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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

How to outsource your investments

Alan Cameron, head of the Glasgow branch of Quilter, explains how to get the most from outsourcing your investment capabilities.

clock 13 January 2011 •

TMT

Technology viewpoint: New Year's Resolutions

Nick Eatock, chief executive officer of IntelliFlo, looks at how advisers can manage their workload more effectively in 2011

clock 13 January 2011 •

Your profession

Educational seminars for IFAs on UCIS

Threesixty and three leading providers of Unregulated Collective Investment Schemes (UCIS) are set to host a series of educational seminars for advisers later this month.

clock 13 January 2011 •

Your profession

A lesson in funding for universities

Mark Peters, retail pensions and investment director at Zurich UK Life, outlines the new rules on tuition fees and strategies advisers can suggest to potential students.

clock 13 January 2011 •

Investment Trusts

How the RDR will affect closed-ended funds

INVESTMENT TRUSTS

clock 12 January 2011 •

Protection

Planet Insurance: Income Protection transparency

This new year promises to produce some valuable innovations in the income protection market.

clock 11 January 2011 •

RDR

Market views: Will consumers fear fees for protection post-RDR?

Are you afraid that when the RDR arrives the public will perceive advisers as charging fees for all products and so not consider coming to you for protection advice?

clock 11 January 2011 •

International

Risk Clinic: Arranging protection for ex-pat workers

My client is 42 and runs a consultancy in the oil industry. As a result he has to travel extensively, including contracts in dangerous and high disease risk countries such as Algeria, Sudan and Nigeria. He has already arranged international private medical...

clock 11 January 2011 •

Protection

Fangs will be changing

The dental benefits market is changing. Pam Whelan runs through what brokers need to know to keep up to date

clock 11 January 2011 •

Technology

Gaining the lead

The commoditisation of insurance and the economic climate is increasing the pressure on carriers to process claims cost-effectively. Larry Jacobson looks at how claims technology needs to be rethought to re-gain a lead in the market

clock 11 January 2011 •
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