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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Your profession

How to complete 35 hours of annual CPD

In part one of a new series examining the FSA's professionalism rules, Perspective Financial Group's Julie Hepworth explains how to meet the FSA's annual CPD requirements - and how to keep a record of what you have done.

clock 10 February 2011 •

VCTs / EIS

An income alternative

Patrick Reeve, managing partner of Albion Ventures, explains why private equity VCTs are a good option for income seekers. 

clock 10 February 2011 •

Technology

Tech Review: Go compare! Go compare!

Mark Loosmore of AT8 Group reviews platform comparison tools.

clock 10 February 2011 •

Structured Products

Barclays Capital to launch FTSE 100 linked structured OEIC

Barclays Capital Fund Solutions, the asset management business of Barclays Capital, is broadening its product offering with the launch of a structured OEIC linked to the performance of the FTSE 100.

clock 10 February 2011 •

Structured Products

Barclays Wealth reissues Growthbuilder plan

Barclays Wealth has launched a new edition of its Growthbuilder for investors looking for added returns in a low growth environment.

clock 10 February 2011 •

Multi-manager

How multi-managers can solve the investment conundrum

Fund of funds experienced record net retail sales figures last year. Gary Potter, co-head of Thames River Multi-Capital, explains why...

clock 10 February 2011 •

Your profession

Our top eight ways to ask for a referral

Matt Anderson, author of Fearless Referrals, lists the eight things it takes to get clients to refer you to their friends and family.

clock 10 February 2011 •

Term Assurance

How to become a business protection expert

In the third of a six part series on business protection, Maria Merricks examines the tools available to help advisers enter the market

clock 10 February 2011 •

Protection

Market Views: Developing consumer advertising

Aviva has unveiled its protection TV advertising campaign. Is this the chink of light that the industry needs to maximise consumer awareness and engagement, and will it prompt further moves by insurers either individually or collectively?

clock 08 February 2011 •

Business

Risk Clinic: Business protection

A client who owns a four-man window fitting company has asked me to organise business protection for him. This is not an area I'm familiar with, so as a complete beginner how do I go about evaluating the amount I should be protecting him for?

clock 08 February 2011 •
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