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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Specialist

Better Business: How can advisers benefit from the DC gold-rush?

Magnus Spence, director at Spence Johnson, says a growing DC market in the UK could open up opportunities for advisers.

clock 21 January 2010 •

Investment

Long term care: A demographic timebomb

Advisers are missing a trick with long-term care insurance, writes Joanna Faith.

clock 21 January 2010 •

Investment

Knowing me, knowing you

Richard Howells, intermediary sales director at Zurich UK Life, explains how to build the adviser/client relationship.

clock 21 January 2010 •

Investment

Paraplanner Zone: Direction Financial Planning

"The role of paraplanner is evolving," Simon Poole of Direction Financial Planning says. "Clients call me now..."

clock 14 January 2010 •

TMT

Tech review: A clear financial vision

AT8 Group's Mark Loosmore continues his series of articles for Professional Adviser with a look at how distributor Dawson Wealth Management is using IT to improve its business...

clock 14 January 2010 •

Investment

Better Business: Outsourcing investment decisions

In the run-up to RDR implementation, Fraser Donaldson, insight analyst - funds at Defaqto, discusses the options available to firms considering outsourcing the investment function...

clock 14 January 2010 •

Investment

Profile: Simon Gibson, Atkinson Bolton

"We are very aware of the importance of tackling climate change for the future of our children and our children's children."

clock 14 January 2010 •

Investment

Better Business: Fidelity's Peter Hicks on adviser charging

Any musicians reading this will know how painful tunelessness can be, but also what pleasure can be derived from true harmony...

clock 14 January 2010 •

uncategorised

The rebirth of SSAS

Nathan Bridgeman highlights the important benefits that come from using a SSAS

clock 13 January 2010 •

uncategorised

Clearing up confusion

The past year has been a turbulent one for the SIPP market with much confusion as to the responsibilities being placed on advisers and providers. According to Billy Mackay the time has come to bring clarification to the market

clock 13 January 2010 •
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