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Summer Budget 2015 - Commentary.
8th July 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.
Greater consideration needed for retirement glide path.
3rd July 2015
The most radical pensions overhaul in nearly a century has arrived
NAPF launches new financial education service with WEALTH at work.
29th June 2015
NAPF & WEALTH at work launch a new financial education service.
PMI voices concerns about pension freedoms; here’s the answer.
25th June 2015
The Pensions Management Institute (PMI), the UKs leading professional pensions’ body, has flagged serious concerns about how the freedom and choice changes may impact on schemes and pension savers alike.
Employee Benefits post-election debate with WEALTH at work.
24th June 2015
On Monday 15th June, Jonathan Watts-Lay, Director, WEALTH at work, joined the expert panel on the Employee Benefits post-election debate
Second hand annuities – are they a good deal?
24th June 2015
The Government has recently begun consulting on how existing annuity policyholders could exchange their contract for a cash lump sum.
Realising company benefits.
24th June 2015
Jonathan Watts-Lay, Director, WEALTH at work features in June’s edition of WSB magazine in an article titled ‘Saving the Day’.
Financial education – making a difference in the workplace
23rd June 2015
WEALTH at work sponsored this years ‘Best Financial Education Strategy’ category at the Employee Benefits Awards on 12th June.
Taking money from your pension before you fully retire could cost thousands of pounds
22nd June 2015
The new pension rules which came into force in April 2015, allow those with a Defined Contribution (DC) scheme, age 55 or over, to fully access their pension.
WEALTH at work able to offer the new pension flexibilities
17th June 2015
How many pension providers or employers are choosing to, or are unable to offer the new pension flexibilities?
Specialist providers in the workplace can facilitate the pension freedoms’
11th June 2015
Many pension providers are choosing to or are unable to offer new flexibilities
ISAs become more flexible
22nd May 2015
Jonathan Watts-Lay, Director, WEALTH at work comments in The Express on the 2015 Budget announcement
WEALTH at work launches cash drawdown service
22nd May 2015
Now the pension changes are in force, employees may want to take advantage of the new found freedoms and take their retirement saving as cash from their defined contribution (DC) scheme.
Tailoring financial education to all ages
20th May 2015
Jonathan Watts-Lay, Director, WEALTH at work, comments in the latest edition of Reward magazine
Interview with Reward
13th May 2015
Jonathan Watts-Lay, Director, WEALTH at work, discusses pension freedoms with Maggie Williams, Editor, Reward.