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Out of Context: “With respect, your questions are…to some degree intrusive.”

Bath OOc

“With respect, your questions are…to some degree intrusive.”

Equity Release council communications manager Denise Beedell responds to a list of questions from an MM hack.

“So you are having to tell people how rubbish they are?”

Syndaxi Chartered Financial Planners managing director Robert Reid’s alternative approach to ‘performance development reviews’.

“The new flexibility offered by the pension legalisation.”

An Axa press release inadvertenly suggests pensions were against the law prior to this year’s Budget.


Ian Taylor

Wells Street Journal: Rumble in the jungle

News reaches the Wells Street Journal that Transact boss Ian Taylor recently found himself so desperate for a fix of sister title Money Marketing that he was forced to log on from the jungles of Borneo. Enjoying a family break, the intrepid explorer admitted to sneaking a peek at a recently published profile piece using […]

MM leader: Who is meeting who in the corridors of power

There is a lot of talk about transparency in the post-RDR world (or the lack thereof, despite the regulator’s best efforts). But among advisers, less attention is paid to the behind the scenes discussions held in the corridors of power: the murky world of financial services lobbying. Murky not because the influence wielded by the […]


Land banking fraud case costs FCA £2.5m

A land banking fraud case brought by the FCA which has been frustrated by the cuts to legal aid has cost the regulator £2.5m. In May, a judge threw out the case after the five defendants failed to get legal representation, ruling they would not be given a fair trial. Later that month, however, the […]


Interest rate rise ruled out for 2014

Interest rates are not expected to rise until next year following the sharp fall in inflation to 1.6 per cent. UK inflation fell to from 1.9 per cent in June to 1.6 per cent in July, prompting economists to rule out an increase in interest rates for the rest of the year. HSBC economist Liz […]


The Brunner Investment Trust – April 2017

Welcome to the latest update for The Brunner Investment Trust PLC from the Trust’s portfolio manager, Lucy Macdonald. Market Review Global equities have rallied over the first quarter of 2017, buoyed by signs of strengthening growth and optimism over company earnings, although this rally has faded towards the quarter end. US equities posted their strongest […]


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