Money Marketing
9 December 2010
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£1.25m cost of FSA Xmas parties
9 Dec 2010
Regulator spent £107,814 on 2009 Xmas party.
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ABI is opposed to aligning pension input periods to tax years
9 Dec 2010
ABI says cost would be significant for the industry and complicated for the consumer.
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Adviser Fund Index
9 December 2010
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Advisers must create a viable RDR alternative
9 Dec 2010
Advisers need to come up with an alternative proposal to lobby the Government effectively over minimum qualification RDR requirements, says Cicero Consulting director Iain Anderson.
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Age UK and Premier aid search for annuity
9 December 2010
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Aifa fears advisers being used as blank cheque for education
9 December 2010
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Allowance needs to rise to boost Nest
10 Dec 2010
Towers Watson says the Government needs to raise the personal income tax allowance to almost £10,000 in 2012 if it wants to ensure minimum auto-enrolment contributions of £50 a year.
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Alpha aims for bull's eye
13 Dec 2010
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Another year
9 December 2010
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Assessing risk is something every adviser must take seriously
13 Dec 2010
Brian Tora says that risk is all around as we look at the contrasting situations throughout the world.
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Aviva adds funds for portfolio bond and pensions
9 December 2010
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Aviva admits overcharging 13,000 policyholders
14 Dec 2010
Insurer says it has repaid £3.25m to affected customers.
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Aviva chief Seymour-Jackson to join RAC
9 Dec 2010
Seymour-Jackson to take managing director role at the RAC.
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Bestinvest brings out spot the stars list
10 Dec 2010
Bestinvest launches list of favourite funds.
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Bless this happy house
10 Dec 2010
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Bolton's China fund can invest in A shares
9 December 2010
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Boost for big firms' DB funding levels
9 December 2010
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Brokers fear further cuts in bank proc fees
10 Dec 2010
Brokers are concerned about the changes some major high-street lenders have made to their procuration fees and fear further reductions could follow.
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Businesses urge delay in scrapping Default Retirement Age
13 Dec 2010
CBI claims removing default retirement age leaves “legislative void”.
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Campaigning pressure pays off with FSCS's Lifemark move
9 December 2010
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Changing shape of retirement
9 December 2010
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Check social risk
9 December 2010
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CII adding hundreds of sittings for exam
9 December 2010
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Clarkson Hill advisers left in uncertainty
9 December 2010
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Click talks on self-employed deal for ex-staff
9 Dec 2010
Non-advised protection firm Click is looking at developing a self-employed business model for staff affected by the company’s restructure.
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Cofunds adds three trusts
9 December 2010
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Concern at TMW not checking income for BTL loans
10 Dec 2010
Brokers have raised concerns about The Mortgage Works not verifying the income of buy-to-let mortgage applicants.
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Diploma for mortgage brokers
9 December 2010
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Discretionary dilemma
9 December 2010
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DWP appoints new Pensions Regulator chairman
8 Dec 2010
O’Higgins to replace Norgrove from January 1, next year.
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Early pension access could be first step to merger with Isas
9 December 2010
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European MPs attack £1.5bn Equitable Life redress deal
9 December 2010
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Finance Bill will 'kill off' EFRBS
9 Dec 2010
Standard Life says ’disguised remuneration’ proposals signal the end for EFRBS and EBTs
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Flexibility call to change rules to suit situation
9 December 2010
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FSA ban for market abuse
9 December 2010
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FSA clears RBS but refuses to reveal secret probe details
9 December 2010
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FSA secures winding-up order against two unauthorised firms
9 Dec 2010
Firms operated a bio-fuels collective investment scheme without FSA authorisation.
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Gay leads strategic review at Aifa
9 December 2010
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Government hands providers Omo ultimatum
10 Dec 2010
The Government will consider legislative options if insurers fail to improve open market option take-up.
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Government offers transitional lifetime allowance option
9 Dec 2010
Savers can apply to HMRC for £1.8m limit providing they cease accruing benefits before 2012.
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Govt must amend legislation for Nest set-up loan
10 Dec 2010
Government proposes amendment to directive which prevents “large, occupational schemes” from taking loans.
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Hay wants Sipp commercial property gearing increase
9 Dec 2010
Calls for gearing allowance to reach the pre-A-day level of 75 per cent.
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Hoban confirms early access call for evidence
9 Dec 2010
Treasury Financial Secretary says he is “keeping a very open mind” on the issue.
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IFAs must not be afraid of the post-RDR world
10 Dec 2010
Nic Cicutti says that advisers who leave the industry due to the RDR are doing so out of fear.
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Industry needs to make effort to influence policy
9 December 2010
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Ingot we trust... for now
9 December 2010
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Jeynes quits Direct Life for PruProtect
9 December 2010
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Judgement switch will lead to blunders
9 December 2010
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L&G chief says focus on second-time buyers
10 Dec 2010
L&G mortgages director Ben Thompson says move would stimulate the market.
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Leslie points to mass concern at RDR
9 December 2010
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MacMillan steps down from BlackRock Euro value fund
9 Dec 2010
BlackRock’s James MacMillan has stepped down from the £113m BGF European value fund and the group is promoting analyst Brian Hall to run the fund.
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Middle-ground funds may be hit by EU risk rules
10 Dec 2010
New EU rules could complicate fund selection.
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Missing link in a Big Society
13 Dec 2010
Industry needs to tap into the Government’s Big Society idea to get political momentum behind boosting saving levels.
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Mixed reaction over approved regime delay
10 Dec 2010
Trade bodies split on FSA decision to postpone introduction of approved person regime for mortgage brokers.
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MM Leader: Standards must be met but over longer timeframe
9 Dec 2010
Amendments to the RDR must be pro-consumer for any lobbying campaign to be successful.
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MM Profile: Peter Chadborn
14 Dec 2010
The principal of Plan Money says he has restructured the firm and changed its name from CBK to offer differing levels of service.
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Moneygate gets cash for buyout bids
9 December 2010
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Mortgage market should not waste a good recession
10 Dec 2010
Sally Laker says the recession has presented a number of marketing opportunities for those in the mortgage market.
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MPs behind RDR debate to join advisers for Q&A
9 December 2010
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MPs on the hunt for RDR solution
9 Dec 2010
TSC chair Andrew Tyrie is confident FSA will pay attention to political pressure.
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N&P rejects JC Flowers' bid to buy stake
9 Dec 2010
Norwich & Peterborough Building Society has rejected an approach from private equity firm JC Flowers to buy a stake in the mutual.
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Never never land
9 December 2010
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Nucleus advisers propose one page platform disclosure
8 Dec 2010
Nucleus advisers call for A4 document to be implemented across the platform industry.
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Oceans 11
9 December 2010
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OFT criticises champion role for CPMA
13 Dec 2010
OFT hits out Government plans to shape the CPMA as a strong consumer champion.
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Out of context
9 December 2010
“The defined-benefit pension coffin must be more nail than wood by now.”
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Pensions on the house
9 December 2010
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Pensions Regulator to probe DC strategy
9 Dec 2010
The Pensions Regulator is launching a consultation on its DC strategy next year ahead of the 2012 pension reforms.
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Premier adds trio of funds
9 December 2010
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Providers unlikely to offer flexible drawdown by April
9 Dec 2010
Prudential will not have flexible drawdown product ready, Standard Life and Aegon both say it is unlikely.
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RBS says it uses data to help sales
9 December 2010
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Rethink on PPF rules as scheme is rejected
9 December 2010
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Reversion to type
9 December 2010
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Sants says CPMA needs added powers to be public's champ
9 December 2010
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'Show us the promised land of regulatory divis'
13 Dec 2010
Aifa and PFS renew calls for the FSA to offer regulatory dividends for firms working to comply with the retail distribution review.
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Sloc move does not spell end for variable annuity
9 December 2010
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Solvency II data deluge and groupthink will raise risk
9 December 2010
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Solvency issues could send the euro crashing
9 December 2010
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Standard buying tech firm Focus for £42m
9 December 2010
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Stephen Gay tells IFAs not to bank on RDR coming unstuck
10 Dec 2010
New Aifa director general Stephen Gay says advisers and the trade body must adapt to change.
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Stop the erosion
9 December 2010
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Swip shake-up sees switch on UK growth and financial funds
9 December 2010
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Take opportunity to change the Financial Services Act
9 December 2010
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Tax reliefs on bonds, PETs and VCTs to face scrutiny
13 Dec 2010
Insurance bonds, potentially exempt transfers, venture capital trusts and enterprise investment schemes among 74 reliefs under review
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The big step forward
9 December 2010
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The RDR is not fit for purpose
13 Dec 2010
Alan Lakey says the FSA’s rationale has been breached as all the arguments in favour of the RDR have been ripped to shreds.
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The snowball effect
9 December 2010
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Treasury crackdown over splitting VAT won't hit advisers
9 Dec 2010
Experts say plans to tackle firms which artificially split their services to avoid VAT will not affect advisers who split their business between VAT-able and non-VAT-able charges.
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Treasury has vital part in accountability
9 December 2010
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Treasury launches early access call for evidence
13 Dec 2010
Hoban says Government is “keen to consider” reform options.
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Treasury sets MIR for flexible drawdown at £20,000
9 Dec 2010
Reform package will go ahead from April next year.
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True Potential sets up valuation links
9 December 2010
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TSC chief Andrew Tyrie thinks FSA will listen to reason
10 Dec 2010
Tyrie confident regulator will heed MPs’ words.
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Twin peaks regime will add extra layer of costs
9 Dec 2010
Treasury select committee member Andy Love says the fact that some firms are regulated by two bodies will mean higher costs.
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UK already just an adjunct on Europe agenda
9 December 2010
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We must help people realise their protection options
14 Dec 2010
Matt Morris says that consumers need protection products and advice now more than ever.
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Webb: No CPI legislative override
8 Dec 2010
Minister says member trust would have been “seriously damaged” by changes to legislation.
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Webb's statutory override would have been wrong
9 Dec 2010
John Greenwood says tippexing out pension promises would have been against all principles of fairness.
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Wide support for our wake-up call
9 December 2010
