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Trunk call

While the response from delegates at last week&#39s Money Marketing Top 100 Conference in Croydon was very positive, for one IFA, it went, well, swimmingly.

Syndaxi Financial Planning&#39s Robert Reid was looking to take advantage of the hotel&#39s swimming pool. With characteristic generosity, Rob lent his swimming trunks to fellow IFA Gareth Marr, offering to wear his old pair, only to discover they were a bit loose.

Unfortunately, the tie-string on his trunks was knotted and Rob just could not undo it. Not wanting to risk an embarrassing situation when he jumped into the water, he asked the leisure centre attendant if she had a pair of scissors that he could use to loosen the knot.

The helpful young lady offered instead to use her nails to undo the pesky knot and then when that didn&#39t work, proceeded to use her teeth to (ahem) tackle the problem.

The Diary can happily report that after much toing-and-froing, the young lady&#39s efforts were successful and Rob was able to enjoy his swim after all.


Insight Investment builds portfolio

Insight Investment has created the Insight Investment portfolio builder plan for this year&#39s Isa season. This Oeic-based Isa is aimed at clients who are new to stockmarket investing, who want to build a diverse investment portfolio, but who are worried about current stockmarket volatility. It initially invests all investors&#39 capital in the Insight Investment foundation […]

Investors put trust in fund firms with over 10 years experience

Most UK investors would not trust a fund management company with their money unless it had been established for more than 10 years, according to research commissioned by Fidelity.Fifty-seven per cent of the 2,000 investors questioned by Mori at the end of last year said they would only trust an investment house which had been […]

Outside edge

Grinding through the 50 pages of CP166, I am reminded of the words of HL Mencken: &#39To every difficult and complex problem there is an obvious solution that is simple, neat and utterly wrong.”No chance of the FSA falling into that trap, then. But after a lifetime of working with actuaries, I am equally well […]

Irish Life International – International Property Multi-Fund

Tuesday, 11 February 2003 Type: Offshore whole of life fund Aim: Growth by investing in performance bond, self-directed bond Minimum investment: Performance bond – £10,000, self-directed bond – £50,000 Place of registration: Dublin Investment split: Choice of performance bond, self-directed bond Isa link: No Charges: Performance bond &#45 initial 1.25% a year for five years, […]

Nobody expects the Spanish Inquisition

Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions. Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for […]


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