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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Medical

Re-evaluating, Re-aligning and Re-energising

With the current economic climate still anything but stable, Matthew Reeves explains how advisers can re-energise sales by offering dental benefits

clock 06 April 2010 •

Critical Illness

Protection: Survival of the fittest

How should an adviser assess which Critical Illness policy they should offer to a client? Specialist protection IFA Alan Lakey outlines a new approach to product selection...

clock 01 April 2010 •

Investment

Introduction to Retirement Planner April edition

Retirement Planner Editor Helen Morrissey introduces some of April's highlights

clock 26 March 2010 •

ETFs

Top tips for choosing an ETF

David Chellew, head of market positioning at HSBC Global Asset Management, offers his top tips for choosing an ETF provider.

clock 25 March 2010 •

Your profession

Better Business: Ditching client reports

By scaling down client reviews, advisers can free up back-office time to deliver more effective services, writes Brett Davidson, chief executive of FP Advance.

clock 25 March 2010 •

ISAs

ISA countdown: Investors turn backs on developed world

Advisers are shunning plain vanilla equity funds investing in the developed world this ISA season, in favour of emerging market, absolute return and cautious managed strategies.

clock 25 March 2010 •

Your profession

Paraplanner Zone: David Hewitt

David Hewitt is managing director of Full Moon Analysis, a freelance paraplanning business.

clock 25 March 2010 •

Income

The Big Question

Each month we ask leading industry figures to answer one big question: Recent research by Towers Watson showed a 24% increase in sales of enhanced annuities in 2009. What are the key factors contributing to this rise?

clock 25 March 2010 •

Equity release

2010 shuffles a new hand

Jon King highlights the need for more flexibility if the equity release market is to evolve

clock 25 March 2010 •

Wrap/platforms

Better Business: How can you select the right platform?

With the number of platforms increasing and competition intensifying, advisers need to take more time selecting the right platform for their clients, writes Skandia's Jeremy Mugridge.

clock 25 March 2010 •
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