“Nudist beaches are very good places for maintaining eye contact.” IFG’s Donna Bradshaw
“You, too, would be on the floor cross-legged after six pints of Mansfield Bitter. Scratchings, anyone?” Mansfield Building Society’s Pete Doherty
I am absolutely ravishing.” Skandia PR Alex Jones struggles to find the right word to communicate that he is hungry.
“Er, we seem to have lost our pensions guy.”
Jones again, realising that Skandia was one man down on arrival at Southampton from Cowes.
The Chancellor has appointed Jane Platt as the new chief executive of National Savings & Investments.Platt is currently on the board of Witan Investment Trust and Edinburgh UK Tracker Trust and was formerly chief operating officer, customer segments at Reuters.She will take up the position on 4 September 2006. Finance director and deputy chief executive […]
Lawrence House Fund Managers’ UK equity income fund of funds has been switched to the Investment Management Association’s UK equity income sector from the UK all companies sector. The firm says the fund was placed in the wrong sector by mistake following its launch. It invests in UK equity income funds to create a best-of-breed […]
A major feature of our articles is looking into the Jelf Employee Benefits crystal ball to predict changes and trends that may influence the short and medium term shape of UK employee benefits. By flagging such changes early we aim to provide our followers with the tools to make sensible and informed decisions on their benefits offerings.
At least 94 per cent of people have not discussed estate planning with a financial planner, new research shows. A survey of more than 2,000 people by a website that links its users to financial advisers through directory Unbiased, found 30 per cent of people are uncomfortable seeking financial advice to talk about death. It found […]
In a recent Money Marketing column Paul Lewis argued that financial journalists and financial advisers are ‘one and the same’. In response, Nic Cicutti argued that advisers are ‘nothing like financial journalists’. As my column was due, I thought I would add my two penn’orth as an adviser of 20 years’ standing. I agree with […]
Adviser firms should have a consistent and planned approach to retirement planning but risks and client outcomes will vary. One of the more intelligent remarks during an adviser roundtable I hosted recently for Platforum – on the subject of decumulation in retirement – was the following: “I encourage many of my clients to turn left […]