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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Technology

How Lighthouse is using technology to get RDR-ready

Nothing however beats learning about how these solutions are used in real life so we have taken a few weeks out to speak to the networks and service providers about the problems they are trying to solve and the best solutions they have found, including...

clock 18 August 2011 •

Your profession

Our guide to assessing risk types

The Psychological Consultancy's Geoff Trickey reveals why you should identify your own risk type before advising clients.

clock 18 August 2011 •

uncategorised

Top tips on using flexible drawdown

AXA Wealth’s head of technical sales Andy Zanelli looks at how to get the most for your clients from flexible drawdown

clock 18 August 2011 •

Your profession

Diary of a wannabe adviser: Week six

Lewis Benson is a member of the Aviva Future Adviser Academy. Each week, he shares with Professional Adviser his experiences as he takes his first tentative steps into the world of financial advice…

clock 18 August 2011 •

Structured Products

Barclays Wealth unveils new Defined Returns Kick-Out plan

Barclays Wealth has reissued its Defined Returns Plan Annual Kick-Out, which offers investors the chance of an early investment return after two years subject to FTSE 100 index performance.

clock 18 August 2011 •

uncategorised

Quick poll: Equity release

This week's Retirement Planner quick-fire poll asks: How will Halifax's decision to withdraw its Retirement Home Plan affect the equity release sector?

clock 17 August 2011 • 1 min read

RDR

How to keep your staff post-RDR

Lyssa Barber of specialist financial recruitment company Allemby Hunt explains the growing importance of a staff retention strategy.

clock 17 August 2011 •

Property Investment

Hot100 Profile: Schroders' Rehlaender on commercial property

Jim Rehlaender, sub-adviser to the Schroder Global Property Securities products, tells Cherry Reynard why retail investors should not be avoiding commercial property.

clock 29 July 2011 •

Investment Trusts

Investment trust launches: This year's hits and misses

Stephen Peters, investment trust analyst at Charles Stanley, looks at some of the winners and losers among this year's new funds.

clock 28 July 2011 •

Your profession

Diary of a wannabe adviser: Week three

Lewis Benson is a member of the Aviva Future Adviser Academy. Each week, he shares with Professional Adviser his experiences as he takes his first tentative steps into the world of financial advice…

clock 28 July 2011 •
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