View more on these topics

The Daley Update

Johnny Russell is switching from Edinburgh Fund Managers&#39 US desk to its UK smaller companies team. He will manage the smaller companies portfolio of the £1.4bn Edinburgh investment trust and the £380m Dunedin income and growth trust.

Chase Fleming Asset Management is offering an online dealing service for Isa investors. Applications can be made until 5.30pm on April 5 at CFAM is also offering a range of discounts on its funds until the end of the tax year.

ABN Amro Asset Management is setting up an Isa cafe to tempt last-minute investors. The cafe will be set up at the company&#39s Bishopsgate offices on April 5 and will be open until 8pm. ABN Amro has also teamed up Aberdeen, Cofunds, Henderson, Invesco, M&G, Perpetual Portfolio Management, Schroders and Zurich Scudder Investments to establish last-minute collection points at 12 venues around the UK.

Artemis has issued another three million shares for its Aim VCT after raising its target of £30m last week.


Johnson&#39s view undermines PIA requirement

What excellent news from Melanie Johnson that stakeholder pensions can be bought without taking advice (Money Marketing, March 22).This means IFAs do not need to provide advice about stakeholder when discussing retirement provision with clients but instead will be within their rights to say that stakeholder pensions exist and clients should go and find out […]

Stockholm summit pushes EU financial services

Last week&#39s Stockholm Summit of EU leaders resulted in further steps towards the creation of a single European financial services market. The Summit, which included Prime Minister Tony Blair, adopted The Lamfalussy Report, recommending ways to speed up regulation and decision making at the EU level which holds back the market. Both Blair and Conservative […]

Act puts a ceiling on liabilities

If you can be caught decades into the future by latent damages, you need to consider damage limitation as an exercise.All network contracts have clauses passing on liability for damages usually without time limitation. A latent damage can come back to haunt you decades into the future. The solution to the problem is insurance. But […]

Regulation training from the British Bankers Association

The British Bankers Association has launched a training package to help staff in the financial services industry prepare for the regulatory changes that will come later in the year when the FSA receives it authority.Working with ten leading high street banks, the BBA has developed an interactive compact disk which gives an overview of the […]

Retirement - thumbnail

A downhill stroll?

The Department for Work and Pensions (DWP) has recently published new research, which once again demonstrates how the prospect of retirement is changing for older workers.


News and expert analysis straight to your inbox

Sign up


    Leave a comment