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Foster Denovo co-founder quits to set up his own firm

18 September 2014 4:21 pm | By Samuel Dale

Former Millfield Partnership adviser David Pugh is starting his own company.


Nationwide launches price promise for existing customers

18 September 2014 1:07 pm | By Paul Thomas

Society will ensure it offers cheaper remortgage rates than its six biggest rivals.


Godfrey Bloom: Ukip should do more to tackle financial regulation

18 September 2014 1:04 pm | By Samuel Dale

Former Ukip financial services spokesman Godfrey Bloom says the party is focussing solely on EU regulation.


Savers swap annuities for drawdown as Budget impact bites

18 September 2014 1:00 pm | By Sam Brodbeck

ABI figures reveal extent of loss of appetite for standard annuities.


Sterling McCall defends pre-pack acquisition that left £8m in Ucis liability

18 September 2014 1:00 pm | By Michael Glenister

Sterling McCall acquired Key Benefits for £30,000 in May.


Moneygate in court clash with IFA sale broker

18 September 2014 1:00 pm | By Michael Glenister

Harrogate County Court judgment follows payment dispute


Neptune profits drop 40% for second year running

18 September 2014 12:04 pm | By Pamela Morris

Revenue also fell by 14 per cent as AUM dropped by approximately 8 per cent.


HMRC eyes Budget flexibilities for QROPS

18 September 2014 11:21 am | By Sam Brodbeck

The Government is set to extend the Budget pension flexibilities to overseas savings vehicles after holding crunch talks with the industry.


Apfa: Guidance guarantee would cost advisers 5% of profits

18 September 2014 11:18 am | By Tessa Norman

Disproportionate cost for advisers undermines guidance proposals, says Apfa. 

Cummins David Tilney Bestinvest

Tilney Bestinvest hires financial planning director

18 September 2014 11:04 am | By Michael Berry

Tilney Bestinvest has hired David Cummins as a financial planning director based at the firm’s new Maidstone office.


FCA suspends activities of three debt management firms

18 September 2014 10:52 am | By Tessa Norman

Regulator freezes bank accounts of three firms under investigation. 

CML - 700

CML: Gross lending up 13% in August

18 September 2014 10:19 am | By Paul Thomas

CML predicts lending slowdown in coming months due to MMR and cooling London market.


FOS upholds two complaints against Sesame for advice failings

18 September 2014 9:30 am | By Tessa Norman

FOS finds advice process failings including poor record-keeping.


Vanguard European institutional head Vanstone passes away

18 September 2014 9:26 am | By Pamela Morris

Vanstone, 53, joined Vanguard in 2012 and had 30 years experience in the investment industry.


Ex-SWIP chief exec Buckley joins JPM Asian IT board

18 September 2014 9:01 am | By Pamela Morris

Dean Buckley left SWIP earlier this year following the firm’s acquisition by Aberdeen Asset Management.

More news



Why did the Scottish No campaign not talk about mortgage uncertainty?

18 September 2014 | By Devraj Ray

Brokers argue that the uncertainty around a currency split and mortgage lending should have been a main feature of the No campaign


The Platforum: Barclays is banking on a new platform

17 September 2014

The next phase of Barclays’ evolution will see it building its own platform technology with FNZ


Asset allocation: 7IM swaps European equities for US exposure

16 September 2014 | By Sam Macdonald

The majority of the surplus has been allocated to US equities which are increasingly attractive against the current political unrest in Europe


Richard Leeson: RDR poses pitfalls for asset gatherers

16 September 2014

The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability


'Regulatory unknowns' for HSBC as Woodford scraps holding

15 September 2014 | By Michael Berry

Woodford cites danger of more regulatory penalties but others see positives for the bank.


Paul Kennedy: Beware tax penalties on pension advice charges

15 September 2014

Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.


Will high-street giants follow Skipton's SVR move?

12 September 2014 | By Devraj Ray

Skipton Building Society has reduced its revert-to rate by 0.5 per cent but brokers are divided about whether other lenders will follow.


How to find the adviser tech tools that really work

11 September 2014 | By Amanda Newman Smith

Financial planner sheds light on latest technological wizardry in financial services.


Are pension death benefits about to get a new lease of life?

11 September 2014 | By Amanda Newman Smith

Tax on pension death benefits is expected to fall but are radical plans for passing on pensions feasible?


Do you know your DFM from your multi-manager fund?

9 September 2014 | By Amanda Newman Smith

Is there really any difference between unitised discretionary fund management and multi-manager funds?


Lenders adapt valuation models as surveyor shortage bites

8 September 2014 | By Devraj Ray

Up to 40 per cent of properties are failing to complete as result of a shortage of surveyors.


What is the best way to buy in to property?

5 September 2014 | By Jon Yarker

Fund managers discuss the viable routes to invest in property, and whether the property ship has already sailed.

More analysis

In case you missed it...


Just Retirement reports 19% profit rise despite Budget annuities hit

18 September 2014 | By Tessa Norman

Annuity sales halved following the Budget in March. 

Labour Budget

Is Labour preparing to overturn George Osborne's pensions revolution?

18 September 2014 | By Tom Selby, Samuel Dale

Insurers have held behind-closed-doors meetings about the political risk attached to Chancellor George Osborne’s pension revolution.

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Asset allocation: Beaufort IM prepares to head east

18 September 2014 | By Michael Berry

Beaufort Investment Management is slow and deliberate with its investment decisions and is sceptical of the ability to time markets


SSAS customers risk devastating tax hit under new anti-liberation rules

17 September 2014 | By Sam Brodbeck

Fit and proper test could catch out schemes without professional administrators.

Fund Data

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