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Editorial standards: maintaining trust, authority & integrity

Professional journalists care deeply about about the quality and accuracy of what they write and the way they go about gathering information.

A few years ago, I wrote a booklet for Incisive Media journalists on editorial standards which contains plenty of valuable advice and guidance for journalists. Much of it remains highly relevant and is worth sharing. I remember when writing the booklet how impressed I was that so many other media organisations, especially in the fields of business and financial publishing had similar policies they expected their journalists to adhere to.

This is the third in a series of blogs doing just that with a few minor up-dates.

Mission: It is our aim to produce great journalism that provokes, informs, entertains and educates. Accuracy, reliability and integrity are the key attributes that all writers and production staff should aim for in every aspect of their work. We strive to produce added-value information, whether in print or online, that our readers cannot live without. You should be aware of your division’s mission statement and that of your own brand.

Authority: We write factual and authoritative stories and do not pull punches. We do not write deliberately negative or destructive copy and always go out of our way to be honest and balanced. There is no room for mean-spirited journalism in our pages. Be tough, but be fair.

Independence: One of the most important qualities of a good journalist is independence and our readers must be able to place their trust in us. We are independent of our sources and do not let ourselves be used by them. It is our job to question the conventional wisdom and ask the questions we know our readers would like to have answered. Our editorial pages – whether in print or online – are not for sale.

Accountability: We hate making mistakes. When we do, we correct them. Internally, you are expected to come clean with your editor or publisher when you make an error. Do not withhold any serious complaints you get from readers and/or sources about your work. (A further blog in this series will deal with complaints and how to handle them).

Initiative: Editorial staff must show initiative and commitment, be good time managers and be flexible, ready to respond to the varying demands of their job. They must represent Incisive Media in a professional and conscientious manner in appearance and attitude.

Honesty: Never lie to a source. Never lie to a colleague. Never lie to your editor or manager.

Transparency: Never duck the implications of your relationship to a subject or a story, or to a particular source or sources, if this might have an impact on how we approach a story. If there is any reason why you might not be the right person to do a story because of a conflict, let your editor know.

ipso-green-320Stocks and shares: Simply put, you should never write about a company or business in which you have a financial interest, or write about shares or financial services products in which you or a close relative has a significant interest. You should be familiar with the Independent Press Standards Organisation’s Editors’ Code of Practice which is unequivocally clear on this point.

Advertising features: These are a common feature of modern business publishing and can add value to a publication, its website or to an event. However, it is important that readers are not misled. They should be clearly labelled and, if staff writers are contributing, you should always ask the question: is it clear to the reader what is independent content and what is paid-for content? If there is any prospect of confusion among readers, you should err on the side of caution and use external writers or write under a pen name.

Plagiarism: It goes without saying that as part of your commitment to trust and integrity, you should never attempt to pass off someone else’s work as your own.

Entertainment and paid-for trips: Practice differs sharply in different markets. In the US, most journalists decline all lunches or similar if paid for by a company or a source. In the UK and Asia, it is more usual to accept them. You need to be wary of excessively expensive entertainment: think through the potential obligation to the provider that might result and, if you have any concerns, discuss these with your publisher and editor. If it is a paid-for visit to another country that will result in editorial coverage, you should state clearly at the end of any article who paid for the trip.

Finally, there were a few general words of advice that all journalists, including this writer, should reflect on from time-to-time.

A key ingredient in any successful journalistic career is self-discipline, whether in meeting deadlines, managing your time, making that extra phone call to get the story or checking every fact over again. That can only come from you, although the advice in this booklet will be of great help.

Always remember that excellence is not a one-off event, it is a constant striving for the very highest standards in print, in person and online.

Trust, authority and integrity are hard-won accolades: tough to earn but all too easy to lose.


The next blog in this series will deal with the growing problem of demands for quote checks.

The earlier blogs covered:

• Editorial standards: values worth striving for
• Reporting Best Practice: facts, sources and comment

Reporting Best Practice: facts, sources and comment

We hear so much about fake news, media bias and suspect journalistic standards nowadays that people might think that journalists rarely, if ever, stop to think about what they do or how they go about their daily task of reporting. My experience is that professional journalists care deeply about about the quality and accuracy of what they write and the way they go about gathering information.

A few years ago, I wrote a booklet for Incisive Media journalists on editorial standards which contains plenty of valuable advice and guidance for journalists. Much of it remains highly relevant and is worth sharing. This is the second in a series of blogs doing just that with a few minor up-dates.


Sources: All of your conversations with sources are presumptively on the record, provided that you clearly identify yourself at the start of the interview as a reporter for your publication. Many of the people you interview will want to go ‘off the record’. Resist this: encourage sources to be on the record. Remind them that readers place more stock by an attributed quote. If you must, allow them to go ‘not for attribution’ or ‘off the record’ (see below). Make sure that you and the source have the same understanding of the terms used below. Avoid conversations that wander from one status to another: it is generally best to take them off the record and then go through with the source to get his or her agreement as to what can be used on the record at the end.

You should aim to get as much as possible on the record. Do not let sources think they can easily gain anonymity in order to criticise other people or damage competitors; encourage them to go on the record. Never forget that some sources want to remain anonymous because they want to advance an agenda or hurt someone. Do not let yourself be used.

Everything given to you by one source as that you wish to present as fact should always be checked, no matter who they are. You must always be on your guard against being used or too easily accepting something as fact just because it sounds true or is headline grabbing. Unfortunately, journalism is littered with examples of people who have deviated from this simple rule.

Sourcing and status: There are three levels of conversation between source and reporter: on the record, not for attribution and off the record.

• On the record is exactly what it says: sources, by name, being quoted or paraphrased in print.

• Not for attribution is when you quote or paraphrase someone without identifying them by name. “A source in the Justice Department…” “A leading fund manager…”. Two important points to bear in mind when using not-for-attribution sources are: work out in detail how you will describe an anonymous source – the source should not be surprised to see how you have described them – and give the reader some help on how to judge the value of information from the anonymous source by being as detailed as possible in the identification while preserving the source’s anonymity.

• Off the record means you cannot attribute the information to the person you are interviewing and you cannot use it based on that source at all. It does not mean that the information goes into a black box, protected from ever being made public. You can take what you learn in an off-the-record interview and use it to try to ferret out other information, or the same piece of information, on the record or not for attribution using other sources.

• At some events people may refer to the Chatham House Rules. These are frequently misunderstood. Firstly, there is only one Chatham House Rule. Secondly, it does not mean off the record. It is a non-attributable status that means it can be reported: “At an dinner in the City last night top compliance directors slammed the regulator…”. You cannot identify the participants but do not be surprised if some people at the event think they were talking off the record.

Getting comment: No one should be surprised to see their name in one of our publications. No one should be surprised to read an allegation or accusation about them. You should get comment from, or at least attempt to get comment from, people whose names will appear in and are the subject of a story. Be persistent: one phone call is not nearly enough; you should try hard, often leaving multiple messages, to reach key players in a story and tell them when your deadline is.

In most instances, organisations should also not be surprised. For example, if you are mentioning a firm, even if you are not quoting anyone from that firm, you should call a manager or PR representative of that firm to confirm facts or to get comment. You should give people a real chance to respond to an article by contacting them ahead of deadlines when circumstances permit. As with all of these guidelines, there are obvious common-sense exceptions. For example, it is not necessary to get comment when a person’s name appears as part of a contemporaneous court report.

People and companies cannot suppress a story about themselves that they do not want published merely by refusing to comment. In order to protect yourself and your publication you should put allegations to someone and invite them to comment but if they do not respond within a reasonable time or refuse to comment then you can publish. It is best to make your readers aware that you invited comment but did not receive it.

There is plenty of law covering this, much of it now enshrined in the 2013 Defamation Act.

ipso-green-320Representing yourself as a reporter: Do not tell people you are someone you are not. That means, in virtually all cases, you should introduce yourself to potential sources and subjects as a reporter and name your publication. Deception should only be used in exceptional circumstances where there is a clear public interest to be served and these should be discussed with senior editorial staff. The Editors’ Code of the Independent Press Standards Organisation has some sensible advice on this.

Quotes: Do not use quotes out of context. Use an ellipsis (…) when you omit long stretches of quoted material. You do not need to use an ellipsis when you omit odd words from an interview: just be careful not to distort the meaning or take a quote out of context.

Facts: You are responsible for not making mistakes. The best practice is to fact check everything you write formally. That means going through a copy of the final, edited version of your story and questioning every fact: the spelling of names, the names of companies, job titles and so on. Just getting the spelling of someone’s name wrong undermines the authority of a story. A good practical tip is to fact check from the bottom of the story up, one sentence at a time. This will force you to isolate facts and minimise the likelihood of quickly reading past checkable material that you’ve stopped ‘seeing’ because you have read the story so many times.

Online resources: Take care when using online sources. It is the journalist’s job to check sources. Do not take all websites at face value, especially if they contain controversial information. There are many bogus and hoax websites that contain malicious false information about individuals or business rivals that look like the real thing. You should look for an ‘about us’ section and check the contact details if you have any reason to be suspicious about the provenance of a site.

Wikis and collaborative sites: Wikipediea and similar collaborative sites are a very good starting point for research but they should never be treated as a definitive source. There are many examples of inaccuracies, some deliberate and malicious, on these sites. Every fact should be checked.

Beware of social media: The vast array of social media also presents a significant challenge. Social media can be a great source of stories but it is also the means by which most fake news is generated and recirculated. Everything needs careful checking. Remember that the laws of defamation and libel apply to social media in the same way as they apply to everything else that is published.


The next post in this series will cover some broader topics such as financial interests, hospitality and balancing commercial interests. Later posts will deal with complaints and quote checks.



Editorial standards: values worth striving for

I recently picked up a copy of a booklet on editorial standards and policies I wrote over ten years ago for Incisive Media which was then at its zenith, employing hundreds of journalists across three continents.

It contains a mixture of practical advice on editorial best practice coupled with some broader guidance on the ethics of journalism as they might be applied in a modern business publisher. What struck me is just how frequently the questions it seeks to answer come up when I am running training courses for new journalists or giving lectures to media studies students at universities.

Over the next few weeks I will share much of that content as it remains so relevant. It may even be thought-provoking for some.

Of course, plenty has changed in the media since it was written.

The digital revolution has gathered pace and changed publishing and the media in ways no-one envisaged 11 years ago (whatever they might say today).

In the UK, we have had the Leveson inquiry resulting in the creation of a new, but deeply flawed, press regulator with pressure mounting for a second phase of that inquiry to be launched.

Across the globe, there are furious debates about “fake news”, where it comes from and how it is shaping public opinion.

Rather than just reproduce all the content in the booklet, I will up-date it, strip out the parts that were purely internal to Incisive Media in 2007 and organise it into a series of themed blogs. I will conclude with some thoughts on quote-checking, which was only a minor irritant to journalists at Incisive Media then but which now looms large in almost every corner of the media. I was recently asked to draft some policies on quote-checking for another publisher and will share those more widely.

So, by way of introduction to the series of blogs here is what James Hanbury, chief executive, and I said were the aims of the booklet at the time:

“Trust, authority and integrity are the three key words that drive everything and everyone at Incisive Media.
“They are words that you as journalists – either experienced ones joining us as the next step of your career or graduates on our training scheme – will recognise as the cornerstones of editorial excellence.
I”ndeed, excellence is at the heart of every publication, every website, every conference and every piece of content we produce.
“Without this excellence the commercial functions within the company would struggle to be so successful. This places a great challenge and responsibility on those in our editorial departments to maintain the highest editorial standards”.


Some of the history of Incisive Media can be found on Wikipedia, although it is by no means complete.


Ermine-clad guerrillas will be empowered by Commons Brexit vote

The fall-out from last night’s vote by MPs to insist that Parliament has the final say on whether to accept whatever Brexit deal the government finally negotiates will be extensive.

This has further weakened Theresa May’s already fragile government, possibly hastening us towards a general election in early 2018.

The prospect will grow more likely once the House of Lords gets its hands on the enormous Brexit Bill.

So far, relatively little has been said or written about how far the over-whelmingly pro-EU peers might push the government on this controversial bill which threatens to remove Parliamentary scrutiny from so much of the Brexit process. But after Christmas the spotlight will fall on the Lords and when it does we are likely to find it emboldened by last night’s vote.

The decision of the elected House of Commons to insist that the terms of the final deal are brought back to Parliament rather than just signed off by ministers will encourage the unelected Lords to be bolder in their attacks on the Bill than they might have been. It offers them a significant degree of political cover for amending the Bill. They aren’t going to vote it down in its entirety – that would clearly be a step too far for an unelected body and would hurl us into a major constitutional row – but they are likely use a sort of Parliamentary guerrilla warfare to pass amendments that will make the government very uncomfortable.

If the government cannot get these amendments reversed in the Commons, something it has surely made harder for itself by its bullying of rebel Tory MPs yesterday, then the possibility of May being forced to the country grows stronger.


Back from the Brexit cliff-edge

The best one can say about the stage one Brexit deal hammered out in Brussels in the small hours of Friday morning is that it has pulled us back from the cliff-edge of a hard, no deal Brexit – at least for the time-being.

It has also made it less likely that Brexit will not go ahead.

Of course, there is a vast torrent of turbulent water yet to flow under this particular bridge but, even those of us who opposed Brexit, must cautiously welcome this modest progress. The prospect of an acrimonious no-deal Brexit is not one anyone should desire as it will be hugely damaging to the UK and to our friends in Europe. Let’s be clear: no-one would benefit from that and it is irresponsible of people like John Redwood and Ian Duncan Smith to keep touting it as a possible option.

We need to leave on the best possible terms and Friday’s fudged deal makes that more likely.

May bolstered by deal

The “who blinked first” debate will rumble on for ages but it is remarkable how the once-divided Cabinet has swung behind Theresa May on this, backed by the European negotiators. Donald Tusk’s rather sentimental contribution on Friday morning displayed something of the new desire among the EU negotiating team to keep May in power. Whether this is because they view her as a soft touch – as some British and European newspapers are doing – or because they fear the possible chaos of a collapse of her vulnerable government is by no means clear. But they have done their best to bolster her position.

The deal is either cleverly drafted or badly fudged depending on your viewpoint, especially on the vexed question of the Irish border. This should never have been given such a prominence so early in the negotiations. The issues are too complex, too sensitive and too bound up in a bloody history that few Europeans understand. How it should be dealt with will become clearer once we know what the trade deal looks like. If the UK signs up for a Norway-style arrangement with the EU – which all the talk of “alignment” suggest could now be back on the agenda – then the border issue will largely drop away. Anything short of that will put it back on the agenda, albeit without any obvious solution.

Real progress on citizenship

The deal on citizenship is much better than most people expected and represents genuine progress. It should go along way to easing the concerns of EU citizens in the UK and British citizens in the EU. The most remarkable aspect of it is the extended period of jurisdiction for the European Court of Justice. This bodes well for the trade negotiations as it is hard to see how it can be peremptorily cast aside from the complex world of European directives and how they will be applied after Brexit.

The Brexit settlement bill does look to have involved compromises on both sides although there seems to be rather a lot of detail missing from the agreement published yesterday. Divorce is never cheap so we should accept that and move on.

The acceptance of a two-year transition period is another welcome injection of common sense, although it is still too short. it is quite possible it might get extended further especially if the negotiations are going well on both both sides.

Leaving now more certain

Despite the noises from hard-line Remainers, this stumbling step forward does make it more likely that we will reach the sort of trade deal that will satisfy sufficient numbers of people to push the prospect of a complete volt-face in public opinion to the margins of probabilities. We are leaving the EU.


Key role for All Party Insurance Group

It was interesting to hear the City Minister Stephen Barclay tell MPs, peers and industry representatives at the All Party Parliamentary Group on Insurance and Financial Services this week that it had a key role in educating politicians and the public about some of the key issues facing the sector. This was precisely the sort of role we envisaged for the Group when I helped get it established way back in 1991.

With challenges such as the impact of the discount rate on premiums, travel sickness claims, financial exclusion and Brexit swirling around the industry it finds itself firmly implanted in the political agenda. The communication channel that the All Party Group provides is vital in ensuring that these debates are well informed and have a clear understanding of the insurance and retail financial services sector perspective.


Barclay: APPGIFS has key role

Read how social media covered the meeting with Stephen Barclay on Storify.

While the industry has improved its own communication with politicians and government departments immensely since the Group was founded, there is still a role for a genuine All Party Group that is open to backbench members of both Houses of Parliament that holds meetings in public that anyone can attend. Usually there is an opportunity for the public to ask questions too.

The administration of the Group is still provided by Insurance Post which ensures it is a neutral platform, not a lobbying group. Nowadays it is in the very capable hands of the content director Jonathan Swift who is always keen to hear from people who want to present to the Group or just be kept up-to-date with news on its meetings.

The current chairman, former insurance broker Craig Tracey, is always keen to hear direct from people in the industry or from outside about issues they think the Group should be addressing. He can be contacted at

The Group continues to attract support from new Parliamentarians with new MPs from both the 2015 and 2017 General Elections joining the Group. The full list of members is here APPG members Oct 2017

The Group has three further meetings arranged for this session

Tuesday 31 October
What will Brexit mean for the UK insurance and financial services sectors?
This session will look everything from existing regulation such as Solvency II to future trading opportunities and recruitment in a Post-Brexit Britain.

Confirmed speakers:
Chris Beazley, chief executive, London Market Group
Jonathan de Beer, EU-exit co-ordinator, Association of British Insurers
Michael Tripp, partner, Mazars
Erik Vynckier, board member, Foresters Friendly Society and former chief investment officer – insurance, Alliance Bernstein

Tuesday 21 November
Making insurance more affordable and transparent
This session will look at everything from the progress of Flood Re to recent criticism of dual pricing and use of jargon, to see what can be done to improve the reputation of the UK insurance and financial services sector.

Confirmed speaker:
Andy Bord, CEO, Flood Re, More TBC

Tuesday 12th December:
Subject TBC

All these three meetings will be at 4.30pm in Committee Room 17 of the House of Commons. It is advisable to allow at least 30 minutes to access the Palace of Westminster via the public entrance as this can be very busy when Parliament is sitting and operates airport style security checks.



Brexit: the cliff edge approaches

Another day, another speech full of wishful thinking on Brexit from our lame-duck Prime Minister.

Negotiating our departure from the European Union was never going to be easy, let alone constructing a new relationship with the EU once we leave. These are statements of the obvious. Obvious that is to most informed observers: not, it seems, to our crippled, fractious government which, despite giving itself almost nine months before pressing the Article 50 button, has been woefully ill-prepared, making it easy for Michel Barnier and his EU negotiating team to ridicule our deeply flawed strategy at every turn.

Barnier is not the ideal choice as the lead EU negotiator. He is notoriously inflexible and deeply committed to the long-winded, bureaucratic procedures that the EU favours. These leave no detail overlooked and have enabled the EU to dismiss the UK’s feeble attempts to devise a coherent negotiating strategy. This hasn’t been hard as we have a government that is still negotiating with itself and has no idea of where it wants to get to by March 2019, let alone how it is going to get there. The EU team, however, is looking dangerously stubborn and inflexible.

It could have been different.

The UK could have grabbed the moral high ground and re-shaped the agenda early on by addressing the three main areas identified by Barnier as his priorities. In doing so, the negotiations might – I stress might – have taken on a more fluid, constructive tone.

Moral high ground

We should have made a generous and wide-ranging declaration regarding EU citizens already resident in the UK. Morally it is the right thing to do and economically we need them. By addressing this straight away we could then have demanded the EU respond with similar generosity towards the British citizens living in the EU. Thousands of people are still facing an uncertain future as a result of both sides using them as political pawns.

Future liabilities

The EU was always going to present a large, very detailed estimate of what it believes the UK’s future liabilities to the EU are. We appear to have been taken by surprise and have stumbled blindly towards making a back-of-the-envelope counter offer. What was David Davis and his team doing for nine months? Why didn’t that have a counter-offer ready or, better still, have a properly costed, defensible offer ready on day 1 of the negotiations?

Irish border question fraught with danger

The third of Barnier’s initial hurdles is the Irish border. The moment he flagged this up alarm bells should have been ringing in Whitehall because EU politicians do not understand the fragility of the peace in Northern Ireland. The European Parliament’s chief Brexit co-ordinator Guy Verhofstadt betrayed the extent of their ignorance during his recent visit to Belfast when he said he was shocked by the walls dividing the Catholic and Unionist communities. Nobody who knows the first thing about the long, troubled history of Ireland would have made that comment.

The future of the Irish border is obviously a key issue but it should never have been made such a high-profile issue at the start of the negotiations. It needs handling with much more care than it is now receiving. We should have made clear that it is an issue that needed to be taken out of the headlines for as long as possible with the opportunity for those who live in Ireland and represent the different communities to shape their future.

Not only should more attention have been paid to the sensitivity of the Irish question but it is also clearly premature to attempt to resolve it.

What sort of border we have between Northern Ireland and the Irish Republic depends entirely on our future relationship with the EU. If we stay in the Single Market and accept a reasonable degree of free movement of EU citizens then the border can stay very much as it presently is. The harder the exit of the UK from the EU then the more attention has to be paid to a new border settlement. To make a decision at the outset of the negotiations is to almost pre-judge the outcome.

Cliff edge Brexit will damage everyone

Unfortunately, it looks increasingly likely that the outcome will be a hard, hastily patched-together Brexit, the so-called cliff edge feared by businesses here and across the EU. It will be the most damaging for everyone.

With the UK government crippled by infighting and the EU team stubbornly refusing to come down from its lofty perch, the next round of negotiations offer little prospect of progress. The best we can hope for is some sort of messy transitional deal with some sensitive high profile sectors such as agriculture and fisheries excluded and the rest left to muddle along for a few years until the politicians come to their senses. That’s the best but neither Theresa May nor any of the inadequate pretenders to her soon-to-be-vacated throne seem remotely capable of achieving even that.