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Top Stories

Ashley WassallonPensions| 15:34

‘Death tax’ cut masks pensions-induced penury

The UK will spend £114bn on pensions this year, meaning it will make up more than two-thirds of all benefit spend.

Top Stories

Mortgages| 15:03

Natwest ups mortgage broker proc fees

Move made by lender to bring it “more in line with the market”.

Top Stories

Pensions| 12:27

Death tax exemption extended to protected annuities

Treasury says rules may be extended to other areas as ‘further clarifications’ emerge.

In Focus
Latest news

Investments| 15:58

OM ‘in safe hands’ as Bradbury quits

Experts back Old Mutual team to carry on success as Ashton Bradbury retires.

Investments| 15:54

Woodford gets bronze approval from Morningstar OBSR

Equity income giant Neil Woodford gets bronze rating from ratings agency.

Mortgages| 15:22

Skipton lowers rates on three and five-year fixes

Deals available for purchases and remortgages, with free standard legals and valuations for remortgages.

Mortgages| 15:03

Natwest ups mortgage broker proc fees

Move made by lender to bring it “more in line with the market”.

Regulation| 15:02

Adviser charged over £1m fraud

Eastbourne-based financial adviser due in Crown Court on 13 October.

Investments| 14:52

GLG’s Powe takes over European fund from Rattray

Group says Rory Powe will run Continental Europe fund as Sandy Rattray’s strategy available in passive format.

Analysis & opinion
Banks’ advisory arms should lay foundations for investing

John Lappinon| Sep 29, 2014

Banks’ advisory arms should lay foundations for investing

Santander’s desire to start offering advice is not necessarily bad news for advisers.

Many investment advisers will be deeply cynical about whether banks can truly deliver.

John Kenchingtonon| Sep 29, 2014

Gatekeepers aren’t monopolising clients’ fund money

The IMA’s recent work proving that fund industry concentration is actually quite low, and indeed falling didn’t come as a surprise.

Gill Cardyon| Sep 25, 2014

Why does the trade press go in for reader-bashing?

Gill Cardy airs her views on all things in the IFA world

Insurance| Sep 24, 2014 |

Ten unlikely protection sales aids

In addition to much of the information provided by insurers there is another world of supplementary data out there.

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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.

Track the latest regulation changes affecting your business...

Isolated Regulation Changes| Pensions | 14 Nov 2013

Shake-up of workplace pensions

Proposals to reshape workplace pensions for future generations have been outlined by the Department for Work & Pensions.

RDR| Conduct of business | 25 Oct 2013

Rules for advisers accepting provider’s cash

Financial Conduct Authority explains what kind of payments advisers can accept from providers.

RDR| Investments | 25 Oct 2013

Permitted cash rebates to retail clients

The Financial Conduct Authority explains when provider can pay cash rebates to retail clients.

More regulation paper summaries

It’s time the FCA enforced TCF principles

News Review: Laudable rules to prevent unintended consequences are being ignored by lenders.

More homework and regulation - all the same to me

This month has been a bit of a tough one in our household.

Reforms undermine RDR drive to put a value on advice

Week in Brief: Responses to guidance consultation, mis-selling fears and the regulator admits to mistake.

See More Blogs

Adviser Guides
Regulation

Regulation

Guide to Adviser Charging

Cash is king when it comes to explaining adviser charges.

Investments

Investments

Guide to Multi-Asset Funds

Multi-asset funds mean different things to different people.

Regulation

Regulation

Guide to Pension Liberation

Any scheme which offers money from a pension fund before minimum pension age should ring alarm bells.

Investments

Investments

Guide to New Isas

More than perhaps ever before, it is vital for advisers to choose an Isa wisely to ensure their clients do not miss out.

See all guides

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