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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Protection

A legacy to be proud of

As the AMII chair comes up for election next month, Stephanie Spicer talks to outgoing chairman Mike Izzard on his tenure and the tasks ahead

clock 01 March 2010 •

Economics / Markets

UK market outlook

Following the market lows in early March 2009, there was a strong rally in UK equities as confidence grew throughout last year over the increasing signs of a recovery despite the economy struggling to leave recession.

clock 25 February 2010 •

Income

The Big Question

Each month we ask leading industry figures to answer one big question

clock 25 February 2010 •

Investment

Sustaining funds

Bernard Henshall takes a look at how the multi manager approach can benefit investors

clock 25 February 2010 •

Investment

An international issue

Mike Morrison discusses how the recent Carson case should heighten awareness of pension issues for those who have retired abroad

clock 25 February 2010 •

Your profession

Paraplanner Zone: Svenja Keller

Svenja Keller joined John Lamb Partnership in October 2008 in her first paraplanning role and just over a year later scooped the Paraplanner of the Year title at the Professional Adviser Awards 2010.

clock 25 February 2010 •

Fixed Income

The need for positive action

Mark Peters discusses the role fixed income can play in a retirement planning portfolio

clock 25 February 2010 •

RDR

Time for a reality check

It's clear that the baby boom generation are a key part of an adviser's business model, as it's the section of the population with the most disposable income and the greatest savings.

clock 25 February 2010 •

Equity release

Home Truths

Nigel Hare Scott goes through the issues clients need to be made aware of when considering equity release

clock 25 February 2010 •

Income

Making the grade?

As income drawdown approaches its 15th anniversary John Moret assesses whether it has met peoples' needs

clock 25 February 2010 •
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