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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Structured Products

Technically speaking: Unregulated schemes

The FSA has been incredibly prolific and industrious recently with their thematic reviews and projects examining areas such as pension switching, structured products and platforms.

clock 12 August 2010 •

US

How to advise Americans living in the UK

Tony McLoughlin discusses investment challenges facing Americans living and working in the UK

clock 12 August 2010 •

Your profession

Asset Allocator's Soapbox: Oscillating wildly

David Coombs discusses how to manage risk in ‘exceptional’ times

clock 12 August 2010 •

Your profession

From IT to IFA: Part 7

This month, Peter Lawrence looks at regulatory hurdles for small firms

clock 12 August 2010 •

Underwriting

Disease of the month: Depression and anxiety disorders

Incredibly common, yet little understood by the public, Fergus Bescoby investigates the insurance angle

clock 09 August 2010 •

Protection

Market Views

Would you be interested in being involved in a body encompassing all intermediaries, providers, re-insurers and bancassurers, solely for promoting the interests of protection insurance?

clock 09 August 2010 •

Critical Illness

Risk Clinic: Old vs new CI

My client, Steve, has just asked me to perform an overall review of his protection needs following the start of his new family. He's only 32 and has an existing 10-year-old critical illness policy (25-year term). Should I recommend keeping this for the...

clock 09 August 2010 •

Underwriting

The case for partial payments

Julie Hopkins considers the case for adding partial benefit payment for DCIS treated with mastectomy

clock 09 August 2010 •

Underwriting

Safety in numbers- covering individuals under group protection plans

Paul Avis makes the case for protecting individuals being best served through employer sponsored support

clock 09 August 2010 •

Critical Illness

Grabbing a lifeline

Jennifer Gilchrist explains there are sound reasons for drawing children's sickness to clients' attention

clock 09 August 2010 •
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