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Putting shares into an ISA can save employees money.
23rd March 2016
The Chancellor confirmed in this year’s Budget Report that the overall ISA limit will be raised from the current £15,240 to £20,000 from 6 April 2017.
WEALTH at work are first to sign-up to PMI Member Guidance Qualification.
21st March 2016
the PMI has today unveiled its Certificate in ‘Pension Scheme Member Guidance’.
Budget Commentary 2016 – ‘the drift from pensions to ISAs in the workplace’.
16th March 2016
The Chancellor of the Exchequer, George Osborne, has today delivered this year’s Budget Report.
Salary sacrifice and what your employees should look out for.
16th March 2016
Jonathan Watts-Lay, Director, WEALTH at work, comments in the Financial Times on salary sacrifice and the lifetime allowance limit.
Employee Benefits Connect
10th March 2016
Jonathan Watts-Lay and Jane Griffiths led a roundtable at EB Connect discussing how employers can educate the workforce on the new pension freedoms.
Unconscious incompetence
9th March 2016
Jonathan Watts-Lay recently spoke to Reward about the theory of unconscious incompetence; this is when employees don’t know what they don’t know so are prone to making poor decisions.
10 things employees should consider when deciding whether to transfer a pension.
7th March 2016
Jonathan Watts-Lay, Director, WEALTH at work, a leading provider of financial education in the workplace, supported by guidance and advice, covers 10 things employees should consider before transferring from a defined benefit to a defined contribution pension scheme.
A year older, a year wiser?
7th March 2016
Nearly one year on from the introduction of the pension freedoms what has changed for defined contribution scheme members, how are employers engaging with wider options for employees?
Financial futures: Budget pension changes part two?
2nd March 2016
At the moment pension savers generally get tax relief at the rate which they pay income tax - 20, 40 and 45 per cent - and only pay tax when they withdraw money.
The concept of financial advice.
29th February 2016
Watts-Lay comments, “Advice is a scary concept, but people need to make the right decisions and need to be aware, for example, of the tax consequences [of taking out their entire pension].
Adapting to pension changes.
29th February 2016
The pension freedoms changed the face of retirement income options for members of defined contribution (DC) schemes. And almost one year on, it is clear that employers and employees still need to understand the changes and adapt to them in order to benefit from the flexibilities.
Is there an advantage of salary sacrifice?
23rd February 2016
Jonathan Watts-Lay comments on if there is an advantage to salary sacrifice.
WEALTH at work listed in London Stock Exchange ‘1000 Companies to Inspire Britain’ 2016.
22nd February 2016
WEALTH at work, a leading provider of financial education in the workplace, supported by guidance and advice, has been identified as one of London Stock Exchange’s 1000 Companies to Inspire Britain. The report is a celebration of the UK’s fastest-growing and most dynamic small and medium sized businesses.
Pension changes: Almost one year on.
17th February 2016
Jonathan Watts-Lay, Director, WEALTH at work, recently took part in a film interview with Employee Benefits to talk about the pension changes now it’s almost one year on.
The misunderstanding of financial advice.
17th February 2016
Jonathan Watts-Lay, Director, comments in Pensions Expert on how often employees assume they will not need advice and fail to understand the number of factors in calculating their needs during retirement.