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Using your pension like a bank account
Today’s announcement that the government are giving additional rights to savers to “dip in” to their pension funds, just like […]
Julia Docker
Oct 14, 20142 min read


Challenges for Baby Boomers
Nick shared an article with me this morning which highlighted some interesting challenges for Baby Boomers. The article contained a […]
Julia Docker
Oct 14, 20142 min read


UK inflation falls to 1.2%
The latest price inflation figures from the Office for National Statistics (ONS) show UK inflation has fallen to 1.2%. The […]
Julia Docker
Oct 14, 20142 min read


Obese doctors & bankrupt Financial Planners
One memory I have of my first holiday to South Africa was being introduced to a family doctor at a […]
Julia Docker
Oct 10, 20142 min read


Institute of Financial Planning Annual Conference
I’ve just spent a few days at the Celtic Manor Resort in Newport, attending the Institute of Financial Planning (IFP) […]
Julia Docker
Oct 8, 20142 min read


Graduating again
The last time I sat through a graduation ceremony was 14 years ago, in Winchester Cathedral when I received my […]
Julia Docker
Oct 4, 20142 min read


5 Ways To Remove Financial Stress From Your Life
Some degree of stress in life is normal and actually healthy, as it keeps us on our toes. But too […]
Julia Docker
Oct 2, 20142 min read


5 Conservative Party Conference Financial Pledges
Today sees the end of the Conservative Party Conference, an event which featured a number of financial pledges in preparation […]
Julia Docker
Oct 1, 20142 min read


Best time ever to make a will
There’s never been a better time to make a will. New rules coming into force on 1st October 2014 are […]
Julia Docker
Sep 29, 20142 min read


Biggest retirement freedom killer
What is your biggest retirement freedom killer? Pensions, ISAs, Tax Free Lump Sum, Annual Allowance, Lifetime Allowance, Capital Gains Tax, […]
Julia Docker
Sep 26, 20142 min read


Better off retired than working
It seems to defy conventional wisdom, but could you be financially better off retired than working? For the Baby Boomer […]
Julia Docker
Sep 21, 20142 min read


£45,000 a year can buy you happiness
The cost of happiness? Around £45,000 a year, it seems. New research presented to the American Psychological Association found feelings of […]
Julia Docker
Aug 15, 20141 min read
Choose life
Choose life. Choose a job. Choose a career. Choose a family. Choose a f***ing big television. Choose washing machines, cars, […]
Julia Docker
Aug 12, 20142 min read


‘Pay before you die’ inheritance tax
HM Revenue & Customs are considering introducing an ‘accelerated payment’ scheme for inheritance tax. This would result in some people […]
Julia Docker
Aug 11, 20142 min read


Life’s a beach. If only you were on it.
Frustrating, isn’t it? Hot weather, it’s holiday season and you’re stuck in the office wishing you were on the beach […]
Julia Docker
Aug 7, 20143 min read


What is your Healthy Life Expectancy?
We talk a lot about life expectancy in the world of Financial Planning, but perhaps healthy life expectancy is a […]
Julia Docker
Aug 5, 20143 min read


Help for the clipped wing generation
It was interesting to read in the media yesterday reports of new research by the charity Shelter, which found nearly […]
Julia Docker
Jul 30, 20142 min read


Polluter doesn’t pay for SIPP & UCIS compensation
We have written on this subject a number of times before but still the problem continues. The Financial Services Compensation […]
Julia Docker
Jul 29, 20142 min read


Inheritance tax and life assurance
The MailOnline has reported that more than half a billion pounds will be paid in Inheritance Tax every year from […]
Julia Docker
Jul 24, 20141 min read


Are you ready for the rate rise?
We heard yesterday that the Bank of England voted unanimously to hold interest rates at their historic low of 0.5% […]
Julia Docker
Jul 24, 20142 min read
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