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Author profile

Charlotte Richards

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Articles by Charlotte Richards

TMT

Tech Review: Swift

In the second of his reviews about practice management systems, AT8's Mark Loosmore looks at SSP's rejuvenation of its Swift software

clock 26 August 2010 •

Investment

The Big Question

What impact do you feel the change from RPI to CPI to calculate pension payments will have?

clock 26 August 2010 •

Investment

The whole story

Jonathon Howard looks at how increasing longevity affects retirement investment strategies

clock 26 August 2010 •

Retiring Abroad

Don't pack the factor 25 yet!

Andrew Tully warns about the potential pension issues that arise when a client retires abroad

clock 26 August 2010 •

Equities

Is it time to look across the Pond?

Standard Life Investments' Euan Sanderson explains why investors would be wise to invest in US equities.

clock 26 August 2010 •

Your profession

Small firms; Guide to recent tax changes

Canada Life's Jeremy Pearson reveals how legislative changes will affect small business owners.

clock 26 August 2010 •

Equities

Asset Allocator's Soapbox: Tristan Hanson

Tristan Hanson explains why he increased his weighting to Chinese equities across his multi-asset funds and his outlook for the global economy

clock 26 August 2010 •

RDR

How can adviser firms attract potential buyers?

With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.

clock 19 August 2010 •

RDR

Is data quality on your RaDaR?

Data management will play a crucial role in ensuring advisers are RDR ready.

clock 19 August 2010 •

Tax Planning

Fighting the tax avoidance war

IFAs must take a tough approach to HMRC's clampdown on tax-planning schemes, write Jonathan Levy and Matthew Greene of law firm Reynolds Porter Chamberlain.

clock 19 August 2010 •
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