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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.

Talking Money

Archive

02 Mar 2020
Ensuring you have enough for a comfortable retirement isn't just about building up your savings and investments: it's also important that any withdrawals from your pension pot are made at a sustainable rate. Five years on from the launch of the pension freedoms, new research suggests that some…
24 Feb 2020
Employee health and wellbeing programmes really are a win-win: they help your workers to be healthy and happy, which in turn leads to greater productivity and better performance for your business. But don't just take our word for it! New research from insurer Vitality provides some alarming figures…
17 Feb 2020
How do you plan to spend your retirement? Enjoy long holidays, take it easy, or carry on working and earning? Millions of people approaching retirement are planning to reinvent themselves and start their own business, according to new research from Charter Savings Bank.
10 Feb 2020
Many employers look to promote their employee benefits programmes at the start of the year in a bid to remind staff why they’re a good employer to work for, especially at a time when employees might be thinking about moving on to pastures new. After spending significant time and money on reviewing…
03 Feb 2020
The huge increase in property prices over the past few decades means that many homeowners are sitting on property wealth. And many older homeowners are planning to tap this wealth to supplement their income in retirement, according to new research from Key.
27 Jan 2020
It can be said that any company is only as good as the people it employs -- after all, these are the people who are the face of your business and looking after customers who are paying your fees. But whilst most employees seek job security in difficult economic times, an improvement in these…
20 Jan 2020
Are you entitled to pensioner benefits? There are various state benefits that you may be entitled to in retirement -- including Pension Credit (made up of Guarantee Credit and Savings Credit) and Council Tax Reduction -- and it's part of a financial adviser's job to make sure you claim everything…
13 Jan 2020
Auto Enrolment was originally introduced in the Pensions Act 2008, with the first, larger employers reaching what was known as their staging date in October 2012. This continued through to 2018 and now all companies have staged and set up a Qualifying Workplace Pension Scheme for employees.
06 Jan 2020
Whether you're looking to manage your investments, save for a comfortable retirement or set aside enough to pass on to your children and grandchildren, planning your financial future means making the right spending, saving and investment decisions to meet your goals.