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News and moves
19 January
AIFA: Director’s Dinner - Belfast
FSA appoints a new senior advisor
Location: Belfast
The Financial Services Authority (FSA) has announced the
appointment of a new senior advisor. Graham Halliday will advise
AIFA recognises the importance of meeting with its members face to face, across the FSA, with reference to his specialist area; retail banking.
keeping you informed with what is happening in the world of regulation and
Graham joins the FSA part time. He has 37 years experience in
what you can expect in the coming months.
banking, mainly at Natwest where he was a regional managing
This is your opportunity to hear from AIFA Directors whilst giving you the
director. Most recently he was Director of Strategy & Business Affairs
opportunity to discuss topical issues, including its recent ‘Financial Planning
at Monitise and was also Director of Banking and Financial services
Through Retirement’ report, over a three course dinner.
at the Post Office.
Hector Sants, chief executive of the FSA, said: "Graham will bring a
This dinner will be hosted by an AIFA Director and a representative from the
wealth of knowledge to the FSA.
sponsors Prudential.
"This is a further example of our commitment to have the right mix
of people working at the FSA, combining those with regulatory
If you would like any further information on this event, please contact Katy experience and those with strong commercial backgrounds."
potter on 020 7826 9044 or
Senior advisors are a core part of the FSA's delivery of intensive
supervision. The team provides experience on regulatory, market and
20 January
now consumer matters.
AMI: Director's Dinner - Cambridge
Patellis appointed CEO at Tiuta PLC
Former joint managing director of Preferred Mortgages George
Location: Cambridge
Patellis has been appointed as CEO at specialist lender Tiuta PLC.
Patellis has more than 18 years of experience of both building and
Following the same format as the AIFA dinners, AMI recognises the impor-
managing lending operations in America, Canada, Australia,
tance of meeting with its members face to face, keeping you informed with
Germany, and Central America. Patellis was part of the Barclays
what is happening in the world of regulation and what you can expect in the
backed MBO at Preferred Mortgages and its subsequent sale to now
defunct Lehman Brothers.
coming months.
Patellis, who was appointed as a special advisor to the board of
This is your opportunity to hear from AMI Directors whilst giving you the
Tiuta in August 2009, commented: “Having now had the chance to
opportunity to discuss topical issues. work closely with the team at Tiuta to fully understand its business
This dinner will be hosted by an AMI Director. model and plans for the future I am really looking forward to the
challenges ahead.
If you would like any further information on this event, please contact
“My discussions with Tiuta have convinced me that it is very well
Caroline Tory on 020 7826 9030 or email
positioned to take advantage of circumstances as the market
recovers. Gary, Steve and the team at Tiuta have built a very good
20 January
business. Tiuta values its customers and staff and I will look to build
upon that foundation as we enter the next phase of the business.”
Good Practice Seminar
Stephen Nicholas, chairman at Tiuta added: “Gary Booth, our former
CEO, has earned a very well deserved rest. George’s appointment is
Location: Stormont Hotel, Belfast just the latest piece in the jigsaw for us. We have been building a
talented team here that will enable us to meet our growth targets in
Timings: 9.30am Registration
the coming years.”
10.00am Speeches including Q & A
12.15pm Buffet Lunch
L&E appoints group sales manager
1.00pm Close
London & European has announced the appointment of Parveen
Kumari as group sales manager.
Parveen will take responsibility for London & European’s sales
To help members benefit from the Financial Planning Through Retirement
functions covering its range of products including conveyancing, title
report, AIFA is hosting a series of seminars in conjunction with Prudential
insurance, legal indemnities, electronic ID and professional indemnity
UK. Speakers from AIFA and Prudential UK will provide commentary and Insurance.
analysis on the landmark decumulation study, which was published in June. She will report directly to London & European’s CEO, Christopher
Free and nationwide, the seminars will provide insight on the retirement
Taylor who said: “Parveen is renowned for her drive to continually
advice landscape and the study’s key outcomes and recommendations.
review and improve the service we provide to our clients. She is
It is hoped that the report will contribute to the thinking of politicians, regu-
ideally placed to step up into this newly created role and identify new
lators, consumer groups and the wider industry. To help you make the most
business opportunities for London & European to explore as we seek
of the findings, AIFA has developed a series of good practice guides, which
to grow and diversify into new areas as well as extend our presence
in our traditional marketplaces.”
will be available at these events.
Commenting on her promotion, Parveen said: “Since the MBO
25 January
earlier in the year, London & European has forged new relationships
with the insurance market including a four-year rolling contract with
AIFA: Director’s Dinner
Inter-Hannover to underwrite our title insurance business. We have
reintroduced further enhancements to our market leading online
Location: Holiday Inn Hotel, Corstorphine, Edinburgh
conveyancing platform, and entered the professional indemnity
market for solicitors this year with our partner, Lockton. We’re not
Followimng the same format as the previous dinners, if you would like any
content to sit back and deliver a one-size-fits-all proposition and
further information on this event, please contact Katy Potter on 020 7826
there is a lot more in the pipeline for 2010. I am already looking to
expand the sales team and hope to recruit new BDMs for the North
9044 or email
and South regions over the coming weeks.”
January 2010 Mortgage Introducer
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