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Out of context: I told her I was going down to London to talk about small pots. She said: ‘You don’t know anything about medicine!’

“I told her I was going down to London to talk about small pots. She said: ‘You don’t know anything about medicine!’”

Standard Life’s Jamie Jenkins says his wife could do with cleaning her ears out having mistakenly heard “small pox”. 

“I’m trying to think what my thoughts are.”

Strategic Society Centre director James Lloyd is floored by a question on long-term care adviser signposting. 

“I haven’t considered it from a moral position because of my background as a lawyer.”

HMRC chief executive Lin Homer on disclosure of details of tax evaders.  



People on the move

Platform provider Parmenion has appointed Richard Goodall (pictured) as a partner. Goodall leaves his position as SEI UK business transition managing director to take responsibility for sales and marketing strategy at Parmenion. He was previously sales and marketing director at Ascentric and held the same role at 1st The Exchange from 2005 to 2009. Former Institute […]


Financial planning is not just a marketing label

For many, the RDR seems to have led to a minimal change in approach, with execution through investments or other product purchase still determining some levels of remuneration. We at The Ideas Lab have long held the view that bundled charging does not have a particularly lasting shelf life.  To us, the value of the process […]


Sam Rees-Adams: Ethics and CPD

Here at the Institute of Financial Planning we take ethics very seriously. So much so that it is integral to our continuing professional development scheme, with an annual requirement of 2.5 hours.  You might well be wondering what the point of that is, other than to give you one more thing to think about when […]


English Mutual rebranded under Sanlam banner

English Mutual has been renamed under the Sanlam banner following a rebranding exercise. The business was acquired by Sanlam in 2012 and, as of today, it will trade as Sanlam. Sanlam Life and Pensions and Sanlam Wealth Planning are also being rebranded under the Sanlam title in an effort to consolidate the firm’s branding. The […]

Finding value in UK equities

By Mark Martin, Investment Director & Head of UK Equities Register for a live update on 9 July at 14.30 with Mark Martin, who will be discussing Chancellor George Osborne’s ‘emergency’ summer budget, the UK equity landscape post May’s General Election and his outlook for the second half of 2015. Mark will also highlight the […]


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