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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Your profession

Top tips: Selling your business

Top tips on selling your business

clock 14 October 2010 •

uncategorised

To bundle or not to bundle?

What advisers can learn from the defined contribution pension market

clock 14 October 2010 •

Property Investment

What are the prospects for commercial property?

Simon Molica of OBSR asks property managers for their views about the future of the sector

clock 14 October 2010 •

Income Protection

Immunising clients' income with financial 'flu jab'

Winter is fast approaching and many of your clients will get a cold.

clock 14 October 2010 •

RDR

Independent or restricted? Who cares!

The most amusing point about the "infernally-insular" debate on whether IFA or restricted is best, according to Openwork head of strategy Campbell Macpherson, is that the people who ultimately pay advisers' wages couldn't care less.

clock 13 October 2010 •

Protection

The personal touch

Talking face to face remains an excellent tool for both existing and new clients. Maria Merricks looks at how to plan the perfect client seminar.

clock 13 October 2010 •

Cautious Managed

Why invest in the Cautious Managed sector?

CAUTIOUS MANAGED

clock 13 October 2010 •

Protection

Employee benefits; the trouble with ageing...

In advance of a change in the law, James Walker describes what the removal of the default retirement age could mean to businesses and their employee benefits

clock 11 October 2010 •

Underwriting

Revamping the process - claims

In recent years providers have concentrated on the underwriting elements of customer service. Rhys Dudding asks whether the other end, claims, is now ripe for an overhaul

clock 11 October 2010 •

Group Protection

For life's ups and downs

As they evolve for today's markets, group products are set to sell well, but should group risk advisers focus on income protection or critical illness? Paul Avis makes the case for a balance of both

clock 11 October 2010 •
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