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Transparency vs Opaqueness
An interesting development is taking place in the financial services world. This development has been accelerated by the Retail Distribution […]
Julia Docker
Jul 3, 20133 min read


Getting tough on the pension fraudsters
The regulator and tax man are both getting tougher with the pension fraudsters who offer a service designed to ‘liberate’ […]
Julia Docker
Jul 1, 20131 min read


Two days, three Irish cities
Tuesday lunchtime and I spoke with some of our Irish IFA colleagues in Dublin about the impact the Retail Distribution […]
Julia Docker
Jun 27, 20132 min read


MAS: You don’t know what you’re doing!
That was the conclusion drawn by MPs on the Treasury Committee, who launched a stinging attack on the Money Advice […]
Julia Docker
Jun 25, 20132 min read


Some thoughts on Crowdfunding
The Independent ran an interesting article this weekend about the merits and risks associated with ‘crowdfunding’. It described three different […]
Julia Docker
Jun 24, 20133 min read


Review of Chartered standards
News that the Chartered Insurance Institute (CII) is set to review the standards for obtaining the corporate Chartered Financial Planners […]
Julia Docker
Jun 21, 20131 min read


Building your business with blogging
Andrew is delivering a session to our local professional connections to explain how we are using blogs as a way […]
Julia Docker
Jun 20, 20131 min read


It’s time to jail the reckless bankers
The onset of the global financial crisis has caused great harm to our economy, resulting in plummeting asset values, lost […]
Julia Docker
Jun 19, 20132 min read


Informed Choice blogs now for registered users only
Since launching this website in November 2009, was have written and published over 1,750 blogs on various personal finance topics. […]
Julia Docker
Jun 17, 20132 min read


Go on…take some more of our money!
The Financial Services Compensation Scheme (FSCS) has today announced that it has declared 13 advisory firms “in default” and wants […]
Julia Docker
Jun 12, 20131 min read


24% more Chartered Financial Planners
When you are seeking independent financial advice, there really is no substitute for working with a Chartered Financial Planner. This […]
Julia Docker
Jun 3, 20131 min read


£7bn a year of free babysitting services
It was reported today by the Daily Mail that babysitting grandparents are effectively saving families some £7bn per year. Now […]
Julia Docker
May 30, 20131 min read


7,000 complaints a day
Complaints about regulated financial services firms have reached an average of 7,000 a day, according to new figures from the […]
Julia Docker
May 29, 20131 min read


Is your IFA an Approved Person?
In order to give advice to UK residents in respect of retail investment products, an individual must be approved by […]
Julia Docker
May 24, 20132 min read


Is a Financial Planner like a Dental Hygienist?
This morning I visited my Dental Hygienist for the second of three half hour appointments scheduled for 2013. She is […]
Julia Docker
May 22, 20132 min read


More Chartered Financial Planners is good news for consumers
New figures from the Personal Finance Society show a 25% increase in the number of firms of Chartered Financial Planners […]
Julia Docker
May 16, 20131 min read


Should solicitors ever refer to restricted advisers?
According to Citywire, the Law Society is currently reviewing whether its members are allowed to make any client referrals to […]
Julia Docker
May 15, 20132 min read


Are these really rip-off fees?
Last week it was reported that the Government is against advisers applying “consultancy charging” to members joining an employer sponsored […]
Julia Docker
May 14, 20132 min read


Aegon trail commission stance is both right & wrong
The financial press are reporting today that Aegon is switching off trail commission on ‘inactive’ pension plans. Where there has […]
Julia Docker
May 9, 20132 min read


The future for financial advice in Ireland
I spent a delightful day in Dublin on Thursday courtesy of Friends First, Ireland’s sixth largest insurance firm, who ran […]
Julia Docker
Apr 22, 20132 min read
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