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Are pension scheme administrators Treating Customers Fairly?
As an authorised IFA in the Defined Benefit pension advice area, it has become customary to expect administrators to offer […]
Informed Choice
Sep 26, 20211 min read
Ascentric platform acquired by M&G
Investment platform Ascentric has been sold by Royal London to fund provider M&G. Ascentric is one of the wrap platforms […]
Julia Docker
May 27, 20202 min read
Why the polluter never pays
As a Financial Conduct Authority (FCA) authorised and regulated firm, we are required to have several arrangements in place to […]
Julia Docker
Feb 7, 20202 min read
New Managing Director for Informed Choice
We are pleased to announce a new Managing Director for Informed Choice. Informed Choice has announced the appointment of Shelley […]
Julia Docker
Oct 29, 20192 min read
Will this ban on pension transfer contingent charging fix anything?
The scandal of members of the British Steel Pension Scheme receiving terrible advice to transfer to private pensions and place […]
Julia Docker
Aug 4, 20194 min read
Nominees for the 2019 Women in Financial Advice Awards
Today is International Women’s Day, and we’re pleased to share the news of some Informed Choice nominees for the 2019 […]
Julia Docker
Mar 8, 20192 min read
Don’t Lose Interest!
I know that it can be difficult to follow financial writing, but I hope that this post is more interesting […]
Julia Docker
Feb 6, 20192 min read
Transparency is an important part of our culture
Transparency is an important part of our business culture. We want to ensure that our clients have full and complete […]
Julia Docker
Feb 5, 20192 min read
The dangers of white, middle aged, middle class investment managers
Are white, middle-aged, middle-class investment managers dangerous? I recently a seminar presented by one of the leading investment houses. At […]
Julia Docker
Jan 16, 20192 min read
Pension cold calls are now illegal – here’s how to keep your retirement fund safe
A new law has come into force which makes it illegal for companies to cold call about pensions. The ban […]
Julia Docker
Jan 9, 20193 min read
What is your record as a firm of Chartered Financial Planners?
Prospective clients occasionally ask us about our record as a firm of Chartered Financial Planners. It’s a perfectly reasonable question […]
Julia Docker
Dec 18, 20183 min read
Informed Choice Petersfield office secured as expansion into Hampshire begins
It’s an exciting time for our business, with the decision to open a new Informed Choice Petersfield office next month. […]
Julia Docker
Sep 14, 20182 min read
Pension Advice Costs Revealed
What does it cost to get professional financial advice in respect of your pension pot or investments? According to some […]
Julia Docker
Aug 28, 20183 min read
Who pays for financial services compensation?
I had a pleasure of being a guest on BBC Radio 4 Money Box with Paul Lewis at lunchtime today. […]
Julia Docker
Jul 21, 20184 min read
FCA report calls for more competition in the investment platform market
Do you use an investment platform to manage and administer your portfolio? These online platforms have become incredibly popular for […]
Julia Docker
Jul 16, 20184 min read
Retirement outcomes review
Three years on from the introduction of pension freedoms, how is the retirement income sector serving consumers? The Financial Conduct […]
Julia Docker
Jun 29, 20184 min read
Different experiences of financial services
How do our financial lives vary in different parts of the country? That’s the big question considered in new analysis […]
Julia Docker
Jun 21, 20183 min read


Nominated for Women in Financial Advice Awards 2018
Keeping an office running smoothly is not an easy task. It takes patience, attention to detail and the ability to […]
Julia Docker
Jun 5, 20182 min read
The FCA is tackling the high-cost credit market
First they tackled high-cost payday loans, and now the financial services regulator is taking steps to crackdown on other forms […]
Julia Docker
May 31, 20184 min read
Working as a team to open lock gates
Navigating a narrowboat through a canal lock requires a great deal of team work. Heading downstream, you first need to […]
Julia Docker
May 12, 20182 min read
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