension credit
10 Mar 2006
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Troubled water
9 Mar 2006
More financially secure clients don't need all this Jack and Jill paperwork
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Trustee safety net
9 Mar 2006
Jamie Ricketts, assistant underwriter at E&O Professional, looks at the benefits that pension fund trustees can get from trustee liability insurance
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Turbo-charged
9 Mar 2006
HMRC's plans to stamp out tax-free cash recycling will only extend the red tape
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Turner claims NPSS alternatives could lead to misselling
9 Mar 2006
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Two IFAs banned for failing to submit returns
9 Mar 2006
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UK turning into a nation of savers says Swip
14 Mar 2006
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US appeal
9 Mar 2006
Stock selection should play a vital role in enabling investors to beat the market
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VCT has the edge
10 Mar 2006
Smith & Williamson Investment Managements tax efficient solutions department is raising up to 30m for the Edge Performance VCT, a venture capital trust investing in the promotion of live music and other events.
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Ventus preserves its energy
10 Mar 2006
Climate Change Capitals Ventus 2 and 3 are specialist twin venture capital trusts that invest identically in companies that are developing, constructing and operating small UK wind energy projects.
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Vertex in outsourcing deal with Deutsche Bank
14 Mar 2006
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Victoria sale is underway
10 Mar 2006
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Watchdog is challenged over stance on hearings
9 Mar 2006
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'We have to boost pension demand'
9 Mar 2006
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We're all shook up
9 Mar 2006
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Which? helps to redress the balance
9 Mar 2006
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Wilful neglect
9 Mar 2006
This is a case of best advice sadly ignored and how negative the affects can be.
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With-profits penalty
9 Mar 2006
We need a regulatory regime that doesn't encourage or support claims
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Would you credit it?
9 Mar 2006
In my last article, I started to look at a number of important developments relating to pensions which will enable financial advisers to add considerable value for a wide variety of clients and prospective clients.
