Browsing all articles from September, 2006


This year is likely to see plenty happening, or at least being discussed, in the UK financial services and pension market.

London-based CoreData Research has made a few predictions on what we can expect to see in 2008.

Arguments over SIPPS ‘mis-selling’

Large numbers of self-invested personal pensions …

Vanguard Investments reached a notable milestone in the United States last week by becoming the largest managed fund investment group in terms of assets under management.

The Pennsylvania–based manager ousted American Funds – part of Capital Group – as the industry leader after netting a staggering company record …

“It’s not fair!” is the universal cry of unhappy small children, teenagers and sometimes older individuals with a grievance or complaint.

So it will be interesting to see how the soon to be introduced ‘treating customers fairly’ initiative in the UK financial services industry works.

Deciding what is …

A scam of Oceans 11 proportions led to UK Barclays Bank high-profile chairman being impersonated and having £10,000 stripped out of his account British media reported last week.

The embarrassing episode was a reminder that identity theft is still a huge problem and not just something resulting from …

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Financial Planning Shadow Shopping

A study of financial planner ability to service and engage with real buyers of investment, superannuation and insurance advice.

Greener Pastures

A study of the drivers and barriers for advisers establishing their own AFSL.

Financial Planner Affection

A study of consumer sentiment towards financial advisers and financial planning groups.

Women In Super

A study of the female mindset when it comes to superannuation.

Australian Cash Report Q2 2011

A detailed analysis of the Australian retail deposit industry conducted quarterly. Q2 2011 focused on 'At-call account selection drivers'.

Australian Mortgage Report Q2 2011

A detailed analysis of the Australian mortgage industry conducted quarterly. Q2 2011 focused on Lender Strategy / marketing impacts.