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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Your profession

RDR: The good bits

Paul Armson, CEO of Alternative Financial Advisers, explains why embracing the RDR can benefit both advisers and clients alike...

clock 15 April 2010 •

Investment

Better Business: 'Wine' your way into HNW circles

A simple wine-tasting evening can bring you face to face with potential new clients, writes Bryce Sanders, president of Perceptive Business Solutions.

clock 15 April 2010 •

RDR

Better Business: The RDR's latest milestone

Peter Hicks, head of UK retail sales at Fidelity International, looks at what the most recent RDR paper means for consumers and platforms.

clock 14 April 2010 •

Bonds

Why pick investment grade corporate bonds?

Adam Smears, head of fixed interest research at Skandia Investment Group, says value still remains in investment grade corporate bonds.

clock 08 April 2010 •

Investment

Wanted! More independent financial advisers

The UK's need for IFAs has never been so great, writes John Baxter, head of Macquarie's veracity asset. transformation service

clock 08 April 2010 •

Individual Protection

What can the protection market learn from hairdressers?

Roger Edwards, proposition director at Bright Grey, asks why protection providers don't offer more ‘add-ons' to differentiate their service. I mean, if hair salons do it…

clock 08 April 2010 •

Individual Protection

Throw the protection life line

Richard Howells, intermediary sales director at Zurich UK Life, says advising your clients on their protection needs could open up a wave of new opportunities

clock 08 April 2010 •

Investment

From IT to IFA: Is this man mad? Part 3

Peter Lawrence spent 30 years in IT but last year launched his own IFA. At a time of an apparent exodus of advisers this man is going against the grain. This month: Setting up

clock 08 April 2010 •

uncategorised

How can you get your staff motivated on pensions?

Neil Hawkins, national employee communication manager at Friends Provident, gives tips on how employers can successfully get their staff to improve their pensions savings.

clock 08 April 2010 •

uncategorised

Money today, misery tomorrow? Accessing your pension earlier

The new minimum retirement age and the impact of the recession has resulted in people accessing pension lump sums early. But is this the best solution for your clients? asks Julie Darlington, director of regulation at 2plan Wealth Management

clock 08 April 2010 •
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