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Author profile

Charlotte Richards

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Articles by Charlotte Richards

VCTs / EIS

The adventurers: The pros and cons of investing in unlisted companies

Chris Hutchinson, fund manager at Unicorn Asset Management, outlines the risks and benefits of investing in unlisted companies...

clock 13 October 2011 •

Investing in the profession

How to beat RDR six-love: A practical guide to customer risk profiling

In the fourth of a six-part series on preparing for RDR, Bruce Moss, strategy director at Advisa Centa, offers some advice on determining your clients' attitude to risk.

clock 13 October 2011 •

Protection

Planet Insurance: The downfall of the IP Quality Mark

I write with regret that the income protection (IP) quality standard (QS) has been abandoned.

clock 12 October 2011 •

Technology

Tweet dreams: Engaging social media

Misconceptions exist about what social media actually is and how it can be used by the protection industry as a sales and marketing channel. Christopher Tuite explains

clock 12 October 2011 •

uncategorised

Quick poll: How are you preparing your clients for auto-enrolment?

This week's Retirement Planner quick-fire poll asks:Are you preparing your clients for the roll-out of auto-enrolment?

clock 12 October 2011 • 1 min read

Absolute Returns

Your absolute return fund checklist

Ian Aylward, senior portfolio manager at Aviva Investors, reveals what you need to consider before allocating a portion of client assets to absolute return funds.

clock 06 October 2011 •

Investing in the profession

"My paraplanner is my eyes and ears on the ground"

Tracey Evans, associate partner at Ashley Law Crawley, explains why she would be lost without her paraplanner.

clock 06 October 2011 •

Your profession

Quick guide: How to overcome CGT annual exemption limitations

Matthew Stephens, head of product and sales technical at Prudential, explains how to overcome limitations of the capital gains tax annual exemption.

clock 06 October 2011 •

Compliance

When an inspector calls: How to get the most out of your compliance visit

Jason Kirk, senior compliance field manager at SimplyBiz, explains how to get the most value out of your compliance visits...

clock 06 October 2011 •

Emerging Markets

Is emerging market decoupling a myth?

Jason Hepner, CFA, investment director of global strategy at Standard Life Investments, steps up to our Soapbox

clock 06 October 2011 •
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