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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

Is there any benefit to being a loyal customer?

YES: Does loyalty pay? Usually, the resounding answer is "definitely not" when it comes to financial products - but this is not the case in all scenarios.

clock 16 June 2011 •

Income Protection

Blog: Why IP providers need to be more transparent

LV= income protection product manager Martin Sincup says advisers should push IP providers to reveal their claims stats.

clock 16 June 2011 •

Multi-manager

Burdett and Potter: How we run your money

Gary Potter and Rob Burdett, co-heads of Thames River Multi-Capital, on how their investment process is a mix of "art, science and the intensive application of common sense".

clock 16 June 2011 •

Investing in the profession

Better Business: How to be happier at work

Frustrated with your business? Feeling stressed at work? Matt Anderson of The Referral Authority offers some reassuring tips.

clock 16 June 2011 •

Offshore Investment

Winners revealed: International Fund and Product Awards 2011

Skandia International and Fairbairn Private Bank were among the major winners at the Professional Adviser International Fund & Product Awards 2011.

clock 16 June 2011 •

Structured Products

Morgan Stanley launches Gilt-Backed Growth Plan 9

Morgan Stanley has unveiled its FTSE Gilt-Backed Growth Plan 9, offering investors the potential for returns of 7% p.a. with reduced counterparty risk.

clock 16 June 2011 •

Protection

Blog: What the Royal Wedding tells us about protection

The stage of life when people even consider taking out protection insurance is changing and advisers must react, says Friends Life protection head Graham Harvey…

clock 16 June 2011 •

Your profession

Blog: Can you trust any third party?

Is it possible for an IFA business to completely trust a third party which may have values at odds with its own? David Ferguson, CEO of Nucleus Financial, doesn’t think so…

clock 16 June 2011 •

Technology

How to use Barrie & Hibbert's retirement tool

Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.

clock 16 June 2011 •

Your profession

Want to give your business a spring clean? Here's how

David Hesketh, group M&A manager at Perspective Financial Group, offers his tips to getting your business in order.

clock 16 June 2011 •
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