Money Marketing
Online - November 2010
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A scheme to be proud of
Online - November 2010
The soft launch of Nest is just months away and employers that join in will be able to enrol employees in stages, says Nest chief executive Tim Jones
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Barclays - Woolwich Great Escape Two-Year Fixed
23 Nov 2010
Barclays - Woolwich Great Escape Two-Year Fixed
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Barclays Wealth - Target Return Plan November 2010
4 Nov 2010
Barclays Wealth - Target Return Plan November 2010
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First Direct - Mortgage Portfolio update
19 Nov 2010
First Direct - Mortgage Portfolio update
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Furness Building Society - 2-Year 3.99% Fixed
18 Nov 2010
Furness Building Society - 2-Year 3.99% Fixed
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Furness Building Society - 2-Year BBR + 3.19% Tracker
19 Nov 2010
Furness Building Society - 2-Year BBR + 3.19% Tracker
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Investec Structured Products – FTSE 100 Bonus Income Plan 12
18 Nov 2010
Investec Structured Products – FTSE 100 Bonus Income Plan 12
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Investec Structured Products - FTSE 100 Income Deposit Plan 15
18 Nov 2010
Investec Structured Products - FTSE 100 Income Deposit Plan 15
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Jubilee Financial Products - Early Redemption Plan Issue Eight
4 Nov 2010
Jubilee Financial Products - Early Redemption Plan Issue Eight
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Newcastle Building Society - Five-Year Fixed Rate
18 Nov 2010
Newcastle Building Society - Five-Year Fixed Rate
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Newcastle Building Society - Five-Year Fixed - Direct
28 Nov 2010
Newcastle Building Society - Five-Year Fixed - Direct
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Walker Crips Structured Investments - Triple Index Plan (Kick-out) Issue 1
9 Nov 2010
Walker Crips Structured Investments - Triple Index Plan (Kick-out) Issue 1
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£50,000 tax cap ‘more punitive than Brown tax raid’ – Noon
Online - November 2010
THE £50,000-a-year cap on pension contributions, frozen until 2015, is a more punitive attack on pensions than former Labour chancellor Gordon Brown’s infamous raid on defined benefit schemes, says Chris Noon, partner at Hymans Robertson.
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1st Exchange appoints chief technical officer
11 Nov 2010
John Cunningham joins from Omnibus Systems.
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4.5 Million over-50s expect to work past retirement age
Online - November 2010
A staggering 4.5m over 50s expect to work an average of six years beyond their state retirement age, according to an indepth report into the over-50s.
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9/10 for PruProtect plan
19 Nov 2010
PruProtect - Serious Illness Cover
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A clever design for Investec boutique plan
12 Nov 2010
Investec Structured Products - Boutique Range - 5-Year Portable Beta Emerging Markets Edition December 2010
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A game of two halves
Online - November 2010
If 2010 seemed hectic just wait for next year
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Abbey For Intermediaries - Core 2-Year Fixed Rate
15 Nov 2010
Abbey For Intermediaries - Core 2-Year Fixed Rate
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Abbey For Intermediaries - Core 2-Year Tracker
15 Nov 2010
Abbey For Intermediaries - Core 2-Year Tracker
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Abbey for Intermediaries plans buy-to-let entry
15 Nov 2010
Lender looking to target amateur landlords.
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Abbey For Intermediaries/Santander – 2-Year Tracker
22 Nov 2010
Abbey For Intermediaries/Santander – 2-Year Tracker
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Abbey For Intermediaries/Santander - 3-Year Tracker
5 Nov 2010
Abbey For Intermediaries/Santander - 3-Year Tracker
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Abbey For Intermediaries/Santander - 3-Year Tracker Remortgage
5 Nov 2010
Abbey For Intermediaries/Santander - 3-Year Tracker Remortgage
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Abbey For Intermediaries/Santander – Mortgage Portfolio update
4 Nov 2010
Abbey For Intermediaries/Santander – Mortgage Portfolio update
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Abbey tracker good for small loans
26 Nov 2010
Abbey For Intermediaries/Santander - 3-Year Tracker
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Aberdeen profits soar 147% on global equity demand
30 Nov 2010
The group reports a boost in demand for global equity, emerging market and Asia Pacific funds.
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ABI appoints director of investment affairs
29 Nov 2010
Jonathan Davis will join in January, succeeding Peter Montagnon.
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ABI will keep TPD name
24 Nov 2010
Irreversible life-changing disability dropped and statement of best practice due early next year.
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ACA at odds with NAPF and fund managers as it supports pension early access
2 Mar 2011
The Association of Consulting Actuaries has thrown its support behind early access to pension, contradicting responses from the NAPF and figures in the fund management industry.
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Adviser Fund Index
Online - November 2010
For commentators, the discussion on Britain has been one of declining global influence for much of the past half-century. In the wake of the financial crisis, many voices can now be heard prophesying a similar fate for the country’s economy in the years to come.
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Advisers return mixed verdict on “vulnerable” Gartmore
8 Nov 2010
Advisers give replacement John Bennett the thumbs-up but say the asset manager is vulnerable to a takeover bid.
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Aegon enhances unit-linked guarantee
24 Nov 2010
New customers in the Aegon Secure Lifetime Income product will see a guaranteed minimum annual increase of 3.25 per cent to their income base.
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Aegon individual protection head to leave
10 Nov 2010
Head of individual protection sales and distribution development Alun Beynon will leave on December 3.
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Aegon opens inflation fund to retail investors
15 Nov 2010
The fund was launched for institutional investors in July.
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AfI to launch two new products and reduce rates
2 Nov 2010
Lender cutting rates on selected products by up to 0.38 per cent from tomorrow.
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Age discrimination dismissal linked to increased pension cost justifiable - employment tribunal
Online - November 2010
Employers wanting to dismiss on grounds of increased pension costs due to age have been given a boost by a decision in the Employment Appeal Tribunal (EAT) last month.
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Age discrimination dismissal linked to increased pension cost justifiable says employment tribunal
19 Nov 2010
Employers wanting to dismiss on grounds of increased pension costs due to age have been given a boost by a decision in the Employment Appeal Tribunal (EAT) last month.
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Ageas UK profits drop 50 per cent
10 Nov 2010
Insurer is hit by Kwik Fit Insurance Services acquisition and set-up costs of Tesco Underwriting.
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Aifa announces start date for Stephen Gay
4 Nov 2010
New director general will join the trade body on December 1, 2010.
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Aifa doubts consumer benefit of practising certificates
24 Nov 2010
Trade body says certificates will be difficult to police and doubts whether they will improve consumer confidence.
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Aifa warns of cost of RDR advice gap
16 Nov 2010
Trade body says 10 per cent drop in advisers would lead to big drop in people saving for the future.
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Albion Ventures - Albion VCTs Linked Top-Up Offer
5 Nov 2010
Albion Ventures - Albion VCTs Linked Top-Up Offer
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Aldermore hires Sir David Arculus as chairman
9 Nov 2010
Arculus spent between 1997 and 2006 with Barclays in non-executive positions.
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AMI wary over Which? entering advice market
10 Nov 2010
Director Rob Sinclair draws parallels with Equitable Life’s “no commission” marketing strategy.
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AMI: Regulation costs brokers £20,000 a year
10 Nov 2010
Ami director Robert Sinclair says he cannot estimate the cost of new MMR regulations.
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An inconvenient truth
Online - November 2010
Consensus is very thin on the ground in the field of UK pensions, but when it comes to the European Union’s solvency consultation, this country is certainly presenting a united home front. Of the many interventions into the UK financial services system that providers, advisers and industry bodies are having to deal with, the EU plan to introduce a Solvency II for pensions has galvanised the sector into a chorus of protest.
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Anthony Bolton's Fidelity China trust to issue shares
9 Nov 2010
The investment trust will launch a share offer in early January 2011.
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Apollo balances fund with multi-asset exposure
Online - November 2010
Apollo Multi-Asset Management’s balanced fund was up by 1.75 per cent at the end of October, 0.9 per cent behind the IMA balanced sector average with half the equ-ity exposure of the sector.
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Ascentric - Wrap update
23 Nov 2010
Ascentric - Wrap update
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Ascentric announces new charging structure
23 Nov 2010
New charges will make it more competitive for advisers to place lower value cases on the platform.
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Aviva aims to offer protected and collateralised products
Online - November 2010
Aviva Investors is hoping for an improvement in market conditions to allow it to offer structured products which are both capital-protected and fully collateralised.
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Aviva launches salary exchange calculator
Online - November 2010
Aviva is launching a salary exchange calculator for advisers to help advisers demonstrate the increased benefits of salary exchange to clients caused by recent and future National Insurance contribution increases.
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Aviva to reduce costs by £400m
2 Nov 2010
£100m of costs to be cut from UK including closure of final salary scheme.
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Aviva Wrap scraps initial charges
11 Nov 2010
Aviva is permanently removing the 0.5 per initial charge for new and existing customers.
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AWD Chase de Vere UK earnings rise to £3.9m
10 Nov 2010
The adviser firm reports an earnings rise in the first nine months of the year, compared to £0.5m last year.
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Baldwin calls on FSA to listen to MPs after parliamentary debate
30 Nov 2010
Conservative MP Harriett Baldwin says the regulator should listen to the growing swell of MPs calling for rethink.
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Bank of England says inflation will exceed target in 2011
10 Nov 2010
Bank says inflation is likely to stay above target next year, with an equal chance of inflation being above or below target in two years’ time.
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Banks lobby for Basel III rewrite
8 Nov 2010
RBS, Standard Chartered and HSBC warn current rules could damage world trade.
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Barclays - Woolwich Great Escape Lifetime Tracker
23 Nov 2010
Barclays - Woolwich Great Escape Lifetime Tracker
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Barclays - Woolwich Great Escape Two-Year Fixed
23 Nov 2010
Barclays - Woolwich Great Escape Two-Year Fixed
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Barclays increases LTV on 'great escape' remortgage deal
22 Nov 2010
Maximum loan-to-value increased from 70 to 75 per cent.
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Barclays to give automatic progress emails on Woolwich applications
15 Nov 2010
Brokers automatically signed up to email service when submit Woolwich applications.
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Barclays Wealth - Barclays Emerging Markets Optimiser Plan January 2011
22 Nov 2010
Barclays Wealth - Barclays Emerging Markets Optimiser Plan January 2011
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Barclays Wealth - Barclays Emerging Markets Optimiser Plan November 2010
22 Nov 2010
Barclays Wealth - Barclays Emerging Markets Optimiser Plan November 2010
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Barclays Wealth - Defined Returns Plan Annual Kick Out December 2010 - Maturity Edition
28 Nov 2010
Barclays Wealth - Defined Returns Plan Annual Kick Out December 2010 - Maturity Edition
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Barclays Wealth - Defined Returns Plan Annual Kick Out December 2010 Edition
25 Nov 2010
Barclays Wealth - Defined Returns Plan Annual Kick Out December 2010 Edition
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Barclays Wealth - FTSE Returns Plan November 2010
12 Nov 2010
Barclays Wealth - FTSE Returns Plan November 2010
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Barclays Wealth - UK Super Tracker November 2010
12 Nov 2010
Barclays Wealth - UK Super Tracker November 2010
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BBA call for international co-operation over financial regulation
23 Nov 2010
BBA chief Angela Knight says international implementation is vital to protect UK’s banking sector
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Bestinvest brands Jupiter as biggest 'dog fund' house
9 Nov 2010
The adviser firm says the group has £2.62bn in poor-performing funds.
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Big Mac and sighs
2 Nov 2010
Gregor Watt’s exam diary: QCF level 3 is too low for new entrants but grandfathering is a different matter.
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BlackRock unveils frontier markets investment trust
30 Nov 2010
The trust will target “fast growing” markets like Kuwait, Oman, Saudi Arabia and Tunisia.
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BM Solutions launches two new buy-to-let loans for one week only
1 Nov 2010
Applications must be submitted by November 5 at 8pm.
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BoE Governor defends decision not to raise interest rates
25 Nov 2010
Mervyn King says high inflation is down to ’temporary shocks’.
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Bond funds reveal euro holdings as contagion looms
23 Nov 2010
At least seven global bond funds revealed top 10 holdings in peripheral eurozone debt at the end of September, according to Trustnet.
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Bond funds reveal their euro strategy
Online - November 2010
Nick Rice reports on bond fund holdings amid the eurozone bailout turmoil
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Boost creativity to focus on customers
29 Nov 2010
’Companies are placing their faith in people whose natural inclination is to say no to anything’
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Boulding calls on UK to support EU unisex annuity drive
19 Nov 2010
Underwriting annuities on grounds of gender is discriminatory and the UK should accept an EU bid to outlaw it says Adrian Boulding, pension strategy director, Legal & General.
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Bright Grey underwriting chief moves to Aviva
8 Nov 2010
Robert Morrison has joined Aviva after seven years at Bright Grey.
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Britannia axes capped tracker deals
10 Nov 2010
Britannia says there was a lack of customer demand for the products.
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Britons clueless about how to deal with pension reform challenges
26 Nov 2010
Savers have no idea how to fund their retirement in the face of changes to the UK’s pensions system, a study has revealed.
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Broker mortgage products hit two-year high
3 Nov 2010
There are 7,564 available to intermediaries as of November 1.
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Brokers welcome housing minister's public criticism of MMR
26 Nov 2010
Emba group sales and marketing director Mike Fitzgerald: “I think it is what brokers wanted to hear.”
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BSA attacks "irrational pessimism" of regulators
12 Nov 2010
BSA chairman warns regulators not to force mutuals into a “Plc straitjacket”.
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C&G fixes with high LTV bracket
12 Nov 2010
Cheltenham & Gloucester - 2-Year Fixed Rate Mortgage
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CF Miton assets fund looks to smaller specialist trusts
Online - November 2010
The CF Miton select assets fund is holding some smaller specialist investment trusts which are trading on wide discounts due to investors’ fear of illiquid assets.
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Cheltenham & Gloucester - 2-Year Fixed Rate Mortgage
4 Nov 2010
Cheltenham & Gloucester - 2-Year Fixed Rate Mortgage
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CII signs partnership deal with FSSC
1 Nov 2010
Under the agreement life and pension providers can contribute to FSSC policy.
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Clarity case for fund firms over FSA's plaform plans
29 Nov 2010
Last week’s FSA’s platform paper settled a few issues - the distinction of their classification as an administration service and issues with regard to pricing, disclosure and re-registration.
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Clarkson Hill has shares suspended for second time in 2010
24 Nov 2010
Clarkson Hill has had its shares suspended on AIM for the second time this year.
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Click cuts jobs and scales back operations
22 Nov 2010
Non-advised protection firm Click has cut over 50 jobs in its Farnham and Manchester offices as it scales back its term assurance offering with immediate effect.
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Close Brothers exploring Channel Islands sale
22 Nov 2010
The financial services giant could sell its Jersey and Guernsey operations.
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CML urges FSA to reconsult over MMR
4 Nov 2010
Trade body says current proposals are flawed and impractical.
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Colin Jelley to leave Skandia
3 Nov 2010
Graham Bentley will replace Colin Jelley as head of proposition marketing.
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Colin Snowdon leaves Aldermore - Charles Haresnape joins
25 Nov 2010
Chief executive of residential mortgages Colin Snowdon leaves the lender “by mutual consent.”
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Colin Walsh appointed CML chairman
18 Nov 2010
Lloyds Banking Group managing director of mortgages Colin Walsh will replace Matthew Wyles next year.
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Commerzbank Corporates & Markets/China Asset Management
23 Nov 2010
Commerzbank Corporates & Markets/China Asset Management
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Commons RDR debate set for 30th November
18 Nov 2010
The House of Commons debate on the RDR is to be held on the 30th November
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Connells appoints group mortgage services director
29 Nov 2010
Ross Bowen previously headed the group’s mortgage division until summer 2007.
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Currensee - Trade Leaders Investment Programme
1 Nov 2010
Currensee - Trade Leaders Investment Programme
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Currensee opens Forex door to IFAs
12 Nov 2010
Currensee, the social network for foreign exchange traders, has made the foreign exchange market available to IFAs and their clients through its trade leaders investment programme.
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Dan Waters to leave the FSA
23 Nov 2010
FSA director of conduct risk and asset management sector leader has decided to leave the regulator.
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Darlington Building Society - 10-Year 5.19% Fixed
26 Nov 2010
Darlington Building Society - 10-Year 5.19% Fixed
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Darlington Building Society - 2-Year 2.16% First-Time Buyers Discount
26 Nov 2010
Darlington Building Society - 2-Year 2.16% First-Time Buyers Discount
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Darlington Building Society - 2-Year First Time Buyer 2.16% Discount
25 Nov 2010
Darlington Building Society - 2-Year First Time Buyer 2.16% Discount
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Darlington Building Society - 3-Year 2.86% Discount
25 Nov 2010
Darlington Building Society - 3-Year 2.86% Discount
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DC scheme investment governance principles must be applied widely
Online - November 2010
The investment governance principles put forward by The Pensions Regulator’s Investment Governance Group (IGG) will only improve defined contribution schemes if they are applied widely, experts have warned.
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Defaqto on Martin Currie Latin America Fund
26 Nov 2010
View of Defaqto insight analyst for funds Fraser Donaldson
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Defaqto on PruProtect Serious Illness Cover
19 Nov 2010
View of Defaqto insight analyst for protection Ben Heffer
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Defaqto on the Abbey For Intermediaries/Santander 3-Year Tracker
26 Nov 2010
View of Defaqto insight analyst for banking Kevin Bray
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Don't write off America
29 Nov 2010
Following on from my comments about the Platform Conference organised by Cofunds last week, I was interested to receive details of which funds were proving most popular among its users.
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Downloadable audio guides for R03 & R04
22 Nov 2010
Specialist training provider, Patterson Audio, have now made available brand new downloadable audio guides to help you study for the R03 and R04 modules of the CII’s Diploma in Regulated Financial Planning.
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DSW offers free one-to-one RDR advice
30 Nov 2010
The DSW Financial Services Academy is making free telephone advice available to any Independent Financial Adviser who is unsure of the best way to obtain the Level 4 Diploma they need as a result of the Retail Distribution Review.
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DWP research into vesting rules shows schemes defaulting leavers out
2 Mar 2011
Employers are defaulting leavers into short service refunds if they do not reply to correspondence asking them if they want to remain in the scheme, according to DWP research into vesting and defaults in occupational pension schemes.
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DWP set to U-turn on DB to DC transfer ban
25 Nov 2010
Government close to rolling back on its proposed ban on transfers from the majority of defined benefit schemes to defined contribution schemes.
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E.surv launches register to limit lenders' exposure on new builds
2 Nov 2010
Register collects loan data, construction methods and values on new builds.
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EC consults on Prips disclosure rules and sales practices
26 Nov 2010
The European Commission has outlined plans for new sales rules to be contained in Mifid and the IMD.
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Equitable Life claimants will have appeal process
26 Nov 2010
Government confirms Equitable Life victims will be able to appeal compensation decisions.
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ETF Securities – Exchange Traded Commodities Range
22 Nov 2010
ETF Securities – Exchange Traded Commodities Range
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EU ministers agree £72bn Ireland bailout
29 Nov 2010
Policymakers have also brought forward plans for a European stabilisation mechanism.
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EU pressures Portugal and Ireland for debt plans
16 Nov 2010
Portugal blames contagion in EU financial markets.
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Euro ministers agree Irish bailout package
22 Nov 2010
Ireland is set to receive a bailout package of between £65bn and £75bn after European finance ministers agreed to a bailout yesterday evening.
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Evercore Pan Asset - PanDynamic Cautious Growth
8 Nov 2010
Evercore Pan Asset - PanDynamic Cautious Growth Model Portfolio
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Evercore Pan Asset- PanDynamic Cautious Balanced
8 Nov 2010
Evercore Pan Asset- PanDynamic Cautious Balanced
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Evercore Pan-Asset completes model portfolio range
19 Nov 2010
Boutique firm Evercore Pan-Asset has completed its range of risk-graded discretionary model portfolios available through the Ascentric platform with the introduction of cautious growth and cautious balanced portfolios.
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Ex-Pru chief becomes L&G non-exec director
1 Nov 2010
Nick Prettejohn has joined Legal & General as non-executive director
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Extra Equitable Life payments bill defeated
10 Nov 2010
MPs have voted down a proposed amendment to widen Equitable Life compensation payments.
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Facts must replace structured product dogma, says Incapital
10 Nov 2010
Which?, the IFP and Incapital Europe debate the pros and cons of structured products.
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False economy
Online - November 2010
Are ways to cut their cover really what clients want, asks Debbie Kleiner-Gaines, managing director of Best Health UK
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Federal Reserve pumps $600bn into US economy
4 Nov 2010
$600bn injected made to boost US recovery.
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Fidelity to address "significant premium" of its China investment trust
1 Nov 2010
Investment trust is trading at a 13 per cent premium to its net asset value.
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Fidelity's Anthony Bolton sees little logic in China fund's premium
16 Nov 2010
The Fidelity China special situations investment trust manager hopes next year’s share issue will reduce the premium.
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Fifth of Sipp and SSAS clients get 0.5% or less on their cash
Online - November 2010
Around 20 per cent of Sipp and SSAS investors are getting the Bank of England bank rate of 0.5 per cent or less on their investments, according to research from Investec Bank.
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Focus Solutions in takeover talks
10 Nov 2010
Discussions are in early stages over a possible takeover.
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Former Collins Stewart boss Terry Smith launches low cost equity fund
2 Nov 2010
Fundsmith equity fund launches with 1 per cent AMC.
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Former First State CEO joins Nikko Asset Management
23 Nov 2010
Charlie Metcalfe joins Nikko Asset Management
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Franklin Templeton buys Rensburg Fund Management
18 Nov 2010
RFM sells for £45m.
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FRC chair calls for separate markets regulator
12 Nov 2010
Financial Reporting Council wants separate securities regulator to give more accountability.
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Friends Prov protection head moves to Intrinsic
22 Nov 2010
Ed Stuart-Brown joins Intrinsic as group protection director.
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Friends unveils senior management team
Online - November 2010
Friends Provident Corporate Benefits is appointing Colin Williams as distribution and marketing director, Paul Bucksey as head of new business development and Russell Welsh as head of workplace development.
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FSA charges five individuals with insider dealing
25 Nov 2010
Charges relate to 17 counts of insider dealing for trading ahead of takeover announcements.
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FSA consults on bringing GPPs within occupational scheme regulations
Online - November 2010
The FSA has published a consultation paper outlining changes to the FSA Handbook that will bring GPPs within occupational scheme regulations, following the Government’s confirmation of the workplace pension reforms.
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FSA delays FSCS funding review
2 Nov 2010
Regulator says the review has to be postponed because of the change in regulatory structure to the PRA and CPMA.
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FSA director quits for Deloitte
9 Nov 2010
Director of financial stability David Strachan has been leading the transition to the new regulatory structure.
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FSA fines mortgage lender £42,000
4 Nov 2010
FSA fines Bridging Loans and its director Joseph Cummings £112,000.
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FSA orders firms to carry out protection review
30 Nov 2010
Firms selling standalone protection will have to review sales and report to FSA in six months.
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FSA outlines MMR distribution changes
16 Nov 2010
Firms will have to disclose their direct deal strategy and use either the independent or restricted badge.
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FSA says advisers can use single platform to service clients
17 Nov 2010
Adviser can use one platform to service “the majority” of clients as long as it leads to suitable advice.
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FSA says ban on interest-only is a "myth"
18 Nov 2010
FSA director of conduct policy Sheila Nicoll says FSA has no intention to ban interest-only mortgages.
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FSA says up to 20 per cent drop in IFAs is acceptable
23 Nov 2010
FSA says losing a fifth of advisers acceptable costs for RDR.
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FSA sets out brokers' limited role in checking affordability
12 Nov 2010
Regulator says brokers still have a role in affordability checks.
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FSA should not determine shape of mortgage market
15 Nov 2010
Building Societies Association warns the MMR will affect competition and diversity and says regulator is taking on the Government’s role.
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FSA to carry out platform cap ad reviews
17 Nov 2010
Regulator to ensure that platforms have adequate resources under capital requirements directive.
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FSA to exclude advice platforms from reforms
17 Nov 2010
Regulator sets out who will be subject to platform proposals.
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FSA to monitor platform conflicts of interest
17 Nov 2010
Regulator says it will be closely monitoring how firms who own a stake in their platform manage conflict of interests.
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FSA U-turn on bundled platform charging
17 Nov 2010
But regulator proposes to ban cash rebates where it would offset or appear to offset an adviser charge.
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FSA warned commodity-backed ETFs may be the next bubble
8 Nov 2010
Metal traders and experts have warned the regulator the funds offer a bad deal for investors.
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FSA warns bank risk could be pushed on public
24 Nov 2010
FSA chief executive Hector Sants says there is a danger of risk being pushed out of the banking system and on to consumers.
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FSA warns 'cash' fund name could be misleading
2 Nov 2010
The regulator is clamping down on money market funds.
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FSA: "We have listened on RDR"
18 Nov 2010
Head of investment policy says RDR has involved more industry consultation than anything else the FSA has done.
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FSCS judicial review: Judge to deliver verdict in the next two weeks
4 Nov 2010
Intermediaries should not have been charged levies to cover the costs of Keydata compensation, the High Court has heard today.
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FSCS spent £280,000 on Keydata judicial review
10 Nov 2010
The FSCS’s legal costs reached £280,000.
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FSCS to pay full Lifemark compensation up to £48K from December
30 Nov 2010
Scheme says Lifemark’s portfolio of bonds will be considered to have no value for the purposes of calculating compensation.
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Full Parliamentary RDR debate secured
9 Nov 2010
Back bench committee agrees to hold Parliamentary debate in the next few weeks.
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Gartmore CIO Dominic Rossi joins Fidelity
8 Nov 2010
Fidelity International has appointed former Gartmore chief investment officer Dominic Rossi.
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Gartmore star Roger Guy to retire
8 Nov 2010
Asset manager says it will look at sale and merger options as part of strategic review.
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Gartmore trust seeks new buy-backs as Guy leaves
15 Nov 2010
The Gartmore European trust is applying for special measures to defend its share price following the resignation of its high-profile manager Roger Guy.
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GDP grows by 0.8% in third quarter
24 Nov 2010
Business and finance grew 0.3%.
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Gibbs to hand Jupiter financial opps fund over to de Blonay
1 Nov 2010
de Blonay to take over as lead manager on January 1, 2011.
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Gilliat Financial Solutions - Income Builder December 2010
26 Nov 2010
Gilliat Financial Solutions - Income Builder December 2010
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Gilliat Financial Solutions - Overseas Kick Out December 2010
18 Nov 2010
Gilliat Financial Solutions - Overseas Kick Out December 2010
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Gilliat Financial Solutions - Precious Metals Kick Out - December 2010
18 Nov 2010
Gilliat Financial Solutions - Precious Metals Kick Out - December 2010
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Gilliat sets up precious metals and overseas kickout deals
Online - November 2010
Gilliat Financial Solutions has launched precious metals and overseas kickout plans.
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Gisa could steam ahead
26 Nov 2010
John Kenchington reports on the dramatic sales forecasts put forward by proponents for a green Isa
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Government confirms rethink on DB-DC transfer ban
30 Nov 2010
Official response concedes original proposals would have “restricted choice and flexibility”
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Government may dilute bank pay plan
16 Nov 2010
Bonus breakdown likely to be replaced by size of pool.
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Govt axes £12.5m grant for consumer education body
3 Nov 2010
The Consumer Financial Education Body’s funding has fallen from £45.4m to £32.9m.
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Graves re-elected as Amps chairman
30 Nov 2010
Rowanmoor Pensions head of pensions technical services secures third term
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Halifax increases reversion rate for new customers
25 Nov 2010
Existing customers will remain on lender’s current 3.5% SVR.
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Hargreaves axes Newton higher income from wealth 150
29 Oct 2010
Firm cites concerns with the level of covered-call options and special cum-dividends used by the fund.
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Hargreaves challenges FSA view that fund charges will fall
18 Nov 2010
Hargreaves Lansdown says providers may be reluctant to cut charges despite the ban on cash rebates.
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Hargreaves cuts Invesco's UK aggressive fund from Wealth 150
29 Nov 2010
The adviser says manager Stephen Anness’ stock picking has led to underperformance.
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Hargreaves Lansdown advises clients to ditch Gartmore European absolute return
9 Nov 2010
HL says investors should consider alternatives from Liontrust and Standard Life Investments.
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High Court orders law firm ELS to repay property fund's lost £8.4m
19 Nov 2010
The money was taken from a Stirling Mortimer overseas property fund.
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Hoban defends "democratic deficit" between Parliament and FSA
30 Nov 2010
Hoban says regulator loses credibility if it is politicised.
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Hoban says Govt will continue to back Isas
17 Nov 2010
Government pledges to build on the success of Isas.
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Hoban sticks to his guns as MPs continue RDR onslaught
30 Nov 2010
Huge number of MPs attend Parliamentary debate to express concerns about the RDR.
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House prices fall in October, say surveyors
9 Nov 2010
49% of surveyors report fall rather than rise in prices.
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House prices rebound after September's fall
4 Nov 2010
Prices up 1.8 per cent, compared to September’s record 3.6 per cent fall.
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Housing minister slams FSA's MMR
26 Nov 2010
Housing minister says MMR is “step too far”.
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HSBC unveils its Workplace Retirement Services proposition
19 Nov 2010
HSBC has formally launched its Workplace Retirement Services proposition and has already received tenders from 20 of the UK’s 30 biggest intermediaries.
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If the cap fits
Online - November 2010
The pensions industry may have hailed the £50,000 annual allowance as a victory, but the new rules are not without their problems, warns Gill Wadsworth
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IFAs make up 40% of FSA authorisations in Q3
17 Nov 2010
129 new IFA authorisations were granted in Q3.
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IFP backs Calibrand diploma
8 Nov 2010
The RDR-compliant diploma in professional financial advice is awarded by the Scottish Qualifications Authority.
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IFP runs Financial Planning Week
23 Nov 2010
Financial Planning Week runs from November 22 to November 28.
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IFS report calls for 'VAT-like tax' on financial services and housing
9 Nov 2010
Think tank calls for National Insurance and income tax to be merged while financial services and housing should be hit with a “VAT-like” tax.
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Ignis launches real estate business
1 Nov 2010
Ignis Asset Management has launched a real estate business with £2.6 billion in assets.
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Ignis merges multi-manager teams into Ignis Advisers
29 Nov 2010
The group has hired Aberdeen’s Michiel Timmerman as chief investment officer of the combined business.
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IMA calls for single market in pensions
Online - November 2010
A single pensions market across Europe would benefit savers, provided it is designed in a way that does not damage existing pension provision says the Investment Management Association.
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IMA says global bond funds are selling better than ever
4 Nov 2010
Bonds continue to dominate retail sales.
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IMA unveils China/Greater China sector
23 Nov 2010
IMA to consult on global income and European income sectors in 2011.
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IMF raises Asia growth projections
1 Nov 2010
The International Monetary Fund upped its GDP growth projection for Asia in 2010 to 8 per cent, in itslatest regional economic outlook.
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Incapital continues the digital age
26 Nov 2010
Incapital Europe has brought out a third issue of its six-year FTSE 100-linked digital growth plan.
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Incapital Europe - Digital Growth Plan - FTSE 100 Index Series III
12 Nov 2010
Incapital Europe - Digital Growth Plan - FTSE 100 Index Series III
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Inflation rises to 3.2 per cent
16 Nov 2010
Consumer price index inflation rose from 3.1 per cent to 3.2 per cent in October, well above the Bank of England’s target.
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Input tax shock for small firms
Online - November 2010
Standard Life says small businesses could face crippling tax bills if they fail to take account of the pension input period when making big contributions, following reforms to higher-rate tax relief.
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Insurance companies to be included in IMD
26 Nov 2010
The European Commission has confirmed plans to include insurance companies in the Insurance Mediation Directive.
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Invesco merges funds as Crossley departs
4 Nov 2010
Andy Crossley, the manager of the Invesco Perpetual UK Smaller Companies Growth fund, is leaving the firm.
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Investec aims for perfect index combination
5 Nov 2010
Investec Structured Products has added a product to its boutique range that links returns to the MSCI Emerging Markets Index while the return of capital depends on the FTSE 100.
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Investec Structured Products - FTSE 100 3-Year Deposit Plan 22
18 Nov 2010
Investec Structured Products - FTSE 100 3-Year Deposit Plan 22
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Investec Structured Products – FTSE 100 5-Year Deposit Plan 22
18 Nov 2010
Investec Structured Products – FTSE 100 5-Year Deposit Plan 22
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Investec Structured Products - FTSE 100 Accelerated Growth Plan 22
18 Nov 2010
Investec Structured Products - FTSE 100 Accelerated Growth Plan 22
-
Investec Structured Products - FTSE 100 Deposit Growth Plan 5
18 Nov 2010
Investec Structured Products - FTSE 100 Deposit Growth Plan 5
-
Investec Structured Products - FTSE 100 Enhanced Kick Out Plan 17
18 Nov 2010
Investec Structured Products - FTSE 100 Enhanced Kick Out Plan 17
-
Investec Structured Products - FTSE 100 Geared Returns Plan 22
18 Nov 2010
Investec Structured Products - FTSE 100 Geared Returns Plan 22
-
Investec Structured Products - FTSE 100 Growth Plan 21
18 Nov 2010
Investec Structured Products - FTSE 100 Growth Plan 21
-
Investec Structured Products - FTSE100 Kick-Out Deposit 17
18 Nov 2010
Investec Structured Products - FTSE100 Kick-Out Deposit 17
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Ireland resists bail-out pressure
15 Nov 2010
Ministers in Dublin reject EU aid package.
-
Ireland resists corporate tax rise
19 Nov 2010
The EU wants Ireland to up corporate taxes in exchange for aid.
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Ireland should split from eurozone rather than accepting bailout, says MP
24 Nov 2010
Conservative MP Douglas Carswell says decoupling and defaulting on debt would boost growth prospects.
-
Irish Govt set to nationalise Bank of Ireland
24 Nov 2010
Irish Govt set to publish four-year austerity plan today.
-
ishares appoints new head of sales
23 Nov 2010
ishares has appointed David Gardner as head of sales for the EMEA region.
-
John Morton returns with European Wealth Management Group
29 Nov 2010
The Syndicate Asset Management founder is back with a new launch.
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Join the YouGov/Money Marketing monthly IFA panel
5 Nov 2010
Get your voice heard by joining the YouGov/Money Marketing panel.
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Jubilee Financial Products - Real Growth Plan Issue Four
4 Nov 2010
Jubilee Financial Products - Real Growth Plan Issue Four
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Jubilee Financial Products - Regular Income Plan Issue Four
4 Nov 2010
Jubilee Financial Products - Regular Income Plan Issue Four
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Jupiter Asset Management - Global Emerging Markets Fund
1 Nov 2010
Jupiter Asset Management - Global Emerging Markets Fund
-
Jupiter considers shutting Kent office after outsourcing to IFDS
30 Nov 2010
Jupiter Asset Management may rent a smaller Kent office or move the 69 staff to London and offer redundancy.
-
Jupiter on quest for Holy Grail
5 Nov 2010
Jupiter Asset Management - Strategic Total Return Fund
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Jupiter targets next stage of emerging markets growth
12 Nov 2010
Jupiter has expanded its unit trust range with the addition of a Ucits III compliant global emerging markets fund.
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L&G sales up 27% to £1.3bn
9 Nov 2010
New business sales for the first nine months of the year have gone from £1.06bn to £1.3bn.
-
Labour Party calls for rethink on RDR grandfathering
1 Nov 2010
Shadow Treasury minister says the FSA should look at grandfathering for experienced advisers.
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Landmark ruling means complainants cannot sue in addition to FOS award
4 Nov 2010
The High Court rules complainants that accept a FOS award cannot sue a firm in court for the same complaint.
-
Leeds BS raises £250m through covered bond issue
15 Nov 2010
Bond issue first of its type in UK since June 2007.
-
Legal & General - FTSE Growth Plan 7
9 Nov 2010
Legal & General - FTSE Growth Plan 7
-
Legal & General - Global Emerging Markets Index Fund
5 Nov 2010
Legal & General - Global Emerging Markets Index Fund
-
Liontrust posts £1.6m loss
24 Nov 2010
Departure of former chief executive Nigel Legge costs firm £665,000.
-
Lloyds paying back bailout loan quicker than anticipated
2 Nov 2010
Lender helped 35,000 first-time buyers onto property ladder so far this year.
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Lloyds risk chief linked to senior FSA post
11 Nov 2010
Bank’s chief risk officer is thought to be in line for senior role at the new regulator.
-
Loughborough Building Society - 3-Year 1% Discount - Direct
25 Nov 2010
Loughborough Building Society - 3-Year 1% Discount - Direct
-
Loughborough Building Society - Term Buy-To-Let SVR + 0.50% - Direct
25 Nov 2010
Loughborough Building Society - Term Buy-To-Let SVR + 0.50% - Direct
-
LSE launches investigation into ‘suspicious’ trading after platform crash
3 Nov 2010
LSE says crash “may have occured in suspicious circumstances”.
-
M&G Investments - Global Multi-Asset Income Fund
5 Nov 2010
M&G Investments - Global Multi-Asset Income Fund
-
Macquarie to shut UK wrap platform and Veracity
17 Nov 2010
The group says failing to meet its service and execution expectations is “not a satisfactory outcome”.
-
Making good
Online - November 2010
It has been a volatile year for commodities and there have been some wild swings in prices. Since May, however, markets have calmed down slightly and resumed their ascent.
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Man Group attacks plans to shut FSA
15 Nov 2010
Man Group chief executive Peter Clarke says the UK has lost clout in the EU.
-
Mark Garnier: "Let's hope FSA pays attention to Parliament"
29 Nov 2010
MPs call on the FSA to listen to Parliament ahead of tonight’s RDR debate.
-
Market timing costing retail investors 1.2 per cent a year - Cass Business School
25 Nov 2010
UK investors are losing an average of 1.2 percentage points a year because of market timing errors, according to new research from Cass Business School.
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Martin Currie - Latin America Fund
1 Nov 2010
Martin Currie - Latin America Fund
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Martin Currie improves LatAm choice
12 Nov 2010
Martin Currie has introduced a Latin America fund to provide access to an area it says is overlooked by many investors.
-
Martin Currie offers access to overlooked LatAm
26 Nov 2010
Martin Currie - Latin America Fund
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Matrix Asset Management - Matrix VCT Linked Offer
22 Nov 2010
Matrix Asset Management - Matrix VCT Linked Offer
-
Matrix hires Gartmore's Angus Woolhouse as chief executive
29 Nov 2010
Woolhouse will oversee Matrix’s specialist fund range.
-
Maven Capital Partners - Linked VCT Offer
26 Nov 2010
Maven Capital Partners - Linked VCT Offer
-
MD Pension Solutions rebrands as MD Financial Solutions
2 Nov 2010
IFA referral specialist now offers brokers retirement planning and investment advice.
-
Merchant Capital - Growth Plan: Agricultural Commodities
30 Nov 2010
Merchant Capital - Growth Plan: Agricultural Commodities
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Merchant Capital - Income Plan: Phoenix
9 Nov 2010
Merchant Capital - Income Plan: Phoenix
-
Merchant Investors - Accel Discretionary Fund Management Service update
1 Nov 2010
Merchant Investors - Accel Discretionary Fund Management Service update
-
Metro Bank does not rule out distribution through advisers
23 Nov 2010
Chairman says people should be free to choose their distribution channel.
-
Miller light on industrials but heavy on the fast financials
Online - November 2010
A quarter of the incremental earnings generated by the S&P 500 in 2011 will be sourced from just four companies, all of which are financials, according to Legg Mason Capital Management.
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MMR should have banned non-advised equity release sales, says Chalk
22 Nov 2010
LaterLiving’s Simon Chalk says all sales of equity release should be advised.
-
MMR would have restricted 45% of lending in 2010
2 Nov 2010
CML says 260,000 out of 567,000 advances would not have been granted.
-
Money Marketing wins trade/professional publication of the year
25 Nov 2010
Money Marketing scoops top prize at the prestigious Santander UK Personal Finance Media Awards.
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Morgan Stanley IQ- FTSE Kick Out Growth Plan 8
30 Nov 2010
Morgan Stanley IQ- FTSE Kick Out Growth Plan 8
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Morgan Stanley IQ - FTSE Best Entry Growth Plan 8
30 Nov 2010
Morgan Stanley IQ - FTSE Best Entry Growth Plan 8
-
Morgan Stanley IQ - FTSE Defensive Digital Growth Plan
30 Nov 2010
Morgan Stanley IQ - FTSE Defensive Digital Growth Plan
-
Morgan Stanley IQ - FTSE Gilt-Backed Growth Plan 6
15 Nov 2010
Morgan Stanley IQ - FTSE Gilt-Backed Growth Plan 6
-
Morgan Stanley IQ - Protected Growth Plan 38
30 Nov 2010
Morgan Stanley IQ - Protected Growth Plan 38
-
Morse takes control of £693m Fidelity European investment trust
11 Nov 2010
Morse, who has managed the open-ended £3 billion Fidelity European fund since January will replace Sudipto Banerji.?
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Mortgage advice campaign would cost £2m a year
12 Nov 2010
Aldermore’s Colin Snowdon says non-bank lenders would help fund such an initiative.
-
Mortgage Centre IFA launches short-term lender with Candy brothers
22 Nov 2010
Lender will offer short-term loans and finance for property developers.
-
Nationwide base rate mortgage pledge costs firm £300m
23 Nov 2010
Pledge to cap mortgage rate 2 per cent above base rate costs firm £300m in six month period.
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NatWest drops interest-only for first-time buyers
30 Nov 2010
All other borrowers allowed interest-only up to 75% LTV.
-
Neil Bridge to leave Schroders
17 Nov 2010
Schroders head of UK intermediary sales Neil Bridge is to leave the firm after 21 years.
-
Neil Liversidge elected to Aifa council
18 Nov 2010
Liversidge to push for a “common sense compromise on the RDR.”
-
Neptune Investment Management - UK Higher Income Fund
11 Nov 2010
Neptune Investment Management - UK Higher Income Fund
-
Neptune Investment Management - US Income Fund
11 Nov 2010
Neptune Investment Management - US Income Fund
-
Nest advertises for managers for five funds
Online - November 2010
Nest has placed adverts inviting tenders for investment management services for five different funds in the Official Journal of the European Union.
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Nest could leave savers at the mercy of inflation
Online - November 2010
The National Employment Savings Trust’s US-style investment approach will leave millions of savers exposed to inflation risk, according to adviser firm No Monkey Business.
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Nest cuts contribution charge to 1.8%
24 Nov 2010
Annual management charge remains 0.3 per cent.
-
New additions to Techlink
12 Nov 2010
Introduction of three new sections to the Techlink site.
-
New member's area for Grid website
Online - November 2010
Group Risk Development is launching a new area of its website at www.grouprisk.org.uk, offering members access to a library of communications, minutes and other materials. The members area will also allow organisations to access Grid research before it reaches the public domain, and will also hold the Service Standards Declaration.
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New pension provider on the block as HSBC unveils its Workplace Retirement Services proposition
19 Nov 2010
HSBC has formally launched its Workplace Retirement Services proposition and has already received tenders from 20 of the UK’s 30 biggest intermediaries.
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New UK insurance chief for HSBC
Online - November 2010
HSBC Bank is appointing Simon Wainwright as its new chief executive officer of Insurance for the UK, moving him from a similar role in Ireland. He succeeds Robert Lang who has moved to become HSBC’s managing director of insurance in Hong Kong. The role covers both HSBC Life (UK) and HSBC General Insurance Services, with a combined staff of 350.
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Newbury Building Society - 3 Year 3.59% Fixed
3 Nov 2010
Newbury Building Society -3 Year 3.59% Fixed
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Newbury Building Society - Term SVR +1.54% Fee Free Shared Ownership
3 Nov 2010
Newbury Building Society - Term SVR +1.54% Fee Free Shared Ownership
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Newcastle Building Society - Two-Year Fixed Direct
28 Nov 2010
Newcastle Building Society - Two-Year Fixed Direct
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Newcastle Building Society - Two-Year Fixed -Direct
28 Nov 2010
Newcastle Building Society - Two-Year Fixed -Direct
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Next 11 from Castlestone
5 Nov 2010
Alternative investment manager Castlestone Management has introduced an offshore fund focusing on the next 11 emerging markets to follow in the footsteps of Brazil, Russia, India and China.
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NLA looks to ensure energy efficiency bill doesn't hit landlords
2 Nov 2010
New powers allow tenants force landlords to upgrade homes with energy saving features.
-
No exemption, no protection
Online - November 2010
The group risk industry could face dire consequences if no exemption is granted on the removal of the default retirement age says Ron Wheatcroft, technical manager at Swiss Re.
-
No more QE and base rate held at 0.5%
4 Nov 2010
Bank holds QE at £200bn despite US Federal Reserve launching extra $600bn of QE.
-
Northern Rock CEO steps down
4 Nov 2010
Hoffman is on gardening leave until next April when he moves to NBNK Investments.
-
Not enough time to resolve trust/contract dilemma warns auto-enrolment review chief
Online - November 2010
Matthews: “Report makes fantastic progress”
-
Novatis launches 'insourced' discretionary management service
2 Nov 2010
The group is offering IFAs an investment management service that lets them retain client control.
-
Oakley Capital acquires BDO Investment Management
4 Nov 2010
Oakley Capital Private Equity has acquired a majority stake in BDO Investment Management.
-
OBR expected to announce stronger than predicted growth
29 Nov 2010
Chancellor to deliver autumn statement today, giving update on state of economy.
-
OBR revises growth for 2010 up to 1.8%
29 Nov 2010
The Office of Budget Responsibility says growth this year will be higher than it expected but revises medium term growth prospects down
-
OECD GDP growth slows in third quarter
22 Nov 2010
GDP falls to 0.6 per cent in Q3.
-
Old Mutual manager boosts cash and gilts plays
22 Nov 2010
OMAM dynamic bond fund manager Christine Johnson has cut exposure to investment grade by 15 per cent.
-
Origen sells healthcare division to Towergate
24 Nov 2010
Towergate will provide healthcare services to Origen customers as part of agreement.
-
Osborne seeks Euro ministers' support on bonus disclosure
25 Nov 2010
Chancellor’s decision follows warning Britain would be “mistaken” to implement bonus transparency rules alone.
-
Osborne to water down bank bonus plans
22 Nov 2010
Chancellor concerned pay transparency would put City at disadvantage.
-
Osborne: Budget will be on March 23
4 Nov 2010
The Chancellor of the Exchequer has announced the 2011 Budget will be on March 23, 2010.
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Osborne's £50k tax cap ‘more punitive than Brown tax raid’ - Noon
19 Nov 2010
The £50,000 a year cap on pension contribution, frozen until 2015, is a more punitive attack on pensions than former Labour chancellor Gordon Brown’s infamous raid on defined benefit schemes, says Chris Noon, partner at Hymans Robertson.
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Paragon Group reports 32% jump in pre-tax profits
24 Nov 2010
Group reported £71.8m for 2010, up from £54.3m the year before.
-
Patron message: RDR MasterClass invitation
30 Nov 2010
Tuesday 7th December 2010 at 11.00am
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PDL International creates portfolio service for US life settlements
19 Nov 2010
PDL International has created a portfolio management service for investment in US life settlement policies, addressing some of the criticisms aimed at funds investing in the asset class.
-
Pension Protection Fund reports £400m surplus
1 Nov 2010
PPF says surplus due to improvements in financial markets and less costly claims.
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Pensions professionals predict dramatic change in roles in wake of auto-enrolment
Online - November 2010
Auto-enrolment looks set to have a massive impact on people working in the pensions industry, with 50 per cent of respondents to the Pensions Management Institute’s PMI Career Development Survey 2010 expecting it to directly affect their roles.
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Pensions professionals predicting dramatic change in roles in wake of auto-enrolment
19 Nov 2010
Auto-enrolment looks set to have a massive impact on people working in the pensions industry, with 50 per cent of respondents to the Pensions Management Institute’s PMI Career Development Survey 2010 expecting it to directly affect their roles.
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Performance VCT has the Edge factor
5 Nov 2010
The Edge Performance VCT, which invests in the entertainment industry, is aiming to raise up to £10m through a new share offer.
-
Perspective Financial Group acquires sixth firm this year
9 Nov 2010
PFG acquires Applewood Wealth Management with at least two expected by end of year.
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Platform - 1- Year Fixed Buy-To-Let
12 Nov 2010
Platform - 1- Year Fixed Buy-To-Let
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Platform – 2-Year Tracker Buy-To-Let
11 Nov 2010
Platform – 2-Year Tracker Buy-To-Let
-
Platform - 4- Year Fixed Buy-To-Let
11 Nov 2010
Platform - 4- Year Fixed Buy-To-Let
-
Platform – Mainstream 1-Year Fixed
12 Nov 2010
Platform – Mainstream 1-Year Fixed
-
Platform – Mainstream 4-Year Fixed
12 Nov 2010
Platform – Mainstream 4-Year Fixed
-
Platform reform is good news for wraps
17 Nov 2010
Nucleus chief exec David Ferguson says the positive aspects of the reforms should not be overshadowed by the cash rebate ban and U-turn on unbundling.
-
Platform reforms are positive for investors
18 Nov 2010
But Skandia’s Peter Mann says yesterday’s FSA paper was bad news for platforms who were assuming their existing charging structures were already RDR ready.
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Platform reforms will cost £127m
17 Nov 2010
Proposals will see a £127m one-off payment for the industry and £47.6m of ongoing costs.
-
PM pledges to stand up for financial services 'at every turn'
16 Nov 2010
Cameron says he will stand up for financial services at every turn and work to keep London as Europe’s top financial centre.
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Precise Mortgages - Home Owner Three Year Capped Tracker 6.29%
30 Nov 2010
Precise Mortgages - Home Owner Three Year Capped Tracker 6.29%
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Precise Mortgages launches home owner range
22 Nov 2010
Products only available on capital and interest basis.
-
Premier appoints Chris White to take on trio of income funds
2 Nov 2010
White to replace income guru Bill Mott on income, alpha income and monthly income funds.
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Principality Building Society – Mortgage Portfolio update
3 Nov 2010
Principality Building Society – Mortgage Portfolio update
-
Profits at Barclays UK banking arm up 20%
9 Nov 2010
Barclays made a £100m gain on the acquisition of Standard Life Bank.
-
Pru UK sales up 3% to £548m
10 Nov 2010
But net inflows at M&G fell 44 per cent from £11.1bn to £6.2bn.
-
PruProtect - Serious Illness Cover - updated with 8 new conditions and enhanced definitions
15 Nov 2010
PruProtect - Serious Illness Cover - updated
-
RBS reports £1.4bn pre-tax loss in Q3
5 Nov 2010
Third quarter results are significant drop from £1.2bn profit in second quarter.
-
RDR choice from London & Capital
5 Nov 2010
London & Capital Asset Management - Managed Portfolios
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Reeves Investment Management appoints Mike Sargeant
24 Nov 2010
Sargeant joins as investment director.
-
Resolution hints at smaller acquisition deals to come
11 Nov 2010
The company says its life consolidation project could include “a series of smaller bolt-on steps.”
-
Santander chief to replace Eric Daniels at Lloyds
3 Nov 2010
Lloyds Banking Group has poached Santander chief executive António Horta-Osório as group chief executive officer.
-
Santander scraps Alliance & Leicester brand
1 Nov 2010
300 A&L branches to be rebranded by the end of November.
-
Savills Group expects £40m pre-tax profit in 2010
8 Nov 2010
Group made £14.4m pre-tax profit in first six months of 2010.
-
Schroders post £5.4bn net inflow in Q3
9 Nov 2010
£800m of retail inflows.
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Scottish Building Society - Discounted Variable Rate 4.94% - Thistle Club Exclusive
28 Nov 2010
Scottish Building Society - Discounted Variable Rate 4.94% - Thistle Club Exclusive
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Senior manager found guilty of insider dealing and money laundering
26 Nov 2010
Neil Rollins traded on knowledge obtained through his senior role then laundered the proceeds.
-
Sesame Bankhall chief Stephen Young quits
24 Nov 2010
Sesame Bankhall Group chief operating officer Stephen Young has quit after nine years at the company.
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Sesame Bankhall launches investment platform with Axa Elevate
15 Nov 2010
Sesame One is available immediately to Bankhall members, but Sesame advisers face accreditation process.
-
Sesame Bankhall launches protection panel
18 Nov 2010
Zenith features products from six protection providers.
-
Sesame Bankhall slams "intrusive" FSA
15 Nov 2010
Sesame will launch its own platform, Sesame One, this afternoon.
-
Sesame to launch 18-month IFA school
15 Nov 2010
Sesame Bankhall says delayed IFA school will now launch next year.
-
Seven in one from Albion
19 Nov 2010
RAM Capital Partners and Albion Ventures are raising up to £15m through a linked venture capital trust top-up offer that divides investors’ capital between all seven Albion VCTs.
-
SIG fund ditches Roger Guy
8 Nov 2010
Skandia Investment Group has dropped Roger Guy as one of the nine managers on its European best Ideas fund.
-
Six providers increase annuity rates
29 Nov 2010
Hargreaves Lansdown Annuity Index indicates first overall rise since June 2009
-
Skandia research points to wider performance fee use
29 Nov 2010
Skandia Investment Group says two-thirds of providers expect the charges to become more common in 2011.
-
Skills Council says RDR may not improve consumer outcomes
26 Nov 2010
FSSC says there is a danger the RDR will not meet its objectives if too many leave the sector.
-
Skipton Building Society – 2-Year Base Rate Tracker
12 Nov 2010
Skipton Building Society – 2-Year Base Rate Tracker
-
Skipton Building Society – 3-Year Base Rate Tracker
12 Nov 2010
Skipton Building Society – 3-Year Base Rate Tracker
-
Skipton Building Society – 5-Year 3.98% Fixed Rate
12 Nov 2010
Skipton Building Society – 5-Year 3.98% Fixed Rate
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Skipton Building Society – Mortgage Portfolio Update
11 Nov 2010
Skipton Building Society – Mortgage Portfolio Update
-
Small pot construction workers to access enhanced annuities with Partnership tie-up
26 Nov 2010
B&CE Benefit Schemes, the construction industry employee benefits provider is tying up with enhanced annuity specialist Partnership.
-
Something for everybody
Online - November 2010
Three months in and out of Whitehall has left Adrian Boulding impressed with the research capabilities of civil servants and supportive of Nest. He tells John Greenwood why
-
Spearpoint takes majority shareholding in Succession
8 Nov 2010
Spearpoint Limited has taken a majority investment in IFA consolidator Succession Advisory Services.
-
St James's Place reports 30% new business rise
2 Nov 2010
The wealth manager says fund under management are up 11 per cent to £24.8bn.
-
Standard launches Lifelens benefits portal with 10 blue chip employers
1 Mar 2011
Standard Life has launched its new Lifelens employee benefits portal, with the system going live with IBM within the next two weeks.z
-
Standard Life may acquire Focus Solutions
17 Nov 2010
Provider and IT firm Mastek are seen as frontrunners to acquire the software firm.
-
Standing the test of time
29 Nov 2010
I have been a fan of emerging markets for the entire 27 years I have been in the industry. I even started a savings plan for my son in 1990 when he was born and I am glad to see Aberdeen emerging markets has not let him down over this time. So I am grateful to the likes of Hugh Young, head of the emerging markets team at Aberdeen, and Devan Kaloo, the lead manager of the fund who I recently caught up with for an update.
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State Street Corp to administer Nest funds
1 Nov 2010
State Street awarded the contract to administer Nest funds as the scheme begins to advertise for fund managers to run mandates.
-
Stewart Ford calls for public enquiry into Lifemark
17 Nov 2010
Ford writes to Financial Secretary to the Treasury, Mark Hoban, on what he calls a “regulatory stitch-up”.
-
Succession adds trio of adviser firms
19 Nov 2010
Succession Advisory Services has acquired three more adviser firms bringing its total assets under management over £5.5bn.
-
Techlink: what did you miss?
19 Nov 2010
Here are initial extracts from three of the bulletins Techlink published last week.
-
Techlink: what did you miss?
30 Nov 2010
Here are initial extracts from three of the bulletins Techlink published last week.
-
Tesco Bank becomes CML associate
30 Nov 2010
Lender hopes to enter mortgage market in 2011.
-
THE BIG QUESTION
Online - November 2010
The Question - Should insurers be forbidden from underwriting insurance products on grounds of gender, as proposed by the EU?
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The case for life settlements
15 Nov 2010
Following the Keydata Lifemark debacle SL Investment Management chief executive Jeremy Brettell puts his case for the investment option.
-
The principle process
Online - November 2010
Stephen Hocking, partner at law firm Beachcroft, says the limits of principle-based regulation are set to be tested in the British Bankers’ Association’s judicial review of the FSA’s PPI complaint policy
-
This Nest is cuckoo
Online - November 2010
It is time for a viral campaign to spread some home truths about Nest says Ian McKenna, director of the Finance & Technology Research Centre
-
Time pressures mean GPs miss key health issues
Online - November 2010
WORKLOAD pressure on GPs is making them ignore key health issues, according to research by Aviva.
-
Tisa updates on re-reg project
12 Nov 2010
Draft service level agreements are due for peer review at the end of the week.
-
'Titanic' fight to scale back scope of RDR
29 Nov 2010
Zurich chief growth officer David Etherington says the scale and impact of the retail distribution review on advisers is like being “asked to climb Everest the day after going down on the Titanic”.
-
Towry prepares for stock market listing
8 Nov 2010
STJ Advisors has been hired to prepare the firm for a float.
-
Towry to offload 6,000 clients
1 Nov 2010
The group says its services are most suited to clients with over £100,000.
-
TPR and Webb attack providers over tone of annuity literature
5 Nov 2010
Pensions minister Steve Webb and The Pensions Regulator have launched a combined attack on providers for using jargon and legalese to put members of workplace schemes off shopping around for the best annuity, cutting them out of up to 33 per cent more income.
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TPR and Webb attack providers over tone of annuity literature
Online - November 2010
Pensions minister Steve Webb and The Pensions Regulator have launched a combined attack on providers for using jargon and legalese to put members of workplace schemes off shopping around for the best annuity, cutting them out of up to 33 per cent more income.
-
Treasury select committee launches RDR consultation
25 Nov 2010
The TSC wants to know if the RDR will achieve the FSA’s stated objectives.
-
Triple Point Investment Management - Triple Point VCT 2011
26 Nov 2010
Triple Point Investment Management - Triple Point VCT 2011
-
Two arrests in FSA insider dealing investigation
2 Nov 2010
Two properties in London and one in Germany have also been searched as part of the investigation.
-
Two more funds from Neptune
26 Nov 2010
Neptune Investment Management has added two income funds to its range.
-
Ulster Bank - 3-Year Fixed Rate Remortgage - Intermediary
15 Nov 2010
Type: Fixed-rate remortgage
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Ulster Bank - 3-Year Fixed Rate Purchase - Intermediary
15 Nov 2010
Ulster Bank - 3-Year Fixed Rate Purchase - Intermediary
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VAM Funds (Lux) - Commodity Equities Fund
15 Nov 2010
VAM Funds (Lux) - Commodity Equities Fund
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VAM Funds (Lux) - Global Government Bond Fund
15 Nov 2010
VAM Funds (Lux) - Global Government Bond Fund
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VAM takes its place among its Peers
26 Nov 2010
VAM Funds has introduced two Luxemburg Sicavs investing in government bonds and commodity-related equities respectively.
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Walker Crips Structured Investments - Annual Growth Plan Issue Eight (Kick Out)
26 Nov 2010
Walker Crips Structured Investments - Annual Growth Plan Issue Eight (Kick Out)
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Walker Crips Structured Investnents - Dual Index Plan (Kick-Out) Issue 4
12 Nov 2010
Walker Crips Structured Investnents - Dual Index Plan (Kick-Out) Issue 4
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What is the Which? agenda?
12 Nov 2010
Alarm bells ring whenever a firm uses the strategy of slagging off others to promote their services or products.
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Which? could widen scope of advice service
12 Nov 2010
Consumer body does not rule out offering other financial advice services if members call for it.
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Which? gains FSA approval for mortgage advice service
8 Nov 2010
Which? has been given FSA approval to launch a mortgage advice service for its members and their family and friends.
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Yorkshire BS appoints former MPC member Kate Barker
8 Nov 2010
Kate Barker was on YBS board before becoming MPC member in 2001.
