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Guide: Everything you need to know about annuities when creating a retirement income
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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, [..]


Guide 7 allowances your employees could consider using before the end of the 2023/24 tax year
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Guide 7 allowances your employees could consider using before the end of the 2023/24 tax year

When a new tax year starts, many allowances reset. So, your employees checking if they could make use of allowances before Friday 5th April 2024, when the 2023/24 tax year ends, might help their money go further. Read our latest guide to discover seven allowances [..]


Autumn Statement 2023 summary
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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 [..]


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 [..]


Guide: 10 magical life and money lessons you can learn from Disney
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Guide: 10 magical life and money lessons you can learn from Disney

The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to become one of the most [..]


Guide: Intergenerational wealth planning
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Guide: Intergenerational wealth planning

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. Intergenerational planning can be complex. [..]


Smart Money September/October 2023
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Smart Money September/October 2023

Welcome to our latest edition of Smart Money for September/October 2023. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial due to recent [..]


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