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Informed Choice Podcast 012 – Foreign Sounding Fund Managers, Women & Dementia, & Investment Outlooks
This week in episode 12 of the Informed Choice Podcast, Martin examines a new study which has found investors are […]
Julia Docker
Feb 20, 20153 min read


Chinese New Year, Goats & Changing Direction
It’s Chinese New Year today, signifying the start of the Year of the Goat. The goat is the eighth of […]
Julia Docker
Feb 19, 20152 min read


Avoiding tax evasion
As long ago as August 2011 I wrote a post about tax avoidance and tax evasion. This subject became a hot […]
Julia Docker
Feb 15, 20152 min read


Why is Money Important to You?
Has your Financial Planner ever asked you this crucial question, why is money important to you? I’m prompted to ask […]
Julia Docker
Jan 30, 20152 min read


Are you a number or a person?
I asked this in my book How to Take Your Pension Pot because I was and still am concerned that […]
Julia Docker
Jan 29, 20151 min read


Underestimating life expectancy
When are you going to die? It’s an unpleasant sounding question with an important answer, from a Financial Planning perspective […]
Julia Docker
Jan 27, 20152 min read


Shock fall in price inflation
The cost of buying goods and services went up last year, but not as quickly as it going up previously. […]
Julia Docker
Jan 13, 20152 min read


Thank you, Bank of Mum & Dad
There was an interesting article in The Times recently, explaining that the Baby Boomer generation has given more than £10bn […]
Julia Docker
Dec 22, 20142 min read


Pensioner Bond Interest Rates
Interest rates for the new ‘Pensioner Bonds’ have been announced and they offer some cheer for those over 65 ahead […]
Julia Docker
Dec 15, 20142 min read


Who should pay for austerity?
Last week’s Autumn statement from the Chancellor prompted BBC Radio 4 magazine programme Broadcasting House to feature a ‘Balloon Debate’ this […]
Julia Docker
Dec 7, 20142 min read


Key points from the Autumn Statement
The Autumn Statement on Wednesday contained some key points for personal financial planning. We quickly produced a free 10-page briefing […]
Julia Docker
Dec 5, 20142 min read
Informed Choice Podcast 002: Financial Planning Week, Under 30s & Inflation Figures
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Julia Docker
Nov 21, 20142 min read


Rise (and rise) of the silver separator
When I was filming interviews for my documentary earlier this year, one of the most interesting findings was a statistical […]
Julia Docker
Nov 19, 20142 min read


No rate rise in 2015
My bold prediction this morning is there will be no interest rate rise in 2015. Yesterday we saw the latest […]
Julia Docker
Nov 13, 20142 min read


Cognitive reserve, dementia & retirement
I spent some time over the weekend proof-reading a draft copy of my new book. Ready, Steady, Retire! Plan Your […]
Julia Docker
Nov 9, 20143 min read


Your Annual Tax Summary
If you’re a taxpayer, your Annual Tax Summary is on its way to your letterbox very soon. Millions of these […]
Julia Docker
Nov 4, 20142 min read


7 things you should do right now
Working with clients approaching or in the early stages of retirement over the past decade, I’ve identified 7 things individuals […]
Julia Docker
Nov 2, 20145 min read


Advice is what we do
I wrote recently about the difference between guidance (as proposed by the government) and advice. I make no apologies for […]
Julia Docker
Oct 27, 20141 min read


Dinosaur financial advisers & smoking Beagles
Are independent financial advisers ‘out of date’, dinosaurs even? A very clever marketing campaign from new kid on the block […]
Julia Docker
Oct 17, 20143 min read


Will you have to pay inheritance tax?
The prime minister David Cameron has brought inheritance tax back into the spotlight with his promise that only the “very […]
Julia Docker
Oct 15, 20143 min read
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