professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Author profile

Charlotte Richards

Follow

Articles by Charlotte Richards

Your profession

From IT to IFA: Is this man mad? Part 2

Peter Lawrence spent 30 years in IT, but last year launched his own IFA firm. At a time when there is an apparent exodus of advisers, this is a move that goes against the grain.

clock 04 March 2010 •

Your profession

The battle against the short-termists

Julian Chillingworth, CIO of Rathbone Unit Trust Management, warns against a short-termist attitude in the current climate.

clock 04 March 2010 •

Underwriting

Alcohol and drug abuse

"Everything in moderation…" Fergus Bescoby takes a look at the use of alcohol and recreational drugs in insurer's terms

clock 01 March 2010 •

RDR

It's the final countdown

The Retail Distribution Review has set the clock ticking for those giving regulated advice and sales guidance on retail products, says Matt Smith

clock 01 March 2010 •

Underwriting

Case study

Rhys (52) has just taken early retirement due to stress and serious heart problems which resulted in surgery. He and his family were previously covered under his company's PMI plan, and now he wants to provide this cover for his wife (Heather, 48) and...

clock 01 March 2010 •

Protection

A blossoming market

The market for over 50s life cover plans is set to grow and, says James Eaglen, the products are already in the market

clock 01 March 2010 •

Individual Protection

Market Views

In an effort to increase consumer confidence and engagement in the industry the concept of a protection product quality mark has been suggested. Would you broadly support this idea, and what issues would it raise?

clock 01 March 2010 •

International

Holding back the competition

Taking on International PMI business can stave off competition from other market sectors and be a profitable addition to a business' line up, says Andrew Apps

clock 01 March 2010 •

Regulation

Encouraging whistle-blowing

Recent moves on bribery and corruption are signs of a new approach to the issue by the FSA and SFO that will affect brokerages. Richard Burger explains

clock 01 March 2010 •

Protection

Planet Insurance: Long-term care

The politics of long-term care funding has become very contentious in the run up to the election and the debate has moved from a relatively rational debate on options for the future to emotive political point scoring.

clock 01 March 2010 •
134135136
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad