News

WEALTH at work poll reveals lack of employee understanding around retirement income needs. - 3rd May 2016

According to a recent poll by WEALTH at work, only 18% of respondents believe that their employees know how much they should be saving into their pension to get a good retirement income.

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High court ruling could open the floodgates to pension scammers. - 29th April 2016

Jonathan Watts-Lay, Director looks at what the recent High Court decision on pension transfers means for individuals and pension scammers.

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The state pension: then and now. - 28th April 2016

Jonathan Watts-Lay comments in How to Retire in Style magazine on the topic of ‘winners and losers under the new state pension.’

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Building the knowledge. - 28th April 2016

Jonathan Watts-Lay, Director, WEALTH at work comments in Employee Benefits magazine about developing a financial education programme in the workplace.

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Should employees trust a robot at-retirement? - 27th April 2016

Jonathan Watts-Lay, Director, WEALTH at work, a leading provider of financial education in the workplace, supported by guidance and advice, covers reasons why employees who are approaching retirement should be aware of robo advice.

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Can the LISA and pension sit comfortably together? - 26th April 2016

As announced in the Budget, the new LISA will be available from April 2017 for individuals under age 40. Contributions will be topped-up by the government by 25% with an annual savings limit of £4,000.

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Budget 2016 provides employees with a helping hand towards the cost of advice. - 19th April 2016

From April 2017, the tax and national insurance relief for employer-arranged pension advice will increase from £150 to £500.

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The pension changes – one year on. - 12th April 2016

Jonathan Watts-Lay discusses the impact of the pension changes one year on with Tony Suckling. Watts-Lay talks about how much has actually changed, if employers have adapted to the changes, what employers are doing to support their employees and when employees should start to consider retirement.

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Blindly purchasing retirement products can have dangerous consequences. - 11th April 2016

Jonathan Watts-Lay raises concerns over individuals blindly purchasing retirement products, new or old, without really understanding what they’re buying and the implications of doing so.

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WEALTH at work experience strong growth as thirst for knowledge increases. - 24th March 2016

WEALTH at work is now entrusted with managing over £700 million of assets for its clients, many of whom are in or approaching retirement.

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Putting shares into an ISA can save employees money. - 23rd March 2016

The Chancellor confirmed in this year’s Budget Report that the overall ISA limit will be raised from the current £15,240 to £20,000 from 6 April 2017.

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WEALTH at work are first to sign-up to PMI Member Guidance Qualification. - 21st March 2016

the PMI has today unveiled its Certificate in ‘Pension Scheme Member Guidance’.

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Budget Commentary 2016 – ‘the drift from pensions to ISAs in the workplace’. - 16th March 2016

The Chancellor of the Exchequer, George Osborne, has today delivered this year’s Budget Report.

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Employee Benefits Connect - 10th March 2016

Jonathan Watts-Lay and Jane Griffiths led a roundtable at EB Connect discussing how employers can educate the workforce on the new pension freedoms.

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Unconscious incompetence - 9th March 2016

Jonathan Watts-Lay recently spoke to Reward about the theory of unconscious incompetence; this is when employees don’t know what they don’t know so are prone to making poor decisions.

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