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Keep on top of the latest Wealth Management and Employee Benefits news. You can also access our monthly magazine ‘Talking Money’ keeping the latest Wealth Management news and insights at your fingertips.

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30 May 2019
Pension savers who opt for drawdown should consider setting up a Lasting Power of Attorney (LPA), according to insurance group Zurich. Drawdown allows savers to take an income from their pension pot while leaving the rest invested, rather than buying an annuity.
28 May 2019
The average British worker has taken five days off work due to mental health in the last 12 months, according to new research by recruitment specialist Michael Page. This adds up to 163.5 million lost business days each year, demonstrating how important it is for companies to have a supportive…
22 May 2019
Rising house prices and a freeze on the inheritance tax (IHT) threshold mean that more and more estates are being drawn into the IHT net. Estate planning is a way of legally reducing or entirely mitigating the IHT liability on your assets. But new research shows that most over-55s aren't using even…
20 May 2019
If you're thinking about extending the benefits offering in your organisation, it's important to make sure the benefits you choose are valued by your staff. While there's no substitute for actually asking your employees what benefits and perks they would find valuable and motivating, a recent study…
15 May 2019
People with defined benefit (DB) pension plans are being offered more support by their pension providers, new research shows. Unlike a defined contribution (DC) plan, where your retirement income is based on the amount of money saved each year, with a DB or 'final salary' pension the income you…
13 May 2019
Group risk policies offered by employers provided financial support to a record number of families last year, according to the latest industry figures. A new high of £1.68bn was paid out by group risk insurers during 2018, an increase of £64.5m on 2017, with more families than ever (26,505) helped…
10 May 2019
The level of pension saving among self-employed people in the UK is relatively low, and many would welcome a form of automatic enrolment. That's according to Fidelity International's new report, Generation Self-Employed, which explores how the self-employed are managing their personal finances and…
07 May 2019
Could 'gamification' of rewards and bonuses help engage employees and motivate them to perform well? A gamified bonus system gives out points or small rewards in order to encourage achievement and good behaviour.
01 May 2019
Inheritance tax receipts (IHT) are increasing every year, but many people could do more to reduce the amount of IHT due on their estates, according to Canada Life. The pensions, investment and insurance firm said that the amount of IHT paid by UK families is set to reach £10bn per year by 2030,…