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FOS case fees - heads they win, tails you lose

Money Management

A County Court has declared the FOS to be unreasonable in charging IFAs a case fee when a complaint against them is not upheld. David Severn looks at the judgment and its consequences

• Time published: 00:01
• Date published: 01.04.2008
• Published in: Regulation

Looking after the afterlife

Sorting out the complexities of an estate after a death can often be a complicated and lengthy process. Gareth Shaw explores the role of the executor and the intricacies of dealing with an estate

• Date published: 01.04.2008

Surviving the regulatory minefield

New FSA rules based on more principle based regulation may have slimmed down the rulebook, but they’re a the regulatory minefield for advisers and fund houses, warns Ben Goh, secretary of the Compliance Register

• Date published: 01.04.2008

Pensions spotlight - The high costs of living longer

Mortality improvements could raise pension costs by 30%, reports John Chapman

• Date published: 01.04.2008

Mortgage spotlight - Equity release perspectives

With the mortgage market in upheaval and house prices slowing, how is equity release likely to fare? Laverne Hadaway asked a lender and an adviser

• Date published: 01.04.2008

With profits endowments: results

Payouts from with profits endowments continue to slide, with the average for 20 and 25 year policies down once again. But as Geordie Clarke reports, tiddlers and closed funds are giving with profits a glimmer of hope

• Date published: 01.04.2008

FSA appeal on LAUTRO 12

The FSA appeal against the IC ruling to name the LAUTRO 12 finally came to Tribunal. Janet Walford OBE went along to hear what they had to say

• Date published: 01.04.2008

Statistics - April 2008

Click on any of the links below to view this month's statistics in a PDF file

• Date published: 01.04.2008

Growing pains

Child trust funds were launched three years ago with great fanfare to help tackle child poverty, but have they been a success? Kylie Harrison investigates.

• Date published: 01.04.2008

Taking stock - back to basic principles

Bankers have been shocked into remembering the fundamental rules of their trade, says former investment banker Russell Taylor, and that means that the context of investment has changed

• Date published: 01.04.2008

Residence and domicile

When Gordon Brown, then Chancellor of the Exchequer, announced a review of residence and domicile rules in his 2003 Budget, we didn't realise it would take so long. Nick Williams of Clerical Medical looks at the new rules, which should apply from 6 April 2008

• Date published: 01.04.2008

RDR still misses point

Most of the debate surrounding the RDR discussion paper has been about the outline proposals that have emerged, rather than about the problem that the FSA is trying to solve, says insurance consultant Graeme Laws

• Date published: 01.04.2008

Protection spotlight - Will Thoresen fill the gap?

The Thoresen review seeks to get people thinking about their financial needs and acting upon those needs. Could it be the catalyst for IFAs to generate more protection business, or be a threat? Stephanie Spicer reports

• Date published: 01.04.2008

Multi manager strategies

Multi manager funds were once heralded as the poor man's answer to discretionary portfolio management. With ever more being launched do they still fit this bill or have most become bland replacements for the old with profits funds? Stephen Ellis investigates

• Date published: 01.04.2008