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Top Stories

Pensions| 12:21

Clients could be cut adrift as risks stall buyouts

Sipp providers wait for guidance before snapping up books of business.

Top Stories

InterviewfromInvestments| 12:21

Editor’s View: Superclean vs RDR

The outcome of the unsightly scrum for best fund deals is tackled in the latest issue of Money Management.

Top Stories

Mortgages| 08:44

Interest-only mortgages bite the dust under Halifax

Halifax criticised for how it has applied the MMR rules on mortgage transfers.

In Focus
Latest news

Investments| 13:55

Legg Mason set to acquire Martin Currie

Deal set to be completed in the final quarter of 2014.

Your Industry| 13:27

Alan Lakey steps down from Apfa council

Trade body will be seeking a new member to represent small firms.

Regulation| 12:21

London Whale trader granted extension to challenge FCA

“London Whale” debacle rolls on as judge finds against regulator.

Pensions| 12:21

Clients could be cut adrift as risks stall buyouts

Sipp providers wait for guidance before snapping up books of business.

Mortgages| 11:01

Virgin Money removes cap on Help to Buy products

The organisation will also accept applications from the Welsh government’s equity loan scheme.

Pensions| 10:53

Regulator warns pensions liberation is £500m problem

Victims of pension liberation scams have come forward to warn against the impact of losing money in retirement savings.

Analysis & opinion
10 different types of life insurance

Insurance| Jul 23, 2014 |

10 different types of life insurance

The UK offers some of the lowest cost life insurance in the world, although sales are falling.

The concept of buying something you do not yet need (and may never need) is a tricky one, especially from a regulatory point of view

Tony Hazellon| Jul 23, 2014

Whether or not to put in an Isa transfer request

Trapped in a tax-saving mindset

Jeff Prestridgeon| Jul 23, 2014

Overdue freedoms are a huge opportunity for all

Some believe pensions liberalisation will foster financial imprudence but the reforms are a huge opportunity for advisers, providers and savers

FTAdviser BlogonRegulation| Jul 22, 2014

Adviser Rant: Making simplified advice restricted is flawed

If the consumer wants advice, then they should be free to choose who provides this.

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Funds & data


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Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.

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

Five things I’ve learned from the FCA guidance consultation

Regulator asks for input on guidance portion of the government’s at-retirement reforms.

Why pay today when ‘advice’ is free tomorrow?

Retirees will not be given “free independent financial advice”.

Regulators turn attention to ‘unsafe’ buy-to-let sector

Week in Brief: Bank of England bodies promise to review sector, while FCA puts spotlight on ongoing service.

See More Blogs

Adviser Guides


Guide to Right to Buy

Right to Buy allows most council tenants to buy their council home at a discount.



Guide to Income Drawdown post-Budget

It is vital that advisers understand what options could be available for their clients next year.



Guide to Let-to-Buy

Sometimes it is not always possible, or desirable, to sell your own home at the exact same time you want to buy another.

Guide to Financial Services Compensation Scheme

The FSCS is the UK’s compensation fund of last resort for customers of authorised financial services firms.

See all guides

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