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Author profile

Charlotte Richards

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Articles by Charlotte Richards

uncategorised

CII tips for getting RDR-qualified

The CII's Rebecca Prestage discusses the examination options available to advisers.

clock 25 June 2010 •

uncategorised

Top tips for successfully diversifying your portfolio

Successful portfolio construction is not just about diversification. It is also about understanding the role each asset has to play in helping the investor achieve their ultimate goals.

clock 25 June 2010 • 4 min read

uncategorised

How can you access gold in your SIPP?

In our second Suffolk Life Research Centre project we gauge investor appetite for gold within SIPPs and ask how this asset can be accessed?

clock 25 June 2010 •

uncategorised

Retirement under the coalition Government

Vince Smith-Hughes looks at the various ways saving for retirement is changing in line with Conservative/Lib Dem plans

clock 25 June 2010 •

uncategorised

The Big Question: NEST

Pensions minister Steve Webb has announced the coalition Government will take a look at auto-enrolment and the delivery of NEST. What would you like to see come out of this review?

clock 25 June 2010 •

uncategorised

How have pensions evolved over the last 20 years?

Mike Morrison discusses the key pension milestones in the industry over the last 20 years.

clock 25 June 2010 •

RDR

Top tips to becoming RDR-ready

With the deadline for compliance with the RDR a mere 30 months away, how ready are financial advice businesses for the changes it brings?

clock 24 June 2010 •

Economics / Markets

Interactive Financial Adviser: Economic Outlook

With the BP crisis and a slowing UK economy further compounding an already delicate situation, investors are nervous.

clock 24 June 2010 •

Structured Products

Structured products: You either love them or hate them

There is now a good case for using structured products as part of a portfolio, writes Ian Lowes, managing director of Lowes Financial Management and founder of StructuredProductReview.com

clock 24 June 2010 •

Multi-manager

Multi-Manager Interview: L&G

Barney Hatt talks to Alan Thein, co-manager of L&G's multi-manager range, about his chosen strategy for the three portfolios

clock 24 June 2010 •
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