Money Marketing
23 February 2012
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Actuaries set up group to improve product information
23 February 2012
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Adviser contracts to be scrutinised
23 February 2012
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Adviser who kept clients' premiums banned and fined £335k
23 February 2012
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'Advisers could not carry out IIM diligence before signing Towry contract'
23 February 2012
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Aegon redress costs for ScotEq leap by £70m
23 February 2012
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Annuity rates hit by double whammy
23 February 2012
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ASA slams bank ads in open and shut case
23 February 2012
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Auto exemption for EEA staff
23 February 2012
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AWD and SJP caught up in Octopus EIS/Rangers saga
22 Feb 2012
Both adviser firms have clients invested in the troubled Octopus protected EIS which is caught up in the Glasgow Rangers administration.
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Baillie Gifford could soft-close another Gem fund
24 Feb 2012
Baillie Gifford has warned it will soft-close its £421m emerging markets leading companies fund if it sees £10m of net inflows over the next 12 months.
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BoE scrutiny amendment defeated
23 February 2012
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Bondholders vote for Lifemark liquidation
23 February 2012
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Broker hit with penalty for disclosing inside information
23 February 2012
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Centre of attention
23 February 2012
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Chris Gilchrist: Get to grips with risk capacity
23 Feb 2012
Chris Gilchrist says there is no easy answer for advisers on risk profiling pressures.
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Cicutti: What next for Towry?
24 Feb 2012
Questions raised over the future for Towry following last week’s court verdict.
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Close offers discretionary deal to HNWs
23 February 2012
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Cold comfort
23 February 2012
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Concern at pensions regulator's restrictive line on DC schemes
23 Feb 2012
Providers and advisers have warned The Pensions Regulator to avoid being overly prescriptive in its treatment of small defined-contribution schemes ahead of automatic enrolment.
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Crime crackdown chief Cole quits FSA
23 February 2012
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Dampier: Why gold is a sensible investment
27 Feb 2012
Mark Dampier says part of a diversified portfolio should be exposed to gold.
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Distribution Technology boosts risk-profile systems for advisers
24 Feb 2012
Distribution Technology has added a new function to its Dynamic Planner system so advisers can more easily match clients’ individual risk profiles with risk-profiled funds.
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Distributor body merges with Tisa
23 February 2012
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E&Y: Concept of organisation owning clients is flawed
28 Feb 2012
Ernst & Young says the Towry/ Raymond James judgment supports its view that you cannot buy clients by acquisition.
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Effective action
27 Feb 2012
Tony Wickenden says the Republican battle for the presidential election nomination is throwing some light on tax issues.
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Ex-Matrix chief Merry becomes RSM Tenon CEO
23 February 2012
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Fall in Axa platform sales
23 February 2012
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FE Adviser Fund Index
23 February 2012
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FSA set to probe restricted advice panels
23 Feb 2012
The FSA is set to probe the way distributors compile their restricted advice panels in the lead-up to the RDR, Money Marketing understands.
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FSA takes action against IFA for failing to assess Ucis risk
23 February 2012
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FSA turns over death bond firm Catalyst to enforcement
23 February 2012
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Hargreaves chief: Trust and strength mean more than costs
24 Feb 2012
Hargreaves Lansdown chief executive Ian Gorham says company trustworthiness and strength mean more than costs
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Hawksmoor patience pays off with Vanbrugh boost
23 February 2012
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How much can the Govt save from pension tax relief options?
23 Feb 2012
Standard Life says hitting high earners’ pension pots will not be enough to fund an increase in the income tax earnings threshold.
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IFS study of US firms links auto-enrolment to contribution fall
22 Feb 2012
The IFS says employees auto-enrolled into pensions are likely to stick to default contribution rates and investment strategies.
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Insurers to add jobs to own-occupation cover
24 Feb 2012
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Jupiter European fund makes cyclical move
24 Feb 2012
Cedric de Fonclare plans to move 10 per cent of the £551m European special situations fund into cyclicals over the next six months.
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Labour wants to widen FCA competition scope
23 February 2012
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Le Beau: Why protection advisers must stay on their toes
28 Feb 2012
Peter Le Beau says the protection market must keep focused on the competitive landscape.
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Lloyds latest to rethink interest-only
23 February 2012
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Lloyds to split its bank advice arm for RDR
23 Feb 2012
Lloyds to split its offering between basic protection advice and a “financial planning” service.
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Lords ready to pass Financial Services Bill, says Newby
23 February 2012
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Margin call
27 Feb 2012
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MEPs press for rethink on Euro mortgage edict
24 Feb 2012
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MM Leader: Focus on valued service rather than 'ownership'
23 Feb 2012
You do not own clients, you earn them, and this remains true for as long as they want to continue to receive your advice.
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MM Profile: Ivan Lyons
23 February 2012
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MP bids to hold directors to account for losses
23 Feb 2012
Steve Baker wants directors of financial institutions to be forced to take personal liability for their firms’ losses.
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MP calls for civil servants to give up company tax vehicles
24 Feb 2012
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Multi- manager View
23 February 2012
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North set to offer research and rating service
24 Feb 2012
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Novia launches lifestyle modelling tool
24 Feb 2012
Novia is offering a new financial modelling tool that will analyse clients’ financial requirements to achieve future lifestyle goals.
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Osborne may cut tax reliefs to raise personal allowance
23 Feb 2012
Cutting pension tax relief alone is unlikely to pay for Liberal Democrat demands to increase the personal income tax allowance to £10,000 in next month’s Budget.
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Out of context
23 February 2012
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Paul Farrow: Dull pays dividends
28 Feb 2012
We should look no further than dull British companies that pay consistent dividends.
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Pensions and postmodernism
23 February 2012
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Poor service continues to drive platform switching
23 February 2012
Fraser Donaldson, Defaqto Insight analyst for funds, looks at why so many users are still switching platform
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Post-holiday blues?
24 Feb 2012
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Pressure grows for alternatives to Dilnot
24 Feb 2012
The Government is facing growing pressure to consider alternatives to Andrew Dilnot’s long-term care funding reforms.
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Rathbone adds fee-only share class on funds
23 February 2012
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RJ adviser: More non-deal clauses would be tragedy
24 Feb 2012
Raymond James adviser Tom Spain says it would be a “tragedy” if more adviser firms look to impose non-dealing contract clauses in light of Towry’s failed court case.
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Rob Reid: The trouble with trail
27 Feb 2012
So many firms assume they can rely on non-existent or ineffective contracts.
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Rowan Dartington offers model portfolio service
23 February 2012
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Second push for Aviva protection campaign
23 February 2012
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Senior service
23 February 2012
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Skandia looks at return to critical illness cover market
23 Feb 2012
Skandia is considering re-entering the critical-illness insurance market almost 18 months after pulling out of the sector.
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Soft landing
27 Feb 2012
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Stand back for a view
23 February 2012
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State of play
27 Feb 2012
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Sub-prime motivation
24 Feb 2012
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Taken on trust
24 Feb 2012
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Thinktank director will advise Labour on social care talks
23 February 2012
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Towry and the dangers of kitchen sink litigation
24 Feb 2012
Employment expert Alex Denny on the outcome of the Towy EJ Limited V Raymond James & Others court case.
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Uncertainty remains over compete clauses
23 February 2012
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Which? wants Santander 'safe' claims axed
23 Feb 2012
Which? wants Santander capital is “safe” claim axed after £1.5m FSA fine.
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Young gets job to boost Grant Thornton revenue
23 February 2012
