Money Marketing
28 November 2007

70 Firms hit by FSA in mortgage crackdown

29 Nov 2007

A dignified exit

29 Nov 2007

Caveat emptor (let the buyer beware) is now a standard warning embedded in our marketplace. In contract or tort law, however, the doctrine of caveat venditor (let the seller beware) has become more prevalent. It is my contention that this trend should be followed by the IFA community.

A shaw thing

29 Nov 2007

Aberdeen - Aberdeen Global - Responsible World Equity Fund

28 Nov 2007

AberdeenAberdeen Global - Responsible World Equity Fund

Advanced system for EAP measurement

1 Dec 2007

Employee Advisory Resource is launching an employee assistance programme that it says offers the most advanced clinical outcomes measurement system available to date.

Annuity rate could hinge on occupation

29 Nov 2007

Artemis funds shine as Lazard falls from grace

29 Nov 2007

Axa to launch protection T&D programme

4 Dec 2007

Battle on the breaches

29 Nov 2007

'Best buying opportunity' sees Bates set up new residential property fund

29 Nov 2007

Big in America

29 Nov 2007

Often, the time to buy sectors is when they have performed poorly. Apart from Japan, which has performed badly, the next worst is North America which has gone up by only 22 per cent and 40 per cent over the last three and five years respectively.

Black books

29 Nov 2007

The purchase of wholeloan books of business by building societies has come under close scrutiny from the FSA since the credit crunch took hold in August.

Bland speech: Protection adviser response

30 Nov 2007

BM Solutions to launch new sub-prime range

30 Nov 2007

Branson facing a fight for Rock

29 Nov 2007

Burrows joins MPL Wealth Management

3 Dec 2007

Financial adviser Billy Burrows has joined MPL Wealth Management but will continue to trade as William Burrows Annuities.

Capita to launch two new business units

3 Dec 2007

CF buys funds as Neptune exits market

29 Nov 2007

Neptune has sold its two multi-manager funds to City Financial in a deal that will see the firm cut its ties with the fund of funds market.

Cheltenham & Gloucester - Full Term Tracker

28 Nov 2007

Cheltenham & GloucesterFull Term Tracker

'City overestimating house price decline'

29 Nov 2007

Clever additions

1 Dec 2007

Added-value features can tip the balance when selecting a group risk products if all the other factors are equal. But advisers can only truly add value by keeping add-ons in perspective, says Edmund Tirbutt

CML chairman calls for consultation within industry over credit crunch

4 Dec 2007

Commercial breakdown?

28 Nov 2007

At the start of the year, after having delivered double digit returns for the past three years, there was a growing consensus in the financial services industry that the commercial property sector was to take a hit.

Contract-based boom to run out of steam, says Ellison

1 Dec 2007

The seemingly irresistible rise of contract-based pensions will not last and the trust-based system will enjoy a renaissance, according to Robin Ellison, senior partner at Pinsent Masons.

Cowdery gets backing for venture

29 Nov 2007

Debating society

29 Nov 2007

One thing I always find fascinating about this job is the diverse range of opinions people have about various subjects.

Diverse strategies

1 Dec 2007

Advisers have different views of how to profit from market developments. Not all will be the right ones

Dragons' den

29 Nov 2007

Edge Investment Management/RAM Capital - Edge Performance VCT D Shares

28 Nov 2007

Edge Investment Management/RAM CapitalEdge Performance VCT D Shares

Equitable Life annuity policy transfer to Pru approved by courts

4 Dec 2007

Equitable Life has announced that its agreement to transfer £1.7bn with-profits annuity policies to Prudential has been approved by the Royal Court of Guernsey and the Royal Court of Jersey.

Fees plus CAR most popular answer to RDR

1 Dec 2007

A model based principally on fees but with some commission business on a customer agreed remuneration basis is seen as the most popular way to address the retail distribution review, but the future market place is predicted to hold many different models, according to Corporate Adviser research.

Fidelity warning on CAR plan problems

29 Nov 2007

Fisher Investment hires ex-Towry Law MD Standish to head wealth arm

4 Dec 2007

Fisher Investments has appointed Miles Standish as the new managing director of its wealth management arm.

FSA looks to spread its RDR wings

3 Dec 2007

Not content with reshaping the investment marketplace through the retail distribution review, the FSA has now signalled the RDR could have a heavy bearing on mortgages and protection.

FSA puts back RDR timetable and pledges simplification of proposals

4 Dec 2007

The FSA has put back its retail distribution review timetable and suggested the final proposals will need to be less complex than originally suggested.

FSA warns firms must do more to ensure ARs are treating customers fairly

3 Dec 2007

An FSA review has found firms are not doing enough to ensure their Appointed Representatives are treating their customers fairly with four firms facing enforcement.

Get a free ticket for our Mortgage debate

29 Nov 2007

Go fish

29 Nov 2007

This year's difficult market conditions provide the perfect backdrop for multi-managers to restate their modus operandi and, indeed, their raison d'etre.

Government could be guilty of misselling PAs says Alexander

1 Dec 2007

The Government cannot rely on the political consensus around Personal Accounts holding unless it addresses the legitimate concerns of all parties. That was the message from Danny Alexander MP, shadow work and pensions secretary for the Liberal Democrats addressing delegates at the Corporate Adviser Summit in Hampshire last month.

Group Sipp launch as Friends chief quits

1 Dec 2007

Friends Provident has added a Sipp option to its new generation Group Personal Pension as well as increased retirement choices through an income withdrawal option.

Hazell Carr Sipp has no up-front fees

29 Nov 2007

High take-up for Red Arc service

29 Nov 2007

Home thoughts

29 Nov 2007

This will be my last Money Marketing Expert column in my current role as in January my husband and myself are moving to South Africa.

IAF takes to property

29 Nov 2007

IAF SecuritiesCapital Protected Commercial Property Plan

Invesco Powershares - Powershares Global Clean Energy Fund

29 Nov 2007

Invesco PowersharesPowershares Global Clean Energy Fund

Investec appoints Seif as portfolio manager

3 Dec 2007

Investec Asset Management has announced the appointment of Amr Seif as a portfolio manager to its frontier investing team.

JPM loses new Europe co-head

30 Nov 2007

JPMorgan new Europe co-manager Amr Seif has left the firm to persue other opportunities.

Kent Reliance buys first loan book

29 Nov 2007

Killik & Co launches loan facility for Sipp customers

3 Dec 2007

L&G is preferred protection provider due to price says Defaqto

4 Dec 2007

Len Warwick

29 Nov 2007

Levelling off may see pension cash plummet £10bn

29 Nov 2007

Managing Partners - Traded Policies Fund

28 Nov 2007

Managing PartnersTraded Policies Fund

Merger is not on the cards

4 Dec 2007

Royal London head of intermediary business John Deane has denied rumours that Bright Grey and Scottish Provident will merge if Pearl successfully acquires Resolution.

Midas nets over 10% of sales on Cofunds

29 Nov 2007

Midas Capital's two multimanager funds exceeded a 10 per cent market share of Cofunds' net sales for the first time in October.

Mortgages, protection and the RDR

30 Nov 2007

Sometimes I wonder if the FSA isn't some strange collection of major public school sadists urging the market on to greater and greater levels of masochism. Industry-led self flagellation anyone?

Nationwide increases rates on two year trackers

30 Nov 2007

New FSA review of pension transfers

1 Dec 2007

Advisers writing pension transfer business face a focused FSA review next year, Corporate Adviser Summit delegates heard last month.

'No merger for Bright Grey and ScotProv'

29 Nov 2007

NU cuts stakeholder pension charges

29 Nov 2007

O'Brien tells victims to wait for Young review

29 Nov 2007

Octopus swims with the Titans

29 Nov 2007

Octopus InvestmentsTitan VCT 1 and 2

Original thinking

1 Dec 2007

The last surviving director of the five firms that formed Origen is building a business ready for the retail distribution review. Helen Monks asks Stephen Greenstreet where he is taking the firm

Overspend sees RDR cost hit £1m

29 Nov 2007

Pension switch deal on Hornbuckle Sipp

29 Nov 2007

PFS says prof standards board would police conflicts of interest

29 Nov 2007

Pink Home Loans- TMB House-To-House 90 Tracker

28 Nov 2007

Pink Home LoansTMB House-To-House 90 Tracker

Plumb job

29 Nov 2007

When I was a child, my late father took me to see Tommy Cooper and the next day I felt that I had bust a rib or two, such was the severity of the mirth he delivered.

PPF hit by allegations of overcharging

29 Nov 2007

Proc bottom

29 Nov 2007

Next year marks the 25th anniversary of my first mortgage. It also marks the 25th anniversary of my endowment, which matures in May.

Property problems

29 Nov 2007

Last week saw the rollercoaster ride continue on the markets. Talking to a couple of investment professionals, I was alarmed to find them making comparisons with early 2000. The market feels far from comfortable but the malaise is not universal and we are not as overextended as we were at the start of the new millennium.

Prudential signs £722m life and pensions outsourcing deal with Capita

28 Nov 2007

Prudential has signed a £722m outsourcing deal with Capita to administer seven million life and pensions policies for the next 15 years.

Purvey joins C&G in IFA sales roles

29 Nov 2007

Quarter of advisers to respond over RDR

29 Nov 2007

RDR may have huge impact on mortgages and protection, says FSA

30 Nov 2007

The FSA has signalled the retail distribution review may well have a huge impact on the mortgage and protection market with questions to be answered over training and competence, churning and consumer understanding.

Robert Kyprianou

29 Nov 2007

The son of Greek-Cypriot immigrants who moved to England after he Second World War, Axa Fram-lington chief executive Robert Kyprianou grew up in modest surroundings. His father worked in the catering business as a chef while his mother was in the rag trade.

Rock's role

29 Nov 2007

What is the liability for taxpayers in the Northern Rock case?

ScotEq tests simple online policy

29 Nov 2007

Select committee slams CGT changes

29 Nov 2007

Skills for success

29 Nov 2007

The UK has arguably the most sophisticated financial system in the world.

Split-cap saga finally draws to an end

29 Nov 2007

SPML and Preferred cut rates

3 Dec 2007

Stricken Eaglet fends off

29 Nov 2007

The vultures are circling round the Eaglet investment trust after a lengthy period of underperformance.

Suspend Northern Rock shares, say Lib Dems

3 Dec 2007

Acting Lib Dem leader Vince Cable has accused the FSA of a "dereliction of duty" in failing to suspend Northern Rock shares.

Swiss Life to buy AWD

3 Dec 2007

Swiss Life looks set to buy the German financial adviser firm AWD, parent company of AWD Chase de Vere, for £824m.

T1pped to perform

29 Nov 2007

T1ps Investment ManagementSF T1ps Smaller Companies Growth Fund

Tenet support teams to focus on TCF

4 Dec 2007

The FSA’s coming after you

30 Nov 2007

If you thought before that the FSA was not focusing heavily on the mortgage market you had better think again.

Thinc aquires Chambers Morgan James and Cavendish Financial Management

29 Nov 2007

Thinc Group has announced the acquisition of high-profie financial planning firms Chambers Morgan James and Cavendish Financial Management.

Treasury draws up emergency plan for Northern Rock

4 Dec 2007

The Treasury and the Bank of England are believed to be drawing up contingency plans to pay Northern Rock's depositors their money if the lender has to be put into administration.

Unum re-launches consumer claims guide

29 Nov 2007

Vigil of the victims

29 Nov 2007

Will Henley reports from an all-night vigil in the long battle for pension justice for thousands of people who were left desolate when their companies bust.

Widows stops offering protection quotes through portals

28 Nov 2007

Scottish Widows has stopped offering protection quotations through industry portals prompting speculation it may follow Standard Life and abandon the protection market.

Wise after the event

29 Nov 2007

Ours is an industry that depends on people being aware of the possibility of their own death, ill-health or disability and also being stimulated somehow into looking at how they might mitigate the financial implications for them and/or their dependants through insurance.

Wrap proposition is outdated, says Parmenion

3 Dec 2007

Traditional wrap services leave clients under-serviced and advisers over-stretched, according to Parmenion Capital Partners.

Zurich appoints Cooper as pensions manager

30 Nov 2007