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Blog
Financial wellbeing – sprint or a marathon?
In the Workplace Wealth team we are doing some exciting work with clients to assist them in helping their employees with financial wellbeing. This is not only ma...
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Blog
Why the tapered annual allowance could cost more than you think
High earners could find themselves footing large tax bills when a series of changes to pensions tax relief are implemented in April 2016.
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Blog
Equity release mortgages: taming the super-asset?
Scott Eason and Michael Henderson explore the potential implications of the PRA’s announcement to undertake a review of Equity Release Mortgages.
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Blog
Time for action on the tapered annual allowance
The changes to pensions benefits announced in the 2015 Summer budget, which affect the amount of tax paid by higher earners, come into effect in April. Here we ou...
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Blog
Understanding the employee – by design
Carl Chapman looks at the complex world of benefits and how employers can educate and engage their workforce in order to help them to make the right choices.
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Blog
Early retirement? Ombudsman agrees that employer can say no!
The Pensions Ombudsman has ruled in favour of an employer’s decision to withhold their consent for a member to take early retirement, due to the cost to the pensi...
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Blog
Reform: public sector exit payment charges
The Spending Review 2015 announced Government’s plans to continue to modernise terms and conditions of workers in the public sector to ensure fairness and sustain...
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Blog
A step in the right direction: shopping for workplace benefits
When it comes to making significant decisions about your workplace benefits, it’s important to know what’s on offer and what’s relevant to you at any one point in...
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Blog
Standard Formula Calculations made simple
With the Solvency II implementation date looming, firms must make sure their processes are ready to meet the requirements. We explore how a standard formula Solve...
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Blog
Pensions tax relief – a soft target for George Osborne’s Budget?
There is so much rumour and innuendo about pensions at the moment , but what currently appears to be grabbing everyone’s attention is what George Osborne may or m...