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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Offshore Investment

Video: Fund & Products Awards 2011

Where does potential lie for IFAs with offshore clients?

clock 23 June 2011 •

Investment

How unconstrained investing can help your clients

Standard Life Investments' head of UK wholesale, Jacquie Kerr, explains how deviating from the benchmark indices can pay off.

clock 23 June 2011 •

RDR

Only half of products RDR-ready

Around 50% of products currently on the market will not allow advisers to meet their RDR requirements, according to new research from administrator Capita and consultancy AT8 Group.

clock 23 June 2011 •

Your profession

The seven wonders of timesheets

Director of The Ideas Lab Roderic Rennison on what timesheets can tell you about your business...

clock 23 June 2011 •

Technology

How an iPad app can help with financial planning

Mark Loosmore of AT8 Group looks at the new iPad application for financial planning from Italian firm Finantix.

clock 23 June 2011 •

Wrap/platforms

How platforms can help advisers pre and post RDR

Fidelity International's Julian Webb says platforms can go beyond merely helping advisers ease the regulatory burden of RDR.

clock 23 June 2011 •

Alternative Investments

Asset Allocators' Soapbox: Coombs on alternatives

Rathbones’ head of multi-asset investments David Coombs on why it may be time to review your alternatives exposure.

clock 23 June 2011 •

RDR

Blog: SPS will be the MOT of the FS sector

Joel Turland, managing director of T&C software company Redland Business Solutions, takes a closer look at the challenges of introducing statements of professional standing for advisers

clock 23 June 2011 •

uncategorised

Quick poll: Will the Treasury axe higher rate tax relief?

This week's Retirement Planner quick-fire poll asks: Do you think the Treasury will axe higher rate tax relief on pensions?

clock 22 June 2011 • 1 min read

Structured Products

Barclays Wealth unveils plan duo

Barclays Wealth has launched new Wealthbuilder fixed-term deposit and Defined Returns Plans.

clock 22 June 2011 •
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