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Talk to your spouse about retirement planning
Do you talk to your husband or wife about retirement planning? Despite the importance of securing an income in later […]
Julia Docker
Nov 2, 20152 min read


Set your sights higher for a comfortable retirement
Women are setting their sights significantly lower than men when it comes to how much money they need to live comfortably […]
Julia Docker
Oct 27, 20152 min read


What did my children think about the Workie workplace pensions monster?
Iain Duncan Smith has spent over £8m on a new advertising campaign to increase awareness of workplace pensions. The television […]
Julia Docker
Oct 22, 20151 min read


Nuclear Option for Pensions Tax Relief
The Government has been consulting on the future for the tax privileged status of pensions savings. The consultation “Strengthening the […]
Julia Docker
Oct 13, 20151 min read


Pension freedoms boost family finances
It’s been a whirlwind six months since the introduction of new pension freedoms which have resulted in over £1bn of […]
Julia Docker
Oct 11, 20152 min read


Changing retirement planning landscape
One of the presentations I attended at the Institute of Financial Planning (IFP) annual conference this week was delivered by […]
Julia Docker
Oct 8, 20152 min read


Everything you wanted to know about auto enrolment
As (hopefully) all employers will be acutely aware, the law on workplace pensions has changed. Every employer with at least […]
Julia Docker
Sep 30, 20152 min read


We need to reform the pension system
A friend of mine who is also a financial adviser recently posted on Facebook about his study for a new […]
Julia Docker
Sep 30, 20152 min read


Have we got it all wrong about Baby Boomers?
-‘In retirement, Baby Boomers are hoarding the country’s wealth’ -‘Baby Boomers have over saved for their retirement’ -‘80% of the […]
Julia Docker
Sep 29, 20153 min read


Over 50s boost their incomes & savings
Over-50s are making their biggest contribution to the UK workforce since records began with many significantly boosting their incomes and […]
Julia Docker
Sep 28, 20153 min read


The ‘pretirement’ predicament
Do you feel old enough to retire yet? The ‘pretirement’ predicament is something faced by a growing number of people. […]
Julia Docker
Sep 24, 20153 min read


Tax, death & pensioners
Benjamin Franklin said nothing in this life is certain except for death and taxes. Pensioners find themselves in the firing […]
Julia Docker
Sep 22, 20152 min read


More TEE, Chancellor?
If you are currently enjoying income tax relief on the pension contributions that you pay then make the most of […]
Julia Docker
Sep 10, 20152 min read


Reducing loneliness & social isolation in older people
A new report from the International Longevity Centre (ILC-UK) has concluded that residential housing with flexible care provision can have […]
Julia Docker
Sep 10, 20152 min read


Repaying your mortgage with your pension
One of the potential consequences of the new pension freedom rules introduced in April was a rise in the number […]
Julia Docker
Aug 31, 20152 min read


Turning to the stock market to help fund retirement
Could the stock market help fund your retirement? According to new research from Saga Share Direct, one in three have […]
Julia Docker
Aug 25, 20152 min read


George Osborne is after your money!
Since the Freedom and Choice in Pensions changes introduced in April, savers have taken nearly £1.8billion pounds from their pension […]
Julia Docker
Aug 18, 20152 min read


Avoiding the pension scammers
I recently appeared as a guest on Eagle Radio, talking about avoiding the pension scammers. The following is a transcript […]
Julia Docker
Aug 5, 20153 min read


Retire. Move to Devon.
Where’s the best place in the UK to live in retirement? It turns out the answer might be to move […]
Julia Docker
Aug 4, 20152 min read


Consultation on pensions tax relief
The government is consulting on a simplification (read into that whatever you want) of the pensions tax relief system. It […]
Julia Docker
Jul 29, 20152 min read
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