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  1. July 25, 2014

    CTF ‘lifestyling’ set to be scrapped

    The process of reducing investment risk for more than four million child trust fund accounts has been put off pending a...

  2. May 20, 2014

    Confusion mounts over new fund classes

    Fund supermarkets offering “clean” low-cost share classes are facing a backlash as some investors are left in more expensive...

  1. May 2, 2014

    Investors pour £2bn into fund Isas

    More than £2bn was invested in funds through individual savings accounts in the past tax year, according to figures from the...

  2. March 20, 2014

    Quest to find annuity decision’s winners

    With the words “no one will have to buy an annuity”, George Osborne handed the investment industry a huge opportunity, say...

  3. March 5, 2014

    Isa Guide 2014: The hunt for income

    The hunt for income is as relentless as ever. With the bank rate stuck at the record low level of 0.5 per cent since March...

  4. February 7, 2014

    Equitable Life may scrap exit penalties

    Equitable Life, the mutual society, is preparing the ground for a fresh £200m capital carve-up which could see enhanced...

  5. October 4, 2013

    Hargreaves delays new pricing

    Hargreaves Lansdown, the FTSE 100 group that operates one of the UK’s largest online non-advised fund platforms, has delayed...

  6. August 9, 2013

    Mark Carney rate pledge boosts homeowners – but not savers

    Homeowners look set to benefit from another three years of historically low interest rates following a pledge by the new...

  7. February 1, 2013

    Simple tax planning back in vogue

    Wealthy individuals are rejecting complex avoidance schemes and seeking advice on simple tax planning measures to maximise...

  8. November 22, 2012

    FSA plans new rules for pension providers

    Operators of individual pension plans will have to hold four times as much capital and face additional surcharges if they...

  9. July 27, 2012

    Junior Isas fail to take off

    The government’s new tax-free savings account for children has failed to take off, with only 72,000 accounts opened in the...

  10. May 4, 2012

    Sipps – who are they good for?

    Self-invested personal pensions (Sipps) are being used by a rising number of private investors keen to take control of their...

  11. April 5, 2012

    Can we cut tax bill on pension proceeds?

    My wife and I are both 74 and in reasonable health. We take the minimum out of our self-invested personal pension (Sipp) to...

  12. March 1, 2012

    Your Isa questions answered

    Why is there a rash of new Isa launches and increased advertising in the spring? David Black of Defaqto, the financial data...

  13. December 20, 2011

    Top tips for financial planning in 2012

    It’s that time of year again when many of us make new year’s resolutions. But along with going to the gym, reading more...

  14. December 5, 2011

    Scottish Widows launches cheapest tracker

    UK savers are being offered the chance to invest in major equity markets at the lowest-ever cost, following the launch of a...

  15. November 22, 2011

    Fees blow for tracker investors

    Investors in index-tracker funds are facing extra charges that threaten to wipe out the benefits of holding these low-cost...

  16. October 21, 2011

    Pensioners feel pinch from soaring inflation

    Pensioners are being urged to inflation-proof their wealth as millions who depend on income from level annuities or the...

  17. May 13, 2011

    Inflation-proof certificates set to sell out

    Savers have been advised to act quickly if they hope to take advantage of a new inflation-beating savings account. Brokers...

  18. January 28, 2011

    Risky products set for ban

    Private investors could be banned from buying certain financial products in an attempt to avoid misselling scandals that...

  19. December 1, 2010

    Top ten financial tips for 2011

    While Christmas is a time to indulge, the New Year is about starting over, and for many this means getting a grip on their...

  20. October 8, 2010

    Commercial property rise ‘has run its course’

    Investors are being advised not to increase their exposure to UK commercial property funds as the outlook for the sector...

  21. July 29, 2010

    Q&A: Default retirement age

    The government has said it will scrap a rule under which people can be forced to retire at the age of 65.The move, which...

  22. June 11, 2010

    Investors opt for DIY over advisers

    Private investors are taking more interest in managing their own finances – but online brokers have warned that some areas...

  23. June 5, 2010

    Investors shun financial advisers

    Private investors are turning away from financial advisers and choosing to control their own finances in the wake of the...

  24. June 4, 2010

    Investors shun financial advisers

    Private investors are turning away from financial advisers and choosing to control their own finances in the wake of the...

  25. June 4, 2010

    High yields for business property funds

    The recovery in commercial property values seen during the past nine months is slowing but analysts say that funds investing...

  26. June 4, 2010

    Investors opt to go it alone

    Private investors are taking more direct control of their finances and opting to manage money themselves rather than using...

  27. March 5, 2010

    With-profits bonuses disappoint savers

    Insurance companies managing with-profits funds have come under fire for handing out “disappointing” annual bonuses to...

  28. December 17, 2009

    FSA drops exams rule for advisers

    Financial advisers were -yesterday thrown a lifeline by the City watchdog, which said they would not have to sit formal...

  29. November 6, 2009

    Q&A: How to minimise your IHT bill

    All too often people die intestate and there are many stories that should make you think about organising a will, including...

  30. October 16, 2009

    Retail investment products: heading for extinction

    Greater scrutiny of charges – and greater demand for transparent and liquid holdings – will result in the disappearance of...

  31. August 7, 2009

    Exit penalties to stay on with-profits policies

    Exit penalties are set to remain in place on with-profits policies, in spite of rallying equity markets. However, the...

  32. July 24, 2009

    Investors review onshore stance as 50% rate looms

    Investors are being advised to get out of onshore investment bonds in advance of tax changes that will make these investment...

  33. April 17, 2009

    Taxman eases up on commercial property

    Investors who bought commercial property through their pension before 2006 are set to save tens of thousands of pounds on...

  34. December 15, 2008

    L&G warns on funds hit by Lehman collapse

    Thousands of individuals who invested in two Legal & General funds that promised to keep their capital safe until 2011 have...

  35. October 25, 2008

    Time to withdraw from with-profits

    With-profits policyholders risk being trapped in poorly- performing investments by hefty exit penalties if they don't move...

  36. October 24, 2008

    Time to withdraw from with-profits

    With-profits policyholders risk being trapped in poorly- performing investments by hefty exit penalties if they don’t move...

  37. May 23, 2008

    Freeholds offer firm ground to stand on

    Fund managers are reporting increased demand for investments in property freeholds in the past 12 months, as investors seek...

  38. March 14, 2008

    Pensions provide life policies

    A new scheme to allow employees to buy life assurance in a tax-efficient manner through their pensions has been launched,...

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