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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Protection

RDR: Shaping the future?

The implementation of the RDR, in consultation until 30 October, will impact on protection, both through the providers and directly on IFAs. Stephen Gay, director of distribution development at Aviva Life, Robert Kerr, head of distribution development...

clock 02 November 2009 •

Protection

Market Views

The protection industry is expecting a reduction in the number of IFAs post RDR of from 20-50%, depending on the survey chosen. Will this impact on sales of protection and will this prompt the resurgence of in-house sales forces - the man from the Pru?...

clock 02 November 2009 •

Protection

Weaving a powerful web

No longer considered exotic, the online world is fast becoming the basis for the sale of financial products. David Child gives a few pointers to protection advisers.

clock 01 October 2009 •

Protection

A third party priority

Attention to service levels is imperative in a firm of any size, yet both measurement and implementation may be better outsourced, says Kate Roy.

clock 01 October 2009 •

Protection

Refining the process

A few simple techniques can make lead buying a much more rewarding activity. Jonathan Barrett explains.

clock 01 October 2009 •

International

Stand out in a crowd

Few advisers consider International PMI, says Paul Weigall, yet it is a business ripe with development opportunity for intermediaries.

clock 01 October 2009 •

Protection

Nuts and Bolts

In a bid at clarity, Anthony Burpitt gives the gist on being a pricing actuary in (precisely) 824 words…

clock 01 October 2009 •

Protection

Market Views

The ABI has said it intends to end Total and Permanent Disability (TPD) clauses, introducing set definitions. Will this add even further complication to Critical Illness (CI) policies?

clock 01 September 2009 •

Protection

An ageing industry

An ageing workforce alongside ageing IT systems is a looming problem for the insurance industry. We must act now, says Tim Crossley.

clock 01 September 2009 •

Protection

Risk Clinic Case Study

James and his wife Monica, both 30, work together as interior designers. Monica is pregnant and they want to revisit their insurance. They currently have only a £120,000 joint life policy on their mortgage and nothing on their business together. Where...

clock 01 September 2009 •
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