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Retirement documentary now available for pre-order
I’ve spent the past year interviewing experts and creating a feature-length documentary about the post-war Baby Boomer generation entering retirement. […]
Julia Docker
Nov 25, 20141 min read


Something fishy about annuity sales figures
There’s something fishy going on with annuity sales figures. New figures published by the Association of British Insurers (ABI) present a […]
Julia Docker
Nov 22, 20143 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


The have it all generation
“They’ve been known as the ‘have it all generation’,” explains investment commentator Garry White of Charles Stanley in this short […]
Julia Docker
Nov 17, 20141 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


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


40 questions to answer before taking pension benefits
We have described before the difference between Guidance and Advice. It has now been confirmed at a recent Treasury Select […]
Julia Docker
Oct 28, 20141 min read


No stress retirement
As Financial Planners we often focus on the financial consequences of a client taking a particular course of action. Is […]
Julia Docker
Oct 22, 20141 min read


Dinosaur IFA on guidance & advice
Most people (including George Osborne, it seems) struggle to understand the difference between guidance and advice. In the regulated world […]
Julia Docker
Oct 21, 20141 min read


Radical solution to booming pensioners
As a nation, we’re all getting older. More pensioners and fewer of working age place will place serious financial demands […]
Julia Docker
Oct 20, 20142 min read


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


Minister for ageing
Liberal Democrats have voted in favour of a minister for ageing as part of a Ageing Society Policy Paper at […]
Julia Docker
Oct 8, 20141 min read


Vampire at HM Treasury
I was entertained by a story this week that a radio Station had to issue a clarification when listeners thought […]
Julia Docker
Oct 1, 20142 min read


Goodbye pension death tax
The Chancellor is announcing today that he is waving goodbye to the pension death tax from next April. From 6th […]
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


Should I delay my retirement?
“Should I delay my retirement?” is a reasonably frequent question we hear at Informed Choice when new clients approach us […]
Julia Docker
Sep 23, 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


Annuities aren’t sexy
Partnership, the specialist impaired life annuity provider, sent round an attention catching email this afternoon headed “Annuities aren’t sexy but […]
Julia Docker
Sep 15, 20141 min read


Wealthy retirement for Baby Boomers
Throughout the creation of my documentary about the Baby Boomer generation entering retirement, one common theme was the view they […]
Julia Docker
Sep 15, 20142 min read


Advice vs Guidance
In announcing the Freedom and choices in pensions changes the Government has introduced the concept of the Guidance Guarantee. Put […]
Julia Docker
Sep 5, 20144 min read
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