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Do you know who I am?

Kevin Lyon from Aegon gave a speech at the recent Falcon conference about the importance of attention to detail when cold-contacting potential leads, particularly emphasising how important it was to get their name right.

Unfortunately, Kevin pointed out that his name badge had him down as Kevin Lyons at that very same conference. As if that was not enough, at the gala evening, our place settings were carefully laid out on the dinner table and the very glam Mrs Rosengren’s eagle eyes spotted that both her and hubby (and chief executive of the host company, incidentally) were down as Mr and Mrs Rosenberg.

Oh well, at least it was not the name of anyone high profile that they got wrong.


Pada outlines charging options

The Personal Accounts Delivery Authority launched its consultation paper on the scheme’s charging structure this week. Chief executive Tim Jones outlines options including an annual charge, contribution charge, joining charge or combination of these.

Death of brokers’ champion Andrew Paddick

Andrew Paddick, director general of the Institute of Insurance Brokers, died suddenly last week.Paddick was a founder member of the British Insurance Brokers’ Association before setting up the IIB in 1987.The combative industry stalwart will be remembered for his forthright lobbying of the Government and regulators. He railed against the proposed mandatory membership of the […]

Aifa launches manifesto for advice

The Association of Independent Financial Advisers launched its manifesto for advice at a parliamentary event with pensions minister Mike O’Brien today.

Firm but fair

Technology has long had a symbiotic relationship with regulation. Many of the regulatory changes that we have seen in the last 20 years would have been almost impossible without technology. Take disclosure, for example.


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