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

10 Oct 2018
Parents and grandparents are transferring assets to family members to try to reduce the amount of tax payable on their estates, according to new research. A survey carried out on behalf of Direct Line Life Insurance found that parents in the UK have transferred £227bn to their children in an…
08 Oct 2018
Employees who have been auto-enrolled into a workplace pension expect their money to be invested responsibly, new research shows. Pension company NEST found that over two thirds of savers (73%) think it’s important their pension scheme considers the environment, society and corporate behaviour when…
03 Oct 2018
Grandparents across the UK hold wealth amounting to over £5tn, or an average of £350,634 each, according to research by Charter Savings Bank. Property is the main source of their wealth, with homes worth an average of £225,623 accounting for almost two-thirds of the value of their assets. Other…
01 Oct 2018
A new industry campaign has been running on Facebook and Instagram to help engage younger employees when it comes to pensions. The short film specially designed for social media features a cast of dogs, complaining about the daily grind and talking about their future plans. The final message is…
26 Sep 2018
People who are approaching retirement spend more time buying a car than deciding how to use their pension savings, according to research by Legal & General. The financial services firm’s Price of Freedom report found that just under a third (32%) of people aged over 55 take less than a week…
25 Sep 2018
Parents and grandparents across the UK are dipping into their pension pots or housing wealth to help family members buy a home, according to research by Legal & General and the Centre for Economics and Business Research (CEBR).
25 Sep 2018
Age UK is calling for urgent reforms to the divorce process so that private pensions are split fairly when husbands and wives go their separate ways.
25 Sep 2018
Almost three quarters of UK employees admit that their ability to concentrate at work is negatively affected by poor wellbeing, according to research by CABA, a wellbeing charity for chartered accountants. The survey of 2,000 people found that stress in the workplace is a common concern for…
10 Sep 2018
September 10, 2018 One in four people in the UK will experience a problem with their mental health at some point, making it essential to support those affected in the workplace. But are UK businesses prepared for this challenge?