How online portals are driving up engagement in employee benefits
Recent research found that employee engagement and productivity is HR leader’s primary concerns. Could an online benefits portal be the answer?
Financial education
Why do most people have no life insurance or critical illness cover?
78% of adults would ‘rather be safe than sorry’ when it comes to their finances. Yet 65% have no life insurance or protection cover. So what’s causing this gap?
Have you had a letter from HMRC?
You may have exceeded your Personal Savings Allowance. New rules mean that 95% of taxpayers should no longer need to pay tax on their savings income. As for the rest – find out more about recent changes here.
How will the 2018 Budget affect me?
While we wait to understand how Brexit will affect us, there are a number of changes coming this year, many recently announced in the 2018 Autumn Budget. We’ve created this article about what these changes are and how they might affect you.
Five financial planning tips for 2019
Many of us look to January for a fresh start – to make changes or new resolutions, but why wait? Find out our top 5 tips for this year to make sure you’re on track to your financial goals.
Best practice in running a business, key financial reports and cloud efficiencies
A growing trend in working life is for people to begin businesses later on in life, sometimes to phase their retirement or to earn extra income in retirement. Steve Blissett of Rodliffe Accounting outlines best practice for starting a new business and sheds light on the technology simplifying accountancy for business owners.
The constraints of making gifts under a Power of Attorney
Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes – but there are strict rules to be adhered to. Neil MacGillivray, Head Of Technical Support at James Hay explains.
Resolving financial issues in family disputes
Disputes over matrimonial assets, arrangements for children, or in situations where parties are not married; in these scenarios Claire Colbert, Family Lawyer at Freeths explains the options available to parties hoping to resolve financial disputes.
Cashflow planning: visualising financial journeys
Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.
Case study: Helping a recruitment business understand its workforce and align employee benefits accordingly
Don’t just guess what your employees want from their benefits. Find out how we do data-driven demographic analysis and benefit recommendation.