News.

Pensions and Lifetime Savings Association launches ‘at retirement services’ Made Simple Guide. - 8th December 2015

The PLSA published its latest Made Simple Guide on ‘at retirement services’.

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New survey results. - 3rd December 2015

New survey results reveal that, when no glide path is selected by employees, 43% of employers will still default employees to an annuity tracked glide path, this is despite a significant fall in annuity purchase as a preferred option for employees.

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Pension changes survey our results 2015. - 3rd December 2015

Our pension changes survey results are now available.

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Spending review & autumn statement 2015 – commentary. - 25th November 2015

The Chancellor has today delivered the Spending Review & Autumn Statement 2015. Whilst the speech set out his spending plans over the next 5 years, there were other announcements made including those relating to pensions and taxation;

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Financial wellbeing event highlights. - 20th November 2015

On Friday 13th November 2015, we hosted the Financial Wellbeing Event at The Shard to discuss the benefits of Financial Education for employers and employees.

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What options are available at-retirement? - 16th November 2015

Jonathan Watts-Lay, Director, WEALTH at work attended a round table event with pension professionals …

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The increasing need for financial education for pensioners. - 9th November 2015

Jonathan Watts-Lay, Director, WEALTH at work has appeared in the latest edition of Pensions Expert discussing the increasing need for financial education for pensioners

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A bigger financial education picture. - 6th November 2015

Is Pension Wise enough for employees looking at their retirement savings? It is important that we realise the limitations of the service.

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The demand for education and advice. - 29th October 2015

Jonathan Watts-Lay, Director, WEALTH at work attended a round table event with pension professionals to discuss whether tax relief on pensions will cease…

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Should your employees trust a robot for all their financial decisions? - 19th October 2015

Robo advice is an online service which uses a mixture of algorithm and technology to create an investment strategy.

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Employees need to understand the implications of the pension freedoms. - 15th October 2015

WEALTH at work has appeared in the latest edition of Reward magazine.

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Reaching the Life Time Allowance could be closer than your employees think. - 15th October 2015

There are new limits to the Lifetime Allowance (LTA) that may affect your employees.

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SAYE schemes & securing rock bottom option prices. - 2nd October 2015

Jonathan Watts-Lay, Director, WEALTH at work discusses company share schemes with the Financial Times and how many participants in Save As You Earn (SAYE) schemes have realised large gains after securing ‘rock bottom’ option prices.

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Important Choices. - 30th September 2015

The most radical pensions overhaul in nearly a century is almost half way through its first year.

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How financial education can glide employees into retirement. - 28th September 2015

It’s been nearly six months since the pension changes came into force.

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