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Money Management articles from October 2005
A journal that presents news and analysis in money management trends for the UK investor. Presents original and detailed surveys in financial planning and money management.
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Money Management archives from October 2005
Artful lodgers.
October 1, 2005... Sitting here at my desk, trying to think what to write about this month, fingers poised over the keyboard, waiting for inspiration to overtake me. Sometimes it's tough being inspired and creative when you work in a noisy, crowded, pressure...
Fictitious complaints.
October 1, 2005... A CARDIFF IFA has been accused of mis-selling an endowment policy before she even worked in the financial services industry. Suzanne Campbell, senior partner of Campbell Associates, was astonished to receive a letter from an endowment...
What's in a name?
October 1, 2005... THE INSTITUTE OF Financial Planning (IFP) is holding informal talks with the Chartered Insurance Institute (CII) over the possibility of playing a role in the development of the newly launched Chartered Financial Planner qualification.
The...
I BELIEVE THE CHILDREN ARE OUR FUTURE.
October 1, 2005... The Association of Investment Trusts has released a fact sheet on investing for children just in time for the new school year.
The sheet covers child trust funds, children's pensions, the tax implications for children's investment schemes...
More risk for the same returns?
October 1, 2005... ARE INVESTORS exposing themselves to more and more risk in order to achieve the returns that they have come to expect? Neil Mears, head of European portfolio construction with UBS Global Asset Management, fears that the gains experienced by...
WIN an all expenses paid trip to New York!
October 1, 2005... IN THE NOVEMBER ISSUE of Money Management, there will be full details of an exciting competition to win an all expenses paid three day Christmas trip to New York, sponsored by Skandia.
The November issue is set to be published on 26...
Pension charges deter savings.
October 1, 2005... PENSIONS COMMISSION chairman Adair Turner has cited high pension scheme fees as one of the main barriers to increasing pensions savings.
The UK state pension has charges of about 0.1%, large occupational final salary schemes may pay fees of...
Death fund danger.
October 1, 2005... THE ASSOCIATION OF IFAs (AIFA) has alerted advisers to the perils of selling viatical settlement products and funds after controversy hit the market in the US.
The instruments, also known as life settlements or 'death funds', are life...
Indemnity theft.
October 1, 2005... IFAs STILL COMING TO terms with depolarisation and the menu system could face further upheaval in the way that they are paid after the ABI announced the appointment of Deloitte & Touche to conduct the next stage of its review into methods of...