Money Marketing
Online - May 2010
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Barclays Wealth - Regular Income Bond May 2010 Edition
20 May 2010
Barclays Wealth - Regular Income Bond May 2010 Edition
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CML says keeping the FSA is good news for lenders
18 May 2010
Trade body urges Govt to implement transition schemes to wean industry off Govt funding.
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Morgan Stanley - FTSE Tracker Plus Plan 3
7 May 2010
Morgan Stanley - FTSE Tracker Plus Plan 3
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PSigma bolsters UK team
24 May 2010
PSigma Asset Management has appointed Eric Moore to join its UK team.
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So this is the new politics?
12 May 2010
Cicero Consulting director Iain Anderson on what we can expect from the emergency Budget and beyond.
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(AF1) Personal tax and trust planning
19 May 2010
At the end of this unit, candidates will be able to advise clients on a range of taxation and trust issues, including:basic structure of the tax system and self assessment;main taxes on income and capital that may be charged on individuals, the self assessment system and how tax iabilities are computed;tax planning considerations in respect of main social security benefits and the impact of different types of income on such benefits;National Insurance, ...
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(AF2) Business financial planning
19 May 2010
At the end of this unit, candidates will be able to advise clients on a range of business planning issues, including:the main legal forms of business;the consequences of bankruptcy or insolvency;business accounts and financial controls;taxation of business entities, its owners and employees;main legal responsibilities businesses have to employees, suppliers and customers;main principles of business protection insurance, including ...
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(AF3) Pension planning
19 May 2010
At the end of this unit, candidates will be able to advise clients on a range of pension planning issues, including:HM Revenue & Customs tax regime for pensions;legal framework of pensions;features and risks of defined contributions and defined benefit pension schemes;State retirement benefits;choices facing early leavers, transfer value analysis and transfer advice;various options for drawing income - their features, risks ...
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(AF4) Investment planning
19 May 2010
At the end of this unit, candidates will be able to advise clients on a range of investment issues, including:economic environment and its impact on investment performance and investment decision making;main features, risks and returns of direct financial investments, collective investments and other investments;individual company performance and company accounts;measurement and management of risk and returns;main principles governing ...
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(AF5) Financial planning process
19 May 2010
At the end of this unit, candidates will be able to apply the financial planning process to a complete client scenario, including:understanding of the relationship and responsibilities between adviser and client and the need to establish the scope of the planning brief;evaluation of the different remuneration strategies available and how they might suit the different services required by clients;understanding and evaluation of the client’s financial objectives, ...
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(J01) Personal tax (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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(J02) Trusts (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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(J03) The tax and legal aspects of business (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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(J04) Pension funding options - members
20 May 2010
This content is restricted to Money Marketing Academy members only.
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(J04) Pension funding options (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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(J05) Pension income options (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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(J06) Investment principles, markets and environment (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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(J07) Supervision in a regulated environment (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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(J08) Financial planning practice (Academy members area)
20 May 2010
This content is restricted to Money Marketing Academy members only.Money Marketing Academy members can purchase the following learning materials at a special discounted rate:
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1st - The Exchange founder Mik Cons buys into Parmenion
10 May 2010
Cons is appointed partner after buying a stake in the platform for an undisclosed sum.
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280,000 to pay new 50p tax rate in 2010/11
6 May 2010
HMRC expects to collect an additional £10bn in income tax this financial year.
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A million more state pensioners than five years ago
20 May 2010
The number of Britons claiming state pension has risen by almost one million in just five years, according to figures from the Office for National Statistics.
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A nice package from Abbey For Intermediaries
7 May 2010
Abbey For Intermediaries - Loyal Mover 2-Year Tracker
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A tale of two options from Barclays Wealth
12 May 2010
Barclays Wealth - Defined Returns Plan Annual Kick Out April 2010
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A&L cuts SVR for new borrowers
28 May 2010
Rates cut by up to 0.75 per cent on June 1.
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Aberdeen appoints head of property
24 May 2010
Aberdeen Asset Management has appointed Andrew Smith as group head of property with immediate effect.
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ABI's Ben Stafford joins Cicero
25 May 2010
Stafford, who led the ABI’s Options initiative, is taking up a role as account director at the public affairs firm in August.
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Accord launches larger loan mortgage range
12 May 2010
Range includes mortgages for loans up to £1.5m.
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Advanced Diploma in Financial Planning
19 May 2010
Reaching the heights of financial planning provisionNeed to know
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Adviser complaints fall- bank complaints rise steeply
11 May 2010
Complaints against advisers fall 19 per cent, while bank complaints skyrocket 107 per cent.
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Advisers protest at lenders' policies on maternity pay
26 May 2010
Brokers have hit out at lenders’ treatment of applicants on maternity pay when assessing mortgage affordability.
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Aegon appoints Charles Garthwaite as head of risk
6 May 2010
Aegon has appointed Charles Garthwaite as chief risk officer, following the promotion of Mark Laidlaw to the new role of director of Solvency II based in the Hague.
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AIA chief says Prudential merger "unworkable"
25 May 2010
AIA chief executive Mark Wilson is set to quit if Prudential’s £24.5bn acquisition of the business goes ahead, according to the Financial Times.
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Aifa and Aegon lobby Govt to encourage saving
26 May 2010
The bodies have launched eight new proposals to rebuild a savings culture in the UK.
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Aifa not pursuing legal action against FSCS levy
6 May 2010
Aifa not pursuing legal action against FSCS based on legal advice sought which suggests a challenge would be unsuccessful.
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Aldermore Mortgages - Prime Buy-To-Let Three-Year Fixed
27 May 2010
Aldermore Mortgages - Prime Buy-To-Let Three-Year Fixed
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Aldermore Mortgages - Prime Residential Two-Year Discount
27 May 2010
Aldermore Mortgages - Prime Residential Two-Year Discount
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Aldermore reveals mortgage product range
12 May 2010
Range includes residential and buy-to-let mortgages.
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Alexander Forbes Financial Services appoints new CEO
12 May 2010
Tony Gusmao has been appointed chief executive of Alexander Forbes Financial Services.
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AMI warns budget deficit will drive up cost of lending
6 May 2010
Trade body warns the budget deficit is driving up the cost of lending and demands the next Government puts in place “real” debt reduction plans.
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Anja Balfour quits Axa Framlington
11 May 2010
Axa Framlington Japan fund manager Anja Balfour has left the firm following a reorganisation of the Japanese equities team.
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Approved persons register must apply to all and not be retrospective
21 May 2010
AMI says retrospective authorisation process could exclude some intermediaries.
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Ascentric hires IT director
14 May 2010
Jon Finn is currently chief technology officer at 1st - The Exchange.
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Asian markets fall as Chinese inflation rises
11 May 2010
Chinese inflation rose to an 18-month high in April, leading to an immediate decline in Asian stockmarkets.
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Aviva Investors - Structured Returns Fund 1
19 May 2010
Aviva Investors - Structured Returns Fund 1
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Aviva says Pru acquisition will "weigh" on life sector
11 May 2010
Aviva chief Andrew Moss criticises Prudential’s embattled £23.5bn Asian acquisition claiming the move will “weigh” on the life sector.
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Axa IM hire to boost global equities coverage
7 May 2010
Axa IM appoints Bruno Grandsard as portfolio manager for global equities.
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Axa Investment Managers - AXA WF Global Inflation Bonds Fund Update
28 May 2010
Axa Investment Managers - AXA WF Global Inflation Bonds Fund Update
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Axing of Child Trust Funds hits Capita
25 May 2010
Oursourcing firms dealt a blow as Govt looks to cut contracts.
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Back to the future for L&G with-profits bond
21 May 2010
Legal & General - Capital Control Bond
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Barclays Wealth - FTSE Returns Plan May 2010
12 May 2010
Barclays Wealth - FTSE Returns Plan May 2010
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Barclays Wealth - UK Super Tracker May 2010 Issue
17 May 2010
Barclays Wealth - UK Super Tracker May 2010 Issue
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Best ideas add up for Schroders
21 May 2010
The Schroder global alpha plus fund is a concentrated best ideas fund that combines bottom-up stockpicking with a thematic approach. It aims for growth by investing globally in a portfolio of 30 stocks, unconstrained by country and sector benchmark weightings.
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Bill Mott - UK economy set for long struggle
4 May 2010
PSigma income manager Bill Mott believes the UK is set for a “tough but not impossible” economy with anaemic growth.
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Blackmore Capital - Branded Opportunities Fund
24 May 2010
Blackmore Capital - Branded Opportunities Fund
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Blue Sky Asset Management - Capital Accumulator Auto-Call Plan - Dual Index Series VII
10 May 2010
Blue Sky Asset Management - Capital Accumulator Auto-Call Plan - Dual Index Series VII
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Bluefin restructure cuts adviser numbers to 50
17 May 2010
Bluefin radically restructures private client division from 180 to 50.
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Bold thinking required for housing
5 May 2010
Conservative Shadow housing minister Grant Shapps outlines his vision for the sector.
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Brand is key for Blackmore
26 May 2010
Blackmore Capital - Branded Opportunities Fund
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Brokers process two thirds of mortgages
18 May 2010
IMLA chairman says underlines importance of intermediaries.
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Brown "respects" Clegg's talks with Tories
7 May 2010
Prime Minister Gordon Brown says he understands Nick Clegg’s desire to speak first to the Conservative party, but is still keen to form a pact with the LibDems.
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Brown repeats pension tax relief "slip-up" on Paxman
3 May 2010
Brown repeats suggestion that higher-rate pension tax relief will be restricted over £100,000, despite the Labour press office claiming it was a “slip of the tongue”.
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BSA slams FSCS for penalising the prudent
5 May 2010
Chairman Beale says FSCS levy is unfair on societies because they rely on retail funding.
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BSA welcomes Govt plans to promote mutuals
12 May 2010
Trade body welcomes Government plans to bring forward banking reform.
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Buffett says he doesn’t envy the next UK chancellor
4 May 2010
US billionaire investment guru warns of UK deficit fears.
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Building societies and FSA in row over capital vehicles
5 May 2010
The Building Societies Association says its legal advice contradicts regulator’s stance on PIBs.
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Bullish experts see the bright side
28 May 2010
After a week of bears, the bulls are finding some evidence to smile about.
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Bupa International - Gold Superior Company Plan
12 May 2010
Bupa International - Gold Superior Company Plan
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Bupa International makes gold superior
12 May 2010
Bupa International has added a fourth level of cover, gold superior, to its group international private medical insurance range.
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Cable says banks face radical reforms
17 May 2010
Vince Cable to use his influence in Lib-Con coalition to impose radical reforms on the City.
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Cameron to offer tax reform concessions to LibDems
7 May 2010
Conservative leader David Cameron says he is willing to make the Liberal Democrats’ proposals on tax reform a priority in exchange for a quick pact.
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Cameron: CGT changes won't hurt business
28 May 2010
Prime Minister assures any Capital Gains Tax reforms will not hurt business
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Cavanagh to launch wealth management platform
25 May 2010
National IFA sees large increase in pre-tax profits and plans to have all advisers up to QCF level four by the end of 2011.
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Cavendish Asset Management - UK Balanced Income Fund
28 May 2010
Cavendish Asset Management - UK Balanced Income Fund
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Cavendish Asset Management - UK Select Fund
28 May 2010
Cavendish Asset Management - UK Select Fund
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Cavendish expands fund range
26 May 2010
Cavendish Asset Management has launched two UK funds investing in equities and bonds.
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Cavendish's Mumford says Pru deal "one gamble too far"
28 May 2010
Senior fund manager Paul Mumford says Pru’s proposed £24.5bn takeover of AIA is “untenable” even if a cheaper price is secured.
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CC set to go ahead with point-of-sale PPI ban
14 May 2010
The Competition Commission is set to go ahead with a proposed point-of-sale prohibition for payment protection insurance.
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Chancellor to head new banking committee
14 May 2010
New committee will regulate and supervise banks.
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Child Trust Fund payments to be scrapped for all
24 May 2010
Chancellor George Osborne sets out first round of budget cuts worth £6bn.
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CII says high cost will hit alternative to exams
12 May 2010
Chartered Insurance Institute president Sandy Scott is looking for an independent standards body rather than an internal model run by the FSA
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Citigroup predicts fast UK deficit cut
28 May 2010
Bank confident deficit will be halved by 2014.
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Claims chaser's missold mortgages ad banned
19 May 2010
ASA says advert gave “misleading” impression about loans being unenforceable.
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Clegg insists coalition "will last"
12 May 2010
PM David Cameron and deputy PM Nick Clegg put forward a united front at their first joint press conference.
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CML hits out at FSA on approved persons regime
5 May 2010
Trade body says FSA has underestimated numbers that will be caught by new regulations.
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Coalition agreement suggests FSA to be kept
20 May 2010
The coalition agreement for the Conservative and Liberal Democrat Government suggests the Tories have backtracked on their plans to scrap the FSA.
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Coalition commits to "fair" payouts for Equitable Life victims
12 May 2010
Conservative-LibDem deal will end compulsory annuitisation at 75 and bring forward the link to earnings to April 2011.
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Coalition eyes inflation changes
20 May 2010
Adding housing costs to inflation calculations may raise target above 2%.
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Coalition Government to create independent fiscal watchdog
17 May 2010
Office for Budget Responsibility will provide growth and public finance forecasting as George Osborne warns of “skeletons in various cupboards”.
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Coalition to axe number of quangos
20 May 2010
The coaltion Government has revealed that it will reduce the number and cost of quangos in its agreement today.
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Coalition to explore early access to pensions
20 May 2010
The coalition has vowed to explore allowing early access to pension savings in a bid to boost the appeal of pensions.
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Coalition to hike CGT and offer income tax cuts
12 May 2010
Planned IHT cuts to be scrapped with NI increase reversed for employers.
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Coalition to promote gender equality on company boards
20 May 2010
The coalition Government has said it will look to encourage gender equality on company boards in its agreement today.
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Coalition to set up long-term care commission
20 May 2010
Options under review include voluntary insurance scheme and partnership scheme.
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ConLib pact would threaten higher rate relief and FSA reform
7 May 2010
Con/Lib pact likely with LibDems supporting Cameron on case-by-case basis.
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Co-op and Britannia launch 3.99% direct-only five-year fixed
25 May 2010
Group also to launch two-year fixed at 2.95 per cent.
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Corporate Adviser Health & Wellbeing Conference: JLT aligning remuneration with employee absence
20 May 2010
Linking fees to reductions in employee absence can be a way to align adviser and employer interests, but there are challenges in benchmarking actual returns, according to advisers speaking at the Corporate Adviser Health & Wellbeing in the Workplace conference last month.
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Countrywide to reimburse customers for HIPs orders
21 May 2010
Estate agency managing director welcomes Govt’s decision to scrap HIPs.
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Court orders £32m to be repaid in GP Noble case
25 May 2010
The High Court has ordered the return of £32m to pension schemes that had been administered by GP Noble Trustees.
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David Miliband will stand for Labour leadership
12 May 2010
David Miliband says he will launch a formal leadership campaign next week.
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De Blonay to co-manage Financial Opps from June
4 May 2010
Guy de Blonay to co-manage the Jupiter financial opportunities fund from June 1.
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Default retirement age removal raises four key HR issues
27 May 2010
The removal of the default retirement age (DRA) means employers will face new issues over four key areas covering redundancies, staff motivation, reward and employee benefits, says Mercer.
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Deutsche Bank - db x-trackers Eurostoxx 50 Double Short Daily ETF
12 May 2010
Deutsche Bank - db x-trackers Eurostoxx 50 Double Short Daily ETF
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Deutsche Bank - db x-trackers Eurostoxx 50 Leveraged Daily ETF
12 May 2010
Deutsche Bank - db x-trackers Eurostoxx 50 Leveraged Daily ETF
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Deutsche Bank - db x-trackers FTSE 100 Leveraged Daily ETF
12 May 2010
Deutsche Bank - db x-trackers FTSE 100 Leveraged Daily ETF
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Deutsche Bank - db x-trackers LevDAX Daily ETF
12 May 2010
Deutsche Bank - db x-trackers LevDAX Daily ETF
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Deutsche Bank - db x-trackers S&P 500 2x Inverse Index Daily ETF
12 May 2010
Deutsche Bank - db x-trackers S&P 500 2x Inverse Index Daily ETF
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Deutsche Bank - db x-trackers S&P 500 2x Leveraged Index Daily ETF
12 May 2010
Deutsche Bank - db x-trackers S&P 500 2x Leveraged Index Daily ETF
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Deutsche Bank - db x-trackers ShortDAX x2 Daily ETF
12 May 2010
Deutsche Bank - db x-trackers ShortDAX x2 Daily ETF
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Dog funds take £14.25bn bite, says Bestinvest
24 May 2010
Invesco Perpetual tops the dog list with £1771m in assets under management across three funds.
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Don't rule out a 25 per cent correction
4 May 2010
Minerva Fund Managers investment director Paul Warner says a 25 per cent fall for stock markets is not out of the question.
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Duncan Smith signals linking retirement age to life expectancy
27 May 2010
New Work and Pensions Secretary Iain Duncan Smith is looking to link retirement age to life expectancy.
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EC proposes new bank levy
26 May 2010
The European Commission plans to introduce a banking levy for all banks across the EU.
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ECB may need to start QE, says Credit Suisse
5 May 2010
European Central Bank may need to buy up troubled government debt.
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Economic stability and deficit reduction central to coalition talks
10 May 2010
Conservative and LibDems both stress addressing economic problems is central to any deal between the parties.
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Eight banks face US investigation
14 May 2010
Eight banks are being investigated in the US over the rating of their mortgage products.
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Election creates a hung Parliament- two IFAs fail in MP bids
7 May 2010
Brown attempts to woo LibDems, Cameron declares Labour has “lost its mandate to Govern”, Nigel Waterson loses his seat.
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Emergency Budget set for June 22
17 May 2010
Chancellor George Osborne has confirmed the Conservative-Liberal Democrat coalition’s emergency Budget will be delivered on June 22.
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Emergency Budget will be more brutal than expected, says F&C’s Lees
19 May 2010
CGT will be high but likely to feature a duration call.
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Employees to be guinea pigs in financial capability experiment
27 May 2010
The effect of financial education in the workplace on employees’ wealth and health is to be put to the test in an experiment launched by Axa.
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EU agrees £625bn rescue package
10 May 2010
FTSE rebounds strongly this morning as EU and IMF agree deal after 12 hours of talks in Brussels.
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EU banking levy proposals to be unveiled tomorrow
25 May 2010
Levy paid into national funds to stop future financial failures spreading to wider system.
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Euro keeps falling as debt fears spread
5 May 2010
Euro falls below $1.30 as Eurozone debt contagion fears spread.
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European Commission planning Ucits V to apply 'Madoff lessons'
17 May 2010
The European Commission is to begin working next year on a Ucits directive aimed at increasing investor protection and creating a level playing field for Ucits investors in Europe.
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European head leaves Schroders
13 May 2010
Gary Clarke will join JP Morgan Asset Management’s global equities team.
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Exact launches new buy-to-let lender
21 May 2010
Precise Mortgages will distribute solely through intermediaries.
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Ex-Kaupthing chief arrested
7 May 2010
Former CEO of collapsed Icelandic bank Kaupthing is arrested on suspicion of market abuse.
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Ex-Labour MP Ruth Kelly joins HSBC
18 May 2010
HSBC has appointed former Labour cabinet minister Ruth Kelly to its strategy unit, according to a report.
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Ex-RBS boss agrees job ban with FSA
18 May 2010
Former RBS executive director Johnny Cameron agrees with the FSA not to undertake further full time employment in financial services.
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Fidelity appoints Campbell as head of UK retail marketing
19 May 2010
Fidelity International has appointed former Invesco Perpetual stalwart Alistair Campbell as head of UK retail marketing.
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First State head of global resources resigns
26 May 2010
First State head of global resources David Whitten is leaving the firm after 13 years to take a career break.
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First State offers UK-domiciled agri fund
24 May 2010
First State Investments has launched an onshore version of its global agribusiness fund.
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First year return of 32 per cent for HSBC's group pension target date funds
27 May 2010
HSBC’s Protected Retirement Funds, described by the bank as the only protected funds available to UK group pension schemes, have locked in gains of over 32 per cent in their first year.
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Flexibility must be Govt's pension priority
21 May 2010
Standard Life’s John Lawson says changes to the age-75 rule, cutting Asp tax charges and porting from Isas into pensions should be at the heart of Government pension policy.
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Former 1st boss Rory Curran joins IFP board
19 May 2010
Former 1st Software chief executive Rory Curran has been appointed to the Institute of Financial Planning board.
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Former Skandia CEO Jamie MacLeod to join Berry Asset Management
19 May 2010
Former Skandia chief executive officer Jamie MacLeod is to join wealth manager Berry Asset Management.
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Friends appoints merger integration specialist to board
20 May 2010
Friends Provident hires former Deloitte & Touche merger specialist Belinda Richards as an independent director.
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Friends' Matthews says up to 15% of advisers to take restricted route
6 May 2010
Comments come as Friends reports total UK life and pensions sales down 3 per cent year-on-year and 21 per cent on the previous quarter at £88.1m.
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FSA bans former broker for £2.7m fraud
21 May 2010
FSA bans former Lewis Charles Securities inter-dealer broker over fraudulent activities.
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FSA bans former Seymour Pierce manager for fraud
25 May 2010
The FSA has banned former Seymour Pierce settlements manager John White for fraud.
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FSA blocks transfer of 23 Home of Choice ARs
11 May 2010
23 ARs include 13 who are suspended or subject to compliance investigations.
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FSA boss says new intensive approach requires more resources
18 May 2010
FSA MD of supervision Jon Pain outlines new training regime for FSA supervisors.
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FSA censures Integrity Financial Solutions over geared TEP sales
12 May 2010
Regulator finds “serious failings” in Integrity’s provider and advice arms.
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FSA clears up confusion over existing trail post-RDR
27 May 2010
FSA confirms that if a firm is sold or joins a network, advisers will have the right to receive existing trail payments.
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FSA concerns delay Pru rights issue
5 May 2010
The regulator halts Pru’s planned £21bn rights issue over capital concerns.
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FSA dishes out £400k fine for multi-million pound boiler room scam
13 May 2010
FSA bans Atlantic Law senior partner Andrew Greystoke and fines him and the firm £400,000.
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FSA finds small firms lacking in financial crime controls
24 May 2010
FSA says small firms sector is “generally weak in its assessment and mitigation of financial crime risks”.
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FSA fines foreign exchange firm £140,000 for anti-money laundering failings
5 May 2010
The firm’s former money laundering reporting officer has also been fined £14,000.
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FSA fines market trader £2.8m for market abuse
20 May 2010
The Financial Services Authority has fined Simon Eagle £2.8m for deliberate market abuse and banned him from working in financial services.
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FSA may publish rules on RDR 'by end of June'
20 May 2010
The FSA is believed to be planning to release the next set of rules on how the Retail Distribution Review will apply to the corporate market at the end of this month.
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FSA may reconsider on level 4 for simplified advice
18 May 2010
Sheila Nicoll says where simplified advice is provided via an automated service level four qualification may not be required.
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FSA may survive Tory banking shake-up
12 May 2010
Tory aide says FSA might survive banking regulation changes.
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FSA warns 38,000 people of share fraud scam
19 May 2010
FSA says it has found the biggest list of potential fraud targets in UK and abroad.
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FSCS pays bulk of Lifemark tax claims
21 May 2010
FSCS says 11,950 Lifemark tax claims out of 13,500 have been resolved with 80 per cent offered compensation.
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FTSE falls below 5,000
21 May 2010
European debt crisis fears sees FTSE 100 fall through the 5,000 barrier for the first time in over six months although it finishes the day at 5062.
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FTSE flounders as UK wakes to hung parliament uncertainty
7 May 2010
The strong chance of a hung parliament and falls in both the US and Asian markets saw a sharp fall in the FTSE 100 this morning.
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FTSE makes early gains
26 May 2010
The FTSE 100 broke through the 5,000 barrier this morning, having risen more than 1 per cent in early trades.
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FTSE plummets below 5,000 again
25 May 2010
The FTSE 100 fell below 5,000 for the second time in three trading days as fears that the eurozone crisis would spread resurfaced.
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FTSE rebounds strongly on EU loan deal
10 May 2010
Shares in the FTSE 100 rise over 5 per cent after European agreement over £635bn loan guarantee package to stop Greece’s debt crisis spreading.
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Gartmore boosts multi-manager team
7 May 2010
Gartmore hires William de Bröe’s Nick Roberts as analyst to multi-manager team.
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Gilliat Financial Solutions - Geared UK Deposit May 2010
24 May 2010
Gilliat Financial Solutions - Geared UK Deposit May 2010
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Gordon Brown to resign as Labour leader
10 May 2010
Brown says LibDems to begin formal discussions with Labour.
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Government needs to raise VAT to 20%, says Credit Suisse
13 May 2010
Banks says Government needs to increase VAT to pay for £10bn coalition pledges.
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Government to introduce free financial advice paid for by the industry
20 May 2010
Coalition Government to launch free financial advice service proposed by the Tories.
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Govt to take "long, hard look" at Nest
28 May 2010
New Pensions Minister Steve Webb is to kick-off a review of Nest suggesting the Government may shrink the scope for auto-enrolment.
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Govt will accelerate deficit reduction
12 May 2010
The Conservatives and LibDems have agreed a plan to accelerate the deficit reduction and reform the banking system.
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Greece agrees €110bn rescue package
4 May 2010
Greece has agreed a rescue loan of €110bn (£95.2bn) with the International Monetary Fund and the European Central Bank.
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Greek contagion ‘very real threat’ to UK, says Moody’s
6 May 2010
Ratings agency says UK’s ’difficult position’ may lead to sovereign debt crisis contagion from Southern Europe.
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Gross lending down 12% in April
21 May 2010
CML says seasonal dip was due to Easter break.
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Growth in bank lending slows to £1.8bn
26 May 2010
Net lending by the UK’s major banks grew 4.3 per cent in April compared with 4.5 per cent in March.
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Halifax places further restrictions on interest-only
24 May 2011
Lender now requires proof of repayment vehicle before offer stage.
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Hanley Economic Building Society head David Webster appointed BSA chairman
6 May 2010
Webster replaces former chairman Graham Beale.
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Harcourt Capital Investments - EIS Fund
7 May 2010
Harcourt Capital Investments - EIS Fund
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Harcourt launches EIS fund
14 May 2010
New investment boutique Harcourt Capital is drawing on the business experience of an investment committee, which includes former Football Association executive director David Davies, for its enterprise investment scheme fund.
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Harewood Solutions to launch UK enhanced income fund
11 May 2010
Harewood Solutions has announced plans to launch a UK enhanced income fund on May 17.
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Hedge fund offers mortgage borrowers golden goodbyes
6 May 2010
Toscafund is offering to write off up to 20 per cent of mortgage holders’ borrowings.
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Hedge fund rules pushed through by EU
19 May 2010
George Osborne bows to pressure on EU hedge fund rules.
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Hickman set for annuity move
26 May 2010
Legal & General managing director for protection Bernie Hickman is moving across to the insurer’s annuity business, Money Marketing understands.
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Hips suspended with immediate effect
20 May 2010
The coalition Government is planning to permanently abolish Home Information Packs through primary legislation.
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HMRC data blunder affects up to 50,000
27 May 2010
Claimants were sent their annual tax credit award notice with personal details of other customers.
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HMRC U-turns on kick-outs
20 May 2010
Kick-outs where trigger event is conditional on financial index reaching pre-determined point are Isa compliant.
-
HMRC will not budge on drawdown trap
11 May 2010
Income drawdown investors aged between 50 and 55 face a 55 per cent unauthorised payment charge if they switch providers or annuitise.
-
Hoban confirms Equitable Life Bill will go ahead
25 May 2010
The Government will take forward a Bill to enable payments to Equitable Life victims; final report from Sir John Chadwick to be received by mid July.
-
Hoban to oversee RDR
20 May 2010
Financial Secretary to the Treasury Mark Hoban has been given responsibility for financial services policy and regulation.
-
Home of Choice announces roadshow details
4 May 2010
Shows to clarify questions HoC have regarding delayed payment, new owners and pipeline information.
-
Home of Choice ARs to trade under First Complete banner
10 May 2010
It is thought Home of Choice brand will be resurrected at some point in the future.
-
Home of Choice deal leaves bulk of £6m liabilities with administrator
10 May 2010
LSL chief executive says advisers will be paid all backdated and pipeline commission.
-
Home of Choice urges ARs to sign LSL contract to safeguard commission
5 May 2010
Network to go into administration before LSL sale.
-
Honister reports £2.2m operating profit
26 May 2010
Honister Capital has reported £2.2m in operating profit for the six months to March 31, with more than half coming from direct business Willis Owen.
-
House prices stable in April
7 May 2010
Halifax says house prices in April 6.6% higher than a year ago.
-
House prices up in March
13 May 2010
Prices up 9.7 per cent on year before, Government figures show.
-
Housing market bounces back in April
11 May 2010
17% of chartered surveyors report house price rises rather than falls.
-
How will the Government increase CGT?
17 May 2010
Fidelity’s Paul Kennedy assesses the possible options for the coalition Government and the effect this will have on your clients’ investments.
-
HSBC Exchange Traded Funds - HSBC S&P 500 ETF
17 May 2010
HSBC Exchange Traded Funds - HSBC S&P 500 ETF
-
HSBC Global Asset Management
4 May 2010
HSBC Global Asset Management (UK) Limited78 St James’s Street London SW1A 1EJOverview
-
HSBC launches S&P 500 ETF
17 May 2010
HSBC has launched an exchange traded fund designed to track the S&P 500 index.
-
Hung Parliament doesn’t put AAA status at risk, say ratings agencies
7 May 2010
Ratings agencies say the UK AAA status hinges on eventual economic policy, not any particular party.
-
Iain Duncan Smith to head DWP
12 May 2010
Former Conservative leader Iain Duncan Smith has been named Secretary of State for Work and Pensions in David Cameron’s coalition Cabinet.
-
IFP to offer QCF level four qualification later this year
12 May 2010
The Institute of Financial Planning says it plans to offer a QCF level four qualification for advisers, available later this year.
-
Ignis Asset Management - Ignis Argonaut European Enhanced Income Fund
10 May 2010
Ignis Asset Management - Ignis Argonaut European Enhanced Income Fund
-
Ignis enhanced income on the hedge
28 May 2010
Ignis Asset Management - Ignis Argonaut European Enhanced Income Fund
-
Ignis Euro equity takes a call approach
10 May 2010
Ignis has launched a European equity income fund through its Argonaut boutique that uses a derivatives strategy to boost income.
-
IMA highlights concerns on Ucits IV and AIFM directives
12 May 2010
The Investment Management Association has slammed the pending Ucits IV package, claiming the improvements are much smaller than initially thought.
-
Inflation hits 3.7%
18 May 2010
Bank governor forced to write his first letter to new Chancellor as inflation remains above target.
-
Insynergy holds belief in China
14 May 2010
Insynergy Investment Management - Absolute China Fund
-
Insynergy spices up India
27 May 2010
INSYNERGY INVESTMENT MANAGEMENT
-
Intelligent Pensions launches drawdown initiative
20 May 2010
New scheme to help IFAs retain ongoing remuneration on existing drawdown business and meet RDR/TCF.
-
Intermediary-only lender Aldermore launches Monday
21 May 2010
Lender will initially trade through a select panel of networks and clubs.
-
Invesco Perpetual considers Latin American launch
10 May 2010
Invesco Perpetual is considering the launch of a Latin American investment trust.
-
Is global deflation being overlooked?
21 May 2010
Experts fear world is on the precipice of second downturn.
-
JOHCM caps EM fund
7 May 2010
J O Hambro Capital Management is capping the size of its new Dublin-based global emerging markets equities fund at $1.5bn to deliver and sustain outperformance.
-
Jupiter announces plans to float next month
18 May 2010
Jupiter announces its intention to float next month, potentially netting over £500m for the group’s staff.
-
Just Retirement annuity sales up 87%
10 May 2010
The enhanced annuity provider saw equity release sales fall slightly for the third quarter year-on-year but annuity sales soared 87 per cent.
-
Ken Davy leads tributes to SimplyBiz MD Ian Thorneycroft
17 May 2010
SimplyBiz managing director Ian Thorneycroft died last night following a battle with cancer.
-
Kensington - Buy-To-Let 2 Year Fixed
17 May 2010
Kensington - Buy-To-Let 2 Year Fixed
-
Kensington - Buy-To-Let 3 Year Fixed
17 May 2010
Kensington - Buy-To-Let 3-Year Fixed
-
Kensington launches buy-to-let range
17 May 2010
Products aimed at existing landlords wishing to expand their portfolio.
-
L&G's Breedon replaces Kane as ABI chairman
26 May 2010
L&G group chief executive Tim Breedon is set to become the next chairman of the Association of British Insurers.
-
Labour and Tories continue to woo Clegg
11 May 2010
Tories say they are moving towards LibDem position on income tax- Harman does not rule out similar deal.
-
Labour pulls out of coalition talks
11 May 2010
Labour has pulled out of coalition talks with the Liberal Democrats.
-
Labour unveils Shadow Cabinet
21 May 2010
Alistair Darling becomes Shadow Chancellor for the interim while Cooper Shadows Work and Pensions.
-
Landlords' portfolios jump 6.1% in Q1 2010
25 May 2010
Buy-to-let lender Paragon says 73% of landlords think prices will remain stable over next 12 months.
-
Lazard plans emerging markets small-caps fund
10 May 2010
?Lazard Asset Management is planning to appoint a manager to run an emerging markets smaller companies fund.
-
Leeds BS chief exec to stand down
27 May 2010
Deputy chief exec David Pickersgill to succeed Ian Ward at end of year.
-
Legal & General - Critical Illness Cover
21 May 2010
Legal & General - Critical Illness Cover
-
Legal & General - Six-Year Growth Deposit Bond 1
20 May 2010
Legal & General - Six-Year Growth Deposit Bond 1
-
Lehman sues JPMorgan for billions in damages
27 May 2010
Lehman Brothers Holdings is suing JP Morgan Chase after claiming the US bank “siphoned off” billions of dollars ahead of the firm’s collapse in 2008.
-
Liontrust co-founder Nigel Legge stands down
7 May 2010
Liontrust co-founder and chief executive Nigel Legge has quit his role as chief executive.
-
Littlewood slashes cash weighting in strategic assets fund
28 May 2010
Artemis strategic assets fund manager William Littlewood has halved the cash weighting in his fund in a bid to take advantage of market falls.
-
Lloyds ask for repayment proof for interest-only
12 May 2010
Bank no longer accepts sale of main residence as can’t be certain of future value.
-
Lloyds hikes SVR and scraps ceiling for new borrowers
28 May 2010
Reversion rates for new Lloyds TSB and C&G borrowers are no longer guaranteed at 2% over base rate.
-
LSL buys Home of Choice from administration for £1.5m
7 May 2010
LSL Property Services has bought Home of Choice’s assets from administration for £1.5m.
-
LSL emerges as Home of Choice preferred bidder
4 May 2010
HoC board did not support The Money Group’s bid as not supportive of staff and business.
-
LV= adds to equity release team
27 May 2010
Clare Lucas appointed product development manager.
-
Lyxor adds trio to ETF range
27 May 2010
Exchange traded fund provider Lyxor Asset Management, a subsidiary of Societe Generale, has expanded its ETF range with funds tracking US, Australian and Canadian equities.
-
Lyxor Asset Management - Lyxor ETF S&P 500
21 May 2010
Lyxor Asset Management - Lyxor ETF S&P 500
-
Lyxor Asset Management - Lyxor ETF S&P ASX 200
21 May 2010
Lyxor Asset Management - Lyxor ETF S&P ASX 200
-
Lyxor Asset Management - Lyxor ETF S&P TSX 60
21 May 2010
Lyxor Asset Management - Lyxor ETF S&P TSX 60
-
Macquarie Bank - FTSE UK Property Growth Plan
24 May 2010
Macquarie Bank - FTSE UK Property Growth Plan
-
Macquarie structures property plan
28 May 2010
Macquarie Bank has established a structured product that provides exposure to the listed UK commercial property market through the FTSE Epra/Nareit UK Index.
-
Man arrested in insider dealing probe
19 May 2010
A 39 year-old man has been arrested as part of an FSA and City of London Police investigation into insider dealing.
-
Man Group to acquire GLG Partners
17 May 2010
Man Group is to acquire GLG Partners in a deal worth £1.1bn.
-
Managers retreat into cash and America, says survey
19 May 2010
Global fund managers have upped their cash weightings and retreated into American equities following the recent problems in the eurozone and worries of China cooling.
-
Mansfield Building Society - 3-Year Discounted Mortgage
12 May 2010
Mansfield Building Society - 3-Year Discounted Mortgage
-
Mansfield Building Society - Offset Tracker Mortgage
12 May 2010
Mansfield Building Society - Offset Tracker Mortgage
-
Mark Wood in private equity talks on investment projects
26 May 2010
Former Paternoster chief executive working with a number of private equity firms on projects in the asset management sector.
-
Market conditions force Clavis Walden to delay launch
24 May 2010
Clavis Walden, an independent asset manager specialising in commercial property, has delayed the launch of UK’s first property authorised investment fund.
-
Martin Currie poaches emerging markets quartet from Swip
5 May 2010
Martin Currie has poached four more members of Scottish Widows Investment Partnership’s global emerging markets desk as it continues to build its own capability in the region.
-
Matrix launches long/short Asian fund
17 May 2010
Matrix has launched a Ucits III long/short pan-Asian equity fund, be managed by Rupert Foster.
-
Mattioli Woods acquires Cooper Parry Wealth Strategies
4 May 2010
Pensions consultancy Mattioli Woods buys Cooper Parry for £1.175m.
-
MEP Godfrey Bloom becomes patron of Adviser Alliance
24 May 2010
UKIP MEP Godfrey Bloom joins AA’s fight for a 15-year longstop.
-
Merchant Capital - Capital Growth Plan Principal Lock-in
17 May 2010
Merchant Capital - Capital Growth Plan Principal Lock-in
-
Meteor Asset Management - Emerging Markets Kick-Out Plan 3
24 May 2010
Meteor Asset Management - Emerging Markets Kick-Out Plan 3
-
Meteor Asset Management - Prima Growth Plan 20
24 May 2010
Meteor Asset Management - Prima Growth Plan 20
-
Meteor Asset Management - Prima Platinum Plan 5
24 May 2010
Meteor Asset Management - Prima Platinum Plan 5
-
Meteor Asset Management - Protected FTSE Plan 3
19 May 2010
Meteor Asset Management - Protected FTSE Plan 3
-
Mike Godfrey leaves Bluefin
12 May 2010
Mike Godfrey has quit his role at Bluefin Advisory Services after three years with the firm.
-
MMTV: ABI- our vision for simplified advice
5 May 2010
ABI assistant director Peter Jolly suggests how simplified advice could work post-RDR.
-
MMTV: How is the RDR progressing?
19 May 2010
Panellists at the MM/Unbiased.co.uk/ Opinium round table discuss the progress of the RDR and other issues.
-
Moneygate become official Scottish Golf Union IFA
10 May 2010
The firm has also sealed a three-year sponsorship deal with the union.
-
Moody's downgrades L&G due to reliance on UK market
18 May 2010
Moody’s has downgraded Legal & General’s insurance financial strength rating.
-
Morgan Stanley - FTSE Best Entry Growth Plan 4
7 May 2010
Morgan Stanley - FTSE Best Entry Growth Plan 4
-
Morgan Stanley - FTSE Income Plan
28 May 2010
Morgan Stanley - FTSE Income Plan
-
Mortgage lending up 45% year-on-year
17 May 2010
CML figures show ninth consecutive month of year-on-year growth.
-
MPC fears upcoming austerity measures and Euro crisis
19 May 2010
Committee still confident inflation will stop rising but warns recovery is still at risk.
-
MPC holds base rate at 0.5%
10 May 2010
Postponed decision leaves base rate at all-time low for 14th month.
-
Mutuals' gross lending up 36%
4 May 2010
Gross lending for mutuals up from £1.2bn in February to £1.6bn in March.
-
Nat West Intermediary Solutions - 18 Month Tracker
27 May 2010
Nat West Intermediary Solutions - 18 Month Tracker
-
Nationwide looks to shut branches as profits slide
26 May 2010
Nationwide blames profit fall on difficult trading conditions, a low interest rate environment and margin compression.
-
Nationwide slashes five-year fixed rates
24 May 2010
Rates cut by up to 0.31 per cent on remortgage and house purchase loans.
-
Nationwide to close four processing centres
20 May 2010
Building society says it is too early to estimate redundancies.
-
NatWest Intermediary Solutions - Corporate Range - Purchase Two-Year Fixed
14 May 2010
NatWest Intermediary Solutions - Corporate Range - Purchase Two-Year Fixed
-
NatWest Intermediary Solutions - Corporate Range - Purchase Two-Year Fixed
14 May 2010
NatWest Intermediary Solutions - Corporate Range - Purchase Two-Year Fixed
-
NatWest Intermediary Solutions - Corporate Range - Remortgage Two-Year Fixed
14 May 2010
NatWest Intermediary Solutions - Corporate Range - Remortgage Two-Year Fixed
-
Neptune's Geffen launches Prudential Action Group
10 May 2010
Neptune founder and managing director Robin Geffen launches group for shareholders to fight Pru’s proposed £23.5bn AIA takeover.
-
Nest contract set for Govt review
18 May 2010
The National Employment Savings Trust contract with Tata could be torn up as Chief Secretary to the Treasury David Laws begins cutting waste in the public sector.
-
New head for AFFS brought in from South African arm
12 May 2010
Tony Gusmao has been appointed chief executive of Alexander Forbes Financial Services (AFFS), taking over from Grant Stobart who remains chief executive of Alexander Forbes International (AFI) and continues as a director of AFFS.
-
Newcastle Building Society cuts jobs
20 May 2010
Newcastle Building Society to cut 126 jobs and close four branches.
-
Nic Cicutti meets Chris Cummings
13 May 2010
Cummings discusses the FSCS bill and says lessons from history have helped him develop Aifa’s strategy for putting the case for IFAs.
-
No age of austerity at the FSA
19 May 2010
Regulator talks about extra resources as the Government slashes costs to deal with the deficit.
-
Northern Rock tightens interest-only policy
27 May 2010
Northern Rock has tightened its policy on interest-only lending by reducing the maximum loan to value from 85 to 75 per cent and restricting the repayment vehicles it accepts.
-
OBSR withdraws rating on Schroder income funds
19 May 2010
Ratings on Schroder Income and Income Maximiser suspended following resignation of Ian Lance and Nick Purves.
-
OECD raises growth forecasts but warns of increasing risks
26 May 2010
The Organisation for Economic Cooperation and Development has raised its growth forecasts for this year and 2011 in its latest Economic Outlook.
-
OFT to review barriers to new banking entrants
26 May 2010
The Office of Fair Trading is to review barriers to entry, expansion and exit in the retail banking sector.
-
Origen and Positive Solutions record £2m loss
12 May 2010
Aegon UK new life and pensions business fell 7 per cent to £235m for the first quarter while the insurer’s distribution businesses continue to be loss-making.
-
Osborne set for defeat on hedge fund fight
18 May 2010
George Osborne set to lose his challenge against the alternative investment fund manager directive today in Brussels.
-
Osborne vows to cut corporation tax
20 May 2010
George Osborne unveils five-year corporation tax plan but promises to protect manufacturing allowances.
-
Paragon sees sharp rise in profits
18 May 2010
Heron says he is continuing to prepare the business for a return to new lending.
-
Park Row's Peter Sprung given £200K payoff
24 May 2010
Royal Liver gives ex-Park Row CEO £200,000 severance pay before he is slapped with £49,000 FSA fine.
-
Patterson Audio (Academy members area)
26 May 2010
Products & Services
-
Pension contributions tumbled during downturn
17 May 2010
Personal pension contributions fell by 16 per cent during the recession, according to HM Revenue & Customs figures.
-
Platform - Four Year Fixed Rate
17 May 2010
Platform - Four Year Fixed Rate
-
Platform - Mainstream Two Year Fixed Rate
7 May 2010
Platform - Mainstream Two Year Fixed Rate
-
Platform - Mainstream Two-Year Fixed Rate
7 May 2010
Platform - Mainstream Two-Year Fixed Rate
-
Platform - Mainstream Two-Year Fixed Rate
7 May 2010
Platform - Mainstream Two-Year Fixed Rate
-
Platform makes two senior management appointments
13 May 2010
Former Checkmate commercial director and former Abbey head of mortgages join Platform.
-
Portillion appoints three to senior team
19 May 2010
Firm says it will launch as a lender when time is right.
-
PosSol advisers facing commission delays
19 May 2010
Positive Solutions advisers are having to wait weeks for commission payments as the network tackles a backlog in checking pension and investment business.
-
Post Office introduces new 90% LTV range
12 May 2010
Range includes two-year fixed-rate at 5.45%
-
Premium discounts for directed solution from AXA PPP
20 May 2010
Axa PPP healthcare has introduced a lower cost medical insurance plan for larger sized employers that cuts around 15 per cent off the level premiums by directing patients towards specific providers.
-
Pru announces delayed £14.5bn rights issue
17 May 2010
Prudential has announced the terms of its £14.5bn rights issue to fund a proposed takeover of Asian rival AIA.
-
Pru looks to renegotiate AIA deal
28 May 2010
Prudential has confirmed it has reopened talks with AIG in a bid to drive down the £24.5bn price tag of its proposed acquisition of AIA.
-
Pru revises Asian listings as Neptune plans revolt
7 May 2010
Prudential is revising its Hong Kong and Singapore stock exchange listings after the FSA delayed its acquisition of AIA.
-
Pru shareholders warned to vote against AIA deal
26 May 2010
Pru shareholders have been warned to vote against the £24.5bn acquisition of AIA by influential voting adviser RiskMetrics.
-
Purves and Lance quit Schroders for RWC
18 May 2010
Schroders income fund managers Nick Purves and Ian Lance have quit the firm to join investment boutique RWC Partners
-
Queen's Speech to include two work and pensions bills
24 May 2010
Tuesday’s Queen’s Speech is set to outline an ambitious programme of 21 new bills, including two work and pensions bills.
-
Question marks over stamp duty threshold
20 May 2010
Government to review effectiveness of raising threshold for first-time buyers.
-
R&M launches global high income
7 May 2010
Investment boutique River & Mercantile Asset Management has launched the global high income fund, its third global equity fund.
-
Rathbone Unit Trust Management - Multi Asset Portfolio - Strategic Growth Portfolio
20 May 2010
Rathbone Unit Trust Management - Multi Asset Portfolio - Strategic Growth Portfolio
-
Rathbone Unit Trust Management - Multi Asset Portfolio - Total Return Portfolio
21 May 2010
Rathbone Unit Trust Management - Multi Asset Portfolio - Total Return Portfolio
-
Rathbones launches two multi-asset funds
10 May 2010
Rathbones Unit Trust Management has launched two multi-asset funds which aim to produce targeted absolute returns.
-
RBS reports a pre-tax loss of £21m
7 May 2010
Royal Bank of Scotland has reported a pre-tax operating loss of £21m for the first quarter of 2010 up more than 50 per cent from the £44m loss recorded for the same period last year.
-
RBS to cut 2,600 jobs
10 May 2010
Royal Bank of Scotland has revealed it is to cut 2,600 jobs across the group, 2,000 of which will be from its insurance division.
-
Repossession fall in Q1 2010
13 May 2010
CML says both arrears and repossessions lower than in last quarter of 2009.
-
Resolution secures funding for Pru deal
4 May 2010
RBS and Royal Bank of Canada back Resolution’s bid for Prudential’s UK arm, according to the Telegraph.
-
River & Mercantile well placed for income
21 May 2010
River & Mercantile - Global High Income
-
Ros Altmann- 10 steps to help save pensions
12 May 2010
Former Downing Street adviser and pensions campaigner offers advice to new Work and Pensions Secretary Iain Duncan Smith.
-
Ruffer backs dollar against tightening liquidity
19 May 2010
Ruffer, a wealth management firm, is long on the dollar as it tries to identify assets to offset falls likely to accompany imminent liquidity tightening.
-
RUTM unveils two multi-asset portfolios
21 May 2010
Rathbone Unit Trust Management has unveiled two multi-asset funds of funds that will not contain any Rathbone funds.
-
S&P warns on Man Group’s GLG acquisition
19 May 2010
Standard & Poor’s says hedge fund manager Man Group’s plans to acquire GLG could weaken its liquidity profile.
-
Sanlam makes senior appointments to IFA distribution team
28 May 2010
Sanlam has made two senior appointments to its UK IFA distribution department.
-
Schroders - Global Alpha Plus Fund
19 May 2010
Schroders - Global Alpha Plus Fund
-
Schroders launches second fund on GAIA platform
13 May 2010
Schroders has teamed up with Sloane Robinson to launch a second fund on its Global Alternative Investor Access platform.
-
Scrapping CTFs will not stop parents saving, says F&C
24 May 2010
F&C says 70 per cent of parents of under-8s would continue to save for them even if the Child Trust Fund is abolished entirely.
-
Second time around
12 May 2010
Nic Cicutti comments on the political process and Labour’s downfall.
-
SEI Investments/Cofunds - SEI Strategic Portfolios – Aggressive Fund
3 May 2010
SEI Investments/Cofunds - SEI Strategic Portfolios - Aggressive Fund
-
SEI Investments/Cofunds - SEI Strategic Portfolios - Balanced Fund
3 May 2010
SEI Investments/Cofunds - SEI Strategic Portfolios - Balanced Fund
-
SEI Investments/Cofunds - SEI Strategic Portfolios – Conservative Fund
3 May 2010
SEI Investments/Cofunds - SEI Strategic Portfolios - Conservative Fund
-
SEI Investments/Cofunds - SEI Strategic Portfolios – Core Fund
3 May 2010
SEI Investments/Cofunds - SEI Strategic Portfolios – Core Fund
-
SEI Investments/Cofunds - SEI Strategic Portfolios – Defensive Fund
3 May 2010
SEI Investments/Cofunds - SEI Strategic Portfolios - Defensive Fund
-
SEI Investments/Cofunds - SEI Strategic Portfolios - Growth Fund
3 May 2010
SEI Investments/Cofunds - SEI Strategic Portfolios - Growth Fund
-
SEI Investments/Cofunds - SEI Strategic Portfolios – Moderate Fund
3 May 2010
SEI Investments/Cofunds - SEI Strategic Portfolios - Moderate Fund
-
SEI teams up with Cofunds for MoM range
7 May 2010
SEI Investments has teamed up with Cofunds to create seven Dublin-based manager of managers funds that are available to advisers through Cofunds wrapper products.
-
Sesame launches online RDR forum
6 May 2010
Sesame has launched a forum for members to share ideas on RDR-related topics.
-
Seven leveraged ETFs added to Deutsche Bank range
21 May 2010
Seven leveraged ETFs added to Deutsche Bank range
-
SFO drops AIG probe
27 May 2010
The Serious Fraud Office has dropped its probe into AIG Financial Products after failing to find criminal charges.
-
SimplyBiz joins fight over FSCS Keydata levy
11 May 2010
SimplyBiz chairman Ken Davy says his firm will challenge the interim levy.
-
Sir James Sassoon tipped for Lord of the City role
14 May 2010
Sir James Sassoon is expected to be appointed to a ministerial role driving reform in the City and to be appointed to the House of Lords as the Government’s key business spokesman.
-
Skandia passes £130m mandate to Aegon
10 May 2010
Skandia Investment Group has awarded Aegon Asset Management a £130m mandate covering the full range of SIG funds.
-
Skandia reports first quarter sales boost
13 May 2010
Net client cash flows are up 150 per cent year-on-year to £500m in the first quarter while funds under management increased 7 per cent to £30.3bn.
-
Skills Council appoints Liz Field as permanent chief exec
27 May 2010
FSSC interim chief executive Liz Field appointed permanent chief executive.
-
Skipton to launch 95% mortgage direct
14 May 2010
Deal will be offered in branches with discounts for existing customers.
-
Solvency II delayed for two months
5 May 2010
The EC has delayed the introduction of Solvency II until December 31, 2012.
-
Spencer-Churchill Miller Private founder quits venture
28 May 2010
Alexander Spencer-Churchill sets up property company.
-
Standard Life GPP to take on Nest
26 May 2010
Standard Life is developing a “stripped down” GPP to compete directly with Nest.
-
Standard Life sells healthcare arm to Discovery for £138m
11 May 2010
The South-African insurer, which currently has a joint venture with Prudential, is set to rebrand the business PruHealth.
-
Steve Webb becomes pensions minister- Hoban gets Treasury role
13 May 2010
Webb has recently warned of the effect of means-testing on Nest and called for higher-rate pension tax relief to be scrapped.
-
Swip appoints head of marketing
25 May 2010
Scottish Widows Investment Partnership has appointed Tracy Fennell as head of marketing.
-
Swip appoints head of UK equities
5 May 2010
Scottish Widows Investment Partnership has appointed Peter Cockburn as head of UK equities with immediate effect.
-
Tenet/Leeds City College exam aims to attract new blood
18 May 2010
Tenet has teamed up with Leeds City College to launch a QCF level-five foundation degree for students wanting to become IFAs.
-
Tennis legend David Lloyd launches Sipp property funds
19 May 2010
Former Davies Cup captain and health club mogul launches international five-star property funds.
-
The financial crisis isn’t over, says King
12 May 2010
Bank governor warns UK is only part way through crisis as new Government eyes austerity measures.
-
The impact of a hung Parliament for markets
7 May 2010
F&C director of UK strategy Ted Scott says the UK risks losing its AAA rating status if it does not offer a credible plan to tackle the high budget deficit following the election.
-
The Money Group slams Home of Choice over takeover decision
4 May 2010
Managing director Tony Murtagh says his deal would guarantee payment of creditors.
-
The Mortgage Works - Core Buy-to-Let Range
10 May 2010
The Mortgage Works - Core Buy-to-Let Range
-
Thompson to leave Baillie Gifford
19 May 2010
Ben Thompson, manager of the Baillie Gifford high yield bond fund and joint manager of the corporate bond fund, is leaving the group to workoutside the financial services industry.
-
threesixty
19 May 2010
-
Tipp is top for Architas
7 May 2010
Architas Multi-Manager - Diversified Protector 80 Fund
-
Tisa urges FSA to reconsider rebate ban for platforms
27 May 2010
The Tax Incentivised Savings Association is calling for a more open dialogue on the use of rebates in the wrap and platform market.
-
TMW increases buy-to-let LTV to 80%
10 May 2010
Products include 4.69% one-year fixed rate with 2.5% fee.
-
Tory backbenchers revolt over CGT
27 May 2010
David Davis and John Redwood both warn of the dangers of the coalition’s proposed increase in CGT.
-
Towergate postpones debt refinance plans
13 May 2010
Firm says deterioration of debt markets led to postponement.
-
Towergate reports £28m loss for 2009
14 May 2010
Towergate Partnership has reported a £28m loss for 2009, increasing from an £18m loss the previous year.
-
UK bond markets to open 1am after election
4 May 2010
Markets for UK futures and gilts will open at 1am London time on May 7 as the general election is decided.
-
UK may face deeper decade of deflation than Japan
25 May 2010
The MPC’s Adam Posen says UK may have less room to manoevre away from decade of deflation.
-
UK unemployment increases to 2.5 million
12 May 2010
The number of unemployed people in the UK has reached its highest level since December 1994.
-
US govt working on back-up plan for AIA
24 May 2010
The US Treasury has resurrected plans to float AIA amid fears that Pru’s £24.5bn acquisition may fall apart.
-
We need more trust in protection
11 May 2010
Lifesearch’s Matt Morris calls for providers to improve their systems to encourage more consumers to use trusts.
-
West Brom agrees to sell Mortgageforce to management
26 May 2010
West Bromwich Building Society has agreed in principle to sell broker franchise Mortgageforce to its existing management.
-
Where is the Euro going?
14 May 2010
As single currency falls to a four-year low we ask what the future holds of the Euro and for Euro investors.
-
Which Route should I take?
13 May 2010
The following guidance suggests a range of study routes for individuals wishing to meet the new RDR qualification requirements.These take into account factors such as maximising compliance with the new exam standards while minimising any CPD requirement; completing in the minimum number of exam units; and ensuring full recognition for any relevant examinations already held. Remember that it is your responsibility to choose the most appropriate ...
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Who is in Cameron's Cabinet?
12 May 2010
Prime Minister David Cameron has begun announcing his new Cabinet which will include five LibDem MPs.
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Yorkshire BS launches direct-only first-time buyer range
25 May 2010
No upfront fees, £500 cash back and LTV up to 85 per cent.
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Zurich Financial Services Group
17 May 2010
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Zurich UK Life - Trustee Investment Plan
20 May 2010
Zurich UK Life - Trustee Investment Plan
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Zurich UK Life launches IFA advisory panel
27 May 2010
Zurich will host debate about the challenges facing the insurance market.
