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Choosing how to take your pension benefits
There has been a good deal of debate recently about the subject of retirement benefit options. In particular the media […]
Julia Docker
Jan 13, 20143 min read


Higher income drawdown limits in January
Rising gilt yields mean higher income drawdown limits for pensioners in January. The rate used to calculate the maximum annual […]
Julia Docker
Dec 17, 20131 min read


Titanic struggle to retire happy
The problem with averages is that, well… they are averages. So the news that LV= has identified that the key […]
Julia Docker
Dec 13, 20131 min read


Don’t get ‘burgled’ by insurers when buying an annuity
I’m fortunate to never have been burgled. Locking doors and windows, keeping valuables out of sight, owning a dog; these […]
Julia Docker
Dec 10, 20133 min read


Daily Mail readers, pensions & cynicism
I make a point of trying not to read online comments, particularly those posted below articles on the Daily Mail […]
Julia Docker
Nov 27, 20133 min read


The biggest annuity swizz?
It was interesting to read an article in The Telegraph yesterday, asking whether insurance companies are pocketing £63m a year […]
Julia Docker
Nov 25, 20132 min read


Pensions car crash
If you watched the Channel 4 Dispatches programme this evening What’s Your Pension Really Worth? you could be forgiven for wanting to […]
Julia Docker
Nov 19, 20131 min read


What is your pension really worth?
‘What’s Your Pension Really Worth?’ will be screened on Channel 4 at 8.00pm this evening. Apparently the programme will examine […]
Julia Docker
Nov 18, 20132 min read


Boring, boring, retirement
Do you remember the football chant from opposition fans of Arsenal FC? “Boring, boring Arsenal!” Apparently the same can now […]
Julia Docker
Nov 15, 20131 min read


“My dad says pensions are rubbish!”
Not my dad you understand; he knew better than that and once said to me “I only wish I had […]
Julia Docker
Nov 14, 20133 min read


Stop messing around with our pensions!
When will Government interference in pension provision stop?! Last week we learned that Pensions Minister Steve Webb has unveiled a […]
Julia Docker
Nov 11, 20132 min read


Dementia Friendly Surrey
Dementia is becoming an increasingly common condition in our community. Over 800,000 people in the UK currently suffer from dementia, […]
Julia Docker
Nov 7, 20132 min read


Benefits of an ageing population
As a firm of Chartered Financial Planners in Surrey, we often talk about the negatives of an ageing population. We […]
Julia Docker
Nov 4, 20131 min read


Gobbledygook!
I loved a quote from an article in The Times today on the subject of pensions charges. I repeat it […]
Julia Docker
Oct 31, 20131 min read


Charges, charges, charges
When it comes to investing your money, charges are an important factor to consider. It obviously costs money to invest […]
Julia Docker
Oct 30, 20132 min read


Pension black holes
Black holes in space are regions where gravity is so powerful that even light cannot escape its grasp. In pension […]
Julia Docker
Oct 28, 20132 min read


Women and pensions
Scottish Widows have today published the latest edition of their annual Women and Pensions Report. In their ninth annual report, […]
Julia Docker
Oct 23, 20131 min read


Annuity rates reach two-year high
It’s been a tough few years for people reaching retirement age and converting their pension fund into an income for […]
Julia Docker
Oct 22, 20132 min read


Please stop with the scaremongering
HM Treasury appear to be at it with the scaremongering again. With less than two months to go until the […]
Julia Docker
Oct 14, 20131 min read


Is the answer 42?
How much should you save for your retirement? Those of you familiar with the Douglas Adams book in the ‘trilogy’ […]
Julia Docker
Oct 3, 20132 min read
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