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Did you hear these podcast interviews in April?
Our personal finance podcast, Informed Choice Radio, continues to attract a range of knowledgeable and inspiring guests. Last month, we […]
Julia Docker
May 1, 20193 min read
May 2019 Investment & Economic Update
In our latest monthly investment update for May 2019, we look at how the investment markets, the global economy and […]
Julia Docker
May 1, 20194 min read
Everyone has a plan until they get punched in the mouth
These are the wise words of Mike Tyson, former world heavyweight boxing champion. It’s not his most famous quote, and […]
Julia Docker
Apr 29, 20192 min read
Students and graduates to pay interest of 5.5%
Last week’s inflation announcements have an important implication for students. The interest rate for student loans for the academic year […]
Julia Docker
Apr 25, 20191 min read
When is the right time to take your tax free cash sum?
The tax-free lump sum has always been a part of the pension landscape. I worried that its tax-free status was […]
Julia Docker
Apr 22, 20194 min read
How much of your retirement savings can you afford to lose? (part two)
In last week’s post, I set out what factors influence your capacity for loss for retirement income: -how much money […]
Julia Docker
Apr 15, 20194 min read
Community Consideration Award Finalist
We’re pleased to share the news that Informed Choice is a finalist for the Community Consideration Award at the Surrey […]
Julia Docker
Apr 8, 20192 min read
How much of your retirement savings can you afford to lose?
Investment risk and potential investment returns are closely linked to each other. The more risk you take, the higher the […]
Julia Docker
Apr 8, 20193 min read
Another busy week for this Financial Planner
This week I have been the feature of the FT Adviser Diary of an Adviser. In it, I describe a […]
Julia Docker
Apr 4, 20192 min read
April 2019 Investment & Economic Update
In our latest monthly investment update for April 2019, we look at how the investment markets, the global economy and […]
Julia Docker
Apr 1, 20195 min read


Four Years of Pension Freedoms
On 6th April 2015, George Osborne announced that “no one will have to buy an annuity” came into law, and […]
Julia Docker
Apr 1, 20194 min read
Purple Day at Informed Choice
You may have noticed that Informed Choice head offices at Sundial House, along with other landmarks in Cranleigh, have been […]
Julia Docker
Mar 26, 20192 min read
Retirement income increase needs government intervention
Academic studies have identified that the ‘safe withdrawal rate’ for a retirement portfolio in the UK is approximately 3%. This […]
Julia Docker
Mar 25, 20193 min read
Giving Notice of your Retirement
One of my clients was contemplating her retirement when we met last week. “When do I need to tell my […]
Julia Docker
Mar 18, 20193 min read


Spring Statement Highlights & Analysis
With an uncertain Brexit outcome still looming large, Chancellor Philip Hammond faced an unenviable task in presenting his Spring Statement […]
Julia Docker
Mar 13, 20191 min read
Stuff it!
What sounds like a quite rude response to a particular situation becomes less so when it is used by a […]
Julia Docker
Mar 12, 20191 min read
State pension deferral – a good idea?
If you were born shortly after 6th January 1954, you would be entitled to your state pension from 6th May […]
Julia Docker
Mar 11, 20193 min read
Nominees for the 2019 Women in Financial Advice Awards
Today is International Women’s Day, and we’re pleased to share the news of some Informed Choice nominees for the 2019 […]
Julia Docker
Mar 8, 20192 min read
5 money books to read on World Book Day
It’s World Book Day so here are 5 of our favourite money books to read for a better relationship with […]
Julia Docker
Mar 7, 20193 min read
Confidence to spend money on life experiences
One of our clients is currently spending the best part of five weeks on the South Island of New Zealand. […]
Julia Docker
Mar 5, 20192 min read
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