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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

Why we wouldn't avoid investment risk even if we could

That's the thing about risk, explains Andy Brown, investment director at Prudential's Portfolio Management Group, we spend our lives trying to avoid it little knowing that, without it, we can expect to gain almost nothing.

clock 10 November 2011 •

RDR

Loud and proud: Why restricted advisers will shout about specialism post RDR

Vince Harvey, head of training & development for Brooks Macdonald Group, discusses why some clients may prefer restricted over independent advice.

clock 10 November 2011 •

Property Investment

What Geoffrey Boycott can teach us about property ownership

Where a property is owned by more than one person, it's important to consider carefully whether the tenants are joint or in common, says James Lewis from law firm Howard Kennedy.

clock 10 November 2011 •

RDR

No laughing matter: Don't miss the deadline!

Julie Hepworth, group regulatory manager at Perspective Financial Group, explains how to make sure your gap-fill evidence is up to scratch.

clock 10 November 2011 •

Wrap/platforms

Picking a platform: 
Not an easy thing to do

Ten leading platform commentators were locked in a room last month to debate the future of the market. In the last of a three-part special, the team dissects the ways distributors select and use platforms.

clock 10 November 2011 •

Bonds

A quick look at...Sterling Strategic Bond funds

Rayner Spencer Mills' Ken Rayner reveals which Sterling Strategic Bond funds should form part of your clients' portfolios.

clock 10 November 2011 •

ISAs

The IHT planning benefits of Junior ISAs

Paul Kennedy, head of tax planning at Fidelity Fundsnetwork, explains how Junior ISAs should be a welcome addition to the adviser's tax-planning armoury...

clock 01 November 2011 •

Investment

Ask the experts: Would you recommend unit-linked guarantees?

According to PA research, 66% of advisers polled said they did not recommend unit linked guarantees. Why do you think this is and what can be done to increase the number of advisers recommending the product?

clock 31 October 2011 •

Protection

Insure your clients wellbeing and enjoy healthy rewards

Introduce your clients to Usay Compare and receive commission. Visit www.usaycompare.com and click on Partnership Programme today.

clock 31 October 2011 •

uncategorised

Being in the know is being in control…

We all want certainty - and when it comes to auto-enrolment, advisers and their corporate clients want to know precisely what solutions their providers will offer. The wait will soon be over. We should have the final auto-enrolment regulations early in...

clock 31 October 2011 •
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