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How to make the most of your pension fund
Make the most of your pension fund is the title of the workshop that we are running this morning at […]
Julia Docker
Sep 28, 20132 min read


Missing out on a bigger income in retirement
When you reach your retirement, you have to make some important decisions about how to convert the capital in your […]
Julia Docker
Sep 25, 20132 min read


Poor value for pension savers
The Office of Fair Trading (OFT) have published a report claiming that millions of investors are paying over the odds for […]
Julia Docker
Sep 19, 20132 min read


How much is enough for your retirement?
A new study by HSBC has identified that 1 in 5 people will never have enough money to retire. Is […]
Julia Docker
Sep 18, 20132 min read


How to live to over 100
I spotted an interesting factoid on Twitter this morning, courtesy of @BagsOfVintage: Another interesting fact – Japan has over 50,000 […]
Julia Docker
Sep 17, 20132 min read


Five simple steps to retirement planning
In our book Your Money Day we examine the subject of securing your retirements and set out a series of […]
Julia Docker
Sep 16, 20132 min read


Is my tax-free cash under threat?
I have written on this subject before most recently when the Pension Policy Institute published a paper on the inequalities […]
Julia Docker
Sep 9, 20133 min read


Is £4.72m enough for you?
Apparently directors of big companies accrue an average of £259,947 per year in pension benefits. This pension figure is supported […]
Julia Docker
Sep 6, 20131 min read


Where will your income come from in retirement?
When you retire, and stop earning a salary from a job or self-employment, you need an alternative source of income […]
Julia Docker
Sep 4, 20131 min read


Client seminars in Cranleigh – retirement income & inheritance tax
What two aspects of financial planning are people most concerned about? If pressed to answer that question I would say […]
Julia Docker
Aug 28, 20131 min read


Pensions rip-off scandal
Journalists at the Daily Express must be having the best summer, ever! First, we had a heatwave. The Express loves […]
Julia Docker
Aug 22, 20132 min read


When will you be able to retire?
A survey by Baring Asset Management identifies that over a third of 55-64 year olds do not know when they […]
Julia Docker
Aug 21, 20131 min read


House prices up 3.9% in a year
Do you feel 4% wealthier than you did a year ago? According to the latest Nationwide house price survey, the […]
Julia Docker
Aug 2, 20132 min read


How to avoid losing your home
According to new research from Age UK, nearly a quarter of people in their early 50s are afraid of falling […]
Julia Docker
Aug 1, 20132 min read


Shoud you take this pension bribe?
From time to time we are approached by people who have received an intriguing offer. They have a deferred pension […]
Julia Docker
Jul 30, 20131 min read


You should challenge your adviser
The Financial Conduct Authority is telling investors to challenge their advisers over advice on pension liberation schemes. In a warning […]
Julia Docker
Jul 29, 20131 min read


Retiring in Surrey? Read this!
If you live in Surrey and you are approaching retirement, this blog could make you wealthier in later life. Some […]
Julia Docker
Jul 24, 20132 min read


Your pension plans – what looks good?
We offer a suite of seven different advisory services to our clients, the most popular (by number of enquiries) of […]
Julia Docker
Jul 23, 20133 min read


Time to take your tax-free cash?
Apparently 40 Conservative MPs have attacked the pensions industry and in particular the tax relief that is available against contributions […]
Julia Docker
Jul 16, 20132 min read


Do we need tax relief on pension contributions?
The whole pensions system has become so complex and unwieldy that it needs a radical overhaul and sooner rather an […]
Julia Docker
Jul 15, 20132 min read
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