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What worries you most about retirement?
The prospect of retirement can be a worry for many people, for different reasons. Some worry about their health as […]
Julia Docker
Jul 21, 20152 min read


Common conditions can boost retirement income
Do you have high blood pressure? Perhaps diabetes or raised cholesterol? Maybe you’re a little overweight? If your Financial Planner is […]
Julia Docker
Jul 15, 20152 min read


Summer Budget 2015 & Pensions
What did the Summer Budget have to say about pensions? Following the introduction of new pension freedoms in April, we […]
Julia Docker
Jul 9, 20152 min read


Making a second-hand annuity market work
Back in March, George Osborne revealed details of his plans for a second-hand annuity market. This would give existing pension […]
Julia Docker
Jun 30, 20152 min read


Where’s the long-term strategy for later life funding?
There’s no escaping the fact that we are all getting older. As a nation, the population is ageing at a […]
Julia Docker
Jun 29, 20152 min read


Retirement income expectations generation gap
A generation gap is emerging when it comes to expectations of income in retirement. According to new research by Prudential, […]
Julia Docker
Jun 25, 20152 min read


Is cash really king in retirement?
When the new pension freedoms were introduced in April, many expected pension pot owners to make a grab for their […]
Julia Docker
Jun 23, 20152 min read


How much to access your pension pot?
If you have a pension pot and want to access your money how much should it cost you? Your Pension […]
Julia Docker
Jun 11, 20152 min read


Government doesn’t trust pension pot owners
I like the word “disingenuous”. I particularly like it when applied to politicians; they are after all famous for saying […]
Julia Docker
Jun 11, 20152 min read


You can’t always choose your retirement age
We are often told of the need to retire later, work longer. But you can’t always choose your retirement age, […]
Julia Docker
Jun 4, 20152 min read


Good GAD as capped drawdown limit increases in June
The GAD (Government Actuary’s Department) rate for June, which is used to calculate the maximum income from capped drawdown, has […]
Julia Docker
Jun 2, 20152 min read


Accessing cash in defined benefit pensions
Since the onset of pension freedoms on 6th April, we’ve not been deluged with enquiries from clients eager to access […]
Julia Docker
May 14, 20153 min read


No financial regrets
The last thing any of us want in life is regrets, especially financially regrets. When it comes to money and […]
Julia Docker
May 5, 20152 min read


Is this the end of inheritance?
If your Financial Planning is based on receiving a substantial inheritance from your parents or grandparents, I’ve got some bad […]
Julia Docker
May 4, 20152 min read


Why do you deserve to win this award?
It’s the question we have come to expect when shortlisted for prestigious awards. This morning I hopped on a train […]
Julia Docker
Apr 30, 20152 min read


Manifesto pension promises from Lib Dems & UKIP
According to the polls, neither the Liberal Democrats or UKIP stand any chance of winning a majority of votes during […]
Julia Docker
Apr 16, 20152 min read


Your pension options explained in 3 minutes
I sat with a client this morning and we spoke about pensions. I have a confession to make; I love […]
Julia Docker
Apr 7, 20151 min read


5 tips for Pension Freedom Day
It’s Pension Freedom Day! Here are 5 tips that we hope will help you make good decisions with your pension […]
Julia Docker
Apr 6, 20151 min read


Money Box Live on Pension Freedom
Informed Choice chartered financial planner Nick Bamford was a guest expert on Money Box Live this afternoon, answering listener questions […]
Julia Docker
Apr 1, 20154 min read


Is your pension data safe?
With less than a week to go before new pension freedom rules are introduced, the Daily Mail has uncovered a […]
Julia Docker
Mar 30, 20152 min read
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