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Constructive approach

I wanted to respond to Mark Dampier&#39s letter (Money Marketing, October 21).

The Bates analysis that MM used to write the story aimed to point out that even during periods where stockmarkets were flat, there are funds in both the UK all companies and UK equity income sectors that have demonstrated the ability to deliver returns of at least the equivalent of 5 per cent a year.

The research took in four flat periods and it identified a number of funds which met the 5 per cent hurdle over all these periods.

At Bates, all our research is aimed at being constructive and educative. Like Hargreaves Lansdown, we take the view that the leading IFAs have a duty to drive this industry forward in a positive fashion. Also, like HL, we do not carry out work with a view to generating negative stories.

James Dalby

Head of investment strategy,

Bates Investment Services, Leeds


Friends gives access to Activ platform via trustee plan

Friends Provident is introducing a trustee investment plan aimed at defined-benefit schemes which offers access to its Activ funds platform. The New Generation plan will enable trustees of big corporate pension schemes to invest in a range of external funds from 12 fund managers as well 20 in-house portfolios. The Activ platform, launched earlier in […]

First National and igroup launch online KFIs

igroup and First National have launched their online Key Facts Illustrations for intermediaries. GE Consumer Finance Home Lending chief commercial officer Sean Webb says: “We see this system as not only a necessity for FSA compliance, but also for the increased speed and efficiency of our brokers&#39 business. We are dedicated to intermediary relationships and […]

First4Brokers acquires Mandeville Ltd

First4Brokers, the independent mortgage compliant network has completed its acquisition of Mandeville Ltd, the electronic business to business service. Mandeville provides insurance products and services to mortgage brokers and IFAs. First4Brokers will now be able to deliver a range of electronically delivered general insurance schemes to its full members and firms that are directly authorised […]

Comment: Multi-Tie Edge

MULTI-TIE EDGE: Ken DavyThe future for the genuine IFA is becoming more positive by the day and rather than fearing the multi-tied dealmakers, IFAs in networks should use depolarisation as an opportunity to take control of their own destiny On reading in last week&#39s Money Marketing that Prudential expects to take about a quarter of […]

Stop the cold-calling

Royal London is pleased to support the petition calling for a ban on cold-calling for pension and investment products. The petition, launched by IFA Darren Cooke of Red Circle Financial Planning and hosted on the Parliamentary website, calls on the Government to ban cold-calling for pensions and investment products. A similar ban is already in force […]


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