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Barnett Waddingham
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Blog: February 2016 Archive

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 managing ‘positive’ wealth, but helping to manage their negative wealth more efficiently.

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.

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.

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 outline the key features of the tapered annual allowance (TAA).

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.

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 pension scheme.

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 sustainability in a challenging economic climate.

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 your life - I liken it to shoe shopping online.

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 Solvency Capital Requirement calculation tool can be made as simple as possible for the end user.

Analytics and technology: driving our holistic approach to wellbeing

It’s fair to say that 2014 saw the beginnings of a world of new thinking around the separate issues of debt, savings and pensions. The landscape was changing rapidly from one where these were very much ‘separate silos’, to the idea of a holistic whole.

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