10th February 2022
According to WEALTH at work research, a substantial proportion of employees have significant financial worries.
4th February 2022
Jonathan Watts-Lay, Director, WEALTH at work, a leading financial wellbeing and retirement specialist, comments.
31st January 2022
Many employees are aware that they should be paying off their debts, saving more, or spending less, but actually taking control of their finances and making decisions, can be daunting.
28th January 2022
Pension pots and retirement savings are often the most money many employees will ever have access to, so it is important that those retiring in 2022 understand their options and make informed decisions.
27th January 2022
The pandemic has clearly affected people’s retirement plans in different ways. We carried out research into this and found that more than a fifth (22%) of workers approaching retirement (age 50+) say it made them want to retire earlier and as soon as they can.
25th January 2022
The Work and Pensions Committee is calling for trials of automatic appointments with the Pension Wise service as part of its new ‘Stronger Nudge’ interventions.
14th December 2021
In its latest research series of working adults, WEALTH at work - a leading financial wellbeing and retirement specialist, has uncovered the top financial worries that people have.
8th December 2021
As announced in April's Budget, the Lifetime Allowance (LTA) will be frozen at its current level of £1,073,100 until April 2026. Latest reports have suggested that as a direct result of the freezing of the LTA, more than 1.6 million pension savers[1] are set to reach the limit and will be hit with a tax charge of 55% in retirement.
29th November 2021
Six out of ten people (63%) think their financial knowledge is either excellent or above average, according to a new survey of working adults.
26th November 2021
WEALTH at work - a leading financial wellbeing and retirement specialist based in Liverpool has agreed to provide financial education to a local charity organisation – Sahir House. Sahir House is a national charitable organisation which has been offering HIV support, prevention, information and training across Merseyside since 1985.
23rd November 2021
Christmas is an expensive time of year with the cost of presents, food and entertaining, and according to MoneyHelper, a quarter of individuals are worried about going into debt as a result of the festivities this year.
17th November 2021
New measures to protect pension savers and help stop scam transfers in their tracks will come into force on Tuesday 30 November. It will mean suspicious pension transfers can be stopped from ending up in the hands of a fraudster, as pension trustees and scheme managers get new powers to intervene.
29th October 2021
Jonathan Watts-Lay, Director, WEALTH at work, joined Professional Pensions in a webinar which looked at the challenges members face from both pension scams, inappropriate advice and poor decision making.
22nd September 2021
Health and wealth issues are the top retirement concerns, according to a new survey of workers approaching retirement (age 50+).
13th September 2021
More than a quarter (27%) of people approaching retirement admit that they need help understanding what their income options are - according to a new survey.