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Out of Context

“A PR without a credit card. I feel like a character out of Wizard of Oz.”

Aegon PR Mark Locke

“Have you ever tried to hire a Hercules?”

BM Solution’s Matt Greyson bemoans having to downsize his ambition around the group’s forthcoming charity parachute jump

“I am the Ray Boulger of lightbulbs.”

Lansoneer Joe Laing

“I’ve just been on an extremely rural holiday living on lentil soup, so no glasses quaffed or canapes for two weeks but normal service will be resumed next week.”

Freelance financial hack Annie Shaw


Deferred group Sipp from L&G

Legal & General is offering a deferred group Sipp and has introduced lifestyle profiling in its group and individual ranges.

Boomer and bust?

Inevitably, after I sounded more words of caution, markets continued their upward progress for part of the week.

Reshuffle at Schroders

Schroders has appointed Jonathan Asquith and Massimo Tosato as vicechairmen. Alan Brown takes over as chief investment officer, with head of group finance Stephen Brooks taking over from Asquith as chief financial officer.


Guide: day-to-day tasks ​— can your system manage?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.


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