Money Marketing
Online - November 2009

Aegon pilots tele-claims service

10 Nov 2009

Aegon is running a tele-claims pilot in a bid to reduce the time it takes for claims to be paid.
Arrest made as FSA clamps down on share fraud

6 Nov 2009

FSA searches three properties and freezes £350,000 worth of assets in investigation into boiler room share fraud activity.
Fortis signs distribution deal with Sesame

30 Nov 2009

Fortis Life UK is teaming up with Sesame to give advisers access to its protection product range.
HMRC warns offshore crackdown will "end up in tears"

17 Nov 2009

HMRC’s Dave Hartnett warns he will get tough on those who fail to meet the disclosure deadline.
Legal & General - Fund Tracker Capital Guaranteed Bond 2

18 Nov 2009
Morgan Stanley - FTSE Capital Accumulator Plan

25 Nov 2009
Professional standards tops agenda at AMII autumn meeting

11 Nov 2009
RBS Intermediary Partners - RBS Two Year Fixed Rate

3 Nov 2009
Standard Life Wealth appoints senior business development manager

17 Nov 2009

Standard Life Wealth appoints James England as senior business development manager.
21% expect standard of living to decline by 2029, says Scot Prov

4 Nov 2009

New figures show 7 per cent more people expect their standard of living to decline compared to last year.
570 jobs to go at Lloyds

24 Nov 2009

Lloyds is cutting 570 staff following termination of Equitable Life contract.
A focused and flexible fund from River & Mercantile

13 Nov 2009
A trail of two cities

17 Nov 2009

Justin Modray weighs into the Towry Law trail commission debate.
A wise choice for income

2 Nov 2009
Abbey brings out new tracker at 2.69 per cent

26 Nov 2009

Abbey brings out a range of lowered trackers and fixed rates.
ABI appoints Kerrie Kelly to director general role

4 Nov 2009

Currently CEO of the Insurance Council of Australia, Kelly will take up the position in February.
ABI concerned about rushed regulations

18 Nov 2009

Responding to the Queen’s speech, the ABI claims the Personal Care at Home Bill undermines the Government’s July Social Care Green Paper.
ABI scraps plans to remove TPD

16 Nov 2009
ABI to rebrand and standardise TPD

30 Nov 2009

The ABI is to rebrand and standardise the total permanent disability definition.
ABI/AMPS launch Sipp guidance

18 Nov 2009

The two bodies have launched a new good practice guide for Sipp providers.
ACCA warns over auto-enrolment costs burden

6 Nov 2009

SMEs face significant increases in costs and administration due to workplace pension reforms according to ACCA.
Aegon launches new investment proposition

2 Nov 2009

Provider launches new range of multi-manager funds.
Aegon new life business down 26% for year to date

12 Nov 2009

Insurer’s new life sales fall by a quarter.
Aegon Scottish Equitable - Investment Control

2 Nov 2009
Aegon warns of reduced access to advice under the RDR

5 Nov 2009

Aegon calls for stronger simplified and basic advice processes and standardised factoring terms under the RDR.
AIC hopeful of overturning aspects of AIFM directive

6 Nov 2009

Association of Investment Companies says there are signs people are listening to its concerns on European directive.
AIC welcomes proposed changes to the AIFM directive

13 Nov 2009

Trade body is pleased with improved clarity on AIFM for member states.
Aifa concerned by FSA guidance on structured products

30 Nov 2009

Trade body has “real concerns” about the assumptions made by the regulator.
Aifa gets tough over RDR qualifications

4 Nov 2009

Judicial review threat at FSA’s “arbitrary supervision”.
Aifa says new capital requirements are "unrealistic"

20 Nov 2009

Aifa fears the requirements will produce a less sustainable sector and is creating a working group to respond to the consultation.
Aifa wants Government to help IFAs pay for higher qualifications

30 Nov 2009

Aifa calls for financial suport through the Government’s Train To Gain scheme to help IFAs reach QCF level four qualification.
Alexander Hall and Foxtons late filing accounts

30 Nov 2009

The mortgage brokerage and estate agency have yet to file their accounts with Companies House which were due at the end of October.
Alliance Trust appoints finance director

5 Nov 2009

Investment firm Alliance Trust makes new appointment.
AMI urges extension to stamp duty holiday

16 Nov 2009

AMI is urging the Government to extend the stamp duty holiday until the housing market has recovered.
Another bidder pulls out of personal accounts admin race

10 Nov 2009

Logica UK follows ATP in withdrawing from the competitive dialogue process.
Anthony Bolton to manage new Fidelity China portfolio

26 Nov 2009

Investment guru to relocate to Hong Kong to launch new offering.
Arc Capital and Income sold to Merchant Capital

27 Nov 2009

Arc to transfer to London-based Merchant Capital.
Argos to provide mortgage leads to 4,000 brokers

13 Nov 2009

Catalogue vendor to launch price comparison site covering mortgages, pensions, insurance and other financial products.
ArgosCompare, friend or foe?

13 Nov 2009

Tonic Marketing Solutions managing director Jeff Knight asks whether the new Argos comparison site will be a friend of the intermediary.
Armstrong IM launches flagship multi-asset fund

16 Nov 2009

Multi-asset vehicle to be first launch for new boutique.
Ascentric appoints new BDM

6 Nov 2009

Debbie Steer joins from 1st – The Exchange, where she was ebusiness product manager.
Ascentric appoints new BDM

19 Nov 2009

Ascentric has appointed former The Hartford sales operations director Alan Ferguson as a business development manager.
Aviva adds temporary accident cover to IP product

24 Nov 2009
Aviva appoints new managing director of health

30 Nov 2009

Aviva has appointed Phil Willcock as managing director of its UK Health business.
Aviva enhances IP plan and increases commission for IFAs

17 Nov 2009

Enhancements include temporary accident cover and an increase to commission from 130 per cent to 150 per cent.
Aviva launches new with-profits guarantee

11 Nov 2009

Investors offered money-back guarantee after 5 years at a cost of 0.7%.
Aviva promotes Strauss to UK life chief executive

27 Nov 2009

Aviva UK Life has promoted chief operating officer Toby Strauss to chief executive.
Aviva still on the acquisition trail - UK sales down by a quarter

4 Nov 2009

Andrew Moss says acquisitions could come in the distribution space.
Aviva, LV= and Just Retirement say they are committed to equity release

24 Nov 2009

Hodge, Home & Capital and Stonehaven have also stated their commitment in the wake of Prudential’s withdrawal yesterday.
Axa and AMP team up to create Australia’s largest wealth manager

9 Nov 2009

A$11bn deal announced as Axa prepare for a €2bn rights issue.
Axa launches pension awareness campaign

2 Nov 2009

England rugby player Kyran Bracken and 13 others have agreed to live on a state pension for one week.
Axa Wealth restructures sales force

23 Nov 2009

Axa Wealth establishes an IFA distribution sales team.
Axial IM rebrands under Ignis

9 Nov 2009

Axial Investment Management has rebranded under Ignis Asset Management.
Bank of England increases QE by £25bn

5 Nov 2009

The Monetary Policy Committee votes to increase quantitative easing programme by £25bn.
Bank stability chief calls for bank leverage limits

6 Nov 2009

Banks need limits to ease future pressures on the state, says Andrew Haldane.
Bankhall drops Capita's Enabler platform

25 Nov 2009

Bankhall has dumped Capita’s Enabler technology, which powers its Portavista platform.
Banks should be forced to reveal employees earning £1m

26 Nov 2009

Sir David Walker’s review recommends that banks should disclose the number of employees who earn more than £1m a year.
Banks will owe £6 trillion by 2015 as debt matures

10 Nov 2009

UK and US banks alone will owe £1.2 trillion within two years, says Moody’s.
Banks win landmark court battle

25 Nov 2009

The Supreme Court has today ruled in favour of high street banks in the bank charges test case.
Barclays brings out regular income

9 Nov 2009
Barclays retail head quits after Diamond takes control

3 Nov 2009

Barclays head of retail Frits Seegers quits in surprise move after restructure.
Barclays reveals profits of £4.5bn

10 Nov 2009

Bank profits from international business after 2008 Lehman acquisition.
Barclays Wealth - FTSE Generator Bond - Issue 2

11 Nov 2009
Barclays Wealth - Minimum Return Plan - November 2009

5 Nov 2009
Barclays Wealth - Regular Income Bond - November 2009

2 Nov 2009
Barclays Wealth - UK Super Tracker November 2009

3 Nov 2009
Barclays Wealth brings income to the table

12 Nov 2009
Barclays Wealth launches extra maturity option for structured plan

4 Nov 2009

Barclays Wealth launches new option for investors looking to roll over their capital.
Baring Asset Management - Emerging Markets Fund

4 Nov 2009
Baring opens emerging markets fund to retail market

9 Nov 2009
Barratt expects to reduce debt to £700m by end of year

18 Nov 2009

Barratt Developments expects to cut its debt by £722m from £1.4bn to £700m by the end of the year.
Beacon stops new lending

13 Nov 2009

Beacon Homeloans is understood to have stopped new mortgage lending.
Bee and Hogarth challenge group pension providers with new venture

25 Nov 2009
Beware calls for 30% tax relief, says L&G

5 Nov 2009

L&G’s Adrian Boulding says a uniform 30 per cent rate of tax relief would reduce the total amount set aside for retirement.
BlackRock appoints co-manager for UK income fund

18 Nov 2009

Adam Avigdori appointed as co-manager.
BlackRock transfers real estate fund of funds to Aviva

20 Nov 2009

Firm transfers management of two funds of funds following the departure of lead manager.
Blue Gate bridges the gap

20 Nov 2009
Blue Sky launches target returns in flat markets

30 Nov 2009

Blue Sky unveils two new structured products.
Bluefin pins growth on employers looking beyond big players

24 Nov 2009
Bluefin review could axe development managers

11 Nov 2009

16 development managers have been put on redundancy notice as part of a strategic review.
Bluefin’s Ian Shipway leaves firm

23 Nov 2009

Bluefin’s Ian Shipway leaves the company.
Bolton reveals strategy of new China fund

27 Nov 2009

Fidelity fund guru discusses the way his China fund will be run and the possibility of a cap.
Bosses unaware of welfare reform - GRiD

24 Nov 2009
Branson eyes up bank assets

2 Nov 2009

Virgin chief reveals interest in state-aided bank asset sale.
Brown forced to backtrack on Tobin tax proposals

9 Nov 2009

PM’s G20 proposals slammed by global financiers.
Buckles chief executive Nigel Speirs joins Sanlam

19 Nov 2009

Speirs joins the South African insurer on a part-time basis.
Bupa International appoints new managing director

18 Nov 2009

Bupa UK care homes director Alistair How has been appointed managing director.
Calculus Capital - Calculus Capital EIS Fund 10

9 Nov 2009
Calculus introduces EIS Fund 10

19 Nov 2009
Calls for platforms to be subject to tighter regulation

10 Nov 2009

Aegon wants level playing field between platforms and product providers.
Cameron to hold emergency Budget if Tories win

23 Nov 2009

The Budget would be held within 50 days of the election and would focus containing the deficit and on growth.
Capita adds menu-based protection to Synaptic

11 Nov 2009

The new area will offer 12 plans from nine providers.
Capita chairman stands down

26 Nov 2009

Capita chairman Eric Walters is to stand down from the board next year.
Capital adequacy requirements delayed by one year

6 Nov 2009

Firms need to hold three months worth of annual fixed expenditure, with a minimum of £20,000.
Cater Allen - Capital Guaranteed Defined Returns Plan 5

17 Nov 2009
Caution will be forgotten once market recovers, warns FSA

13 Nov 2009

Managing director of retail markets Jon Pain says the market correction is somewhat of a “mirage”.
Cazenove diversity rated superior by Morningstar

11 Nov 2009
Chancellor Alistair Darling confirms splitting of state-owned banks

2 Nov 2009

Chancellor Alistair Darling has announced steps to boost competition in the banking sector.
Charles Stanley reports profit hike

5 Nov 2009

Group’s profits up 6.8 per cent on 2008’s figures.
Chartwell launches direct offering

2 Nov 2009

The D2C proposition will target over 2,000 clients.
Chatfeild-Roberts: US on path to Japan-style deflation

25 Nov 2009

Warning that America faces Japanese-style deflation.
CISI shows rise in financial sector staffing

4 Nov 2009

Chartered Institute for Securities & Investment finds 60 per cent of firms will hire more staff this year.
Client management systems pose threat to platforms, says McKenna

5 Nov 2009

Finance and Technology Research Centre director Ian McKenna says client management systems could start to cannibalise the platform industry.
Close Asset Management - Residential Growth Partnership

9 Nov 2009
Close property fund returns independent of recovery

20 Nov 2009
CML doubts FSA changes will improve mortgage market

25 Nov 2009

Director general Michael Coogan questions impact of FSA’s mortgage market review and Tory proposals for CPA.
CML says 2010 gross lending to reach £150bn

12 Nov 2009

Mortgage council says lending will be up and arrears down next year.
Cofunds and Threadneedle announce long term partnership

23 Nov 2009

Threadneedle to launch number of researched fund solutions.
Cofunds appoints ex-Assureweb director as head of marketing operations

10 Nov 2009

Stephen Wynne-Jones joins the platform from Assureweb, where he was director of product marketing.
Cofunds appoints head of regional account managers

5 Nov 2009

Paul Rose joins the platform from Zurich.
Cofunds records most sales in platform market

12 Nov 2009

In its fund sales report for Q3, Cofunds gross sales topped £2.2bn.
Cofunds to power Towergate Financial retail platform

10 Nov 2009

Towergate Financial has selected Cofunds to power its Choice platform.
Comparison sites failing consumers, says Which?

18 Nov 2009

Research from Which? shows comparison sites are not providing their users with a good enough service for financial products.
Confidence in the UK slips, says Lloyds TSB

16 Nov 2009

Research from Lloyds TSB shows confidence amongst British businesses in October slipped for a second month in a row.
Consumer confidence remains unchanged, says Nationwide

4 Nov 2009

The Nationwide Consumer Confidence Index shows confidence levels stayed the same in October.
Contingent capital is not a panacea, says Standard & Poor's

10 Nov 2009

The rating agency says contingent capital is not being designed to repair weak balance sheets.
Court blocks move to protect pensions of high earners in PPF

11 Nov 2009

Trustees wanted to use remaining assets of failing schemes to top up pensions of wealthy.
Coventry Building Society - +3.59% BBR Tracker

26 Nov 2009
Cracking product from Aegon SEI

11 Nov 2009
Credit unions must hold 10% of total liabilities

11 Nov 2009

The FSA toughens up minimum liquidity requirements for credit unions.
Dalton launches global conservative fund

16 Nov 2009

Fund to be managed by Andrew Dalton and Rupert Caldecott.
Darling to admit recession worse than feared

27 Nov 2009

The Chancellor is expected to reveal in his pre-Budget speech that the economy has contracted more than forecast.
Dave Harris: Scheme members require more OMO information

5 Nov 2009

Pensions Regulator research shows trust-based occupational scheme members aren’t always given much needed information.
Do professional standards for protection need to improve?

10 Nov 2009

Although protection is likely to escape an RDR commission ban, providers say greater professionalism is needed.
Double protection from Barclays

20 Nov 2009
Downing Corporate Finance - Protected Opportunities 1 VCT - B & C Share Offer

13 Nov 2009
Downing structures VCT

27 Nov 2009
Dubai debt problems reality check for market, warns F&C

27 Nov 2009

Asset manager says Dubai shock highlights market fragility.
Dubai fears drive down world stock markets

27 Nov 2009

London, Paris and Frankfurt stock exchanges all open more than 1 per cent lower.
Eagle warns annuity providers to shape up or face change

25 Nov 2009
EAMR gets emotional about assets

30 Nov 2009
EAMR wants 10% average return from underlying funds

13 Nov 2009

Emotional Assets Management & Research sets fund targets.
Emirates’ sovereign rating safe, says Moody’s

30 Nov 2009

Ratings agency says debt problems of Dubai World will not hurt the UAE.
Emotional Assets Management & Research - Emotional Assets Fund 1

25 Nov 2009
Employers unaware of implications of welfare reform - GRiD

23 Nov 2009
End to stamp duty holiday will damage recovery, says RICS

17 Nov 2009

Warning that ending the stamp duty holiday will damage housing recovery.
Eq Life appoints admin provider HCL to replace Lloyds

23 Nov 2009

HCL will take over policy administration from March 2011.
EU regs could force UK bank bailouts in future

3 Nov 2009

Experts are unsure if the EU’s new powers will mean it can force member states to bail out banks.
Europe approves Lloyds restructure

18 Nov 2009

Govt set to move forward with divestment plans.
Exact gains FSA approval

11 Nov 2009

Mortgage servicing firm gains what it says could be the first administration permissions.
Ex-Virgin boss Rob Clifford launches financial concierge

19 Nov 2009

New service “If I Were You” will offer guidance and link to advisers for mortgages, pensions and investments.
F&C’s Scott predicts sector rotation in 2010

25 Nov 2009

F&C stalwart Ted Scott offers his outlook for 2010.
Fidelity to launch two multi-asset funds

30 Nov 2009

Fidelity plans multi-asset launches for Trevor Greetham.
First round bids made for RBS Asset Management

9 Nov 2009

Aberdeen, BlackRock, Schroders and Henderson are all believed to have tabled bids.
Fitch says arrears in RMBS transactions have stabilised

4 Nov 2009

Stabilising arrears are a positive sign for non-conforming RMBS transactions.
Foresight Group - Foresight VCT 3 and 4 Linked Offer

19 Nov 2009
Foresight launches environmental EIS and top up in VCTs

23 Nov 2009

Foresight unveils tax efficient investments.
Former broker and intern found guilty of insider dealing

5 Nov 2009

Matthew Uberoi and his father Neel Uberoi made around £110,000 profit on the basis of inside information.
Former IFA Association chairman Bill Raynes dies after cancer battle

2 Nov 2009

Industry pays tribute to IFA champion.
Former Preferred Mortgages chief to head up Tiuta

25 Nov 2009

George Patellis to head up lender as it enters the buy-to-let market.
Four adviser firms sign to Succession

23 Nov 2009

IFA consolidation vehicle Succession announces four adviser firms to join.
Four out of ten NAPF members plan on 2012 auto-enrolment

27 Nov 2009

Majority of pension funds set to change before personal accounts become mandatory.
French commissioner may get vital Euro regulation role

20 Nov 2009

Internal markets post could heavily influence the outcome of the RDR although role may be split.
French commissioner Michel Barnier takes on vital EU regulation post

27 Nov 2009

The European Commission president Jose Manuel Barroso has announced his new team of commissioners.
Friends launching employee financial education service

5 Nov 2009

The service offers employees advice on a range of topics, including retirement planning and money management
FSA bans and fines UBS client adviser £35,000

13 Nov 2009

The regulator says Andrew Cumming helped to document false loans made with UBS client money.
FSA bans Essex mortgage broker

30 Nov 2009

FSA strikes off mortgage broker for not being fit and proper to carry out regulated activities.
FSA bans jailed broker

20 Nov 2009

The regulator has banned broker Rashid Farid from carrying out any regulated activity.
FSA bans mortgage brokers for fraud and governance arrangements

11 Nov 2009

FSA bans broker for fraud and concealing his involvement in running of firm
FSA can’t stop us using mastertrust for commission - Lawson

2 Nov 2009
FSA confident of legal position on QCF level 4

18 Nov 2009

Regulator warns it will have power to remove advisers’ right to trade if they fail to comply.
FSA does not want to exclude self-employed from mortgage market

11 Nov 2009

Regulator also challenges dual pricing, but will not intervene.
FSA fines ex-Pacific Continental stockbroker £24,000

17 Nov 2009

Stockbroker used insider information to encourage clients to cash in on expected share price increase.
FSA fines Nomura £1.75m

24 Nov 2009

Regulator fines Japanese bank for failings in derivatives business.
FSA fines UBS £8m

5 Nov 2009

FSA issues third largest fine after UBS employees carried out unauthorised transactions on customer accounts.
FSA given more power to tackle bonuses

16 Nov 2009

New measures are expected to be outlined in the Queen’s Speech later this week.
FSA hires advisers from raft of recently fined firms

26 Nov 2009

The FSA has appointed Nomura chairman Colin Marshall as a senior adviser on corporate governance just two days after it fined the firm £1.75m for systems and controls failings.
FSA opts for "bias to conservatism"

23 Nov 2009

FSA chairman Adair Turner says the regulator has become more cautious when judging the riskiness of trading activities.
FSA refutes Fisher's TCF trail accusation

18 Nov 2009

Regulator says it wants to see ongoing advice.
FSA says long-stop clauses are not allowed

20 Nov 2009

The FSA says it will take action on small IFA firms inserting a long-stop clause into their terms of business.
FSA sees lenders and brokers as "drug-dealers", says CML

13 Nov 2009

CML says the FSA regards lenders and brokers as the “drug-dealers” at the school gates.
FSA to focus on firms that use "go-betweens"

19 Nov 2009

The regulator says it will pay particular attention to firms that use middle-men in countries known for systemic corruption.
FSA to lower minimum fee for IFAs by 45%

10 Nov 2009

Regulator reduces minimum annual fee from £1,850 to approximately £1,000.
FSA to publish new RDR paper next month

18 Nov 2009

The paper will look at potential read across to pure protection and group personal pensions.
FSA warns brokers over claims chaser referrals

11 Nov 2009

Brokers could put themselves in breach of data protection rules.
FSA warns firms may try to shirk PPI liabilities by phoenixing

12 Nov 2009

Regulator determined to stay one step ahead of phoenix firms.
FSA warns of "turf war" if its powers are broken up

9 Nov 2009

Sants admits TCF has failed and says industry has yet to take responsibility for the economic crisis.
FSA will stay until 2014 despite Tory proposals, says AMI

13 Nov 2009

AMI says the FSA is likely to survive until 2014 if the Tories win the next election.
FSA's mortgage reforms could push up arrears, warns Moody's

2 Nov 2009

Proposed reforms could make it harder for non-prime borrowers to remortgage, increasing arrears.
FSSC publishes draft QCF 4 specialist standards

30 Nov 2009

Core standards are finalised and draft specialist standards enter consultation.
FTSE steady despite Emirates market plummet

30 Nov 2009

Abu Dhabi and Dubai markets suffer heavy falls after four day religious holiday.
Fund groups must not hide their charges

30 Nov 2009

Former Credit Suisse UK chief executive David Norman calls for greater transparency of fund charges.
Gartmore announces flotation plans

20 Nov 2009

Gartmore has announced it is to float on the London Stock Exchange.
Global advisers predict rise in offshore sales

11 Nov 2009

Skandia International research into future offshore investment business.
Godiva Mortgages - +4.09% BBR Tracker to 31.12.11

30 Nov 2009
Godiva Mortgages - 4.99% Fixed to 30.06.11

30 Nov 2009
Gordon Brown to support Tobin tax

23 Nov 2009

The Prime Minister is expected to again back calls for a Tobin tax at the Confederation of British Industry annual conference today.
Govt and RBS in dispute over control of APS

4 Nov 2009

The Government and RBS both want power over any decisions made under the asset protection scheme.
Govt confirms splitting up of Lloyds and RBS

3 Nov 2009

Broken up parts will represent 10 per cent of the retail market.
Govt to halve budget deficit

18 Nov 2009

Government plans to halve its £175bn budget deficit by 2014, and balance the books by 2018.
Govt wants FSA to regulate buy-to-let and second charge

25 Nov 2009

Borrowers whose mortgages are sold on to third parties would also get more protection in Government plans.
Guy de Blonay to co-manage Gibbs' financial opportunities fund

18 Nov 2009

de Blonay will co-manage £1.4bn fund from summer 2010.
Half of pension holders would consider income guarantee

18 Nov 2009

Aegon research suggests not enough people are aware of unit-linked guarantees.
Hargreaves Lansdown planning workplace Isa

11 Nov 2009

New savings vehicle would complement the Government’s pension reforms.
Headline rate chasing has no future in structured market, says Blue Sky

4 Nov 2009

Blue Sky Asset Management repsonds to the FSA review of the structured product market.
Hedge funds to make headway with EU curbs

11 Nov 2009

Hedge funds expected to win ground on EU directive.
HIM Capital plays the financials downturn

17 Nov 2009
HIM focuses on financial income

6 Nov 2009
HMRC delays on Gibraltar Qrops issue unacceptable and peverse, says L&C

19 Nov 2009

London & Colonial attacks Revenue on delays to resolving Gibraltar Qrops issue.
HMRC issues YouTube warning to offshore tax dodgers

2 Nov 2009

HMRC airs a warning to offshore tax evaders via YouTube.
HMRC tipped to unveil tougher fines for tax dodgers

30 Nov 2009

The news follows the extension of the amnesty on secret offshore accounts last week.
House prices rise for fourth consecutive month, says Halifax

4 Nov 2009

House prices increased by 1.2 per cent last month.
How do you achieve critical communication?

24 Nov 2009

Andy Milburn says the industry must learn from its past mistakes when addressing critical illness reform.
How far do your clients travel for financial advice?

6 Nov 2009

IFA says his client travelled 670 miles to seek out his business.
HSBC mulls bid for Lloyds and RBS assets

10 Nov 2009

Bank might be interested in “certain portfolios” that the bailed-out banks will be forced to shed.
HSBC says 1,700 jobs are at risk

3 Nov 2009

HSBC says 1,700 jobs are at risk of redundancy.
Ian Shipway to join Chamberlain's Succession

25 Nov 2009

Former Bluefin’s Ian Shipway joins Simon Chamberlain’s IFA consolidation vehicle Succession.
ifs School of Finance granted degree-awarding powers

26 Nov 2009

ifs is now able to award undergraduate and post-graduate degrees.
IHT risk makes personal accounts less attractive

3 Nov 2009

Savers could face inheritance tax of 40 per cent unlike the majority of workplace scheme members.
IMA hits back at Myners over contrarianism comments

9 Nov 2009

Myners provokes response from IMA over lack of contrarianism comments.
IMA revises protected/guaranteed sector

5 Nov 2009

The IMA announces changes to the protected/guaranteed sector.
Imla reveals management restructure

25 Nov 2009

Mortgage lender body to be run by a board of directors alongside executive chairman Peter Williams.
IMLA says MMR will hinder recovery

12 Nov 2009

Peter Williams says the regulations could exacerbate the funding shortage.
Inflation rises in October

17 Nov 2009

ONS says CPI rose to 1.5% in October, RPI rose to -0.8%.
Insch Capital - Goldilocks

19 Nov 2009
Insch tells alternative tale about gold

25 Nov 2009
Interest rates to stay low as King predicts inflation spike

11 Nov 2009

BoE Governor says interest rates to stay at 0.5 per cent until latter part of 2010.
Invesco considers strategic bond launch

25 Nov 2009

Invesco is understood to be considering a pure strategic bond launch to complement the existing product range.
Invesco poised to unveil split capital investment trust

16 Nov 2009

New trust to be managed by Martin Walker.
Investec Structured Products - 5 Year FTSE100 Kick Out Plan 8

17 Nov 2009
Investec Structured Products - FTSE 100 Growth Plan 12

16 Nov 2009
Investors should buy new hybrid debt to protect other assets, says Bank

16 Nov 2009

Bank deputy says buying CoCos would help protect other assets in portfolios.
IPS launches family Sipp

27 Nov 2009

Provider to follow Axa into specialised sector.
Ipswich Building Society - Two-Year Fixed Rate

24 Nov 2009
ITL Mortgages - 5.79% Fixed

6 Nov 2009
ITL Mortgages - Capped Tracker

4 Nov 2009
Jobs at risk as Skandia looks to shut nine offices

2 Nov 2009

Nine offices could close their doors and 100 sales staff could face the axe.
JP Morgan to buy Cazenove

19 Nov 2009

JP Morgan is expected to unveil its plan to acquire investment firm Cazenove.
JPM to change investment policy on sterling corporate bond fund

25 Nov 2009

JPM to make changes to sterling corporate bond fund from February 1.
Jubilee Financial Products - Early Redemption Plan Five

27 Nov 2009
Jubilee withdraws structured plan following FSA review

9 Nov 2009

Jubilee cancels early redemption plan issue 4 following consultation with external legal advisors.
Jupiter brings North American fund to market

17 Nov 2009

Sicav to be managed by Sabastian Radcliffe.
Jupiter to offer free switch into new Gibbs funds

20 Nov 2009

Firm offers free switch into Jupiter absolute return and international financials funds.
Justin Modray returns with new venture

11 Nov 2009

Ex-Bestinvest adviser returns with consumer website.
Kensington returns to lending

25 Nov 2009

Kensington launches new prime mortgage via L&G, Pink and Openwork.
L&G enhances group CI plan

4 Nov 2009

The provider has added five new conditions and increased the maximum free limit.
L&G enhances mortgage protection plan

17 Nov 2009

The provider is now offering four different interest rates to match clients’ requirements, budget and appetite for risk.
L&G new business falls 23 per cent

3 Nov 2009

Pre-RDR changes see share of business through IFAs fall 10 per cent.
Labour Lord attacks PM's care plans

19 Nov 2009

The former long term care commission member labels reforms a “demolition job”.
Lazard names Kenneth Jacobs as chairman and CEO

17 Nov 2009

Lazard announces successor to Bruce Wasserstein.
Leeds Building Society - Five Year Fixed Buy-To-Let Online Mortgage

11 Nov 2009
Lehman loses appeal of UK court ruling

6 Nov 2009

More delay for the repayment of Lehman assets to creditors after UK Court of Appeal rejects plan.
Lending on the up, says Bank

30 Nov 2009

Mortgage lending up nearly £1bn in October, says Bank of England.
Lending Standards Board launches lending code

2 Nov 2009

The new code outlines the relationship between lenders and borrowers.
Lib Dems call for 10% levy on bank profits

17 Nov 2009

Shadow Chancellor Vince Cable has proposed creating a new levy on bank profits at a rate of 10 per cent.
Lib Dems propose National Infrastructure Bank

25 Nov 2009

Shadow Chancellor Vince Cable says this would tap into demand from institutional investors like pension funds.
Lib Dems scale back mansion tax plans

30 Nov 2009

Party increases threshold after fears of alienating voters.
Lighthouse appoints group risk director

9 Nov 2009

Mark Stuart Ross joins the Lighthouse board.
Lloyd George launches GEM fund for Langridge

5 Nov 2009

New fund for former Invesco Perpetual stalwart.
Lloyds announces £13.5bn rights issue

24 Nov 2009

Lloyds Banking Group is selling 36.5 billion new shares in a bid to raise £13.5bn in new capital.
Lloyds to axe another 5,000 jobs

10 Nov 2009

This further round of job cuts resulting from the HBOS merger is due to take place by the end of 2010.
Lloyds ups hybrid bond exchange to £9bn

12 Nov 2009

Bank sees increased interest in new asset class.
London & Capital hired as investment adviser to Age Concern

11 Nov 2009

L&C hired as investment adviser to charity, Age Concern.
London & Colonial launches EU Sipp

16 Nov 2009

Product benefits from less stringent tax rules and wider investment choice, says firm.
Lord Myners commits to fight Solvency II plans

12 Nov 2009

City Minister acknowledges progress but says more needs to be done.
Luxembourg regulator appoints provisional administrator for Lifemark

20 Nov 2009

FSA issues update on Lifemark, which issued bonds for several of Keydata’s products.
Macquarie enhances client reporting functionality

2 Nov 2009

Advisers can now report on historical transactions for assets that have been transferred to the platform.
Macquarie Group/Meteor Asset Management - Macquarie Global Infrastructure Growth Plan

23 Nov 2009
Martin Currie expands global equities team

3 Nov 2009

Group appoints Christine Montgomery and Neil Robson.
McNulty joins JPMorgan

4 Nov 2009

Ex-Legg Mason head of UK retail sales to join as regional sales.
Meteor Asset Management - Dual Multiplier Plan 2

16 Nov 2009
Meteor Asset Management - Geared Growth Plan

23 Nov 2009
Meteor Asset Management - Prima Platinum Plan 2

10 Nov 2009
Meteor to segregate admin/plan management functions

13 Nov 2009

Structured product provider Meteor to launch separate regulated entity for admin/plan management to boost investor protection.
Metlife boosts range of guarantees on retirement products

11 Nov 2009

Investors can now choose annual step-ups on income and capital guarantees.
MGM appoints actuary Chris George

2 Nov 2009

George joins the enhanced annuity provider from Watson Wyatt.
Milestones or cliff edges- would regulatory RDR incentives work?

4 Nov 2009

Aifa’s proposals for regulatory incentives deserve a fair hearing from the FSA.
Monetary policy not enough, warns Bank

23 Nov 2009

Bank of England says it must be given macro-prudential powers to help stop future boom and bust cycles.
Moody's downgrades Lloyds' in light of APS opt out plans

3 Nov 2009

Bank downgraded after it pulled out of Government scheme.
Mortgage Brain to launch B2C sourcing tool

2 Nov 2009

The business to consumer sourcing system will launch next year.
Mortgage Indemnity Guarantees may return

27 Nov 2009

AMI says mortgage insurance products will return if high LTV remains stunted after the election.
Mortgage lending remains unchanged, says BBA

24 Nov 2009

Figures from the British Bankers’ Association show total mortgage lending remained at £3.1bn last month.
Mortgage Times auditors raise concerns about its future

9 Nov 2009

Auditors have concerns that The Mortgage Times Group’s results for 2008 may impact it ability to continue as a going concern.
Mott says market rally is set to end

4 Nov 2009

Income guru says we are set for a square root recovery.
MP calls for explanation of emergency loans indemnity

26 Nov 2009

The chairman of the Public Accounts Committee has written to the Chancellor asking why he was not informed of the indemnity provided for emergency loans.
MP says Northern Rock 'bad bank' customers are "mortgage prisoners"

5 Nov 2009

Treasury Select Committee MP raises concerns over customers trapped in Northern Rock’s ‘bad bank’
MPC likely to opt for £50bn QE extension

2 Nov 2009

Experts predict economy needs further fiscal injections to move into positive territory.
MPC members split over £25bn QE injection

19 Nov 2009

Members of the MPC shared separate concerns over the Bank’s decision to pump an additional £25bn into QE.
MPs have serious concerns about EU financial regulation proposals

16 Nov 2009

MPs have produced a report expressing concern over the EU’s proposals for macro and micro-prudential financial regulation.
Munich Re records £1.6bn profit

6 Nov 2009

The German reinsurer has recorded a £1.6bn profit from January to September.
Myners calls for contrarian voice in asset management industry

9 Nov 2009

Lord Myners says the asset management industry needs more contrarian views.
Myners says EU could force future UK bank bailouts

6 Nov 2009

Lord Myners says the EU could force the UK to bail out banks in future if draft proposals go ahead in their current form.
Myners to investigate "bullying" by banks

10 Nov 2009

Lord Myners is to look into allegations that RBS and Lloyds Banking Group are “bullying” corporate clients.
NAPF warns banks against bonus culture

13 Nov 2009

Fund group writes to top bosses in warning against excessive remuneration.
National Audit Office to audit FSA

23 Nov 2009
Nationwide - Two Year Remortgage Fixed Rate Without Fee

12 Nov 2009
Nationwide - Two-Year Tracker With Reservation Fee

12 Nov 2009
Nationwide reveals profit slump

20 Nov 2009

UK’s largest building society warns of a tough 2010 after H1 2009 profits plummet 64%.
Nemesis appoints former Lehman Brothers CEO

2 Nov 2009

Rob Sargent joins as head of asset management in the UK.
Neptune appoints former JP Morgan Cazenove CEO to board

17 Nov 2009

Robert Pickering joins the fund group as a non-executive director.
Neptune to steer clear of Lloyds and RBS

4 Nov 2009

Neptune founder warns of size and scope of capital raisings.
New equity release trade body is launched

30 Nov 2009

The Society of Equity Release Advisers is a new trade body for the sector.
Noble Fund Managers - Aim VCT

18 Nov 2009
Not enough advice to go around

23 Nov 2009

Paul Holland anticipates a huge battle in the online advice space.
Nottingham Friendly Society to merge with Oddfellows

12 Nov 2009

NFS to merge with Oddfellows.
Nucleus finance director quits

16 Nov 2009

Nucleus finance director Neil Howitt is leaving the platform.
Nucleus reaches £1bn in AUM

27 Nov 2009

Nucleus has reached £1bn in assets under administration on its platform.
Octopus Investments - Secure Venture Capital Trust

5 Nov 2009
Octopus Investments - Titan VCT 4

24 Nov 2009
Old Mutual says Skandia remains core as it records 11% new business dip

5 Nov 2009

Old Mutual has denied that cutbacks in Skandia’s support to advisers are a precursor to a sale of the business.
ONS review says UK GDP down 0.3% in Q3

25 Nov 2009

Stats office reviews October’s surprising GDP result.
Osborne says he will slim down Treasury

17 Nov 2009

Shadow Chancellor George Osborne says he would narrow the focus of the Treasury if the Conservatives get into power.
Paragon hopes to resume lending soon

25 Nov 2009

Buy-to-let lender is optimistic that wholesale funding will return soon.
Paragon profits up to £54m

24 Nov 2009

Buy-to-let lender bucks trend with profits increase in Q3.
Partnership appoints Harvey to spearhead impaired life drive in workplace annuities

25 Nov 2009
Paymentshield cuts staff by 20 per cent

10 Nov 2009

Paymentshield has issued redundancy notices to over 60 members of staff.
Pension reform great opportunity for IFAs, says Steve Bee

17 Nov 2009

Pension reforms expected in 2012 will present a great fee-charging opportunity for advisers.
Pensioners could be in line for tax windfall, says HMRC

9 Nov 2009

Pensioners urged to claim back overpaid tax on interest from savings.
Pensioners losing out on £60m a year in income

12 Nov 2009

Without Omo life companies are cashing in, says Annuity Direct.
Personal Touch chairman Martin Wilson suspended

19 Nov 2009

Money Marketing understands Wilson has been suspended pending an internal investigation.
Perspective acquires tenth IFA firm

25 Nov 2009

Perspective Financial Group has acquired Professional Investment Management Services, its tenth acquisition to date.
PFS announces new president

17 Nov 2009

The Personal Finance Society appoints Mike Fosberry as 2010 president.
PFS conference: ABI says insurers are failing to engage consumers

26 Nov 2009
PFS conference: Bradshaw says banks aren't expected to treat customers fairly

26 Nov 2009
PFS conference: Former Credit Suisse chief attacks fund industry

26 Nov 2009

David Norman hits out at fund charges and claims money is better off in a building society.
PFS submits RDR work-based assessment plans to the FSA

2 Nov 2009

Prof body supports robust and independent work-based assessments.
Phased auto-enrolment could distort recruitment market, warn agencies

9 Nov 2009

Recruitment agencies seek common date for auto-enrolment.
PII exclusions will force firms to hold more cash

6 Nov 2009

Advisers who cannot get cover for certain business lines and FSA reviews face further capital adequacy increases.
Pink Home Loans - Kensington Two Year Fixed

26 Nov 2009
Platform withdraws from self-cert following MMR proposals

4 Nov 2009

Platform will withdraw from the self-cert market at the end of the week due to the FSA’s crackdown.
Polar Capital chief executive resigns

3 Nov 2009

Founder Tim Woolley to step into the role.
Pos Sol launches online ordering system

23 Nov 2009

Positive Solutions gives partners access to promotional support via the PosSol extranet.
PPF deficit doubles to £1.23bn

5 Nov 2009

Increase casts doubt over the future of the lifeboat.
Premier Partnerships teams up with 1st - The Exchange

11 Nov 2009

1st - The Exchange is to integrate its Exweb portal service with Premier’s internal CRM system.
Premier’s Chris Wright seeks out yield in European telcos and utilities

6 Nov 2009

Premier’s Chris Wright sees value in Euro telcos and utilities
Prepare for the last Labour Queen’s Speech

13 Nov 2009

In the first of a regular Cicero Consulting political blog for Money Marketing, director Iain Anderson assesses the outlook ahead of next week’s Queen’s Speech.
Progress relaunches adviser website

10 Nov 2009

The online protection provider has introduced new features and streamlined the navigation.
Property demand out-stripping supply, says NAEA

6 Nov 2009

Estate agent research suggests there are five house hunters to every available property.
Pru launches asset management business in Asia

6 Nov 2009

The new business will comply with Islamic law and target the Shariah institutional asset management market.
Pru Protect launches online-only product

11 Nov 2009

The new Essentials Plan includes life cover only and life with serious illness cover.
Pru Protect relaunches adviser website

24 Nov 2009

Pru Protect has relaunched its website in a bid to make it easier for advisers looking for product information.
Prudential - PruProtect Essentials Plan

27 Nov 2009
Prudential to pull out of equity release

23 Nov 2009

One hundred jobs could be at risk of redundancy as the latest lender pulls out of the sector.
Public doubts ability of politicians to deal with pensions crisis

30 Nov 2009

Overwhelming majority of adult Britons do not believe political parties can solve the nation’s pensions issues.
Raiffeisen sees more upside for emerging markets in 2010

10 Nov 2009

Firm sees more growth despite the huge rally seen in 2009.
RBS Intermediary Partners - RBS Two Year Fixed Rate

6 Nov 2009
RBS Intermediary Partners - RBS Two Year Fixed Rate

20 Nov 2009
RBS Intermediary Partners - RBS Two Year Tracker

20 Nov 2009
RBS Intermediary Partners launches 90% LTV tracker

19 Nov 2009

Lender also launches new exclusives through Concordia and Legal & General.
RBS records £2.1bn loss

6 Nov 2009

The bailed-out bank has recorded a pre-tax loss of £2.1bn during the third quarter this year.
RBS to shed 3,700 branch staff

2 Nov 2009

Bailed bank reveals staff cuts on eve of restructure.
RDR has forced platforms to revisit proposition, says Transact

2 Nov 2009

Transact says the RDR has forced platform providers to re-examine the way in which they operate.
Regulators ease up on Solvency II proposals

11 Nov 2009

Ceiops chair has “provided solutions” to concerns regarding the European directive.
Resolution reveals 28% drop in new life business

12 Nov 2009

Friends Provident parent posts new business slump of £200m.
Resolution/Friends deal officially completed

5 Nov 2009
Richard Craven and ex-Money Portal colleagues launch new IFA

25 Nov 2009

Craven, along with Swaines director Allen Swaine and ex-Bates’ head Glyn Clarke are setting up a new national IFA.
Richard Verdin: This is it

10 Nov 2009

Verdin warns the views of certain protection commentators can create a distraction from the important issues.
Rightmove says house prices will fall for next three months

16 Nov 2009

Rightmove says it expects house prices to fall over the next three months.
Royal London says advisers are safe to adopt one platform

9 Nov 2009

The parent company of Ascentric says advisers can adopt one single platform.
RPS receives FSA authorisation

17 Nov 2009

Peter Beaumont’s “ethical” sale and rentback firm secures authorisation.
RSM Bentley Jennison acquires Hornbuckles' IFA arm

5 Nov 2009

RSM has acquired the IFA division for an undisclosed sum.
S&P Fund Services warns of clustering in the UK equity income sector

9 Nov 2009

Group says overlap is concerning a number of leading managers.
Schroders profits down 19%

10 Nov 2009

Fund manager reports profit dip but sees fund inflow increase.
Scot Prov enhances Life Matrix

27 Nov 2009

Enhancements include marketing tips, statistics and non- branded letter templates on CI.
Scotland may scrap free elderly care

27 Nov 2009

Scottish authorities consider means testing after costs rose 11% in 2009.
Scottish Widows concerned RDR will restrict access to advice

5 Nov 2009

Scot Wids says simplified model needs to be developed to serve the mass market.
Secret ballot needed to elect select committees, say MPs

24 Nov 2009

New report calls for committee chairs and members to be directly elected.
Seeing stars

23 Nov 2009
Segmentation of the fittest

3 Nov 2009

MorganAsh believes low price preferred lives could increase sales of protection.
SEI calls for commission to spared under RDR

12 Nov 2009

SEI Investments says commission should be limited rather than scrapped.
Serious Fraud Office in £20m investment fund probe

13 Nov 2009

Serious Fraud Office probes fund promising a guaranteed return of 20 per cent a year.
Sesame to axe up to 100 staff

9 Nov 2009

Sesame Bankhall Group hosts the first round of consultation meetings as part of its internal restructure.
SFO to investigate Cayman Islands hedge fund

12 Nov 2009

SFO to investigate offshore hedge fund.
Shareholder group attacks Hargreaves Lansdown's "excessive" bonus plans

18 Nov 2009
Should your staff be hired and fired by the FSA?

25 Nov 2009

Ex-FSA legal adviser Noline Matemera warns the FSA’s new powers over significant influence funtion roles is an “ominous” sign of things to come.
Simon Mungall: Don't follow the crowd

19 Nov 2009

Ignis Asset Management sees contrarian opportunities in the US and Japan.
Sir Brian Pitman tipped to back new banking ventures

30 Nov 2009

Former Lloyds chairman is thought to be considering backing one of the new banks looking to come to market.
Skandia stands behind Aifa on RDR qualifications

4 Nov 2009

Skandia backs Aifa’s call to scrap new qualification requirements for existing advisers, while the ABI rejects the proposal.
Spicerhaart Financial Services joins Sesame

5 Nov 2009

Mortgages Direct rebrands to Spicerhaart Financial Services in the move to join Sesame.
St James’s Place hires ex-Maia’s Chris Ralph as CIO

3 Nov 2009

St James’s Place announces new investment appointments.
Standard Life appoints Jackie Hunt as interim CFO

10 Nov 2009

Hunt takes over from newly appointed chief executive David Nish while a permanent successor is found.
Standard Life to launch pan European property recovery fund

26 Nov 2009
Steve Bee departure a huge loss for ScotLife, say advisers

25 Nov 2009

Advisers say the pension guru’s departure will leave a big hole.
Sub-prime lender in legally binding repo forbearance

11 Nov 2009

Blemain Finance agrees six-year forbearance deal in landmark case.
Succession appoints Ray Pierce as non-exec chairman

30 Nov 2009
Summit to Think About

9 Nov 2009

At the start of National Ethical Investment Week, UKSIF chief executive Penny Shepherd says advisers should help their clients capitalise on this market.
SVM utilises shorting in its UK opportunities fund

5 Nov 2009

SVM has started to utilise Ucits III wider powers in its UK opps fund.
Swiss Re UK managing director quits

16 Nov 2009

Swiss Re managing director of life and health UK Craig Thornton is leaving the reinsurer.
Talbot & Muir responds to Hornbuckle attack

6 Nov 2009

Talbot & Muir director of pension consultancy Nathan Bridgeman hits back at “ill-informed” comments in the media.
Tenet Group to undergo rebrand

26 Nov 2009
Tesco Bank selects Fiserv platform

20 Nov 2009

Tesco Bank has selected Fiserv and its Signature platform to provide its core banking solution.
Thames River runs with credit funds

3 Nov 2009
Think tank calls for ‘honest’ financial forecasts

13 Nov 2009

Institute of Fiscal Stimulus says an independent forecaster is needed.
Thorman says Fundsdirect could be sold

10 Nov 2009

IFDL is currently reviewing the strategy of its B2C platform Fundsdirect.
Tiner warns capital requirements could stifle recovery

23 Nov 2009

Ex-FSA head John Tiner says regulatory changes will increase costs for consumers and companies.
Tories eye up Sants as Bank deputy

13 Nov 2009

Opposition wants FSA chief to move to Bank after it dissolves the regulator.
Tories question RDR timetable and exam focus

18 Nov 2009

Nigel Waterson questions whether 2012 is practicable.
Tories wary of product regulation

27 Nov 2009

Shadow finance minister Mark Hoban says a move towards product regulation could harm competition and innovation.
Towergate launches multi-asset portfolios

23 Nov 2009

Towergate launches multi-asset portfolios with risk-rated outcomes.
Towry Law takes £6m trail commission without servicing clients

10 Nov 2009

Towry chief Andrew Fisher argues it is right to take trail on historic business.
Traded life settlement fund industry hits back at comparisons to US sub-prime scenario

9 Nov 2009

Policy Selection Limited argues that traded life settlement funds are a proven asset class when properly managed.
Treasury appoints new MD for financial services

16 Nov 2009

Association for Financial Markets in Europe chief is appointed by the Treasury.
Triple Point Investment Management - TP10 VCT

5 Nov 2009
Triple Point raising money for TP10 VCT

13 Nov 2009
TUC calls for 0.05% transaction tax on banks

11 Nov 2009

TUC calls for tax on banks to “pay their share” of the financial crisis.
Tunks joins Swip

5 Nov 2009

Former OMAM head of fixed income joins Swip.
Turner calls for new Glass-Steagall approach

2 Nov 2009

FSA chair argues that simply splitting banks will create more instability.
Twin it to win it with SG

4 Nov 2009
UBS creates three-way diversity with multi-asset income fund

26 Nov 2009
UBS Global Asset Management - Multi-Asset Income Fund

13 Nov 2009
UBS rolls out multi-asset income fund

23 Nov 2009
UK banks and life offices on systemic risk list

30 Nov 2009

Barclays, Aviva and RBS amongst those on Financial Stability Board’s ‘risk list’.
UK out of recession, says MPC member

17 Nov 2009

MPC member Andrew Sentance says most evidence contradicts ONS’ latest figures.
UK structured product association launches

19 Nov 2009

New structured product association launches in the UK.
Unemployment rate stays at 7.8%

11 Nov 2009

The unemployment rate in the UK has remained steady during October.
Unite slams banks' sales processes

12 Nov 2009

The trade union has launched a campaign for Lloyds Banking Group staff to fight for change.
Unum rolls out underwriting service for IFAs

3 Nov 2009

The income protection provider will be rolling out the service through 1st - The Exchange and Webline.
US judge writes off £300,000 arrears and mortgage

26 Nov 2009

A judge in New York has written off a couples’ arrears debt and has left them mortgage-free.
US Senate committee proposes financial regulator

11 Nov 2009

Democratic senators draft bill to create raft of federal regulatory bodies.
Vast majority of brokers say MMR will fail to meet FSA’s aim

12 Nov 2009

Brokers believe new regulations will not create a sustainable and flexible mortgage market.
Video debate: How can IFAs improve their online marketing?

18 Nov 2009

Money Marketing editor Paul McMillan chairs an Unbiased.co.uk/Money Marketing panel debate.
Walker Crips Structured Investments - Five-Year Annual Growth Plan - Issue One

10 Nov 2009
When enough is enough

17 Nov 2009

Jerry Brown asks: Why can I buy most other insurance products in the same day, more quickly than I can a simple term policy?
Whitechurch survey reveals 20 per cent of IFAs seeking exit route

19 Nov 2009

Whitechurch survey shows 20% IFAs considering an exit from the market.
Wrap view: Lee Robertson

16 Nov 2009

The Investment Quorum chief executive says the move to wrap will benefit clients.
Zurich records 5% increase in life new business

5 Nov 2009

Zurich global life new business after tax increased 5 per cent on an annual premium equivalent basis.

Money MarketingOnline - November 2009

Money Marketing
Online - November 2009