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Minimum standards required
The Treasury have announced their plans to provide a guidance service to those people with a defined contribution pension plan […]
Julia Docker
Jul 22, 20142 min read
Questions or talk – which is better?
What questions do you expect some one to ask of you when you are buying something from them? Imagine that […]
Julia Docker
Jul 18, 20142 min read
Beauty and value in the same ballpark
Beauty, they say is in the eye of the beholder. So, it seems is value. There has been an interesting […]
Julia Docker
Jul 16, 20142 min read
Fees as a percentage or fixed cost?
Financial consultancy firm, Action Consulting, has published its Sixth Adviser Snapshot report based on a poll of advisory firms and […]
Julia Docker
Jun 24, 20142 min read
Best Retirement Adviser – Finalist
Informed Choice is proud to be a finalist for Best Retirement Adviser at the Investment Life & Pensions Moneyfacts Awards […]
Julia Docker
Jun 23, 20141 min read
£10 Stocks & Shares ISA for the ‘mass market’
Reported in the media today is an offering from Sun Life Direct of a stocks & shares ISA aimed at […]
Julia Docker
Jun 19, 20141 min read
Why IFAs are like fine wine
Steve Webb, the Pensions Minister, has referred to IFAs as being the equivalent of “fine wine”. In context he described […]
Julia Docker
Jun 11, 20141 min read
When client service is code for “actually, we don’t care that much”
The relationship between financial intermediary and client is based of course on trust and integrity. When we say we are […]
Julia Docker
May 30, 20142 min read
How do you make any money?
As I was lying face down on the massage table yesterday afternoon, calf muscles being pummeled and holding back my […]
Julia Docker
May 21, 20142 min read
We need to talk about SIPPs
The Financial Ombudsman Service (FOS) has reported a near 50% increase in the number of complaints that they have received […]
Julia Docker
May 19, 20141 min read
That will be 6.25%, thank you very much
There is a story being reported at the moment of a dispute between a firm and one of its consultants […]
Julia Docker
May 16, 20142 min read
Trust, reputation, cost and past investment returns
I joined a panel of speakers at the Morningstar Investment Conference in London on Tuesday afternoon. It was very well […]
Julia Docker
May 15, 20142 min read
Unregulated means too risky
The FCA has today issued a timely alert on the subject of SIPPs. In particular it has warned that transfers […]
Julia Docker
Apr 28, 20141 min read
£112m down the drain
Well done to the Financial Conduct Authority (FCA) for banning two advisers who convinced nearly 2,000 people to transfer their […]
Julia Docker
Apr 23, 20141 min read
The secret cost of advice
Last week we reported about the outcome of the Financial Conduct Authority (FCA) thematic review on the disclosure of advisory […]
Julia Docker
Apr 13, 20142 min read
Clarity over costs
When you seek financial advice, there should be absolute clarity over costs involved. The introduction of the Retail Distribution Review […]
Julia Docker
Apr 7, 20142 min read
Fellow of the Personal Finance Society
Among last-minute ISA applications and the usual insurance company correspondence arriving in our post this morning was confirmation that Martin […]
Julia Docker
Apr 3, 20141 min read
Cost of financial services regulation
Regulation is designed to maintain the integrity of the financial system and protect consumers, but what is the cost of […]
Julia Docker
Mar 31, 20142 min read
Ending rip-off pensions and investments
In what probably represents good news for their customers and a blow for their shareholders, insurance companies are set to […]
Julia Docker
Mar 28, 20142 min read
It’s too late for advice
The end of the tax year is fast approaching, with only today and five working days next week before we […]
Julia Docker
Mar 28, 20142 min read
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