View more on these topics

Out of context

•”I know what you are thinking. What does an Essex man with a Massachusetts accent know about our industry?” – International Financial Data Services chief executive Charles Eppinger speaking to a conference audience.

•”We are going to send out 1.7 million pieces of paper with cherubs on, plus only another 700,000 each year, probably on the week of the next postal strike. It is a frightening thought.” – Pima chairman John Brasington on child trust funds.

•”A 21-year-old in a G-string is unlikely to get principal status from the FSA.” – Prudential national mortgage club manager John Malone bemoans the high levels of sleaze at last week&#39s Mortgage Expo.

•”I&#39m always monosyllabic but normally a lot louder.” – Quill PR Roddi Vaughan-Thomas.

Any Out of Contexts or Diary stories? Send them to Diary editor John Greenwood, email: or tel: 0207 943 8036.

Momentum IFA Alan Makinson and friends enjoyed a racing day at Rockingham race course last week after winning the GE Life competition run with Money Marketing.


Mortgage Next – Platform Self-Certification Tracker Discount with Cashback

Type: Discounted rate self-cert tracker remortgage product Discounted term: Two years Discount: 1.4% in year one, 0.36% in year two Tracker term: Life of loan Tracker rate: Bank of England Base rate plus 0.35% in year one, Bank of England base rate plus 1.39% in year two, Bank of England base rate plus 1.75% thereafter […]

Tenet launch multi-manager service

Tenet&#39s M&E and Interdependence Networks have launch a campaign to help members use Multi-Managers with exclusive support from Scottish Widows, Skandia Investment Management and Abbey. The three providers are working with the networks to share their expertise and resources and help members inform their clients. Tenet director of group marketing & communications Alison Dootson says: […]

Richard Verdin on Protection

The people I would most like to read this column, apart from IFAs, are those involved in product development, particularly those who say they are working on second-generation critical-illness products. Because I want them to read this particular column, I have employed a trick that others may want to copy in the future, that is, […]

Holloway revamps golden oldie

Holloway Friendly Society has introduced the new classic plan, a revamped version of its classic income protection plan. Holloway Friendly Society hopes the plan will help IFAs write new income protection business and make income protection more accessible to people who may be put off by the costs of policies which have higher rates for […]

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment