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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

Waiting with bated breath

It is now almost four and a half years since Adair Turner laid out the Pension Commission's recommendations for a new policy direction for both State and private pensions.

clock 25 February 2010 •

Wrap/platforms

Clive Waller tackles platform charging

Clive Waller, managing director of CWC Research, discusses the contentious issue of platform charging.

clock 25 February 2010 •

RDR

Better Business: Zurich's Howells on RDR prep

Richard Howells, intermediary sales director at Zurich UK Life, says advisers need to start considering their post-RDR business plans now to steer clear of future strategic problems.

clock 25 February 2010 •

Your profession

Better Business: Sorting clients by value

Brett Davidson, chief executive of FP Advance, says client segmentation can improve customer service and your business's bottom line

clock 25 February 2010 • 4 min read

Asset Allocation

The new breed of asset allocation solutions

Nick Blake, head of retail sales at Vanguard Investments, gives an overview of the different asset allocation solutions available to advisers.

clock 25 February 2010 •

Equity release

What does an adviser need to know?

Robert Bowes goes through the issues advisers need to take into account if they are wishing to move into the equity release market

clock 25 February 2010 •

Investment

We live in less interesting times

Arecent edition of Countryfile looked at the rural elderly and the issues specific to them, such as mobility, access to care and support etc. It also mentioned very briefly, the actual inflation rate affecting individuals and couples in this category....

clock 25 February 2010 •

Income

Don't let Easter get in the way

Nigel Orange highlights the urgency of getting in touch with clients to warn them of the impending change in minimum retirement age

clock 25 February 2010 •

Pensions

Fact or fiction?

Billy Mackay attempts to cut through the confusion regarding SIPP flexibility

clock 25 February 2010 •

Pensions

Q&A: AJ Bell's Billy Mackay

Retirement Planner caught up with AJ Bell's marketing director Billy Mackay to discuss their recent win at the Professional Adviser Awards

clock 25 February 2010 •
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