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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Your profession

CEO Viewpoint: Nick Cann

Nick Cann says the new AIFA director general has a perfect opportunity to represent IFAs in a changing landscape…

clock 08 July 2010 •

Wrap/platforms

How to select the right platform

Malcolm Murray, head of marketing at Transact, asks how can advisers ensure they select the right platform for them?

clock 08 July 2010 •

Japan / Far East

OBSR's Top China funds

Ruli Viljoen, head of investment research at OBSR, a Morningstar company, looks at some of the Chinese equity funds the firm rates.

clock 08 July 2010 •

TCF

Why should you have a TCF framework?

A TCF framework provides a useful structure for advisers to navigate RDR choices, writes David Norman of TCF Investments.

clock 08 July 2010 •

Protection

Better late than never: The State steps in

As the country in the world's eye, COVER looks at the parlous state of healthcare in South Africa. Graeme Mackenzie explains

clock 07 July 2010 •

Medical

A changing landscape

Now that the dust is settling following the General Election, how will promised public sector cuts impact on the NHS? Jill Davies discusses the possible future of healthcare in the UK

clock 07 July 2010 •

Individual Protection

Market views

In the interests of getting a stronger voice, should the Association of Medical Insurance Intermediaries (AMII) be forging greater links with the British Insurance Brokers Association (BIBA), or will this mean a loss of direction?

clock 07 July 2010 •

uncategorised

IHT contingencies

Paul Davies reviews the way trusts and life assurance policies can be used to meet succession planning challenges and considers some of the issues arising

clock 07 July 2010 •

Income Protection

Risk Clinic: Protecting against redundancy

My client Dave has very little disposable income. He is employed, but having seen friends made redundant through the recession, he has been spooked about his financial instability, although he has no indication that his job is at risk. He is single with...

clock 07 July 2010 •

Protection

Questions to ask about… Diving

Diving is a popular pastime but can be potentially hazardous, even fatal. By asking the right questions at the outset the underwriters can ensure the correct price is charged for the risk, writes Jeff Barker

clock 07 July 2010 •
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