What is financial education? How does it help employers create a competitive benefits strategy? Sarah Herd explains how she works with clients to create strategies to retain and engage employees.
As an employee are you aware of what support is available if you are diagnosed with an illness? Or when you feel ready to return to work? Stephen Williams, Wren Sterling’s HR Director explains the options for employees.
Venture Capital Trusts were once considered ‘niche’ investments, but recent events have put them on the radar of a much greater number of UK investors, explains Stuart Lewis of Octopus Investments.
The Bank of Mum and Dad is now our ninth largest mortgage provider, up a place in the rankings from the year before. And the parental (and grand parental) generosity doesn’t stop there. Justin Urquhart Stewart, of Seven Investment Management, expands on families financial habits.
In recent years final salary pension schemes have been phased out by employers because people are living for longer and the uncrystallised liabilities are wreaking havoc with corporate balance sheets. Robert Blumberger explains why this is happening and sounds a cautionary note for those attracted to the idea of transferring.
Whether we agree with it or not, most of us understand the concept of paying for our later life care. Most people are careful and do not want to pay more than necessary, although paying for your own care brings with it the choice of where and how you are cared for. Find out more in this article from our partners, The Will Writing Company.
Clive Barwell addresses issues in the care sector, what people need to be aware of as they or a family member prepares to go into care and the value of a financial adviser in the process.
As new pension drawdown options grow in popularity, earlier this year the Government implemented a change to the limit of how much you can pay into your Money Purchase Pension Scheme, reducing it from £10,000 to £4,000.
Some clients have retired when they begin to plan for IHT. For some, this may be too late, as this raises the possibility of being taxed on gifts already made as they’re more likely to die within the seven year timeframe for tax-free gifting. Find out more in this article on the essentials of gifting.