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Out of context: CII

Out of context

“I’ll batter him until he picks up the phone” Chartered Insurance Institute director of communications David Ross goes to extreme lengths to force the CII’s head of learning Simon Graham into returning an MM hack’s call. “Who’s Andy?” Aviva press officer struggles to recall former Friends Life chief (and new Aviva UK life boss) Andy […]

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Neil Liversidge: Do we really know better than our clients?

The late Sir John Templeton had 10 maxims for investment success.  Number 10 was that “an investor who has all the answers doesn’t even understand the questions”. Along with all the standard and risk warnings, we frankly tell every client that while we give advice in good faith we do not claim to be omniscient. […]

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Apfa: Adviser profits up 5% as market stabilises

Advice firms saw an increase in pre-tax profits of 5 per cent last year as the market began to stabilise, according to Apfa’s latest state of the market report. The annual report shows that pre-tax profit for all firms with an FCA primary category ‘financial adviser’ was £931m last year, up from £884m in 2013. […]

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