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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Equities

Call for cap on largest income funds

The largest equity income funds should be capped to protect investors from concentration risk, according to RWC Partners' Ian Lance.

clock 27 September 2011 •

Structured Products

NatWest Int Personal Banking launches Navigator issue 8

NatWest International Personal Banking (IPB) has launched the 8th Navigator International account, designed to capture growth in bull and bear markets.

clock 22 September 2011 •

Structured Products

Gilliat unveils inaugural dual counterparty product

Gilliat Financial Solutions has launched its first dual counterparty product, the Income Builder - October 2011.

clock 22 September 2011 •

Investment

Your guide to KIIDs

Everything you need to know about key investor information documents (KIIDs), explained by Andy Maysey, senior adviser - retail distribution at the IMA.

clock 22 September 2011 •

RDR

Blog: Why there isn't an RDR middle ground

Dan Sullivan, founder of Strategic Coach, assesses the impact of RDR on advisers.

clock 22 September 2011 •

Technology

Small firm focus: How I reach out to clients

Mark Loosmore of AT8 Group speaks to Alan Moran of Interface Financial Planning about his use of systems including Avelo's Adviser Office and Client Portal.

clock 21 September 2011 •

Your profession

A guide to helping clients make out a will

Linda Cummins, head of wills at solicitor firm Goldsmith Williams, explains how to avoid mistakes when helping a client with a will.

clock 21 September 2011 •

UK

How will UK residency review affect your clients?

Brian Murphy addresses the changes and potential impact of HM Treasury's recent review of UK residency status.

clock 21 September 2011 •

Emerging Markets

Why should you look at exotic markets for income?

Henderson International Income Trust fund manager, Ben Lofthouse, examines why investors searching for income should look beyond UK equities and start to acquire a taste for more exotic markets

clock 20 September 2011 • 6 min read

Critical Illness

Blog: Give us a clue on critical illness!

Head of marketing at Ageas Protect, Andy Milburn, wonders where on earth the market will take critical illness next...

clock 20 September 2011 •
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