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Author profile

Charlotte Richards

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Articles by Charlotte Richards

TMT

Tech Review: We have Contact

AT8 Group's Mark Loosmore looks at how Contact Insurance uses IT to target the needs of the adviser community...

clock 04 February 2010 •

Global

Where will the value come in 2010?

SLI head of global strategy Andrew Milligan delves into the 2010 maze of inflation, interest rates and political influences.

clock 04 February 2010 •

Investment

Meet the paraplanner: Gary Tunstall

Only two out of 100 people would know what a paraplanner does, Brook-Dobson Brear's Gary Tunstall says. So his business card reads something else...

clock 04 February 2010 •

Specialist

Adviser Focus: Jeremy Newbegin, The Ethical Partnership

"Making the step from visiting the bottle bank to investing in ethical funds is a big one..."

clock 03 February 2010 •

Underwriting

Post war syndromes

Anne Llewellyn discusses the intricacies of underwriting policies for clients affected by the various illnesses that come under the heading ‘post war syndromes'

clock 01 February 2010 •

PMI

Understanding the mindset

Consumers and businesses are looking ahead to 2010 with a degree of optimism, and this positive thinking is also alive and well within the broker profession.

clock 01 February 2010 •

Bonds

Releasing the bonds

Plans unveiled by the London Stock Exchange (LSE) to open up the corporate bond market to small investors on Monday 1st February have run into opposition.

clock 01 February 2010 •

Investment

Breaking the rules

At least 2,000 SSAS cases in the UK could face penalties for not fulfilling the role of scheme administrator correctly. Richard Mattison examines what has gone wrong and how to rectify the situation

clock 01 February 2010 •

Protection

Savings for sprogs

With a low penetration and a tangible benefit, David Casson points out that childcare vouchers can be a profitable product in the IFA's range

clock 01 February 2010 •

Investment

Better Business: Winning the wealthy

Bryce Sanders, president of Perceptive Business Solutions, reveals how to get on the right side of high-net-worth individuals.

clock 01 February 2010 •
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