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Mid-week update: 1 April 2020

A message from Paul Abberley, CEO - with a business and market development update

Delivery man

by
Paul Abberley

01.04.2020

Listening to you

As we are all settling into a new way of living and working, we have been listening to your feedback and consequently, I wanted to highlight a few things that I hope will be of interest:

Staying connected

Some of our staff have already been helping clients in self-isolation and we have been looking at new and innovative ways to keep in touch and stay connected.  To help we have launched a new community page.

Whether you need a phone call just for a chat, someone to drop off essential groceries or medication if you are unable to go out yourself, or if you are able to offer a helping hand to someone else or would like to contribute an article, just complete the form on our website, email us at [email protected] or speak to your usual Charles Stanley contact.

Emails  

A number of people have said they would now prefer to receive less physical post both for health reasons and because the postal system is becoming more erratic.  If you are not already doing so, you can use our online client portal, My Charles Stanley, which offers secure two-way messaging.  Alternatively, make sure your Charles Stanley contact has an up to date email address for you. 

Cheques

In line with social distancing guidelines, banks are discouraging people from visiting branches to pay-in cheques.  Therefore, from 6th April we will only be making electronic payments, which will not only reduce health risk but will also ensure accounts are credited more quickly. 

Client assets

For your peace of mind, we highlighted that despite the current climate, Charles Stanley remains a financially sound business with capital and liquidity well in excess of minimum regulatory requirements. 

As a further reassurance, all client assets (both your investments and any un-invested cash) are held in trust with leading banks and credit institutions and are carefully ring-fenced.  Therefore, the position of Charles Stanley itself won’t impact their security as they are kept separate from those of the company.  For added protection, we don’t place the money with a single bank, and it is divided amongst a number of institutions.  Further information can be found on the security of your investments page.

Market update

Last week was a volatile, but more positive week for global equities, as indices staged a rebound from the recent sell-off.  For our latest market commentary please visit our dedicated coronavirus page.

If we can do anything else to alleviate any concerns or to help make life any easier, please don’t hesitate to let us know.  As we enter a new tax year, we have compiled a checklist of financial activities to consider completing.

Checklist

In the meantime, please continue to take care of yourselves and stay safe.

 

My previous note

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