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Deputy group MD for Leeds IFA Bates

Leeds-based IFA Bates Investment Services has appointed Jonathan Gains as deputy group managing director. Gains will maintain his role as managing director of Bates&#39 direct investment arm, Wiseup, but will also be responsible for the firm&#39s growth plans.

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The Occupational Pensions….

The Occupational Pensions Regulatory Authority is launching a facility on its website to help employers find out if they need to set up a stakeholder scheme. At the website www.stakeholder.opra.gov.uk/decisiontree, employers can find out if they are exempt from having to offer staff access to a stakeholder pension. The website asks employers a series of […]

Quick link to solicitors

Mortgage platform IFonline is linking up with Legal Marketing Services to provide IFAs with online access to a network of solicitors specialising in mortgages. The move will allow IFAs to put a mortgage application through IFonline and get an immediate quote on the legal work for clients. Three hundred law firms – a total of […]

Sun Bank Offshore – Roll-Up Bond

Tuesday, 20th March 2001.Type: Offshore high interest account.Minimum-maximum investment: £5,000-£250,000.Place of registration: Jersey.Yield: Three year term – investment up to £25,000 6.09 per cent, £25,001-£50,000 6.25 per cent, £50,001-£250,000 6.48 per cent. Five year term – investment up to £25,000 6.45 per cent, £25,001-£50,000 6.64 per cent, £50,001-£250,000 6.89 per cent.Term: Three or five years.Offer […]

Pru flexible annuity and drawdown deal

Prudential Annuities is offering a hybrid annuity and income-drawdown product under the umbrella of the flexible retirement income account. The Pru says the plan enables policyholders to control their income with investment flexibility and to see how the guarantee of an income for life works. Key features include being able to secure higher returns than […]

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