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The Daley Update

Singer & Friedlander Investment Manage-ment has appointed Dominic Fisher as head of UK equities. Fisher joins from Merrill Lynch Investment Managers, where he was head of charities. He replaces Richard Moore, who left for Old Mutual Asset Managers last month.

Gartmore has app-ointed Edwin Doeg as head of UK retail sales. Doeg has been at Gart-more since 1987 and has been promoted from sales director. Reporting to Graham Kane, he replaces Simon Goodge, who has left to head the sales team for Philips & Drew&#39s retail launch.

New Star Asset Management has recruited Garry White-field as head of retail marketing. He joins from Keydata, where he was also head of marketing. Prior to Keydata, White-field was marketing manager at Hill Samuel Asset Management. His resp-onsibilities will include IFA marketing.

Bates Investment has made six appointments to its marketing, PR and client service teams. Lynda Sowden has been made marketing manager, Catherine Bollard and Patrick Duffy have joined the campaign co-ordination team while Amanda MacKenzie will join as a corporate marketing executive. Caroline Fry has been made client services manager and Paul Illot joins the PR team.


Defining moments

This week we bring to an end our look at the main subjective and objective factors which should govern an adviser&#39s assessment as to whether an individual with a preserved pension in a defined-benefit pension scheme should transfer the value of those benefits to a private pension alternative – primarily, of course,a personal pension or […]

Compulsion on the agenda

Peter Jordan&#39s suggestion that the removal of compulsory annuities would solve the problem of poor stakeholder take-up (Money Marketing, November 8) was made redundant by pension minister Ian McCartney&#39s claim that moderate to high earners were always stakeholder&#39s target market (same MM issue). Indeed, Mr Jordan&#39s article appears to confirm what many IFAs already knew […]

Standard Life challenging rivals with offset mortgage

Standard Life Bank is planning an offset mortgage in a bid to challenge market leaders Intelligent Finance, Woolwich and Britannic Money. The bank plans to offer the product – where borrowers offset savings against their loan to reduce interest payments – over the next few months to reverse its decline in new business. Both IF […]

UCB Home Loans – FlexiPlus

Monday, November 19, 2001.Type: Discounted rate flexible mortgage.Discounted term: Two years.Discount: 1 per cent.Payable rate: 5.49 per cent.Minimum loan: £25,000.Maximum loan: Loans of up to 50 per cent of valuation subject to amaximum of £750,000, 51-70 per cent subject to a maximum of£500,000, 71-80 per cent subject to a maximum of £300,000, 81-85per cent subject […]


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