11th May 2016
Greg Thorley, Head of Business Development, WEALTH at work, attended Reward Live to discuss the pension changes one year on.
10th May 2016
The pension changes have created a new era of freedom and choice for defined contribution (DC) pension savers.
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.
29th April 2016
Jonathan Watts-Lay, Director looks at what the recent High Court decision on pension transfers means for individuals and pension scammers.
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.’
28th April 2016
Jonathan Watts-Lay, Director, WEALTH at work comments in Employee Benefits magazine about developing a financial education programme in the workplace.
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.
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.
24th April 2016
Jonathan Watts-Lay, Director, WEALTH at work comments in The Express on the pitfalls employees are facing when it comes to the pension freedoms.
19th April 2016
From April 2017, the tax and national insurance relief for employer-arranged pension advice will increase from £150 to £500.
18th April 2016
Jonathan Watts-Lay, Director, WEALTH at work comments in Pensions Expert.
14th April 2016
Jonathan Watts-Lay, Director, WEALTH at work attended the PMI annual conference to discuss the theme of effective financial education.
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.
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.
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.