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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Equity release

Punching above its weight

Equity release may have endured turbulent times but Peter Welch believes the future is bright

clock 01 February 2010 •

uncategorised

The Big Question

What New Year's resolution do you feel the retirement planning industry should make and why?

clock 01 February 2010 •

Individual Protection

Paring down to details

Paul Robertson talks to Dennis Smith about quality standard marks, HSBC's choice to implement this initiative and the bank's protection plans

clock 01 February 2010 •

Protection

Risk Clinic - Case Study

My client, Anne (39), is a divorced accounts executive with two primary-school-aged children. Her widowed and retired father, Brian (66), also lives with the family, and takes a significant role in childcare, allowing her to work full-time. What protection...

clock 01 February 2010 •

Pensions

Points of view

Matt Ward takes a look at Defaqto's latest research into consumers' views on retirement saving

clock 01 February 2010 •

Estate planning

Useful solutions

Margaret Jago discusses the use of discounted gift trusts in inheritance tax planning

clock 01 February 2010 •

Investment

Short-term prospects

The long-term attractiveness of pensions for very high earners was put in further doubt as a result of the changes within the pre-budget report in December.

clock 01 February 2010 •

PMI

The elephant in the room

The current subject on brokers' lips is PMI claims transparency, yet this was banned from discussion at a recent AMII meeting. In the absence of proper debate, Insurance Age's Liz McMahon brings viewpoints together

clock 01 February 2010 •

Investment

4 questions

The big issues that long term investors must address when looking for investments

clock 29 January 2010 •

TMT

Better Business: Time to embrace the latest technology

Industry surveys suggest 30% of adviser firms still use ‘home-grown' technology to run their businesses. In a time of heavy regulation and stiff competition, Nick Eatock, chief executive of IntelliFlo, says IFAs should be embracing up-to-date and business...

clock 28 January 2010 •
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