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Author profile

Charlotte Richards

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Articles by Charlotte Richards

uncategorised

A changed landscape

Planning retirement income is no longer just a case of choosing a product. Athole Smith discusses the importance of taking a holistic view

clock 01 December 2009 •

uncategorised

A step too far?

Rupert Curtis and Nathan Bridgeman debate the issue of allowing members to take unauthorised payments from their SIPP

clock 01 December 2009 • 6 min read

Investment

55 and counting

In a few months, the minimum age for drawing a pension will rise from 50 to 55. This change will come as a shock to some people who were anticipating accessing some or all of their savings before their 55th birthday.

clock 01 December 2009 •

uncategorised

Understanding excluded property trusts

Rachael Griffin goes through the benefits of using excluded property trusts

clock 01 December 2009 •

uncategorised

Pets over pension pots

Advisers probably won't be surprised to hear that people are far more likely to consider insuring their pets and mobile phones than their retirement income. This was one of the findings of AEGON's recent consumer research.

clock 01 December 2009 •

Your profession

How to understand 'American-speak'

Bryce Sanders, president of Perceptive Business Solutions, reveals the real meaning behind phrases you might hear when doing business with Americans.

clock 26 November 2009 •

Your profession

The Curious Case of Lyle Dicker Grace

and the factors for determining UK tax residency

clock 26 November 2009 •

Protection

Protection: Legacy of the '10-minute term'

Aviva protection director Richard Verdin looks back over 10 years of e-protection...

clock 26 November 2009 •

Your profession

Paraplanner Zone: Damian Davies, The Timebank

Is paraplanning becoming a profession? Damian Davies thinks so...

clock 26 November 2009 •

Your profession

Profile: James Harvey, James Harvey Associates

James Harvey has a lot to get off his chest, but appears unsure his interviewer has grasped the concept of financial life planning, of which he is a firm convert.

clock 26 November 2009 •
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