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IFA beats Goliaths in marketing awards

Bates Investment Services has won a top marketing industry award for its

consumer guide to Isas.

The IFA beat off financial services heavyweights including Marks & Spencer

Financial Services, Norwich Union and Direct Line to win the Precision

Marketing award for its Your Guide to Isas.

It was placed first in the financial category of the awards.

Precision Marketing is a sister publication of Money Marketing, aimed at

the direct marketing industry.

The guide, which was published in March, was aimed at potential Isa

investors who prefer picking their Isa off the page rather than seeking

face-to-face advice.

Judges described the contest as a battle between David and Goliath,

reflecting the fact that Bates was the only finalist not using a marketing


Bates Investment Services chairman Graham Bates says: “Isa guides were

distributed by a number of IFAs towards the end of the tax year but we are

now firmly established as one of the most professional players using this

direct means of distribution.”


IFAs&#39 mutual friends

Investec Guinness Flight&#39s Asia New Economy Fund is aiming for growth byinvesting in Asian companies involved in technology and the internet.The panel agree that the investment strategy is good. Fairhall says: “Itis a good strategy that combines companies presently benefiting from thenew economy and those with future potential.”Martin says: “It is good to see a […]

Pupils have what it takes to be IFAs

Schoolchildren have what it takes to be IFAs, the Times reports today. A class of 16 and 17 year olds scored more than 80 per cent in the test IFAs must do before they are allowed to practice in an exercise sponsored by Motley Fool, an investment website. The group from Sunderland high school were […]

Supermarkets sweep in for fund showdown

The fund supermarket world is about to get exciting. As four of the UK&#39sleading fund providers get together to launch an IFA-based onlinesupermarket in November, the stage has been set for a big showdown.The new company, to be called Consolidated Funds, will be set up with£20m from Gartmore, M&G, Jupiter and Threadneedle which have around […]

Perpetual Fund announces 19 per cent growth over last quarter

Perpetual&#39s UK Growth Fund announces 18 per cent growth since March compared with the sector average of a loss of 1.9 per cent over the same period. The company claims the fund is rated first out of 322 fund in that sector over the last quarter. The fund had suffered late in 1999 due to […]

Childcare - thumbnail

Three questions for employers…

The Family and Childcare Trust’s annual survey has been widely reported in the media and the two headline figures were these: the average cost of a nursery place for a child under two has risen by 33 per cent since 2010; and the costs have risen by five per cent in a single year.


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