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Author profile

Charlotte Richards

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Articles by Charlotte Richards

VCTs / EIS

Paraplanner Zone: Piers Denne

Piers Denne from Future Capital Partners looks at the implications of the 50% tax regime for investors.

clock 20 May 2010 •

TMT

Tech Review: Canada Life

This week, AT8's Mark Loosmore's tour of the product providers took him to Potters Bar to interview David Greenall of Canada Life.

clock 20 May 2010 •

Your profession

Comment: Smallwood's Shout

Chris Smallwood, CEO of 2plan Wealth Management, on recent positive news for ‘independent’ advisers post 2012

clock 20 May 2010 •

Equities

What the Greece crisis means for investors

Trevor Greetham, manager of Fidelity's Multi Asset Strategic fund, looks at how the crisis in Greece and peripheral Europe may affect your clients.

clock 20 May 2010 •

Long Term Care

Can the new government solve the long-term care dilemma?

With soaring healthcare costs and an ageing population, Charlotte Moore looks at how the coalition government might tackle the problem of long-term care.

clock 20 May 2010 •

Bonds

Fund Manager's Viewpoint: Stephen Snowden

Stephen Snowden, manager of the Old Mutual Corporate Bond fund, on a volatile outlook for the months ahead

clock 20 May 2010 •

Regulation

Financial services industry gets ready for tougher regulation

Adviser firms must establish robust risk management and compliance procedures as the financial services industry prepares for tough regulatory reform, writes Michael Ralls from Kroll Background Worldwide.

clock 20 May 2010 •

Economics / Markets

Asset Allocator's Soapbox: Tony Yousefian

This week: Tony Yousefian, CIO at OPM Fund Management, asks if the €750bn bail-out fund is a short-term fix for the euro or a long-term solution.

clock 19 May 2010 •

Your profession

When advisers become a target

You're at a party and a guest berates you for your role in the economic crisis. How do you respond? Bryce Sanders, president of Perceptive Business Solutions, offers some diplomatic solutions.

clock 19 May 2010 •

Individual Protection

Risk Clinic: Case Study

I have a client who has no protection and wants to change this, but price is a major factor. She is well aware of the cut down products as offered by bancassurers, however, I feel a fuller product would be more suitable. What are the definitive sales...

clock 13 May 2010 •
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