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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

Heeding the legislative lights

Mary Stewart discusses the issues surrounding taxable moveable property and how it affects clients' investment decisions

clock 20 January 2011 •

Income

The Big Question

Sun Life Financial of Canada's decision to only provide products to existing customers means only MetLife and Aegon remain active in the variable annuity market. What do you think the prospects are for the variable annuity market in the UK and how will...

clock 20 January 2011 •

Income

A growing market

Aston Goodey discusses the potential impact of third way products

clock 20 January 2011 •

Pensions

Alive and kicking

While the SSAS market has been overshadowed by SIPPs in recent years, there are many reasons why they should be considered as a pension option, says Robert Graves

clock 20 January 2011 •

Structured Products

Incapital expands UK offerings with plan trio

Incapital Europe is offering three new structured products as it gears up for significant expansion in the UK in 2011.

clock 20 January 2011 •

Investment

A landmark event for the baby boomers

Bernard Henshall discusses the role multi manager investment strategies can play in retirement planning

clock 20 January 2011 •

Investment

What goes around, comes around

Ray Chinn assesses the financial challenges facing advisers reviewing client portfolios

clock 20 January 2011 •

Income

Assessing the impact

Mike Morrison discusses the issues advisers and their clients need to bear in mind when taking advantage of the new flexibility around retirement income

clock 20 January 2011 •

Equity release

Leading the way

Peter Welch discusses the importance of strong lead generation for equity release business

clock 20 January 2011 •

Your profession

How we transitioned to an adviser charging model

Advisory firms have less than two years to transition to an adviser charging remuneration model. But some have already made the move...

clock 20 January 2011 •
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