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Can’t see the goods for the trees

A selection of banks and financial institutions might have received a rather surprising email from Lifesearch’s Kevin Carr recently.

Carr sent out an email to numerous recipients across the industry, attach- ing a comparison table of product providers’ services.

However, he probably should have checked his Wingdings before- hand, as his ticks and crosses came out looking like, er, ears and trees.

Nice work. Noth- ing like putting your own spin on things, eh, Kevin?


The PFS’s view

It is six months since the vote by members of LIA and Sofa to form the Personal Finance Society. The idea had a long history. In the early 1990s there was much debate about bringing the financial adviser community together into one body which would represent them and set standards which would give added confidence to the public.


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