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Smart Money is our client newsletter that is published every other month and covers various financial topics.

2024

Smart Money – January/February 2024
Smart Money – March/April 2024
Smart Money – May/June 2024
Smart Money – July/August 2024
Smart Money – September/October 2024

 

A guide to financial education
Resources

A guide to financial education

Money worries can have a big impact on your employees' wellbeing and performance. Providing financial education in the workplace can be a vital step towards helping them feel more secure and focused.  Our Financial Wellbeing Guide is designed to help you support [..]


How to keep pensions on your school’s new year resolution list
News

How to keep pensions on your school’s new year resolution list

By Caroline Gaines, Principal Partner How to keep pensions on your school’s new year resolution list. By this time in January, most of us have either broken, dropped or conveniently forgotten about what they resolve to do in 2025. But for many [..]


Secondsight talks pensions at Corporate Advisers round table
News

Secondsight talks pensions at Corporate Advisers round table

Secondsight talks pensions at Corporate Advisers round table. Pension providers need to evolve their proposition if they are to successfully engage a diverse workforce and get them planning for the future. The industry needs to look beyond traditional pension [..]


The surprising benefits of your employees choosing a “living legacy” for their loved ones
Resources

The surprising benefits of your employees choosing a “living legacy” for their loved ones

Leaving a living legacy for their family could have several key benefits for your employees. Read our latest guide to discover some of those advantages, as well as the potential downsides. When developing a financial plan, leaving wealth behind for loved ones may [..]


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