The latest news is brought to you by WEALTH at work, a leading financial wellbeing and retirement specialist. WEALTH at work and my wealth are trading names of Wealth at Work Limited which is a member of the Wealth at Work group.

When Should I Retire?

When Should I Retire?

25th May 2017

Deciding when to retire is a complicated business. It isn’t just about whether someone can afford to retire but many other considerations including their health and that of a partners’, what they want to do in retirement and how much income they will need. But then of course, where will their income come from?

Is it a Good Idea to Transfer Out of a Defined Benefit Scheme?

Is it a Good Idea to Transfer Out of a Defined Benefit Scheme?

2nd May 2017

Individuals in defined benefit (DB) pension schemes have the option to transfer to a defined contribution (DC) pension, as long as they have not already started to take income from their pension.

Is it a good idea to transfer out of a defined benefit scheme?

Is it a good idea to transfer out of a defined benefit scheme?

2nd May 2017

Individuals in defined benefit (DB) pension schemes have the option to transfer to a defined contribution (DC) pension, as long as they have not already started to take income from their pension.

Is your tax code correct?

Is your tax code correct?

29th April 2017

According to Royal London, around 800,000 people under state pension age are receiving pensions and may be at risk of paying tax even though their total income is below the personal allowance.

What has been the impact of freedom and choice?

What has been the impact of freedom and choice?

19th April 2017

The pension changes have brought a whole new range of options to consider.

Saving More Now Could Make a Real Difference.

Saving More Now Could Make a Real Difference.

18th April 2017

From 2019, the State Pension age will start to increase for both men and women to reach 66 by 2020.

Budget Commentary 2017.

Budget Commentary 2017.

8th March 2017

Philip Hammond has delivered his first Budget as Chancellor with no major announcements or surprises.

Pension Advice Allowance – Response from WEALTH at work.

Pension Advice Allowance – Response from WEALTH at work.

7th March 2017

From April 2017, the new Pension Advice Allowance will allow individuals to withdraw £1,500 tax-fee from their pensions, to help them pay for the cost of regulated financial advice for their retirement.

ybs share plans to offer financial education in the workplace.

ybs share plans to offer financial education in the workplace.

6th March 2017

YBS Share Plans, part of the UK’s second largest building society, has teamed up with Secondsight and WEALTH at work to offer its corporate clients access to financial education in the workplace.

← Older posts