Money Management articles from March 2009

Money Management archives from March 2009

ISAs - the great comeback?
March 1, 2009... Byline: Gareth Shaw Sales of equity ISAs have been in steady decline over the past few years, but as the current financial storm continues, is their tax free status the only thing they have going for them? Gareth Shaw investigates Like...

Personal pensions: latest results.(Survey)
March 1, 2009... Byline: Janet Walford OBE The state of the economy has hit returns on all types of personal pensions. It's not all doom and gloom however. Janet Walford OBE finds some good news despite the gloom Finding anything to write about that is...

Macquarie prepares brand launch.
March 1, 2009... Byline: Joe McGrath EXCLUSIVE Australian banking group Macquarie is planning a new subsidiary, having applied to the authorities to register 'Triskell' as a UK trademark. The application comes amid speculation over Macquarie's...

Enhanced annuities survey.
March 1, 2009... Byline: Joe McGrath Bad habits can reap rich rewards, so why are so many people missing out on up to GBP1,500 pa extra income? Joe McGrath investigates In a period of recession, most financial service sectors have witnessed a reduction...

Statistics - March 2009.
March 1, 2009... Byline: Lindsey White Click on any of the links below to view this month's statistics in a PDF file UK Registered Investment Funds Investment Trusts Investment Trusts Insurance FundsInsurance Funds Individual Pensions...

Four candles.
March 1, 2009... Byline: Janet Walford OBE Probably the most classic and best known example of a total misunderstanding between two people was a sketch on the Two Ronnies TV show between a hardware shop owner, played by Ronnie Corbett and a typical...

Classes wrapped up.
March 1, 2009... Byline: Lindsey White Wrap provider Ascentric plans series of IFA master classes After the initial popularity of its master class on exchange traded funds (ETFs), London wrap provider Ascentric plans to hold several more free courses...

Enhanced providers square up.
March 1, 2009... Byline: Joe McGrath Sector set for rapid expansion Enhanced annuity providers have trumpeted plans for further product developments over the coming 12 months. MGM Advantage is among the providers offering the largest innovations...

Gilts spark GAD rethink.
March 1, 2009... Byline: Joe McGrath Lower gilt yields have prompted HM Revenue & Customs (HMRC) to reissue tables used for calculating maximum annual withdrawals from income drawdown arrangements. The current tables show a range of gilt yields from 3%...

Analyst warns over IAS 39.
March 1, 2009... Byline: Lindsey White Rearranging bank balance sheets will not solve the financial crisis, says a senior analyst Financial analysts have warned that banks will have to report their debts to market sooner rather than later despite...

If you teach a man to fish...
March 1, 2009... Byline: Lindsey White African fund launch set to bolster ethical choices Africa Invest Asset Management is to launch an African Transformational Agri Invest fund in Mauritius in April 2009. It follows the creation of Cru Asset...

Are MENA funds meaningful?
March 1, 2009... Byline: Lindsey White MENA funds were billed as the new BRICs, but will the region emerge unscathed from the financial storm? Lindsey White investigates In 2008, Middle East and North Africa (MENA) funds were wildly popular among...

FSA's GBP10m spree.
March 1, 2009... Byline: Lindsey White The FSA operating budget is to rise from GBP38.4m (for 1 April 2008 to 31 March 2009) to GBP415m for the same period the following year - an increase of nearly 23%. Funding for staff costs was set at GBP306.4m,...

Top 15 stories online.
March 1, 2009... Byline: Lindsey White Most read MM content online from 16 January 2009 - 16 February 2009 1. Euro banks' GBP169bn in accounting alchemy (Lindsey White) 2. Is it a bus company? Is it a bust company? (Janet Walford OBE) 3....

A blockbuster.
March 1, 2009... Byline: Geordie Clarke Enterprise investment scheme Greenlight Movies has brought the world of film funding to the average investor. The launch of Greenlight's enterprise investment scheme (EIS) company will make 2m ordinary...

Metlife survey.
March 1, 2009... IFAs would like more information on how third way annuity guarantees are provided, according to the latest research sponsored by MetLife. 94 of the 134 intermediaries surveyed (70%) said that providers would see an increase in the sale of...

Property funds falter.
March 1, 2009... Byline: Geordie Clarke and Gareth Shaw Sluggish interest from investors contributed to proposed funds' demise EXCLUSIVE: Two proposed property funds launched in a fanfare of PR promises and marketing mantras have failed to materialise,...

7CI denies claim allegations.
March 1, 2009... Byline: Joe McGrath EXCLUSIVE Intermediaries, who referred clients to Seven Continent Investment (7CI), must wait to find out if funds will be returned to customers that made overseas property investments with the business. 7CI is...

Back by popular demand.
March 1, 2009... Byline: Geordie Clarke Structured product House prices are the focus for Arc Capital & Income's latest structured product launch. Bricks & Mortar Plan 3 runs for a six year term and is based on the movement of the Halifax House...

Technology on the spot.
March 1, 2009... Byline: Lindsey White Online fact finds The deepening recession and a continuous stream of negative market news, as well as an increasing amount of red tape and exams to pass thanks to the RDR, mean that IFAs have more need than ever...

RDR research to cost GBP140k.
March 1, 2009... Byline: Janet Walford OBE Research amongst IFA firms has been commissioned by the FSA EXCLUSIVE Research among IFA firms will cost GBP140,000 to gather and collate, the FSA told Money Management this month. Deloitte has been asked to...

With profits payouts beat rivals.
March 1, 2009... Byline: Janet Walford OBE Results beat cash and tracker returns over past five years EXCLUSIVE With profits results for personal pension plans have beaten returns on equivalent cash and tracker funds over the past five years, according...

A standard strategy.
March 1, 2009... Byline: Joe McGrath Standard Life Investments has launched a fixed interest fund, investing in government, corporate and high yield bonds in both the UK and overseas. The Strategic Bond Fund is benchmarked against two indices, the...

What's in store?
March 1, 2009... Byline: Geordie Clarke Income fund Self storage companies may not be considered glamorous, but the sector's earning potential is being targeted by Stellar Asset Management for its new income fund. The Stellar Income Fund is not...

Morningstar improves ratings system.
March 1, 2009... Byline: Gareth Shaw Morningstar, the fund analyst and investment research company, has announced that it will introduce a new ratings service in the wake of the global financial crisis. Morningstar, the fund analyst and investment...

Eq Life adviser triggers transparency row.
March 1, 2009... Byline: Gareth Shaw MP questions the ethical and legal issues of the cost of retired judge EXCLUSIVE: The Treasury has come under fire from a Select Committee MP for refusing to disclose how much a former judge will be paid to...

Norwich Union shelves reattribution.
March 1, 2009... Byline: Gareth Shaw With profits policyholders miss out on payout worth thousands The first announcement of newly rebranded Aviva has been to cancel plans to pay out over GBP1 billion of inherited assets to its with profits endowments...

Multi safe option?
March 1, 2009... Byline: Gareth Shaw Structured products With such market uncertainty, Investec Asset Management has created an innovative hybrid fund that combines the security of a structured product with the investment flexibility of a multi-manager...

A bond and a prayer?
March 1, 2009... Byline: Geordie Clarke Fixed income funds have come back into fashion because of the common view that they are safe homes for cash. But even bonds come with their risks, finds Geordie Clarke Fixed income funds are seldom singled out as...