Latest news.

More workers are looking to share in the success of their company. - August 26, 2014

There are now various ways to invest in the future of your employer. Continue reading

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Top five pension pitfalls. - August 20, 2014

Your Money discusses the top 5 pension pitfalls by WEALTH at works Jonathan Watts-Lay. Continue reading

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retirement income options breakfast event. - August 12, 2014

Now in its second year, our Retirement Income Options Breakfast event brought together the thoughts and expertise of some of the industry’s leading pension and retirement experts and discussed how employers can help their employees understand what their retirement options … Continue reading

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How to avoid the pensions tax traps. - August 11, 2014

Jonathan Watts-Lay, Director, WEALTH at work comments in The Times on how how to avoid the pensions tax traps. Continue reading

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Tax Action. - August 4, 2014

Jonathan Watts-Lay, Director, WEALTH at work comments in The Mail. Continue reading

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CGT: make sure you do your homework. - August 4, 2014

David Cassidy, CEO, WEALTH at work comments in The Times. Continue reading

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Maturing Share Schemes. - August 1, 2014

Employees from companies such as Whitbread (owner of Costa Coffee), and BT are benefiting from maturing Save As You Earn (SAYE) share schemes this year, but what should employees do to make sure that these potentially life changing amounts aren’t eroded by Capital Gains Tax (CGT)? Continue reading

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At-Retirement Options and the Guidance Guarantee. - July 24, 2014

Jonathan Watts-Lay, Director at WEALTH at work hosted a gathering of pension experts, to discuss the impact of At Retirement Options for members of workplace pension schemes and the new responsibilities for trustees in light of the Guidance Guarantee. Continue reading

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EXPERT VIEW: Be SAYE-Savvy. - July 24, 2014

Jonathan Watts-Lay, director of WEALTH at work, discusses save as you earn schemes with Reward. Continue reading

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Recognition for Causeway in Benefits Excellence Awards. - July 24, 2014

Causeway has been announced as a finalist in the Benefits Excellence Awards 2014. Continue reading

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More DC choice calls for more guidance. - July 1, 2014

Radical changes to the retirement options for members of DC pension schemes have heightened the importance of employers offering quality financial education Continue reading

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WEALTH wise Summer 2014. - June 30, 2014

The latest edition of our newsletter ‘WEALTH wise’ is now available. Continue reading

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Making the best selection. - June 13, 2014

With the chancellor’s announcement on the Budget 2014 on how defined contribution (DC) pension scheme members will no longer be required to buy an annuity Continue reading

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Delay retiring? - June 11, 2014

Individuals need to think about the bigger picture when considering retirement. Continue reading

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The Benefits of Financial Education. - June 3, 2014

Jonathan Watts-Lay, Director, WEALTH at work comments on the benefits of financial education. Continue reading

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