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WEALTH at work continues expansion plans with Life Academy acquisition. - September 1, 2015

WEALTH at work has made its first strategic acquisition. Continue reading

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WEALTH at work acquires Life Academy to further enhance its growth. - September 1, 2015

The acquisition sees WEALTH at work increasing its footprint in the market Continue reading

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Best practice for financial education in the workplace. - August 28, 2015

WEALTH at work has recently appeared in Pensions World as an example of ‘best practice’ Continue reading

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SAYE share schemes – what can be done to reduce capital gains tax? - August 18, 2015

Many employees are benefiting from maturing Save As You Earn (SAYE) share schemes this year… Continue reading

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Equistone backs WEALTH at work in £50m buyout. - August 13, 2015

Equistone Partners Europe has completed the £50m management buyout of financial services company Wealth at Work from Palatine Private Equity. Continue reading

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WEALTH at work secures new investment to sustain growth plans. - August 13, 2015

WEALTH at work has secured further investment from private equity house Equistone Partners Europe to sustain its growth plans. Continue reading

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Pension changes: Where are we now? - August 11, 2015

Four months on since the pension changes came into force, Jonathan Watts-Lay, Director, WEALTH at work discusses some of the key topics that employers and employees are facing. Continue reading

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SAYE share schemes – what can be done to reduce capital gains tax? - August 7, 2015

Many employees are benefiting from maturing Save As You Earn (SAYE) share schemes this year… Continue reading

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What employers could do to make employees take an interest in pensions. - August 4, 2015

Pensions have not been the most engaging or exciting of topics in the past, despite often being the second most valuable benefit after a salary that an employer provides for their staff. Continue reading

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Top 10 things employees should consider when deciding whether to transfer from a Defined Benefit to a Defined Contribution pension scheme. - August 3, 2015

The new pension rules which came into force in April 2015 allow employees to transfer their Defined Benefit (DB) scheme to a Defined Contribution (DC) scheme in order to take advantage of the new found freedoms, which includes taking the pension value as cash. Continue reading

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Effective financial education for those considering retirement. - August 3, 2015

The most radical pensions overhaul in nearly a century has arrived! These changes offer employees in a defined contribution scheme… Continue reading

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From the classroom into practice. - July 16, 2015

WEALTH at work, in partnership with University of Lincoln, announced an agreement through which the two organisations would share their interest and commitment to the development of educational needs. Continue reading

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Summer Budget 2015 – Commentary. - July 8, 2015

In the Summer Budget today, the Chancellor confirmed that there would be an increase in the tax free personal allowance to £11,000 from April 2016, with the aim of providing further increases to £12,500 by 2020. Continue reading

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Do your employees know what they are defaulting into? - July 8, 2015

Jonathan Watts-Lay, Director, WEALTH at work, speaks to Pensions Expert about the danger of not making a choice about how pensions are invested. Continue reading

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Supporting up and coming professionals. - July 6, 2015

WEALTH at work has recently taken part in a week long work experience scheme organised by the Chartered Institute for Securities & Investment (CISI). Continue reading

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