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Platform appoints new business development manager

Platform has appointed James Higgs as a business development manager covering the south west region.

He joins Platform after eight years at Cheltenham & Gloucester where for the past two years he worked as a mortgage development representative.

Head of sales Jeremy Duncombe says: “We are really pleased to welcome James to the Platform team. This year has seen the appointment of Platform to a number of lending panels resulting in an increase in demand for our one product range. We&#39re expecting 2004 to be another very busy year, and James will play a pivotal role in helping us to strengthen the business further.”


Skipton launches new savers&#39 bond

Skipton has launched a new escalator bond for savers. The new 2-year step up bond will be offered at a rate that will increase to 6.25 per cent gross per annum for investments for only £500 an upwards.

Baronsmead drinks up

ISIS EQUITY PARTNERS BARONSMEAD VCT 4 Type: Venture capital trust Aim: Growth by investing in unquoted companies in the business services, media, healthcare and IT sectors Minimum investment: Lump sum £1,000 Opening-closing date: November 24, 2003/January 30, 2004Investment split: 80% unquoted companies, 20% fixed-interest securities Charges: Initial 5%, annual 2% Commission: Initial 3% or initial […]

40 bidders are vying to buy Aaron

The David Aaron Partnership could be sold within a fortnight after administrators KPMG said it was confident of securing a deal by mid-January with one of 40 interested parties.The firm was placed in the hands of KPMG on December 22, days after Money Marketing revealed that six of its 13 RIs had left to launch […]

Wait before recommending Standard says Wentworth Rose

IFAs should not recommend putting clients into Standard Life with-profits products until the issue of the FSA investigation into its financial strength calculations has been resolved, says Wentworth Rose managing director Philip Rose. Rose says IFAs should beware a repeat of the Equitable Life situation where clients continued to go into the life office after […]

DB transfers – one more factor to consider

Jim Grant – Senior Product Insight & Technical Support Analyst We look at how higher DB transfer values could cause a lifetime allowance issue and how that affects the advice process. Advisers are receiving an increasing number of requests from clients looking to transfer their pension from final salary schemes to personal pensions. This is a […]


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