Money Marketing
Online - December 2010
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A fixed return from Morgan Stanley
10 Dec 2010
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HSBC Exchange Traded Funds - MSCI World ETF
13 Dec 2010
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Ipswich Building Society – 3-Year Discount Rate
10 Dec 2010
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Leeds Building Society - Intermediary 3-Year Fixed Rate
6 Dec 2010
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Saffron Building Society - 3.49% Three-Year Discount
13 Dec 2010
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Unicorn Asset Management - Unicorn Aim VCT Top-Up
30 Dec 2010
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6.5 million unaware of VAT hike
29 Dec 2010
13 per cent in the dark about January 4, 2011, increase to 20 per cent.
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A third of DB managers want to remove RPI without trustee consent - NAPF
8 Dec 2010
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A weighty issue for Maven
1 Dec 2010
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Abbey for Intermediaries launches new FTB product
1 Dec 2010
Lender has also reduced rates by up to 0.2 per cent.
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Advisers divided over potential for RDR implementation changes from TSC consultation
17 Dec 2010
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Aegon Asset Management - Aegon Inflation Linked Fund
1 Dec 2010
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Aegon relents to union over pay freeze
17 Dec 2010
Life and pensions provider agrees to £250 pay rise for staff earning £25,000 or less.
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Aegon's Phil Milburn hands over ethical bond fund
8 Dec 2010
Milburn will focus on his high yield and strategic mandates as the group promotes analyst Euan McNeil
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AIB drops €40m bonus plan after Irish Government pressure
14 Dec 2010
Allied Irish Bank drops plan to pay bonuses to 2,500 staff after Government says state funding depends on not paying them out.
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AIC wins concessions in HMRC's investment trust tax reforms
9 Dec 2010
The Association of Investment Companies has resisted a clampdown on levels of income the trusts can retain.
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Aifa calls for flexibility over RDR deadline
16 Dec 2010
Aifa director general Stephen Gay calls on the FSA to be flexible over the 2013 deadline as part of an eight point plan he says will improve implementation.
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Aifa launches strategic review to ensure it is fit for purpose
7 Dec 2010
First move of new director general Stephen Gay is to launch a strategic review of Aifa, Ami and the AFB.
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Aifa right to take a long hard look in the mirror
14 Dec 2010
Any move away from independence-only carries significant dangers but trade body must examine all its options.
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Aifa to conduct strategic review member survey
22 Dec 2010
Details of the survey will be confidential and not published.
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Albion unveils VCT collection
1 Dec 2010
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Another outing for Barclays emerging markets optimiser
1 Dec 2010
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Apollo holds up against falling markets
17 Dec 2010
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Apprentice contestant admits mortgage fraud
22 Dec 2010
Christopher Farrell to be sentenced January 28.
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Ashcourt Rowan parent group CEO quits
21 Dec 2010
Jonathan Freeman has resigned from Syndicate Asset Management with Mark Cheshire appointed as interim group CEO.
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Asset Protection Scheme has not encouraged lending, says NAO
21 Dec 2010
RBS and Lloyds Banking Group hit mortgage targets but £30bn shortfall for business lending.
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Aviva "misleading" annuity advert banned
22 Dec 2010
Advert claiming the insurer could deliver up to 20 per cent higher pension income than competitors is banned as misleading.
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Aviva Investors Defined Returns Fund 8
9 Dec 2010
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Avoid the index for best returns, says Martin Currie
13 Dec 2010
Head of intermediary sales Alan Burnett says the best active managers do not hug the index.
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Axa considers manager of managers approach
6 Dec 2010
Architas is contemplating using more manager mandates as well as funds in its range after the introduction of its new fund screening tool.
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Barclays product plays catch up
17 Dec 2010
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Barclays Wealth - Regular Income Bond December 2010 Edition
1 Dec 2010
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Barclays Wealth - Target Return Plan December 2010
20 Dec 2010
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Barclays Wealth - UK Distribution Plan - December 2010 Edition
1 Dec 2010
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Barclays Wealth -Wealthbuilder Bond December 2010
1 Dec 2010
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Barclays, TMW and Lloyds make proc fee changes
2 Dec 2010
Barclays scraps certain proc fees in alignment strategy while TMW lowers enhanced proc fees.
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Barnier: Bankers' threats to leave are blackmail
14 Dec 2010
EU internal market commissioner says EU bonus rules are unlikely to lead to a flight of talent.
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BlackRock frontiers investment trust raises £94.7m
16 Dec 2010
The trust’s shares will begin trading on the London Stock Exchange tomorrow.
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Bright continues on acquisition trail
8 Dec 2010
IFA consolidator’s latest acquisition takes total to 31.
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Britain exempt from future bailout contributions
17 Dec 2010
New bailout fund to be created for troubled eurozone states.
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British Chamber of Commerce predicts £50bn more QE by mid 2011
6 Dec 2010
BCC also revised UK’s GDP growth downwards for 2011 from 2.2% to 1.9%.
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Bruce Wilson to step down as Helm Godfrey managing director
15 Dec 2010
Wilson to step down next month to focus on financial planning service Project Eve.
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Cameron: 2011 will be a "difficult year" for the UK
31 Dec 2010
Prime Minister insists cuts are driven by “national interest” rather than political ideology.
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Cater Allen Private Bank - Capital Guaranteed Enhanced Growth Plan 4
30 Dec 2010
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Cater Allen Private Bank - Cater Allen Growth Plan 8
10 Dec 2010
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CBI calls on government to give protection benefit exemption post state retirement age
17 Dec 2010
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CBI cuts growth forecast for Q1 2011
20 Dec 2010
CBI cuts forecast from 0.3% to 0.2%
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Chancellor suggests VAT rise is permanent
17 Dec 2010
George Osborne says the rise in VAT due in January will be permanent to deal with structural deficit.
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Chinese inflation hits 28-month high
13 Dec 2010
Chinese inflation has reached a 28-month high of 5.1 per cent year-on-year as food prices surged.
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CHL adds £295m buy-to-let portfolio to mortgage book
13 Dec 2010
Lender says not actively searching out similar deals.
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CII to add 400 extra exam sittings
1 Dec 2010
The CII says high demand has lead it to increase sittings across the UK.
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City of London Police arrests three in £1m land banking fraud
3 Dec 2010
Cold-calling scheme misleads investors about potential rise in land value.
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Clara Capital/Montello Private Finance - Montello Income Fund update
17 Dec 2010
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Clarkson Hill appoints restructuring firm as administrator
17 Dec 2010
Nominated adviser Cairn quits as the group brings in Bridge Business Recovery LLP.
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Clarkson Hill close to Merchant Capital deal
14 Dec 2010
Firms are pushing the FSA for permission to bulk transfer Clarkson Hill’s advisers.
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Clarkson Hill unable to undertake regulatory activities
6 Dec 2010
Firm says it is looking at a number of options including selling the firm and is continuing discussions with the FSA.
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Clegg calls on banks to show visible restraint over bonuses
17 Dec 2010
The Deputy Prime Minister says banks should produce quantifiable promises on SME lending.
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Coalition introduces twice as much regulation as it cuts
13 Dec 2010
Figures obtained by Tory MP John Redwood show Government is failing in its one-in-one-out approach to new regulation.
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Cofunds launches three trusts
3 Dec 2010
Platform launches a bare trust, discretionary gift trust and discretionary loan trust.
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Commerbank takes two-pronged approach to China
1 Dec 2010
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Commerzbank and China Asset Management take two-pronged approach to China
17 Dec 2010
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Comparison service launched for guaranteed retirement options
10 Dec 2010
Capita Financial Software service includes nine products from six providers.
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Consumer Panel member Nick Lord to retire
20 Dec 2010
FSCP appoints four new members.
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Danish public pension provider looking at admin partners for UK launch
6 Dec 2010
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Darlington Building Society - 5-Year 3.99% Fixed
10 Dec 2010
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Deposit guarantee scheme increased to £85,000
17 Dec 2010
Further changes surround fast payment rules.
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DLP's Phil Jeynes to join PruProtect
8 Dec 2010
Jeynes is joining PruProtect next month as head of account development.
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Ernst & Young faces US lawsuit over Lehman
22 Dec 2010
E&Y accused of being complicit in a “massive accounting fraud” which Lehman ran.
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ETFs still “sucking flows away” from traditional funds
14 Dec 2010
ETFs are still “sucking flows away” from traditional mutual funds, Lipper says in its latest Fund Flash.
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EU agrees on permanent eurozone rescue mechanism
17 Dec 2010
EU leaders have agreed to set up a permanent bail out mechanism to help member states with debt problems that threaten the 16 countries in the eurozone.
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Eurozone deficit boosts are highest in 35 years, says OECD
14 Dec 2010
OECD says yearly increase in budget deficit as a share of GDP is “very large by historical standards”.
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Ex-New Star property merger approved
16 Dec 2010
Shareholders have approved the merger of the Aviva Investors international property fund into Aviva’s European and Asia Pacific property funds.
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Fidelity and Bolton trust get Chinese A share permit
3 Dec 2010
Anthony Bolton’s China special situations trust and Fidelity Investment Managers Hong Kong have received a permit to invest in Chinese mainland A shares.
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Former MPC member David Blanchflower calls on Mervyn King to quit
1 Dec 2010
David Blanchflower says King has compromised the Independence of the bank.
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FOS considers publishing final decisions
22 Dec 2010
FOS about to consult on how it can improve transparency in decision process.
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Fraudster who stole from solicitors to fund Bollywood career jailed
6 Dec 2010
Dixit Shah has been jailed for five and a half years after a ten-year crime spree.
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FSA appoints new Cfeb board members
20 Dec 2010
Five new non-executive directors are joining the Consumer Financial Education Body board.
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FSA appoints two senior advisors
6 Dec 2010
Advisors will provide advice to the regulator on investment banking and risk management.
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FSA bans and fines MD £750,000 for mismarking
16 Dec 2010
Former managing director at Toronto Dominion Bank concealed losses for two years.
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FSA bans stockbroker for market abuse
6 Dec 2010
SP Bell director banned for his role in ramping up a company’s share price.
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FSA cancels Hemdale Financial Management's permissions
23 Dec 2010
Permissions cancelled for repeatedly failing to comply with regulatory requirements.
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FSA confirms 30-month qualification deadline for new advisers
17 Dec 2010
Final rules apply to advisers who joined the retail investment advice sector after June 30, 2009.
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FSA could release RBS report by March
15 Dec 2010
FSA chairman Lord Turner says there is legitimate public interest in knowing why taxpayer bailout was required.
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FSA delays approved persons regime for mortgage brokers
3 Dec 2010
Proposals to extend approved persons regime to mortgage advisers delayed until 2012/2013.
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FSA delays RDR paper due to TSC consultation
15 Dec 2010
Regulator warns any dilution of the RDR proposals will result in increased consumer costs due to misselling.
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FSA finds no lack of integrity at RBS
2 Dec 2010
The FSA says it has closed its investigation into senior staff at the Royal Bank of Scotland.
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FSA fines and bans two chartered accountants
15 Dec 2010
Boiler room scam involved at least 1,262 potential investors.
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FSA fines and bans two Pacific Continental stockbrokers
14 Dec 2010
Pair who worked for firm responsible for large IFA FSCS levies fined a total of £100,000.
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FSA fines Scottish Equitable £2.8m plus £60m redress
16 Dec 2010
Scottish Equitable fined for causing “significant consumer detriment”.
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FSA investigates Swift Group for arrears handling practices
21 Dec 2010
OFT also investigating Swift Advances for second charge lending practices.
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FSA may keep HBOS and B&B reports secret
7 Dec 2010
FSA will only release information in the case of successful enforcement action, despite political pressure
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FSA opens 48 fraud cases against mortgage brokers
16 Dec 2010
Regulator has opened mortgage fraud cases against 48 brokers since July.
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FSA publishes revised remuneration code
17 Dec 2010
Banks will have to disclose details of their remuneration policies at least on an annual basis.
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FSA re-jigs platform policy team
10 Dec 2010
Senior associate for investment policy Steve Tully has moved internally within the FSA.
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FSA reviewing interest rate swap 'misselling'
2 May 2012
Mark Hoban confirms regulator conducting review into sales after claims of misselling.
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FSA to carry out less supervision of lower risk small firms
13 Dec 2010
Transition to new regulatory structure will mean less time on routine supervision for small firms.
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FSA to contact 49,000 to warn against share fraud scheme
7 Dec 2010
Regulator found list containing 49,000 names thought to be targets of scheme.
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FSA to publish more detail over RBS decision, says TSC chair
15 Dec 2010
TSC chairman Andrew Tyrie says he understands the FSA will approach RBS for permission to release information.
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FSA to review exam standards for pension transfers and mortgages
17 Dec 2010
Standards for ’acting as a pensions transfer specialist’ to be reviewed in Q1 next year.
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FSA warns IFAs on Ucis sold through Sipps
20 Dec 2010
Regulator also raises concerns about marketing of “cautious managed” funds.
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FSA warns that failed bank bosses could have pay clawed back
8 Dec 2010
FSA chairman Lord Turner has warned that bosses of failed banks could have two years’ pay clawed back from them.
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FSCS urged to preserve Lifemark value to reimburse IFA levies
7 Dec 2010
Keydata founder Stewart Ford says he fears the FSCS will hold a Lifemark fire sale to vindicate earlier decisions.
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FTB mortgage affordability hits 12 year high.
29 Dec 2010
Mortgage affordability for first time buyers is at its most attractive for 12 years, according to the latest annual Halifax First Time Buyer Review.
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Fundsmith - Equity Fund
1 Dec 2010
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Fundsmith crafts equity fund
10 Dec 2010
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G20 and EU actions could increase chances of future financial crises
30 Dec 2010
A leading think-tank has lambasted both the G20 and EU for their overhaul of financial regulations.
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Gartmore confirms takeover talks with Henderson
20 Dec 2010
Fund management groups confirm £344m Gartmore acquisition talks.
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Gartmore European absolute return AUM declines 87%
21 Dec 2010
The Gartmore European absolute return fund witnessed a 87 per cent decline in assets under management last month.
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Gartmore fined $1.35m by SEC for short-selling breach
9 Dec 2010
Fine by US regulator follows breach of short selling rules.
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Gartmore sees further outflows in key areas
23 Dec 2010
Gartmore saw outflows in its equity and absolute return ranges last month, coinciding with massive withdrawals from its European absolute return fund.
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Gemini moots EM and alternative launches
31 Dec 2010
Firm looks to the likes of South America, Africa and alternatives.
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Gilliat Financial Solutions - Diverse Deposit January 2011
17 Dec 2010
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Global disclosure call for bank bonuses
29 Dec 2010
New calls would cover the likes of top managers, risk management staff and “other material risk takers”.
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Gordon Brown: RBS did not properly investigate £60bn ABN Amro deal
16 Dec 2010
Former PM says RBS’s defining failure was acquiring ABN Amro without properly checking quality of assets.
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Government consult over Ucits IV
22 Dec 2010
The Government have launched a consultation into the implementation of the new Ucits directive.
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Government facing calls for trivial commutation reform
29 Dec 2010
McLean urges Webb to review rules which leave small personal pensions in “limbo”.
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Govt calls on industry to develop simple products
14 Dec 2010
Treasury wants industry to develop simple savings and protection products as a priority.
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Govt continues to apply pressure on FSA over MMR
8 Dec 2010
Housing minister says MMR must be “proportionate”.
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Govt publishes draft Finance Bill clauses
9 Dec 2010
Draft legislation for next year’s bill includes two consultations on the powers of HM Revenue & Customs.
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Gross lending in November drops 13.5% year-on-year
23 Dec 2010
Number of mortgage approvals up on October’s figure.
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Hargreaves adds Old Mutual global strategic bond fund to Wealth 150
16 Dec 2010
HL says manager Stewart Cowley has made astute calls and the fund is more agile than others.
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Hargreaves takes SVM global opps off wealth 150
31 Dec 2010
Hargreaves Lansdown cites increased volatility after the start of the financial crisis.
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Hazel Capital - Renewable Energy VC1 & Renewable Energy VCT 2
13 Dec 2010
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Heathrow experience shows the value of advice
22 Dec 2010
Tom Baigrie says his Christmas plans were salvaged thanks to a good travel agent.
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Hinckley & Rugby Building Society - 2-Year 1.5% Discount Buy-To-Let
7 Dec 2010
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Hinckley & Rugby Building Society - Fee Free 1.9% Discount Offset
20 Dec 2010
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Hinckley & Rugby Building Society - 2-Year 3% Discount
20 Dec 2010
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HL adds Liontrust special situations to Wealth 150
2 Dec 2010
Hargreaves Lansdown has added Anthony Cross and Julian Fosh’s fund to its buy list.
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HML job losses loom after GMAC-RFC account loss
17 Dec 2010
HML unsure how many people will lose their job at present.
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Honorary CISI Fellowships for Sants and Knight
7 Dec 2010
CISI says award is given to those who have contributed with distinction to financial services.
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House prices fall 0.1% in November
8 Dec 2010
Average house price now £164,708.
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House prices fall 0.3% in November
1 Dec 2010
Average house price now stands at £164,351.
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House prices fall in November, say surveyors
14 Dec 2010
RICS says lack of demand continues to stifle market.
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House prices up 0.4% in December
31 Dec 2010
Nationwide predicts “relatively stable” market in 2011.
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Houses only changing hands once every 20 years, says CML
14 Dec 2010
CML estimates 860,000 property transactions next year - down from 1.6m pre-crisis.
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Housing minister warns on mortgage regulation
31 Dec 2010
Shapps to urge FSA head not to clamp down too tight on mortgage lending.
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HSBC - 3-Year Fixed Special – Direct
29 Dec 2010
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HSBC - 3-Year Fixed Special – Direct
29 Dec 2010
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HSBC - 7-Year Fixed Special – Direct
29 Dec 2010
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HSBC -7-Year Fixed Special – Direct
29 Dec 2010
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HSBC Exchange Traded Funds - MSCI Turkey ETF
8 Dec 2010
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Iceland strikes deal with UK and Netherlands over banking dispute
10 Dec 2010
Iceland to pay back £3.4bn between 2016 and 2046.
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Ifs School of Finance launches diploma for mortgage brokers
1 Dec 2010
Mortgage brokers can now qualify beyond CeMAP to diploma level.
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IMA warns FSA's cash rebate ban could push charges up
3 Dec 2010
Investment Management Association chief executive Richard Saunders warns the ban could lead to greater opacity.
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IMF chief slams inadequate response to Eurozone debt crisis
8 Dec 2010
Strauss-Kahn claims response to crisis has been “piecemeal”.
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Incapital Europe - Capital Accumulator Auto Call Plan - Dual Index Series XII
9 Dec 2010
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Incapital Europe - Capital Accumulator Auto-Call Plan - Greater China Series
30 Dec 2010
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Incapital Europe - Equity Income Plan - FTSE100 Series
30 Dec 2010
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Inflation expectations surge, says BofA ML survey
14 Dec 2010
61 per cent of managers expect inflation to be higher in the next 12 months.
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Inflation increases to 3.3% in November
14 Dec 2010
Food, non-alcoholic beverages and clothing main drivers behind the increase.
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Ingenious idea for regular installments
10 Dec 2010
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Ingenious Media Investments - Ingenious Entertainment VCT 1 and VCT2 E & F Shares
1 Dec 2010
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Investec Asset Management - GSF Multi-Asset Protector Fund
13 Dec 2010
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JLT launch promises big scheme service for small GPPs
17 Dec 2010
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JM Finn - CF JM Finn Africa Fund
10 Dec 2010
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John Cruddas: Pension fund transparency must increase
15 Dec 2010
Labour MP John Cruddas says more people being exposed to risk makes ability to scrutinise decisions vital.
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JP Morgan soft closes offshore global natural resources fund
15 Dec 2010
Firm soft closes its offshore £2.7bn global natural resources fund but says it has no intention of soft closing £2.5bn onshore natural resources fund.
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Jubilee Financial Products - Early Redemption Plan Issue Nine
17 Dec 2010
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Jubilee Financial Products - Real Growth Plan Issue Five
17 Dec 2010
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Jubilee Financial Products - Regular Income Plan Issue Five
13 Dec 2010
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Jupiter’s Chatfeild-Roberts issues bond warning
17 Dec 2010
Jupiters says the risks associated with holding bonds have increased.
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Kim and Timberlake quit FundQuest for LV=
15 Dec 2010
Richard Timberlake and Paul Kim have resigned from FundQuest to run the multi-manager team at LV=Asset Management.
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L&G eases trust-based qualification process
6 Dec 2010
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Leaked US memo reveals Mervyn King concerns about Tory leaders
1 Dec 2010
The Bank of England governor said David Cameron and George Osborne were out of their depth.
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Leave euro, Pimco tells Greece, Ireland and Portugal
22 Dec 2010
Greece, Ireland and Portugal should leave the euro to put their economies back on track, according to Pimco.
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Leeds BS launches direct-only three-year fix at 3.45%
6 Dec 2010
Customers allowed to pay 10% of capital per year without being charged.
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Leeds BS launches direct-only two-year discount at 2.54%
15 Dec 2010
Mortgage available up to 70% LTV.
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Leeds Building Society - New Year Sale Direct Only Fees Assisted 2 Year Discount
30 Dec 2010
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Leeds Building Society - Intermediary Fees Assisted 3-Year Fixed Rate
7 Dec 2010
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Legal & General- UK Growth Early Kick Out Plan 6
20 Dec 2010
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Lending drops to lowest November total since 2000
20 Dec 2010
£11.1bn advanced in November down 5% on October’s figures.
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Liontrust CFO takes 18% basic pay cut
16 Dec 2010
Vinay Abrol has volunteered to reduce his base by £56,000 to £250,000 after Liontrust reported losses and outflows.
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Local Government pension deficit 'is £100bn'
15 Dec 2010
Local Government pension deficit totals £100bn, according to independent pension consultant.
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Lord Myners calls for break up of state supported banks
13 Dec 2010
Ex-city minister calls for some banks to be split and for the banking commission to focus on boosting competition.
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M&G brings index tracker fund management in-house
6 Dec 2010
The £381m M&G index tracker fund was previously managed by State Street Global Advisors.
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M&G goes for multi-asset income
17 Dec 2010
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Mam Funds appoints Gervais Williams and plans to raise £20m
15 Dec 2010
Former Gartmore UK smaller companies head to join Mam Funds as managing director as the group looks to raise £20m of new equity.
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Manor Park - Guaranteed UK Capital Growth Fund December 2010 Series
6 Dec 2010
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Manor Park - Guaranteed UK Selected Growth Fund December 2010 Series
6 Dec 2010
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Matrix links VCT trio
1 Dec 2010
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MEPs label Equitable Life package "inadequate"
2 Dec 2010
Members of European Parliament attack Government’s “sorry and shabby” £1.5bn compensation for Equitable policyholders.
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Merchant House acquires Clarkson Hill assets and launches new business
23 Dec 2010
Firm has not agreed transfer of Clarkson Hill IFAs and clients.
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Meteor Asset Management - EuroStoxx 50 Fixed Income Plan
9 Dec 2010
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Meteor Asset Management – Prima Growth Plan 21
22 Dec 2010
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Meteor Asset Management - Prima Platinum Plan 9
20 Dec 2010
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Meteor Asset Management - Top Ten Kick-Out Plan 4
10 Dec 2010
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Metrobank: Banking reform should focus on providing choice
14 Dec 2010
Metrobank tells TSC banking reform is focusing too much on breaking up banks and moving around the pieces.
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Metrobank: Product driven approach of banks leads to poor service
14 Dec 2010
Metrobank tells TSC UK banks are based around selling products which leads to consumer detriment
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Miliband predicts "a year of consequences" for Britain
30 Dec 2010
Labour leader attacks Government’s “irresponsible” deficit reduction stategy.
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Moneygate applies to bulk transfer Clarkson Hill advisers
10 Dec 2010
Firm has been in talks with Clarkson Hill for three months with a view to acquiring it.
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Moneygate gives up on Clarkson Hill deal
20 Dec 2010
Moneygate is welcoming applications for former CHG advisers.
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Moneygate plans MBO
3 Dec 2010
Moneygate Group has confirmed that it has secured new funding in a bid to buy out investment partners, MGT Capital Investments.
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Monmouthshire Building Society - 5-Year 4.78% Fixed
24 Dec 2010
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Monmouthshire Building Society - 5-year 4.89% Fixed Remortgage Fee Assist
1 Dec 2010
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Mortgage Brain set to acquire TrigoldCrystal
20 Dec 2010
Mortgage Brain has agreed terms to acquire TrigoldCrystal in a deal which could total £9.9m.
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Mortgage credit conditions loosen in November
3 Dec 2010
E.surv says more mortgages approved and more generous LTV ratios.
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Mortgage Options and Andrews Estate Agents set up national mortgage broker
7 Dec 2010
Firm will become AR of Legal & General.
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Most savers want to draw pension income before 65
30 Dec 2010
Research shows almost 70 per cent want to start taking pension income before 65th birthday.
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MP slams FSA evidence for RDR qualifications
16 Dec 2010
Harriett Baldwin says not enough evidence has been supplied to justify QCF level four.
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MPs call for pro-RDR IFAs to speak up
20 Dec 2010
TSC member Mark Garnier says industry bodies are labelling RDR naysayers a “vocal minority”.
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NAPF calls on Lord Hutton to introduce career average pensions
22 Dec 2010
NAPF says move would be the best way to keep schemes going in the wake of rising costs.
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Nationwide for Intermediaries to stop guarantor deals
16 Dec 2010
Brokers instead have access to the deals through TMW.
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Nest to offer SRI fund as part of its investment strategy
21 Dec 2010
Nest tenders offer to global equity SRI managers to bid for the contract.
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Net public sector borrowing hits new record
21 Dec 2010
Public sector net borrowing totalled a record £23.3 billion in November.
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No more QE and base rate held at 0.5%
9 Dec 2010
All time low base rate held for 21st month.
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Nucleus completes £15m cash call
21 Dec 2010
One IFA firm provided a single investment of £780,000 to the rights issue.
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OFT warns doorstep lenders to improve practices
20 Dec 2010
Half of all licence applications failed to satisfy OFT’s requirements.
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Owner-occupier rates set to fall, says RICS
10 Dec 2010
UK rates fallen by 3% from peak of 71% in 2004.
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Patron message: RDR Live online debate
7 Dec 2010
What does RDR mean for platforms?
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Pension scheme deficits down 40% in 2010
31 Dec 2010
Equity market rally spurs £35bn reduction in shortfalls of the 200 largest final salary schemes.
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Perspective acquires Equilibrium Wealth Management
24 Dec 2010
Perspective Financial Group acquires seventh firm of the year.
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Pimco and Source to launch fixed income ETFs
13 Dec 2010
Pimco and Source have created a range of Ucits fixed income ETFs.
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Pointon York - Single Investment Sipp
1 Dec 2010
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Pointon York adds low-cost Sipps to range
17 Dec 2010
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Pointon York –e-Sipp
7 Dec 2010
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Political pressure can certainly still influence RDR
1 Dec 2010
It is nonsense to suggest that such a groundswell of political concern has no chance of influencing policy.
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Precise Mortgages - Home Owner Three Year Capped Tracker 5.25%
1 Dec 2010
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Precise Mortgages - Home Owner Three Year Capped Tracker 4.99%
1 Dec 2010
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Precise Mortgages - Home Owner Three Year Capped Tracker 5.69%
1 Dec 2010
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Precise Mortgages - Home Owner Three Year Capped Tracker 6.59%
1 Dec 2010
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Prepare for interest rates of 5%, warns BoE markets chief
23 Dec 2010
Paul Fisher says central bank policymakers would like to raise rates as much as tenfold.
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Providers hand out £40m in MPPI refunds
21 Dec 2010
Regulator originally estimated refunds of around £60m.
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Reduction in lending down to tight supply, say BoE
13 Dec 2010
The Bank says tight credit supply is the likely dominant force behind a fall in lending.
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Reform now to boost growth, OECD tells Spain
20 Dec 2010
OECD says Spain’s barriers to competition remain too high.
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Remortgaging drops 21% year-on-year in October
10 Dec 2010
Lending for house purchases down 4 per cent from September.
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Repossessions at lowest level since end of 2007
14 Dec 2010
New arrears cases also down 2% in third quarter.
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Richard Philbin quits Axa's Architas
13 Dec 2010
Architas CIO quits the firm after two years.
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RICS: House prices to fall 2% in 2011
21 Dec 2010
RICS says transactions to remain flat but repossessions to decline.
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Saltus hires O’Grady from Williams De Broe
6 Dec 2010
Saltus Fund Management has appointed Williams De Broe director and head of sales and marketing Robin O’Grady as a partner in the business.
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Save money on study aids
7 Dec 2010
Get discounted books, revision kits, audio guides and online practice exams via the Money Marketing Academy
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Schroders to tighten access as US mid cap hits $4.5 billion
6 Dec 2010
Move designed to preserve the fund’s ability to deliver future performance.
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Sesame Bankhall hosts virtual conference
10 Dec 2010
Last conference of the year will cover investment markets, tax planning, business transition and protection.
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Shore Capital - Puma VCT VII
13 Dec 2010
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Should we be worried when retail investors start piling into particular sectors?
16 Dec 2010
Brian Tora asks what we should read into investor buying patterns - if anything.
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Sir Keith Mills sues Coutts for £8m over AIG bonds
20 Dec 2010
Mills to launch law suit against Coutts over its sale of AIG Premier bonds, the Sunday Times reports.
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Skandia Investment Solutions - Shield Fund
1 Dec 2010
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Skandia Investment Group chief executive quits
16 Dec 2010
Chief operating officer Marc Bulstrode is taking over from Nils Bolmstrand as acting chief exec.
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Skandia provides shelter through protected price
10 Dec 2010
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Skipton Building Society – Mortgage Portfolio Update
1 Dec 2010
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Sovereign debt in Europe could threaten UK banks, BoE warns
17 Dec 2010
The BoE also says low government bond yields remains one of the main sources of risk to the financial system.
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Standard Life Bank of China talks break down
24 Dec 2010
Standard Life has announced that talks over a joint venture between themselves and Bank of China have broken down.
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Standard Life to acquire Focus Solutions for £42m
7 Dec 2010
Provider says Focus’ technology will combine with its wrap platform and threesixty’s support services offering to provide a full solution to advisers.
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Steve Webb recorded criticising Government policy
21 Dec 2010
Pensions minister has been secretly recorded by the Daily Telegraph raising concerns about child benefit cuts.
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Structured Product Review View - Morgan Stanley IQ
10 Dec 2010
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Suffolk Life’s John Moret retires
23 Dec 2010
Suffolk Life’s director of marketing John Moret is to retire at the end of the year.
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SVM benefits from narrowing of discounts
17 Dec 2010
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Swip reshuffles UK growth and financials managers
1 Dec 2010
Scottish Widows Investment Partnership has named Jeremy Charles as manager of the £1.6bn SW UK growth fund.
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T1ps Investment Management - Elite T1ps Smaller Companies Income & Growth Fund
17 Dec 2010
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Techlink: what did you miss?
7 Dec 2010
Tax effective investing in equities; how the new carry forward of annual allowance rules will operate, and changes to employer supported childcare.
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Techlink: what did you miss?
13 Dec 2010
Last week: the Finance Bill 2011; disclosure of tax avoidance schemes, and 2011/2012’s tax and NIC bands confirmed
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The Apprentice contestant charged with mortgage fraud
10 Dec 2010
Christopher Farrell charged with fraud.
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The sovereign state we're in
16 Dec 2010
John Kenchington reflects on the themes of another tumultuous year for investors.
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Thinc directors miss out on £60m deferred Axa payment
8 Dec 2010
Axa has paid just £40m for Thinc Destini after performance targets were not reached.
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Thomsons marks first decade in business with £22m turnover
2 Dec 2010
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Three way split at MPC over inflation continues
22 Dec 2010
Sentance continues calls for rise in the base rate while Posen wants £50bn extra QE.
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Tigue: Euro is at risk of falling apart
2 Dec 2010
Foreign and Colonial Investment Trust fund manager Jeremy Tigue says the Euro is at risk if the EU persist with the rescue of smaller European countries on a reactive basis.
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Towergate acquires A1 Financial Services
15 Dec 2010
A1 Financial Services will fall under Towergate Financial’s North region.
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Transact cuts annual wrap charges
14 Dec 2010
Maximum rate of annual commission on investments will go from 0.6 per cent 0.5 per cent by 2012.
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Treasury needs to "gear up" to supervise new regulators
1 Dec 2010
Cicero’s Iain Anderson says Treasury’s knowledge of financial services needs to improve before new regulators are in place.
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Treasury to propose early access for pensions
1 Dec 2010
Government set to outline proposals to allow people to access up to 25 per cent of their pension fund early.
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TSC chair calls on FSA to produce RBS report
14 Dec 2010
Andrew Tyrie calls for the FSA to release as much information as possible into the RBS probe.
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UK economic growth revised down
22 Dec 2010
Fall blamed on weaker growth in the production sectors.
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UK pension industry costing savers half of funds - RSA report
6 Dec 2010
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Unemployment rises following state job cuts
15 Dec 2010
Government job cuts pushed UK unemployment up to 7.9 per cent over the three months to October.
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Unemployment set to jump by 200,000 in 2011, warns CIPD
29 Dec 2010
Jobless rate to hit 9 per cent.
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Union warns Government to expect "horrible year"
30 Dec 2010
TUC says public anger will grow as VAT tax hike and public sector cuts hit employment.
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US couple charged with insider dealing
1 Dec 2010
Couple charged as a result of joint investigation by the FSA, the Securities and Exchange Commission and Department of Justice.
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US ETF and ETP assets hit $1 trillion
20 Dec 2010
American-listed ETFs and exchange traded products have broken through the $1 trillion barrier in terms of assets under management.
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US will lose AAA credit rating, warns M&G’s Jim Leaviss
15 Dec 2010
M&G head of retail fixed interest Jim Leaviss also believes France is currently “the AAA economy closest to a downgrade”.
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Webb CPI switch 'would mean second election pledge broken in a week' - Reeves
8 Dec 2010
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Webb not going ahead with RPI override plan
8 Dec 2010
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What would an RDR compromise look like?
8 Dec 2010
Full grandfathering unlikely although the FSA does have room to manoeuvre on the road to higher standards.
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Woodford's Invesco high income fund dips back under £10bn
16 Dec 2010
Neil Woodford warns housing data suggests challenging times.
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Year of fear for FSA but levy breaks on advisers
15 Dec 2010
Rachael Adams reports that 2010 saw the regulator finally putting the frighteners on with big fines even as its abolition was announced and IFAs fought against a massive FSCS levy.
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Yorkshire BS hires Lloyds' risk director
13 Dec 2010
Richard Wells becomes society’s risk general manager.
