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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Long Term Care

What the Dilnot report got wrong

Prudential product technical manager Gerry Brown on why there are plenty of product solutions for clients’ long-term care needs

clock 28 July 2011 •

Technology

Tech review: Should you consider Avelo Wealth Optimiser?

Mark Loosmore of AT8 Group gets a sneak preview of new financial planning tool Avelo Wealth Optimiser.

clock 28 July 2011 •

Global

The power of the 'Made in China' brand

Martin Currie China fund manager James Chong examines the growing sophistication of the Chinese market.

clock 28 July 2011 •

Wrap/platforms

How to use platforms to get RDR-ready

Alastair Conway, sales and marketing director at Cofunds, explains why a good platform could be your launchpad for an RDR-compliant business.

clock 28 July 2011 •

Structured Products

Jubilee unveils inflation-linked duo

Jubilee Financial Products has launched the Inflation Deposit and the Inflation Plus plans to help investors protect their capital from the ravages of inflation, as measured by the Retail Prices Index (RPI).

clock 28 July 2011 •

Wrap/platforms

UK Platform Awards: Vote for your top platforms

The Aberdeen UK Platform Awards dinner is the only event dedicated to excellence and achievement in the investment platform sector. All platform providers will be there, all hoping to win a prestigious award.

clock 28 July 2011 •

uncategorised

Quick poll: retirement savings

This week's Retirement Planner quick-fire poll asks: Do you think that products linking ISAs and pensions are a good idea?

clock 27 July 2011 • 1 min read

Investment

Asset Allocators' Soapbox: FundQuest's Havard Tveit

FundQuest’s Havard Tveit pinpoints the best investment opportunities as the global outlook enters uncharted waters.

clock 27 July 2011 •

RDR

Head-to-head: Should RDR be delayed?

One says 'yes', the other 'no': Financial Escape's Phil Castle and Old Mill's Simon Cole debate the call for a one-year delay to RDR.

clock 21 July 2011 •

RDR

The consumer view: Sorry, never heard of RDR

Professional Adviser took to the streets of London to canvass opinion on financial advice reform. First question: What is RDR?

clock 21 July 2011 •
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