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CGT: make sure you do your homework
4th August 2014
David Cassidy, CEO, WEALTH at work comments in The Times.
Maturing Share Schemes
1st August 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)?
At-Retirement Options and the Guidance Guarantee
24th July 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.
EXPERT VIEW: Be SAYE-Savvy
24th July 2014
Jonathan Watts-Lay, director of WEALTH at work, discusses save as you earn schemes with Reward.
Recognition for Causeway in Benefits Excellence Awards
24th July 2014
Causeway has been announced as a finalist in the Benefits Excellence Awards 2014.
More DC choice calls for more guidance
1st July 2014
Radical changes to the retirement options for members of DC pension schemes have heightened the importance of employers offering quality financial education
WEALTH wise Summer 2014
30th June 2014
The latest edition of our newsletter ‘WEALTH wise’ is now available.
Edging Closer?
17th June 2014
Over the past week the market has been fixated on the shift in tone from the Governor of the Bank of England
Making the best selection
13th June 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
Delay retiring?
11th June 2014
Individuals need to think about the bigger picture when considering retirement.
The Benefits of Financial Education
3rd June 2014
Jonathan Watts-Lay, Director, WEALTH at work comments on the benefits of financial education.
Good outcomes at retirement
27th May 2014
In association with Reward Guide, we recently held a round table to discuss retirement options and workplace financial education.
Guidance Prior to Retirement
27th May 2014
Jonathan Watts-Lay, Director, WEALTH at work comments in FTAdviser.
Confused about pensions?
27th May 2014
What are the pension options available now that individuals don't have to buy an annuity?