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Why it may be necessary to future-proof the Lifetime ISA to ensure it remains valuable to your employees who may be saving for their first home.
Blog

Why it may be necessary to future-proof the Lifetime ISA to ensure it remains valuable to your employees who may be saving for their first home.

2024 looks set to be a difficult year for first-time buyers. If your employees are looking to enter the housing market during the next 12 months, they might have considered a Lifetime ISA (LISA). The tax-efficient LISA is a savings and investment product that [..]


Guide: Family protection, your employees biggest asset
Resources

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
Resources

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
Resources

How you can help your employees plan for retirement

Unlock strategic insights for optimising employee financial wellbeing with our comprehensive guide on retirement planning and pension engagement. This guide provides actionable strategies for realistic target setting and effective communication through refined [..]


The Ultimate Financial Wellbeing Formula webinar series
Events

The Ultimate Financial Wellbeing Formula webinar series

Throughout his extensive career spanning 35 years, Darren Laverty has encouraged tens of thousands of individuals to embrace the importance of saving and investing. He has provided consultancy services to over 300 companies, assisting them in enhancing the [..]


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, [..]


Smart Money January/February
News

Smart Money January/February

Welcome to our first edition of Smart Money for 2024 In this first issue we look at the changes to National Insurance Contributions (NIC), in the Autumn Statement 2023 last November, Chancellor Jeremy Hunt announced significant reforms to National Insurance. Read [..]


Foster Denovo starts the year with first completed acquisition
News

Foster Denovo starts the year with first completed acquisition

The Foster Denovo Group has completed its acquisition of Punter Southall Aspire’s employee benefits business. It marks the third transaction that the business has completed in the past two months. In February 2022, Foster Denovo secured £100m funding from [..]


How financial wellbeing gives your employees stability in retirement
News

How financial wellbeing gives your employees stability in retirement

How financial wellbeing gives your employees stability in retirement...with room for fun too.   Reports suggest that achieving “financial stability” is the main aim for a vast majority of UK retirees. Having sufficient money to pay bills each [..]


Secondsight and Punter Southall Aspire unite to create corporate adviser powerhouse
News

Secondsight and Punter Southall Aspire unite to create corporate adviser powerhouse

The Foster Denovo Group has agreed to acquire Punter Southall Aspire’s employee benefits business. The businesses will combine under Foster Denovo’s multi-award-winning employee benefits division, Secondsight. The transaction will mean the team doubles in [..]


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({ [..]


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Press Enquiries

Our press agency MRM deal with all media enquires, please contact either: Sophie Mayall on 020 3326 9924, email: sophie.mayall@mrm-london.com or Neil Kennedy on 020 3326 9908, email: neil.kennedy@mrm-london.com

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