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Out of Context: “I’m glad England are out. The football excitement has calmed down a bit so it isn’t on the TVs here so much”

“I’m glad England are out. The football excitement has calmed down a bit so it isn’t on the TVs here so much”

An FCA press officer reveals a distinct lack of patriotism to an MM hack

“Capacity is very important, you need to be completely transparent about that.”

MM hack: “Whats the capacity on your fund?”

“I’d rather that was not in the press.”

Hermes Fund Managers co-head of credit Fraser Lundie redefines the term “completely transparent”.

“Ladies, remember this organisation deals with misselling.

FOS interim chief exec Tony Boorman reprimands canteen staff for selling him a “medium” coffee but charging for a large.

“Well my ambition was to be an astronaut and I am an IFA so…”

Barchester Green Investment director John Ditchfield gives his verdict on plans for defined ambition pensions.



FPC: Stress test rules could push borrowers to longer fixes

The Financial Policy Committee believes new stress testing requirements will push more borrowers towards longer-term fixed rates. Last week, the FPC – the Bank of England committee tasked with safeguarding financial stability – recommended lenders stress test borrowers’ affordability as if base rate was at least 3 percentage points higher at any time over the […]


Ian McKenna: Advisers must embrace next generation technology

nViso’s presentation at The Platforum’s Top Gear III event showcased technology with enormous potential to address some of the most challenging issues in our industry. First, understanding what a client really thinks about issues raised and questions asked and second, ways in which systems can begin to measure the extent to which consumers understand the […]


Osborne resurrects plans to merge income tax and national insurance

Proposals to merge income tax and national insurance are to form a key plank of the next Conservative manifesto. The Times reports that Chancellor George Osborne is being urged to roll together NI with income tax, and that the plan is actively being considered by Downing Street. A source told the newspaper the Government came […]


Towry hires ex-IFP president Julie Lord

Former Institute of Financial Planning president Julie Lord has been appointed as senior client partner at Towry. Her new role at the advice firm follows Towry’s acquisition of Bluefin, where she was head of practice. Lord will operate out of Towry’s Cardiff office, which opened yesterday. Towry says the role includes managing client relationships and business development. […]

How to balance bottom-up with top-down research in constructing multi-asset credit portfolios

In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]


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