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Smart Money September/October
Resources

Smart Money September/October

Welcome to our September/October edition of Smart Money. On 30th October 2024, Chancellor of the Exchequer Rachel Reeves, will deliver the Autumn Budget Statement 2024. The outcomes of this Autumn Budget will have far-reaching implications, potentially influencing [..]


Employers urged to help their people track down forgotten pots as National Pension Tracing Day marks year four
News

Employers urged to help their people track down forgotten pots as National Pension Tracing Day marks year four

Updated employer toolkit free to use to help you support your people’s search. Missing money could be vital as cost of living crisis continues to impact everyone’s finances. Sunday 27th October this year’s pension tracing day. With National [..]


Reviewing your school’s Teachers’ Pension Scheme is more than asking: ‘how much?’
Blog

Reviewing your school’s Teachers’ Pension Scheme is more than asking: ‘how much?’

As independent schools continue to wrestle with increased contribution rates to the Teachers' Pension Scheme (TPS), we are urging everyone to take a broader view of what lies ahead.  Over the last five years, schools in England and Wales have experienced a 75% [..]


Engaging your employees with their pension on Pension Awareness Day
Blog

Engaging your employees with their pension on Pension Awareness Day

With Pension Awareness Day on September 9th, it could be a great time to help your employees understand the importance of their pension. While pensions might not be the most exciting topic, they can play a crucial role in shaping a secure future. The more your [..]


Five lessons to remember if your school is considering leaving the Teachers’ Pension Scheme
Blog

Five lessons to remember if your school is considering leaving the Teachers’ Pension Scheme

Over the past five years, school pension costs in England and Wales have increased by 75%, with Scotland experiencing a 50% rise during the same period, meaning many schools are considering leaving the Teachers' Pension Scheme. These sharp rises are not easily [..]


Guide: 5 insightful lessons your employees could learn from the world’s most successful investors
Resources

Guide: 5 insightful lessons your employees could learn from the world’s most successful investors

Read our latest guide to discover lessons your employees could learn from the world’s most successful investors. Even for professional investors, consistently delivering above-average market returns on investments is challenging. Those who have delivered high [..]


Get to know the team – Hazel Mears
Blog

Get to know the team – Hazel Mears

Blog Looking after your employees’ wellbeing is a vital part of running a successful business. Whether your focus is on their mental, physical or financial wellbeing (or all three), happy and healthy employees can be key to providing a great customer [..]


How and why your employees should check for gaps in their State Pension
Blog

How and why your employees should check for gaps in their State Pension

Discover how employees can identify gaps in their State Pension and understand why it could be practical for retirement planning. When your employees are working towards retirement, it’s often easy for them to focus solely on building a significant private [..]


Guide: How an Olympic mindset could help your employees with managing their finances effectively
Resources

Guide: How an Olympic mindset could help your employees with managing their finances effectively

What makes an Olympian? Natural talent or the hours put into training might be the first things that come to mind. However, their approach and mindset play an important role in their achievements too. An athlete’s mentality will have a huge effect on how they [..]


HR Innovators Conference 2024
Events

HR Innovators Conference 2024

Join us this November for the second annual HR Innovators Conference! This year's event promises to be our most impressive yet.  The event will bring together forward-thinking HR professionals, industry leaders, and visionaries for an unforgettable experience, [..]


Smart Money July/August
Resources

Smart Money July/August

Welcome to our July/August edition of Smart Money. When your employees are planning for their retirement, it's important to keep in mind that pension savings can be a critical part of their financial strategy and are essential for ensuring a comfortable retirement. [..]


Guide: Individual Savings Accounts
Resources

Guide: Individual Savings Accounts

Welcome to our Guide to Individual Savings Accounts. This guide explains the changes to Individual Savings Accounts (ISAs) for the 2024/25 tax year. ISAs offer a versatile and tax-efficient way to save for the future, whether for yourself, your children, or your [..]


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