FinancialAdviser ISSUE 23 October 2008 >> Features

Leading Story

"There are benefits to being dynamic, but being boring has its advantages"

Nigel Quinton, chief executive for Mansfield Building Society, talks to Girlie Garduce about its "prudent" attitude to business and his family-orientated culture at work

Features

Making sure things are crystal clear

The collapse of Lehmans highlights the need for an across-the-board review and overhaul of the codes governing structured products

Bull's eye

At the number of people taking out mortgage protection dwindles, a cost-effective way of lifting sales protection products is to target your existing clients

Clearing the ground on which pensions are built

The attitudes of government, employers and pension product providers will have to change if new working patterns are to be introduced for the pensions industry

Advertising

What women want is what they are getting

Female entrepreneurs need better targetted advice if they are to bring to market cutting-edge product and services

Savouring a little Turkish delight

Andrew Tuck, a director of Walker Crips, spends the majority of his week at a investment conference in Turkey listening to leading fund managers, including Richard Bolton and Paul Reid, as well as taking in some of the sights, such as the Blue Mosque. Later in the week, he returns to reality with client and practitioner meetings

Ways to keep a lid on IT

Data loss is a serious issue which needs to be addressed by companies of all sizes and client bases if they want to avoid a hefty fine from the regulator. What firms need to realise, therefore, is that the first place to start is with the staff education

Mystery Shopper - Newcastle

This week the shopper is making inquiries abouting possibly switching to a tracker mortgage after only being in a fixed rate deal for one year.

Bright Grey makes life add up

Lifestyle calculator launched

Partnership offers income advice

In-depth explorations of retirement income planning

SMEs must beware the global fallout

Crunch will bite small businesses hard, warns intermediary

A walk on the wild side

Sometimes firms do not have the integrity to take the correct path

Don't leave us in the lurch: FSB

small firms want to be at forefront of bank restructure

Watchdog should be put in the dog house

Why have regulation? Well, protection from incompetence is one reason, protection from low moral standards is another, and to instill trust and confidence is a third.

Climb every mountain, it seems

Another day, another intrepid financial services chief makes a trek up an African mountain.

Sons know best, about annuities at least

Mum knows best, people say, But sometimes they do not, as MetLife’s Mike Farrell found out.

Now the blame game can start in earnest

A global credit crunch is now upon us. The main worries for people in the UK are for people who own shares, and for people who need to borrow money. The worry for consumers has been caused by the incredibly volatile nature of the markets in the last few months.

Joe Public deserves some credit

Over the recent days with all the analysis and expert opinion with comparisons to the 1929 crash it occurs to me that one important difference has been overlooked.

Ain’t what you know but who you know

Filip Slipaczek, north London’s most famous Polish financial adviser, has been making waves again.

Mandelson's line-up unveiled

Peter Mandelson, secretary of state for the department of business, enterprise and regulatory reform has announced the new line-up of ministers and their respective responsibilities for the department.

Gekko was wrong

Firms need to review risk management policies, following the FSA boost for action on remuneration policies

Award deadline looms

The department of business, enterprise and regulatory reform is sounding the clarion call for businesses from the south west of England to apply for the Queen's Award for Enterprise as the deadline of 31 October looms.

Salans unveils Eclipse

Arrears and repossession specialist Salans has introduced its Eclipse Proclaim case management solution to deal with rising levels of business in collections, debt recovery and repossession work.

Barclays releases e-guide

Barclays Wealth has launched an electronic version of its guide to structured products.

And now for the bad news

Finally some light at the end of the tunnel for the finance industry but expect unemployment to rise over the next 12 to 18 months

New dawn for IHT

Delays in the implementation of new tax rules affecting inheritance tax trusts have been somewhat addressed by the backdating of applications to 6 April 2007

The real issue when lying about your age

Can we trust the longevity assumptions made by defined benefit schemes?

The ultimate challenge is to deliver something that is meaningful to the end customer, but gives the shareholder a reasonable return on their investments

David Thompson, managing director of sales and marketing for Axa & Winterthur Wealth Management, speaks to Girlie Garduce about its new adviser model and the importance of creating the right culture for business.


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