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Out of context

•”Hi. I&#39m a confused IFA. Is there any other kind?” – IFA Michael Jacobson phones MM.

•”Please give me a call if you have any questions regarding the press release or would like an excellent recipe for beef stroganoff.” – Richard Hurst of Trigold.

•”I was out until 3am last night. Yes, for an old man like me, it&#39s disgusting.” – Purely Mortgages chief executive Mark Chilton on getting home from a night out with Imla.

•”You can cut off my legs, just don&#39t call me shortie.” – Henry Gewanter of Positive Profile.

•”I did not realise I was going to get a fly-past” – The AITC&#39s Geoff Proctor gets the introduction he always wanted from a low-flying fighter plane.

Any Out of Contexts or Diary stories? Send them to Diary editor Alison Bone, email: or tel: 0207 943 8037


Platinum joins premier league

Platinum Capital Management has established a hedge fund that will invest in UK, US and European government securities using a long/short strategy. The Platinum premier fund aims to produce absolute returns of between 10 and 18 per cent, with low volatility, in all market conditions. It will have what Platinum calls a short-term interest rate […]

&#39Technical hitches hold back sales&#39

A shake-up is needed in the way that investment trusts are marketed and distributed, according to delegates at a round table meeting in London last week organised by Money Marketing and Sway. A panel of 24 directors, analysts, technical and marketing experts met at Somerset House to discuss ways to increase the distribution of trusts. […]

A CONSUMER&#39s view

One of the fundamental problems with the FSA&#39s approach to simplified stakeholder products and the basic advice regime is that, no matter how simple the product, without a proper investigation of the individual&#39s finances, aims and requirements, there is always a very real risk of misselling. Stakeholder pensions are a case in point. It is […]

Regulation reminders

Film buffs out there will remember Hitchcock&#39s The Lady Vanishes. It has one of the most praised scenes in film history showing how quickly time passes. It reminds me a lot of the mortgage market at the moment. To help finalise your preparations for regulation, it is useful to review the new business process. The […]

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Pension Wise — now taking calls…

Those with decent-length memories will recall that in the 2014 Budget statement George Osborne announced the new (and entirely unexpected) pension freedoms. The new rules come fully into force in less than two weeks.


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