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ISA

ISAs

Zurich launches ISA site for advisers

Zurich Financial Services has launched a website aiming to help advisers ensure their clients use their full annual ISA allowance.

clock 14 February 2012 •

Economics / Markets

Hargreaves shares tumble on business growth fears

Hargreaves Lansdown shares fell sharply in morning trading as investors looked past record profits to focus on slowing business growth.

clock 09 February 2012 •

Your profession

Making the most of income tax savings

Angela Haythorne, financial planner at JLT Wealth Management, explains the many and varied ways you can help reduce your clients’ income tax liability.

clock 09 February 2012 •

Your profession

From the Ed: There's always something handy in the small print

The FSA published its annual consumer survey last week. It’s often a dull read – mainly because little ever changes in the public’s perception of providers, products and the FSA.

clock 09 February 2012 •

Economics / Markets

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

clock 06 February 2012 •

RDR

Small print: Why the 
FSA's legacy assets paper 
needs urgent attention

In response to an FSA consultation paper on the post-RDR treatment of legacy assets, Cofunds’ managing director of operational services, Stephen Mohan, fears the regulator’s failure to issue new rules may harm consumers.

clock 02 February 2012 •

ISAs

Govt rejects Lords' call for AIMs in ISAs

The Treasury has again rejected calls to allow more alternative investment market (AIM) shares in individual savings accounts (ISAs).

clock 31 January 2012 •

Wrap/platforms

Charles Stanley eyes orphan clients with D2C platform

Charles Stanley has appointed product aggregator All My Plans (AMP) to assist in the launch of a direct-to-consumer (D2C) platform later this year.

clock 30 January 2012 •

Economics / Markets

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the weekend's national newspapers...

clock 23 January 2012 •

Balanced Management

Equity funds see record outflows as crisis grows

Equity funds experienced their highest ever outflows of retail money in November as investors pulled out their cash in droves amid the ongoing eurozone crisis.

clock 09 January 2012 •
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