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Guide: Family protection, your employees biggest asset
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Guide: Family protection, your employees biggest asset

Insurance is more than just a matter of numbers and premiums. It's a way to give your employees peace of mind. By implementing the right insurance policies, they can ensure their families have a financial safety net to rely on in case of unexpected events. This way, [..]


Smart Money March/April
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Smart Money March/April

Welcome to our March/April Smart Money. Here is an overview of what’s included in this edition. As we approach the end of the current tax year on 5th April 2024, it could be an opportune moment for employees to examine both their personal and business finances [..]


Spring Budget 2024
Resources

Spring Budget 2024

On Wednesday 6th March Chancellor Jeremy Hunt delivered his Spring 2024 Budget. We have created a summary of what we believe are the main points and announcements from the Chancellor’s Budget. Download your copy below to read the full summary. Here are some [..]


How you can help your employees plan for retirement
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How you can help your employees plan for retirement

Are you prepared to delve into the realm of optimising employee financial wellbeing? Our comprehensive guide on retirement planning and pension engagement is meticulously crafted to support you in unlocking strategic insights effortlessly. [..]


Guide: Everything you need to know about annuities when creating a retirement income
Resources

Guide: Everything you need to know about annuities when creating a retirement income

When your employees retire, they will often have a range of choices available as to how they can take their retirement income. One such method is an annuity. An annuity could provide them with a way to create a guaranteed income once they retire. As a result, [..]


Autumn Statement 2023 summary
Resources

Autumn Statement 2023 summary

The Chancellor, Jeremy Hunt, delivered his Autumn Statement on Wednesday 22nd November. We have created a summary of what we believe are the main points and announcements from the Chancellor’s speech. Download your copy hbspt.forms.create({ [..]


The guide to using equity release to unlock property wealth later in life
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The guide to using equity release to unlock property wealth later in life

Your employee's home may be one of the largest assets they have. With property wealth often inaccessible, they may consider using equity release to unlock some of the money in their home. It could be a valuable way to boost finances in later years. A survey [..]


Guide: 7 useful questions if your employees plan to take a flexible income from their pension
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Guide: 7 useful questions if your employees plan to take a flexible income from their pension

When your employees start to access their pension, how will they take an income? One of their options may be to withdraw a flexible income that suits their needs through a flexi-access drawdown. A flexible income puts them in control and means they can adjust how [..]


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