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Cruise control

Close Brothers Investment Limited marketing manager David Sherman is enjoying a cruise of the Northern Isles with his lovely femme Jacqueline, celebrating their 150th anniversary. Months, that is.

Sherman, aged 71, says of this impressive feat: “We are far too old now to wait whole years to celebrate. So we have a monthly one instead.”

Let’s hope they keep enjoying each other for many months to come.


FSA looks at outsourcing reporting

The FSA is looking at outsourcing its mandatory electronic reporting system and other IT processes as part of a technology review. Spokesman Rob McIvor says if mandatory electronic reporting is outsourced, the data would remain under the control of the FSA. He says outsourcing is one of a range of ideas being linvestigated by the […]

‘ABI’s plan for CII tiers will make it harder to claim’

The Association of British Insurers’ consultation paper on best practice for critical-illness cover has been slammed by Mac- millan Cancer Relief as making it harder to claim. The ABI’s CII working party is consulting on whether to introduce two tiers of cover for cancer, including one tier which has a more restricted definition. Macmillan Cancer […]

Two-way street

Investment companies are keen to provide an onslaught of information to get business but few firms keep IFAs and clients up to date on how and why funds are invested and their performance


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