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The Diary&#39s mother…

The Diary&#39s mother always said “never trust a man with a beard” and now we

know why. No this is not a picture of Whitechurch Securities chief

executive Kean Seager in a mid-1980s beardie moment, rather the proto-type

of the new breed of lighter-touch salesmen. The Diary understands the plan

is for all second-tier advisers to sport a Sandler beard if they are

selling Sandler products.


Product matters

With the end of the tax year fast approaching, this is the time wheninvestment houses pull out all the stops to bring exciting new funds to thetable. This season will be no exception but what we will see is a biastowards the more cautious end of the market.The balance between equities and bonds is essential […]

Govett offers 1 per cent discount off funds

Fund manager Govett Investments is trying to drum up business this Isa season by offering IFAs 1 per cent discount on its top performing and most popular funds.The discount is available between January 1 and April 5 and applies to five of Govett&#39s lead funds.They include the US opportunities fund, the Asia pacific fund, Japanese […]

Outside edge

When the ABI announced the introduction of the Raising Standardsinitiative, my concerns were threefold.First, as I understand it, Raising Standards is solely a life officeproject that purports to represent the long-term savings industry. This iswholly inappropriate as many long-term savings products are offered byasset management groups and other types of business, including banks.This life office […]

Britannia Building Society – Guaranteed Capital Equity Bond

Tuesday, 7 January 2003 Type: Guaranteed equity bond Aim: Growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £500-£500,000 Term: Five years Guarantee: Capital returned in full at end of term regardless of movement in index Return: Up to 35% growth at end of term Closing date: March 6, 2003 Commission: None […]

The FCA’s five fixes for retirement information

The Financial Conduct Authority (FCA) has started to change the way that people will be told about their pension options. In a recent market study paper, they lay out their final proposals on the information that should be delivered to people approaching retirement and how it should look and feel. During 2015, there will be […]


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