Keep on top of the latest Wealth Management and Employee Benefits news. You can also access our bimonthly Financial Magazine, keeping the latest Wealth Management news and insights at your fingertips.
Posted on December 30th 2019
To get the most out of your investment in employee benefits, it makes sense to tailor what you offer to the needs of your workforce and your business.
Posted on December 23rd 2019
Are you likely to receive an inheritance? And if so, have you thought about what you'll do with the money?
Posted on December 16th 2019
Promoting health and wellbeing in the workplace isn't just good for your employees: it makes sense from a business point of view.
Posted on December 9th 2019
Financial planning can help you take stock of your life and finances and build up funds for the future, whatever your plans and expectations.
Posted on December 4th 2019
Employee Assistance Programmes (EAPs) -- often available as part of group risk policies -- are a popular way of providing employees with additional help and support.
Posted on December 2nd 2019
From group life, group income protection and group critical illness, to financial education and health and wellbeing initiatives, it's important to make sure staff understand and make use of the benefits on offer.
Posted on November 25th 2019
How much will you be able to withdraw from your retirement savings each year? If you opt for drawdown -- taking an income from your pension pot while leaving the rest invested, rather than buying an annuity -- it's important to make sure you keep enough invested to provide an income for life.
Posted on November 11th 2019
We all like to think we could spot a scam. But it's worth getting to know how fraudsters operate, and how to protect yourself and your pension savings.
Posted on November 4th 2019
There has been a focus in various outlets on improving the general awareness of mental health in recent years, which has been a very positive step forward. Whilst we have not completely eradicated the 'stigma' that comes with it, more and more people are now comfortable talking about their mental health.
Posted on October 28th 2019
It pays to take professional advice about your retirement savings -- but don't just take our word for it!
Posted on October 21st 2019
It can be hard to get to grips with saving for your retirement. It helps to picture the sort of lifestyle you want and what it might cost -- and new Retirement Living Standards from the Pensions and Lifetime Savings Association (PLSA) are a good starting point.
Posted on May 30th 2019
Pension savers who opt for drawdown should consider setting up a Lasting Power of Attorney (LPA), according to insurance group Zurich.
Posted on May 28th 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.
Posted on May 22nd 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.
Posted on May 20th 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.
Posted on May 15th 2019
People with defined benefit (DB) pension plans are being offered more support by their pension providers, new research shows.
Posted on May 13th 2019
Group risk policies offered by employers provided financial support to a record number of families last year, according to the latest industry figures.
Posted on May 10th 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.
Posted on May 7th 2019
Could 'gamification' of rewards and bonuses help engage employees and motivate them to perform well?
Posted on May 1st 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.
Posted on April 29th 2019
Almost two thirds (65.6%) of employers don't offer workplace perks and benefits to their staff, according to research by CV-Library.
Posted on April 25th 2019
Many retirees are entering drawdown without working out how much they can afford to take from their pot, putting themselves at risk of draining their savings too soon, new research shows.
Posted on April 23rd 2019
More than a third of the UK workforce is now covered by group risk protection benefits, according to research by insurance provider Swiss Re.
Posted on April 17th 2019
Generation X made the biggest contribution to personal pensions last year, according to new research by Salisbury House Wealth.
Posted on April 15th 2019
UK employers recognise the role that benefits play in staff retention and want to capitalise on this, new research shows.
Posted on April 10th 2019
The pension freedoms introduced four years ago gave people more choice over how to access their retirement savings. But official figures show that this hasn't translated into higher incomes.
Posted on April 8th 2019
How do employees rate their relationship with their current employer? And what keeps people committed to the same company for several years? Good wages and employee benefits, a positive workplace environment, or opportunities for promotion?
Posted on April 3rd 2019
Only around one third (32%) of people over 55 who have accessed their pension are using a financial adviser for help with financial planning, according to new research from Canada Life.
Posted on April 1st 2019
New research shows the significant increase in pension saving amongst employees of small businesses in the UK thanks to automatic enrolment.
Posted on March 27th 2019
More than a million people are at risk of breaching the UK Government's £1.03m lifetime limit for pension tax relief over the course of their working life, new research reveals.
Posted on March 25th 2019
Only a quarter of employers have a good understanding of group critical illness (GCI) cover, according to new research.
Posted on March 20th 2019
The political and economic situation in the UK is uncertain, to say the least -- but most UK investors are opting to leave their money where it is.
Posted on March 18th 2019
Three-fifths (61.3%) of employees in the UK haven't been given a pay rise in the last 12-18 months, according to research by CV-Library.
Posted on March 13th 2019
Research by Nationwide has found that retired people need an average of £885 a month -- almost £400 more than the state pension.
Posted on March 11th 2019
One in two office workers (51%) don't believe the company's management cares about their working environment, new research has revealed.
Posted on March 6th 2019
New research from Canada Life has revealed that almost one in five millionaires aged 45 and over (18%) expect to spend all of their funds in retirement.
Posted on March 4th 2019
April's increase in auto enrolment contributions is unlikely to have a significant impact on the number of people saving into a workplace pension, according to a new analysis by Royal London.
Posted on February 27th 2019
Many people in the UK never review the beneficiaries of their financial policies, which means they could end up leaving money to the wrong people.
Posted on February 25th 2019
Employee benefits aren't just an optional extra that's nice to have. Sometimes, they provide support that enables someone to stay in their job when they have other responsibilities away from work.
Posted on February 20th 2019
New research has uncovered an "alarming" lack of awareness about inheritance tax (IHT).
Posted on February 18th 2019
How can managers help ensure a successful return to work for employees after a period of sickness absence?
Posted on February 13th 2019
People in the UK are living longer -- and that means it's vital to plan your retirement finances.
Posted on February 11th 2019
Businesses are becoming increasingly aware of the measurable impact that benefits have on employee engagement and productivity, new research suggests.
Posted on February 6th 2019
Some pension holders who opt for drawdown -- taking an income from their pension pot while leaving the rest invested, rather than buying an annuity -- are "sleepwalking" into poor financial decisions, a pension expert has warned.
Posted on February 4th 2019
British workers aren't getting the chance to develop their skills for the future, according to research published by City & Guilds Group.
Posted on January 30th 2019
People using drawdown to fund their retirement tend to take a longer term view of their investment and are not overly concerned about stock market fluctuations.
Posted on January 28th 2019
Employers must make sure they support the health and wellbeing needs of people working remotely, new research suggests.
Posted on January 23rd 2019
Pension experts have warned that special rates on voluntary National Insurance Contributions (NICs) will expire at the end of the tax year.
Posted on January 21st 2019
Employees say they would feel more positive towards their employer if they were offered bonuses and other benefits.
Posted on January 16th 2019
How do you want to retire? Would you prefer to cut down your working hours before full retirement, or just stop work altogether?
Posted on January 14th 2019
Employers who take a lead on workplace health can have a positive impact on their employees’ health and wellbeing, with clear business benefits.
Posted on January 9th 2019
A House of Commons committee is to investigate 'contingent charging' on pension transfer advice, following concerns about potential conflicts of interest.
Posted on January 7th 2019
New research highlights the benefits of offering access to financial advice at work, with many employees concerned about managing their money and saving for retirement.
Posted on January 2nd 2019
Pension savers are looking to have more frequent drawdown reviews with their financial adviser, according to research conducted for insurance, savings and pensions provider Zurich.