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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Structured Products

Don't head for the hills

Barclays Capital’s Lisa Chaudhuri assesses how structured products have fared during the recent market volatility

clock 08 September 2011 •

Investing in the profession

Should you change your investment approach post-RDR?

The advent of RDR is changing the way advisers view their investment offering, says Phil Lindsay, development director (UK) at OBSR.

clock 08 September 2011 •

Wrap/platforms

What to expect from your platform post-RDR

In the wake of RDR, platforms have an opportunity to consolidate their position by providing advisers with all the tools to succeed, says David White, head of Fidelity FundsNetwork.

clock 08 September 2011 •

uncategorised

Your guide to… QNUPS

Tim Bush, director at Carey Pensions & Benefits Ltd, examines how Qualifying Non-UK Pension Schemes (QNUPS) could help your clients

clock 08 September 2011 •

Structured Products

Jubilee Financial Products launches Five Year Kick-Out

Jubilee Financial Products has launched the latest version of its Early Redemption Plan, which invests in securities issued by Morgan Stanley BV.

clock 08 September 2011 •

uncategorised

RP poll: Annuity rates vs market volatility

This week's Retirement Planner quick-fire poll asks: Do you believe falling annuity rates could have a bigger impact on clients' retirement income than the current market volatility?

clock 06 September 2011 • 1 min read

Commodities

Why you should look at soft commodities

As rising food prices make headlines, Parmenion's Simon Brett explains why soft commodities are providing opportunities for investors.

clock 01 September 2011 •

Your profession

Ask first! The trouble with life offices

Upside down and back to front – Kevin Carr, CEO of Protection Review, wonders why some providers get it so wrong when launching a new product…

clock 01 September 2011 •

Structured Products

Barclays Wealth in defined returns plan launch

Barclays Wealth has unveiled a new Defined Returns Plan Annual Kick-Out, which offers investors the potential for early returns of 6.50% per annum from the third year onwards subject to the FTSE being at or above 90% of the initial index level.

clock 01 September 2011 •

Structured Products

Gilliat unveils Credit-Suisse backed growth plan

Gilliat Financial Solutions has launched its Growth Multiplier -September 2011, which is the first structured product publicly offered to the UK market with Credit Suisse as the counterparty.

clock 01 September 2011 •
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