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Carillion enough to sink the pensions lifeboat?
It’s curtains for Carillion, with the announcement today that the construction company is going into liquidation. But is the collapse […]
Julia Docker
Jan 15, 20183 min read


Avoiding hidden retirement dangers
Retirement should be an enjoyable period of life, but financial worries often mean retirees are concerned about avoiding hidden retirement […]
Julia Docker
Jan 13, 20183 min read
Failing to claim ‘carer’s credit’
There’s a widespread failure to claim carer’s credit, according to some new research. A scheme which was designed to help […]
Julia Docker
Jan 10, 20182 min read
Divorce surge expected
One of the most reliable headlines we expect to see around this time of the year relates to ‘divorce day’, […]
Julia Docker
Jan 8, 20183 min read
Monthly Investment Update – January 2018
In our latest monthly investment update for January 2018, we look at how the investment markets, global economy and commodity […]
Julia Docker
Jan 2, 20185 min read
Our most popular blog posts in 2017
With the end of the year fast approaching, we’ve delved into the analytics for our website to see which blog […]
Julia Docker
Dec 23, 20171 min read
Top Money Moments in 2017
It’s been another busy year in the world of personal financial planning. In this short video, I share my top […]
Julia Docker
Dec 20, 20174 min read
Care home funding lottery
Vulnerable pensioners could be losing out due to a care home funding lottery. A new study by insurer Royal London […]
Julia Docker
Dec 16, 20173 min read
Ban pension cold calls now to stop the scammers
In a short first report on pension freedoms published earlier this week, the Work and Pensions Select Committee has said […]
Julia Docker
Dec 13, 20173 min read
Price inflation rises to 3.1%
Price inflation is in the news again today, with the Consumer Prices Index (CPI) measure of inflation rising to 3.1% […]
Julia Docker
Dec 12, 20172 min read
Care cap implementation plans scrapped
Was the end of last week a good time to bury bad news? With the first phase of Brexit negotiations […]
Julia Docker
Dec 11, 20173 min read
Finalist for Expert of the Year
We are delighted to share the news that our managing director Martin Bamford has been shortlisted for Expert of the […]
Julia Docker
Dec 6, 20171 min read
Renting in retirement
From a financial planning perspective, there’s nothing fundamentally wrong with renting your home in retirement – assuming you can afford […]
Julia Docker
Dec 5, 20173 min read


The do’s and don’ts of the world’s best investors
Every investor needs an edge. Where better to look than the rules of the world’s best investors? Earlier in the […]
Julia Docker
Dec 4, 20171 min read
Monthly Investment Update – December 2017
In our latest monthly investment update for December 2017, we look at how the investment markets, global economy and commodity […]
Julia Docker
Dec 1, 20174 min read
Imposing fiscal constraints on spending habits
One of our clients made an interesting comment earlier this week about the benefit of a Financial Plan for imposing […]
Julia Docker
Nov 30, 20172 min read
Were you aware of this Budget stealth tax?
With all eyes on the stamp duty exemption for first-time buyers announced in the Budget last week, savers might have […]
Julia Docker
Nov 29, 20172 min read
Is care home provision reaching crisis levels?
With all eyes on the Budget this week, there was a worrying absence of mentions about social care provision. Some […]
Julia Docker
Nov 24, 20173 min read


Here’s what you need to know about the autumn Budget
Following the Budget at lunchtime today, Martin has produced a free briefing note for our clients and professional contacts. Within […]
Julia Docker
Nov 22, 20172 min read
This is why you need to avoid Asset Protection Trusts
As an Accredited Later Life Adviser with the Society of Later Life Advisers (SOLLA), something that regularly irks me is […]
Julia Docker
Nov 22, 20172 min read
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