Money Marketing
6 December 2006

Bupa buys home care company

7 Dec 2006
Millions miss out on big loan savings

7 Dec 2006
Stamp duty to be axed on offshore ETFs

7 Dec 2006
2.5M pledge to boost debt advisers

7 Dec 2006
83% Of L&G clients want to stay contracted out of S2P

7 Dec 2006

by James Salmon
A&L hits out at Chancellor on stamp duty

7 Dec 2006
ABI changes cancer definitions

11 Dec 2006
ABI says Consumers lose out through claims firms

12 Dec 2006
ABI says Government still unrealistic on NPSS costs

12 Dec 2006

The ABI says the Pensions White Paper has set the annual contribution cap too high for NPSS personal accounts and says confusion over means testing still needs to be sorted out.
Accord moves to weekly proc fees

8 Dec 2006

Accord Mortgages will pay all of its procuration fees weekly, from today.
Adviser Fund Index

7 Dec 2006
Advisers told to carry on using multiple wrap

7 Dec 2006

by Sam Shaw
Aifa and ABI launch responsibilities guide

8 Dec 2006
Aifa launches wrap guide

8 Dec 2006
Aifa legal threat as claims rocket

7 Dec 2006

By James Salmon
Angels have wings clipped in film tax relief reforms

7 Dec 2006

by Amanda Newman
Annual reviews for unsecured pensions

7 Dec 2006
Asps lose their charm

7 Dec 2006

by James Salmon
Audit exemption could save 8m

7 Dec 2006
Axa hits out after probe rejects caps on home credit loans

7 Dec 2006

By James Salmon
Ban on tax-free asset switch

7 Dec 2006

by James Salmon
Be a partner to FSA

7 Dec 2006

Commission Round Table report by Sam Shaw
'Bill will not be a panacea for pensions'

7 Dec 2006

by James Salmon
Boggy trail

7 Dec 2006

Most of us are familiar with the famous Mrs Merton TV interview a few years ago in which she asked Debbie McGhee: "So Debbie, what was it that first attracted you to millionaire Paul Daniels?"
Bolton says broker success will force lenders to merge

7 Dec 2006

by Guy Anker
Book of quotations

7 Dec 2006

The increasing range of protection products brings significant benefits to advisers and consumers in terms of choice but it can mean advisers need reams of illustrations to take into account all the options.
Boutiques win on the roundabout

7 Dec 2006

Helen Pow reports that the continuing carousel of fund manager moves means that IFAs are turning to multi-managers and boutique investment firms
Bradshaw to chair board at Sumus

6 Dec 2006
Broker Talkback

7 Dec 2006
Buddy double

7 Dec 2006

A buddy transfer is one of the options open to two brothers who want to protect their tax-free cash
Budget will set tests for FSA to cut red tape

7 Dec 2006
'Build in factory gate pricing'

7 Dec 2006

Commission Round Table report by Sam Shaw
Campaign gathering support from all sides

7 Dec 2006
Campaign Timeline: No Advice, No Protection

7 Dec 2006

by Nicola York
Capita admin support for MetLife

7 Dec 2006
Cater Allen says it won't be a Sipp provider under FSA regime

7 Dec 2006

by James Salmon
Centralised NPSS model carries considerable risks, says Axa

12 Dec 2006

Axa is broadly supportive of the intentions behind the proposals outlined in today’s Pensions White Paper but says a centralised model carries considerable risks.
'Change or face Armageddon'

7 Dec 2006

Commission Round Table report by Sam Shaw
Charcol discord with consortium

7 Dec 2006

by Guy Anker
Clear up the flood of complaints

7 Dec 2006

Commission Round Table report by Sam Shaw
ClosePip seeks more exposure to Europe

7 Dec 2006

by Amanda Newman
Compass and ABI offer guide to gay life cover

7 Dec 2006

by Nicola York
Concordia looks to set up lending arm

7 Dec 2006

by Guy Anker
Concordia seeks supersonic deals

7 Dec 2006

Five mortgage broking giants wheeled their new consortium on to the runway last week but will the venture aimed at negotiating cheaper deals and higher proc fees take off in a big way? by Guy Anker
Correspondent's Week

7 Dec 2006
Court napping

7 Dec 2006

The Government's handling of the court challenge from occupational pension scheme members who lost their pensions goes from bad to worse.
Criteria relaxed for Reits

7 Dec 2006

by Tony Clements
Davy brands Brown "ridiculous" over PTA U-turn

12 Dec 2006
Defaqto appoints new chairman

11 Dec 2006

Defaqto Group, the owner of research company Defaqto and finance portal Find.co.uk, has appointed Rupert Pennant-Rea as chairman.
Defining points

7 Dec 2006

There will be big changes in private, public and state pension provision
Economic growth set to beat 2.5% forecast

7 Dec 2006
Egg alters its ads for two-year fix

7 Dec 2006

by Guy Anker
Estate planning hit by shell shocks

7 Dec 2006

by Julie Hutchison
Fair means, not fowl

7 Dec 2006

Mr Fox likes chicken but is it the best investment on which to base his pension?
Fidelity welcomes White Paper but warns crucial work is still to come

12 Dec 2006
Focus links with SJP

11 Dec 2006
Focus on Protection

6 Dec 2006

"What's in a nod? That which we call advice by any other name would smell as sweet."
'Follow retail example'

7 Dec 2006

Commission Round Table report by Sam Shaw
France bails adviser on £2m fraud charges

7 Dec 2006

by Andrew Smith
Frustration over failure to cut trust paperwork

7 Dec 2006
FSA enforcement moves against sub-prime firms

7 Dec 2006

by Guy Anker
FSA hits mortgage broker with massive fine

8 Dec 2006
FSA is waging war of words, says Gummer

7 Dec 2006

by Sam Shaw
FSA reports improvements in endowment complaints handling

11 Dec 2006
Fund deficits have been cut by 40%

7 Dec 2006

by James Salmon
FundsNetwork boosts onshore bond links

7 Dec 2006

by James Phillipps
FundsNetwork holds on to extra trail cash

7 Dec 2006

by Matt Goodburn and Sam Shaw
Golden age without rogues

7 Dec 2006

Commission Round Table report by Sam Shaw
Golden October sees fund business soaring by 1bn

7 Dec 2006

by Matt Goodburn
'Granita made Brown green'

7 Dec 2006

by Paul McMillan
Green day for astute investors

7 Dec 2006

by Amanda Davidson
Halifax wants IHT link to house prices

7 Dec 2006
Haresnape quits for phone loans

7 Dec 2006

by Guy Anker
HBOS rejects release over fears of family backlash

7 Dec 2006

by Guy Anker
HML signs admin contract with Stonehaven Equity Release

7 Dec 2006
Home guard

7 Dec 2006

IFS head of faculty financial regulation and corporate & academic relationship management Mark Roberts says the FSA, brokers and lenders need to work together for a smooth transition to equity-release regulation next spring to build up consumer confidence
Housing plan could be hit by building blocks

7 Dec 2006

by Mark Harris
HSBS springs surprise with fund move

7 Dec 2006

by Matt Goodburn
Hutton defends Personal Account plans

12 Dec 2006
IFAs high and dry as PTA plug is pulled

7 Dec 2006

by Guy Anker
IFAs point to advice quality and want FSA to end title confusion

7 Dec 2006

Commission Round Table report by Sam Shaw
Interest rates held at five per cent

7 Dec 2006
Is it me or is everything bureaucratic?

7 Dec 2006
Katz wants equality on adviser selection rules

7 Dec 2006

Commission Round Table report by Sam Shaw
Last gasp for Asps with 82% tax axe

7 Dec 2006

by James Salmon
Lawson claims Dwp figures on personal accounts are flawed

7 Dec 2006

by James Salmon
Leeds first lender to join Society of Mortgage Professionals

11 Dec 2006
Legal & General in PTA trust row

7 Dec 2006

By Nicola York
LibDems claim Personal Accounts are ‘fatally flawed’

12 Dec 2006
Lighthouse moves its Sipps business to the City

11 Dec 2006
Liverpool Victoria confirms temporary suspension of PTA

8 Dec 2006
Loan pledge loses its shine

7 Dec 2006

Guy Anker examines Nationwide's decision to scrap its policy of the same deals for all customers and the industry's reaction
Lutine withdraws from the PTA market

7 Dec 2006
Mass exodus as providers leave the PTA market

7 Dec 2006
Mid market could open up

7 Dec 2006

by John Lawson
Mirror image is expensive and complex

7 Dec 2006

by Sam Shaw
MLC to merge sheltered growth fund with conservative portfolio

12 Dec 2006
More fruitful comparisons

7 Dec 2006

It is the time of year when investment managers start to finalise their forecasts for the next year and there is an almost universal view that 2007 will see a perfect soft landing for the economy, with a minimum of disruption.
MP calls for FSA to probe zombie funds

7 Dec 2006

by Nicola York
Nationwide should U-turn back a week

7 Dec 2006

Nationwide has faced almost universal press condemnation for its U-turn over not having a "brand new customers only" policy. Money Marketing feels it should add its voice.
Nigel Speirs

7 Dec 2006

Mounting frustration with product providers led the chief executive of Wales' biggest IFA firm, Buckles, to take them on with his own investment product, the Snowdonia Oeic. In an interview with James Salmon, he explains why IFAs should refuse to be subservient to providers and what he believes is wrong with principle-based regulation.
No campaign, no gain

7 Dec 2006

Last week, Britishinsurance.com managing director Simon Burgess took a swipe at the No Advice, No Protection campaign, claiming that consumers who sidestep the advisory process can often put together a better deal themselves. Now Lifesearch head of protection strategy Kevin Carr defends the campaign's work by pointing out the huge detriment that direct consumers could suffer by buying the wrong deal without recourse to the ombudsman
No wriggling out of it

7 Dec 2006

Non-advisers should not be allowed to hide behind an array of confusing signals.
NU offers free cover for pipeline PTA cases

8 Dec 2006
One-size-fits-all as Isas are simplified

7 Dec 2006

Chancellor confirms Isas to stay but only hints at investment increase. by Helen Pow
Only "two dozen" zero-carbon homes in UK, Treasury admits

7 Dec 2006
Only 6% of advisers protect term deals

7 Dec 2006
Optimism that Isa limit will spring forward after consultation

7 Dec 2006

by Paul McMillan
Pact to the future

7 Dec 2006

By Guy Anker
Panel plea as fifth of firms are set to quit

7 Dec 2006

by Paul McMillan
Parallel lines

7 Dec 2006

It is tricky writing this piece when I know that by the time you read this we will have had an important announcement that I might have liked to comment on. This week it is the pre-Budget report.
Pensions White Paper plays into IMA's hands

12 Dec 2006

The IMA has given an enthusiastic welcome to the second Pensions White Paper’s announcement that it is to adopt a centrally administered model for the proposed system of NPSS Personal Accounts.
'People with poor credit are better off renting'

7 Dec 2006

by Guy Anker
PFS to add expertise factor for find an adviser website

7 Dec 2006

By Guy Anker
Pitch battle for Asda life deal

7 Dec 2006

By Nicola York
Platform recruits Wyatt as a keyman

7 Dec 2006
Poor hit as Asp changes will push fat cats into annuities

7 Dec 2006

by Helen Pow
Pre-Budget - Brown clamps down on annuity transferral

6 Dec 2006

Chancellor Gordon Brown revealed today (December 6) his refusal to temper his aversion to the transferral of pension funds to family members in the event of death.
Pre-Budget - Brown mulls future of PTA

6 Dec 2006

Pensions Term Assurance looks likely to be another one of the Government's casualities in the 2007 Budget, with Chancellor Gordon Brown pledging to review existing provision.
Pre-Budget - ISAs to stay says Brown

6 Dec 2006

ISAs will remain, according to Chancellor Gordon Brown in his pre-budget speech today (December 6).
Pre-Budget - New carbon-free homes to escape stamp duty says Chancellor

6 Dec 2006

Chancellor Gordon Brown has pledged to allow new homes to be exempt from stamp duty for an as yet undefined period of time if they have a zero carbon rating.
Prime time for man in a hurry to be elsewhere

7 Dec 2006

Parliamentary Sketch by Paul McMillan
Private numbers

7 Dec 2006

In the usual raft of statistics that has passed across my desk recently were a couple of interesting figures. There was confirmation that private investors are again piling back into the market.
Product matters

7 Dec 2006

BM Solutions invites us to 'say goodbye to bad service'. This is a bold bid by BM and one that could set it up for a fall but it is a sign of the confidence it has in its new mortgage plus product.
Protecting protection

7 Dec 2006

Helen Pow looks at why only a small proportion of advisers are writing life business under trust
Protection fund makes first payments to three schemes

7 Dec 2006

by James Salmon
Providers urged to turn away from churn

7 Dec 2006

Commission Round Table report by Sam Shaw
Pru introduces trust trio

7 Dec 2006
PTA firms quit after stand-alone shock

7 Dec 2006

by Nicola York
Public happy to pay claim-chasers' high fees

7 Dec 2006

By Gregor Watt
Pushing the limits

7 Dec 2006

Lenders are being accused of stretching affordability too far but do low interest rates mean that borrowing at high income multiples is a less dangerous scenario than in the past? By Annie Shaw
Regulator bans mortgage director

7 Dec 2006
Reshuffle sees Axa split into product divisions

7 Dec 2006

by Nicola York
Restoring the public's faith in MPPI

7 Dec 2006
Rethink of commutation tax

7 Dec 2006

by James Phillipps
Retired IFAs face clawback

7 Dec 2006

by Guy Anker
Revenue sets out Reits' regime

7 Dec 2006
Rules of residence

7 Dec 2006

Residence, ordinary residence and domicile come in for attention in light of the Gaines-Cooper case
Scott steps down at M&G Asian fund

7 Dec 2006
Scrapping PTA 'is deliberate tax ploy'

7 Dec 2006

Standard Life warns of that loss of PTA will result in higher IHT bills. by Sam Shaw
'Show commission costs in RIY terms'

7 Dec 2006

Commission Round Table report by Sam Shaw
Southport jobs cut as company opens office in Edinburgh

7 Dec 2006

by Nicola York
Split-cap levy on way for 2007/08

7 Dec 2006

By James Salmon
Spoiling tactics see dogma defeat reason

7 Dec 2006

by Tom McPhail
Standard Life issues first shareholder mailing

12 Dec 2006
Stock disappearing act

7 Dec 2006

by Matt Goodburn
Strike up the Bland

7 Dec 2006
Supermarket corrects secured loan mix-up

7 Dec 2006

by Guy Anker
Survey shows 97% of clients opting for commission over fees

7 Dec 2006

By Helen Pow
Talking points

7 Dec 2006

I am of that old-fashioned school of thought that believes when a minister wishes to make a policy announcement, it should be made in the House of Commons. The reason why our democratic system works is that those who govern know they do so with the consent of the governed. Part of this social contract is the ability of the people, through our elected representatives, to challenge the proposals of the Government.
Target is doubled for shared-equity scheme

7 Dec 2006

by Guy Anker
Tech can halve processing time

7 Dec 2006
Tens of thousands of PTA policies in the pipeline

7 Dec 2006
The great bear

7 Dec 2006
The Pru maintains 3.25 WP bonus for fifth year running

12 Dec 2006

Prudential has maintained the annual bonus of its with profits PruBond at 3.25 per cent per annum for the fifth consecutive year.
Three deals as demand rises for quality businesses

7 Dec 2006

By James Salmon
Threesixty warns of fee hurdles

7 Dec 2006

Commission Round Table report by Sam Shaw
Tight fit

7 Dec 2006

There are still opportunities to be found in US high yield despite spreads being close to historical lows
Tories attack £5,000 Personal Accounts cap

12 Dec 2006
Tories blamed for plight of pension victims

7 Dec 2006

by Paul McMillan
Twin impact for advice

7 Dec 2006

by Colin Jelley
Two-year death benefit rule is relaxed

7 Dec 2006
Unconvincing argument

7 Dec 2006
U-turn sees providers left in limbo

7 Dec 2006

by Nicola York
Vanishing value

7 Dec 2006

Matt Goodburn reports on the stockmarket disappearing act
Ways and means

7 Dec 2006

The Government is aware of the problems surrounding means-testing but resolving them is difficult
What they say about protection protest

7 Dec 2006

by Nicola York
Which? says FSA is failing consumers

7 Dec 2006
Widows of opportunity

7 Dec 2006

by Robert Reid Birthday parties have the potential to provide a thoroughly enjoyable evening and Scottish Widows' party to recognise 20 years of the Widow was no exception.
Widows peek

7 Dec 2006
World power

7 Dec 2006

Emerging markets funds are notoriously volatile and single-country funds even more so. It is wise to stick with a fund manager with wide experience in this market.
Year's exemption for Reit companies

7 Dec 2006
You should have taken advice is DWP's defence

7 Dec 2006

by James Salmon
Yule turn for victims

7 Dec 2006
Zero-carbon challenge for mortgage lenders

7 Dec 2006

New environmentally friendly homes to get stamp duty exemption. by Guy Anker

Money Marketing6 December 2006

Money Marketing
6 December 2006