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Regulation Jan 27, 2012

Regulators given power to vary permissions ‘on initiative’

New regulators will be able to vary firms’ permissions on their own initiative by reference to their threshold condition codes.

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Regulation Jan 27, 2012

Chancellor given power to step in over Bank of England

Financial Services Bill gives chancellor “limited statutory power” of direction over the Bank of England in a time of financial crisis.

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Regulation Jan 27, 2012

FCA to have increased competition focus

New competition-focused objectives will give the Financial Conduct Authority a higher priority to resolve competition-related problems.

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Investments Jan 27, 2012

ECB must function as ‘last resort lender’

The European Central Bank (ECB) must function as a lender of last resort as austerity measures will fail, Carmignac Gestion’s Didier Saint-Georges ...

Investments Jan 27, 2012

Mam’s Callow doubles Europe weighting

Mam Funds’ £224.4m CF Midas Balanced Growth fund manager Simon Callow has doubled his Europe weighting to 6 per cent.

Investments Jan 27, 2012

Swip’s Harris and Wood bide time to buy equities

Scottish Widows Investment Partnership duo Mark Harris and Simon Wood have said they are still waiting for a good entry point to buy equities.

Investments Jan 27, 2012

SLI’s Bambos Hambi hunts for equity buying point

Standard Life Investments’ (SLI’s) Bambos Hambi has said he is looking for an opportunity to boost his equity exposure in 2012.

Investments Jan 27, 2012

Insight Investment ups alpha position

Insight Investment multi-manager Steve Waddington has increased his weighting in actively managed funds.

Investments Jan 27, 2012

Chinese property ‘not heading for collapse’

China’s housing market is not heading towards total collapse, according to Carmignac Gestion’s Eric Le Coz.

Analysis & opinion
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Pensions Jan 26, 2012

Retirement planning in volatile markets

Against a backdrop of tumultuous markets and a faltering economy, decisions over retirement saving and income options have come into focus.

Pension investors could be forgiven for breaking into a cold sweat and calling their advisers telling them to pull out of equities

Retirement planning in volatile markets

Regulation Jan 26, 2012

In Depth: The shift of power to the Bank of England

FTAdviser looks at the powers and responsibilities of each of the new bodies that will be housed within the Bank of England.

Ashley Wassall on IFA Industry Jan 25, 2012

Ashley Wassall: Weak surveys add nothing to fees debate

Studies produced by Which? and Coredata simply obfuscate adviser charging challenges ahead of RDR.

Regulation Jan 23, 2012

In Depth: Will new reforms prevent credit union failures?

Trade body says new FSA rules will help prevent unions going bust but emphasises that failure rate “isn’t that large” compared to other small ...

Funds & data

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Money Management Fund Statistics

Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.

Latest regulation paper summaries:

Isolated Regulation Changes | Conduct of business | Jan 26, 2012

Updated listing rules for offshore advisory firms

Changes to the listing rules, which set out the requirements for companies listed in the UK, have been proposed in a 173-page FSA consultation paper.

AIFMD | Investments | Jan 24, 2012

Rules for alternative investment fund managers

“Significant changes” from July 2013 for alternative fund managers plus depositaries, valuers and administrators are outlined in an FSA discussion ...

Ucits IV | Investments | Jan 12, 2012

Introducing a tax-transparent fund

Plans to introduce a tax-transparent fund vehicle in the UK have been outlined by HM Treasury.

More regulation paper summaries

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Investments

Backing the web: Andy Brough, Schroders

Schroders’ Andy Brough reveals plans to focus on companies that can take advantage of consumers shifting from the high street to the internet.

Investments

Trusts and the RDR: Ian Sayers, AIC

It will take time for the Retail Distribution Review to have an impact on the investment trust sector, according to the AIC’s Ian Sayers.

IFA Industry

Making the most of RDR: Peter Craddock, Perspective

Peter Craddock, group operations director at national IFA Perspective, discusses his firm’s growth plans post-RDR.

Pensions

A Sipps scandal: John Moret, MoretoSipps

John Moret, founder of MoretoSipps, reveals defining a self-invested personal pension is now a problem for the regulator.

Is index-linking worth it?

If inflation continues to fall and the market picks up, linking to an index may not be the success story it was last year.

Are ethical investments good?

Long derided for generating poor returns, ethical investments have a small following. But is it really just about making a profit?

Money for nothing

Which? magazine’s latest research on IFA fees shines the spotlight on the way people view financial advice. And perhaps also the way people expect ...

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Adviser Guides

IFA Industry

Guide to referrals

Professional partnerships or referral arrangements can allow an adviser to boost their revenue by increasing the number of customers they serve or ...

Pensions

Guide to Sipps

Many want greater investment freedom and Sipps give ‘hands on’ control, allowing members and their advisers to access a wider range of asset classes ...

Investments

Guide to ethical investments

Consumers are happy to buy ethically or organically in many areas of their life, whether for health or feel-good reasons.

Regulation

Guide to passing exams - part 2

There are testing times ahead. This is part two of our guide to passing examinations.

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Latest Special Reports

  • Will Writing - January 2012

    As advisers gear up for the implementation of the retail distribution review, so many are looking for ways of diversifying into different areas of

  • Guide to Sipps

    Many want greater investment freedom and Sipps give ‘hands on’ control, allowing members and their advisers to access a wider range of asset classes

  • Flexible Annuities - January 2012

    Those coming up to retirement are facing fears over what will happen to their pension pot given current economic uncertainty and high inflation.

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