News

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.

Talking Money

Archive

19 Oct 2020
Working for yourself can be hugely rewarding, but it also brings a whole load of additional responsibilities -- one of which is planning your financial future without the safety net of automatic enrolment. Yet many self-employed people are not doing enough to ensure they will have a comfortable…
12 Oct 2020
Whatever life stage your employees are at, financial education can help them make the most of their money now and in the future. But new research shows that take-up of financial education in the workplace varies greatly across the generations.
05 Oct 2020
After changes to tax rules, thousands of people no longer need to worry about Inheritance Tax (IHT). But the huge variation in property prices across the UK means that where you live and the average property price in your area will have a big impact on whether your estate will end up with a bill to…
28 Sep 2020
The Covid-19 pandemic has been an unsettling time for all of us, but there are things employers can do to help employees who may need extra mental health support. Small businesses, in particular, are well positioned to manage mental health issues amongst their staff, according to medical services…
21 Sep 2020
If you're approaching retirement age, you may -- like many people -- be planning to carry on working. But it's important to be prepared in case things don't work out as you planned. Across Europe, UK workers are least likely to want to immediately stop working when they reach retirement age, new…
07 Jul 2020
Just over three months ago, investment markets saw a dramatic downturn due to the outbreak of coronavirus and the perceived effect lockdown would have on the global economy. This will have been highlighted to employees by a fall in the value of their Workplace Pensions and many may now be wondering…
28 Apr 2020
Following the introduction of ‘Lockdown’ the instant ‘Working From Home’ revolution has shown how adaptable the UK’s workforce can be when necessary. Everyone is embracing new ways of working with technology, particularly using video networks such as MS Teams and Zoom to stay in touch with clients…
14 Apr 2020
In these extraordinary times, Fidelius is especially aware of the value of keeping our clients updated. While you can obtain specific advice on your individual investments from your dedicated Financial Planner, we feel it is important to provide an overview of market conditions and considerations,…
06 Apr 2020
The coronavirus outbreak has left many people feeling anxious, but employers can provide expert help and support through Employee Assistance Programmes (EAPs). Almost half (47%) of UK adults say their mental health has been impacted by the pandemic, according to an Opinium poll of 2,005 adults…