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The best at retirement choice is an IFA
It’s dead easy to get irritated when a journalist paints a word picture that attacks your profession, doubly hard to […]
Julia Docker
Apr 15, 20143 min read


Guide me to some suitable advice
In his Budget the Chancellor announced a number of things, changes to pension plan benefit rules and ISAs being two […]
Julia Docker
Apr 4, 20142 min read


Reports of annuity death were an exaggeration
Apologies to Mark Twain for the use of his often misquoted quotation, which originally appeared in the New York Journal […]
Julia Docker
Mar 31, 20142 min read


Tax-free might not mean tax-free
Last week the Chancellor dropped his bombshell news about pension benefits rule changes. From April 2015, as well as taking […]
Julia Docker
Mar 27, 20141 min read


150% GAD & £12,000 Minimum Income Requirement
Following the Budget last week, a couple of interim changes are being introduced to pensions today, ahead of a bigger […]
Julia Docker
Mar 27, 20142 min read


An addendum to our retirement options guide
In comedy, timing, it is said, is everything. There was nothing comic though about the fact that five days after […]
Julia Docker
Mar 24, 20143 min read


Foolish pension planning
Following the Budget on Wednesday and its relaxation of pension rules, here’s what I think is a foolish pension planning […]
Julia Docker
Mar 21, 20143 min read


Pensioner crashes Lamborghini
The Chancellor made some game changing announcements about pensions in his Budget statement this week. He announced that “no one […]
Julia Docker
Mar 21, 20142 min read


State of Retirement
Martin and I headed up to London yesterday evening, to attend the launch of a new report from LV= at […]
Julia Docker
Mar 21, 20142 min read


Ignorance is not bliss
60% of people who are about to retire have no idea how to turn the value of their pension plan […]
Julia Docker
Mar 14, 20141 min read


Don’t forget the other half
When it comes to your retirement planning, don’t forget the other half. Recent research from LV= suggests that up to […]
Julia Docker
Mar 13, 20142 min read


Will you work until you drop?
According to new research by Canada Life, two out of three people are now resigned to working beyond the traditional […]
Julia Docker
Mar 4, 20142 min read


DIY route to a better pension is not without risk
There was a good article in The Times today explaining Income Drawdown as an alternative to purchasing an annuity. Income […]
Julia Docker
Mar 1, 20142 min read


A Guide to the Retirement Choices & Options Maze
On Sunday afternoon I went with my two young grandsons to Horsham Park. They went swimming and after that we […]
Julia Docker
Feb 24, 20141 min read


Will you pay for your ignorance in retirement?
Any police officer will tell you that ignorance of the law is no defence. Any Financial Planner will tell you […]
Julia Docker
Feb 21, 20142 min read


This is why the annuity system is broken
There are two important reasons within the Financial Conduct Authority (FCA) study on the annuity market which explain why it […]
Julia Docker
Feb 14, 20142 min read


Having a choice
It is expected that the number of people who receive a State pension is going to increase by almost a […]
Julia Docker
Feb 9, 20142 min read


Your choices and options at retirement
We are currently putting together a comprehensive guide on the subject of your choices and options at retirement. What is […]
Julia Docker
Feb 3, 20142 min read


Advice makes you better off
There was a great pull-out in The Times today – Sort out your pension: 10 things you need to do. […]
Julia Docker
Jan 23, 20141 min read


Do as you are told! You will save for retirement!
I don’t know about you but when I am being pressured to do something I am equally as inclined to […]
Julia Docker
Jan 23, 20141 min read
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