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Get 25% tax free cash now & the rest next year
When a subject line like this arrives in your email inbox, all you can do is sigh. I won’t mention […]
Julia Docker
Jun 26, 20142 min read


No excuse. Read the statement!
How much retirement income are you going to receive from your private pension plans? Don’t know? Well you are not […]
Julia Docker
Jun 26, 20142 min read


Money Marketing Retirement Planning Invitational
This afternoon I am speaking on a panel session at the Money Marketing Retirement Planning Invitational. This is an event […]
Julia Docker
Jun 18, 20141 min read


5 things to do with your pension when you retire
If you have a “money purchase” pension plan (for example a personal pension plan) and you want to start to […]
Julia Docker
Jun 18, 20141 min read


Planning in a state of flux
I have just finished reading an interesting summary of the impact of retirement planning changes to be introduced from 6th […]
Julia Docker
Jun 11, 20142 min read


Where will you live in retirement?
I spent some time this morning touring the newly opened Charters Village in West Sussex and interviewing Retirement Villages chairman […]
Julia Docker
Jun 9, 20142 min read


10 reasons why you might need retirement advice
Following the Queen’s Speech, the world of pensions and retirement planning have again made the headlines. The announcements in the […]
Julia Docker
Jun 4, 20143 min read


iPhone becomes a health hub
Like many other geeks around the world, I was glued to news from the Worldwide Developers Conference (WWDC) in San […]
Julia Docker
Jun 3, 20142 min read


Internet training combats pensioner loneliness
Loneliness as a pensioner is one of the sad realities of retirement for many, but a think tank believes Internet […]
Julia Docker
May 27, 20142 min read


Are you comfortable with your pension?
At what level are you comfortable with your pension savings? According to a new report, those seeking a comfortable lifestyle […]
Julia Docker
May 20, 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


6 reasons why annuity rates are so low
At our recent Best Practice meeting (we hold them on a regular basis to update ourselves on change) I posed […]
Julia Docker
May 12, 20142 min read


Freedom and choice in pensions
In the Budget the Chancellor announced a series of proposed changes to the tax regime for pension plans. Some of […]
Julia Docker
May 12, 20145 min read


How to live a healthy retirement
One of the most interesting findings in the latest Aviva Real Retirement report was about a desire to live a […]
Julia Docker
May 8, 20143 min read


Planning for real retirement
The latest Aviva Real Retirement Report contains some interesting findings about the views and circumstances of those aged 55 and […]
Julia Docker
May 8, 20142 min read


Auto enrolment is well underway
The Government plan to encourage workplace savings for retirement is well underway. Many larger firms are reporting lower opt-out rates […]
Julia Docker
May 2, 20141 min read


Buy-to-let pension fund
The subject of a buy-to-let pension fund came up in our Best Practice meeting earlier this week. We have these […]
Julia Docker
May 1, 20143 min read


More guidance from the government
When the Chancellor announced a new “at retirement face-to face guidance service” in the Budget it would be easy for […]
Julia Docker
Apr 23, 20141 min read


Pensions time bomb for independent Scotland
When it comes to the subject of pensions, former Chancellor Gordon Brown is not high on my list of most […]
Julia Docker
Apr 22, 20141 min read


When are you going to die?
As questions go, it’s pretty important, especially when it comes to your retirement planning. Ministers have announced that pensioners will […]
Julia Docker
Apr 17, 20143 min read
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