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Author profile

Charlotte Richards

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Articles by Charlotte Richards

uncategorised

How to explain NEST charges to clients

NEST’s chief investment officer Mark Fawcett explains how the savings vehicle’s charging structure works

clock 25 August 2011 •

Investment

Asset Allocator's Dashboard: August 2011

In a new series for Professional Adviser, each month we will bring you a snapshot of the views of Cazenove multi-manager head Marcus Brookes and co-manager Robin McDonald

clock 25 August 2011 •

Investing in the profession

Case study: How to use discounted gift trusts effectively

Paul Thompson, tax & estate planning consultant at Canada Life, explains how a Discounted Gift Trust can be a highly IHT-efficient planning tool.

clock 25 August 2011 •

Your profession

Diary of a wannabe adviser: Week seven

Lewis Benson is a member of the Aviva Future Adviser Academy. Each week, he shares with Professional Adviser his experiences as he takes his first tentative steps into the world of financial advice…

clock 25 August 2011 •

Technology

How Network Direct uses technology

This week, Mark Loosmore of AT8 Group examines start-up Network Direct's use of the Plum practice management system.

clock 25 August 2011 •

Investing in the profession

RDR and qualifications: The definitive Q&A

Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...

clock 25 August 2011 •

ETFs

Our guide: ETFs made simple

David Bower, head of marketing for iShares EMEA, unravels some of the misconceptions about exchange-traded instruments.

clock 25 August 2011 •

Investing in the profession

How to get the most out of your professional body

Will Goodhart, chief executive of the CFA Society of the UK, explains why there is more to belonging to an industry body than professional accreditation.

clock 25 August 2011 •

Property Investment

Why listed property is riding high

Alban L'Honneur, assistant fund manager on the Thames River Property team, examines why listed real estate has outperformed other sectors.

clock 25 August 2011 •

uncategorised

Blog: Clichés in your backyard

Rowanmoor Pensions’ compliance manager Mark Lisle wonders how his old boss would have treated the arrival of NEST

clock 25 August 2011 •
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