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News

Keep on top of the latest Wealth Management and Employee Benefits news. You can also access our bimonthly Financial Magazine, keeping the latest Wealth Management news and insights at your fingertips.

Financial Magazines

Mortgage lending up despite affordability challenges

Posted on 16/12/2024

Mortgage lending continued to grow in the third quarter, despite ongoing affordability challenges.

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Disabled and neurodivergent employees face 'barriers' in the workplace

Posted on 09/12/2024

How accommodating is your working environment when it comes to disabilities, chronic health conditions...

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Big rise in women's average retirement age

Posted on 02/12/2024

Women in the UK are stopping work later in life, and on average both sexes now retire at the same age.

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Asking prices fall as Budget hits buyer demand

Posted on 25/11/2024

There was a drop in asking prices for homes coming on to the market this month, but market activity...

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Preventing and tackling work-related stress

Posted on 18/11/2024

Employees suffering from work-related stress, depression or anxiety take an average of 19.6 days off...

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'Lost' pension savings rise to £31.1bn

Posted on 11/11/2024

Millions of workers across the UK are at risk of missing out on a chunk of their retirement savings...

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Rush of home buyers expected ahead of stamp duty change

Posted on 04/11/2024

Home sales are likely to jump early next year as buyers rush to complete their purchase before stamp...

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Employees value flexible working over wellness benefits

Posted on 28/10/2024

New research suggests that when it comes to investing in employee wellbeing, employers are putting their...

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Demand for targeted support at retirement

Posted on 21/10/2024

New research shows that pension savers are interested in being given more information about their retirement...

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Drop in mortgage costs boosts home sales

Posted on 14/10/2024

A fall in mortgage rates to the lowest level in 15 months is supporting a rebound in the property market.

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UK startups plan to revamp their employee benefits

Posted on 07/10/2024

The smallest UK firms increasingly recognise the value of employee benefits for recruitment and retention...

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Annuity sales up by more than a third

Posted on 30/09/2024

More people opted for an annuity in the past year, seeking to benefit from the security of a guaranteed...

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Confidence rising among home buyers

Posted on 23/09/2024

There are positive signs of a rebound in the UK property market as mortgage rates trend downwards and...

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Firms call for employee health tax incentives

Posted on 16/09/2024

Business leaders have called for a change to the employee health tax system.

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Breaking the inheritance taboo

Posted on 09/09/2024

The majority of people who received an inheritance sum in the past five years did not discuss its value...

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First-time buyers to get £30bn of family help over next three years

Posted on 02/09/2024

Gifts and loans from the so-called Bank of Mum and Dad totalled £9.4bn in 2023.

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Workplace pensions to be rated red, amber or green

Posted on 27/08/2024

A new traffic light-style rating system for workplace pension schemes aims to deliver better value for...

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One in seven targeted by pension scams

Posted on 19/08/2024

Pension savers have been advised to watch out for scams after research revealed that 7.3 million people...

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More home sales agreed as confidence improves

Posted on 12/08/2024

Activity in the housing market is continuing to pick up, with more sellers listing homes for sale and...

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Mental health training for line managers linked to better business performance

Posted on 05/08/2024

New research highlights the business benefits of equipping line managers with the skills to help address...

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Transition into retirement overtakes 'hard stop'

Posted on 29/07/2024

People's expectations of retirement are changing, and most workers no longer hope or expect to have...

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More low-deposit mortgage deals available

Posted on 22/07/2024

There are now more 95% mortgages available than at any point in the past two years.

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Four-day week trial planned for this autumn

Posted on 15/07/2024

A second pilot of employees working a four-day week is scheduled to launch across the UK this autumn,...

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'Over £1m' in pension savings needed for comfortable early retirement

Posted on 08/07/2024

Savers in the UK need a "seriously large pension pot" if they want to stop work early and have a comfortable...

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Mortgage costs set to rise for 3 million households

Posted on 01/07/2024

Around three million UK homeowners will see their mortgage repayments increase over the next two years...

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Making good work the norm

Posted on 24/06/2024

A good working environment is important for staff to perform well and feel committed to their job.

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One in 10 pension dippers regret taking their money early

Posted on 17/06/2024

Around one in 10 retirees who withdrew money from their pension before leaving full-time work say they...

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UK house prices 'broadly stable' as economic picture improves

Posted on 10/06/2024

House prices in the UK were relatively stable in May amid a brighter outlook for the economy, according...

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Calls to raise auto enrolment minimum

Posted on 03/06/2024

Increasing the default auto enrolment contribution rate would boost many people's income in retirement.

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Three in five homeowners considering equity release in retirement

Posted on 28/05/2024

A growing number of older homeowners are interested in releasing money from their property in later...

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Rise in mortgage terms beyond state pension age

Posted on 20/05/2024

Mortgage terms are getting longer and many buyers could still be paying off their mortgage in retirement,...

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Employers report widening gap between education and employment

Posted on 13/05/2024

Employers are seeing a mismatch between young people's career readiness and what's needed in the workplace,...

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Early retirement: majority stop work before State Pension Age

Posted on 07/05/2024

More than three in five workers retire before reaching State Pension Age, according to new research.

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UK property market needs 'radical changes', building societies say

Posted on 29/04/2024

A new report has called for a policy and regulatory overhaul to help prospective first-time buyers get...

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The link between work and good mind health

Posted on 22/04/2024

Poor mind health in the workplace cost the UK economy £102bn in 2023, according to new research.

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Pension confidence on the rise

Posted on 15/04/2024

For the first time in six months, people are feeling more positive than negative about their retirement...

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Mortgage approvals rise as pay outpaces house price growth

Posted on 08/04/2024

UK house prices are higher than they were a year ago, but affordability has also improved and mortgage...

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Mind the generation gap in the workplace

Posted on 02/04/2024

Half of companies (51%) now employ three or more generations. How should businesses navigate the multigenerational...

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Deal Completion

Posted on 02/04/2024

Söderberg & Partners acquire minority stake in Fidelius Group.

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How downsizing can upsize your retirement

Posted on 25/03/2024

Selling up and moving into a property that better suits your needs can give your retirement fund a significant...

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Average mortgage term for first-time buyers rises to 32 years

Posted on 18/03/2024

New data has revealed that buyers are taking out mortgages with longer terms in order to keep repayments...

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New flexible working rules: right to request from day one

Posted on 11/03/2024

Businesses risk losing out on top talent by not supporting workplace flexibility, according to new research.

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IHT among top concerns of wealthy Britons

Posted on 04/03/2024

Fewer than 4% of estates pay IHT, but among those who may be liable it is the number one financial concern,...

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First-time buyers save £20,300 below local market average

Posted on 26/02/2024

People buying their first home save on average £20,300 (8%) below local market prices, rising to savings...

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Concern over low engagement in workplace pensions

Posted on 19/02/2024

If people don't pay attention to their pension savings, they could end up under-saving for retirement....

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£8k jump in pension income needed as living costs rise

Posted on 12/02/2024

The annual cost of having a moderate standard of living in retirement now costs £8,000 more than just...

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Boost in buyer demand as mortgage rates fall

Posted on 05/02/2024

There are positive signs for the UK property market at the start of 2024, with more buyers and more...

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Work-life balance seen as more important than career progression

Posted on 29/01/2024

Employees are more interested in work-life balance than climbing the ladder, according to new research.

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Annuities 'back on the agenda' after rates rise

Posted on 22/01/2024

Pension savers are continuing to choose annuities for some or all of their retirement income, following...

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Press Release: Söderberg & Partners takes stake in Fidelius in UK expansion push

Posted on 19/01/2024

- Sӧderberg & Partners takes significant minority stake in Bath-based advisory firm - Deal marks...

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Buy-to-let landlords feeling confident about property market

Posted on 15/01/2024

Tenant demand is still around a third higher than the five-year average, and continued competition in...

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Productivity linked to employee wellbeing

Posted on 08/01/2024

Happy employees are more productive and take less time off sick. So — apart from being the right thing...

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Whisky investment: beware of the risks

Posted on 02/01/2024

Alternative investments such as fine wine and cask whisky are on the rise. But investors need to be...

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Mortgage lending set to fall amid affordability pressures

Posted on 27/12/2023

Lending for house purchases is expected to fall by 8% in 2024 as high interest rates and household costs...

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More employees living with 'work-limiting' health conditions

Posted on 18/12/2023

Millions of employees are living with a health condition that limits their abilities at work.

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Gen X face 'pensions gap' and may have to work for longer

Posted on 11/12/2023

Generation Xers are at risk of falling into a "pensions gap" by missing out on defined benefit pensions...

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Mortgage approvals up after pause in interest rate rises

Posted on 04/12/2023

Lenders approved more mortgages for house purchases in October, in a sign that the UK property market...

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Benefits packages are a top priority for UK job seekers

Posted on 27/11/2023

Employees view benefits and perks as an important factor when it comes to joining a company, staying...

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Women losing out on fair settlements in divorce

Posted on 20/11/2023

Divorcing couples often try to work out money matters themselves rather than seek advice — but this...

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First monthly rise for house prices since March

Posted on 13/11/2023

UK house prices increased by an average of 1.1% from September to October, ending a run of six consecutive...

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Pay rises set to exceed inflation next year

Posted on 06/11/2023

UK employers have awarded strong pay increases this year, but employees didn't see the benefit because...

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Six in ten retirees unaware of IHT thresholds

Posted on 30/10/2023

A growing number of estates are expected to be liable for Inheritance Tax in the coming years, yet many...

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Mortgage holders raid savings, extend terms to meet higher payments

Posted on 23/10/2023

Borrowers are dipping into their savings, extending their mortgage term, switching to interest-only,...

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Sick days reach 10-year high

Posted on 16/10/2023

Sickness absences are on the rise, while record numbers of people are off work due to long-term ill...

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Review your pension savings to make sure you're on track

Posted on 09/10/2023

One in seven UK adults has never looked at how much is in their pension pot -- and the figure is even...

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Fixed mortgage rates falling after interest rate freeze

Posted on 02/10/2023

The mortgage market is showing signs of recovery, with average fixed rates falling and the widest choice...

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Pension Changes resulting from the Spring Budget 2023

Posted on 26/09/2023

The Fidelius ‘house view’ on the recent pension changes, and how these may impact on you achieving...

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CIPD outlines vision for skilled, fair and healthy work

Posted on 25/09/2023

The CIPD has recommended public policy changes to address key challenges include stagnating productivity,...

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Unclaimed pensions average £28,000

Posted on 18/09/2023

The majority of UK employees with workplace pensions have at least one pension pot that remains unclaimed,...

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Call for first-time buyer support as house sales fall

Posted on 11/09/2023

Property sales have fallen by a fifth this year after a series of interest rate hikes made it harder...

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Employees want more retirement planning support

Posted on 04/09/2023

Many employees would like more financial education support from their employer to help understand their...

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3.6 million people fell victim to financial scams in the last year

Posted on 29/08/2023

Four in 10 (41%) UK adults experienced a financial scam attempt in the last 12 months, with 3.6 million...

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One in four young homebuyers rely on 'Bank of Mum and Dad'

Posted on 21/08/2023

Many first-time buyers are turning to their parents to help raise the significant deposit needed to...

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Amid cost-of-living crisis, employees value financial wellbeing benefits

Posted on 14/08/2023

As people’s priorities change, are companies offering the right benefits to their staff?

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Fixed mortgage deals expected to remain stable after interest rate rise

Posted on 07/08/2023

Interest rates have gone up again -- but analysts believe that mortgage rates for fixed-term deals are...

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How flexible working and other measures can help retain older workers

Posted on 31/07/2023

In the last year, one in ten (10%) employers in the UK have introduced support for retaining employees...

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Are you retirement ready? Research finds variation across the UK

Posted on 24/07/2023

When it comes to pension savings and "retirement readiness", some regions of the UK face bigger challenges...

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House prices continue to fall

Posted on 17/07/2023

UK house prices declined for the third month in a row in June, according to the latest monthly report...

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Health related benefits can help attract and retain top talent

Posted on 10/07/2023

Access to private medical insurance and income protection insurance are among the key factors that people...

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Annuity sales up, but most over-50s don't even consider them

Posted on 03/07/2023

Sales of annuities -- which provide a guaranteed income for life -- are on the increase. But many people...

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Mortgage support measures agreed by lenders

Posted on 26/06/2023

Following another hike in interest rates, the main banks and building societies have agreed a series...

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Cancer prevention and support: how employers can help

Posted on 19/06/2023

Employers could be doing more to help their staff stay fit and well, new research suggests.

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Women have 35% smaller private pension wealth

Posted on 12/06/2023

Women are at greater risk of having less to live on in retirement or needing to work longer to build...

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How rising interest rates are impacting the property market

Posted on 05/06/2023

Mortgage rates have gone up as the Bank of England has been steadily raising interest rates in an effort...

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Millions change jobs due to lack of flexibility

Posted on 30/05/2023

Around 4 million people in the UK have changed careers because of a lack of flexibility at work -- almost...

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One in five workers will be paying higher-rate tax by 2027

Posted on 22/05/2023

A six-year freeze on income tax allowances and thresholds means that millions of people will move into...

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Brighter picture for mortgage market as approvals and deals increase

Posted on 15/05/2023

The mortgage market is continuing to recover from the turmoil that followed last autumn's "mini Budget".

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Supporting your employees through low mental health

Posted on 09/05/2023

Stress, burnout and general poor mental health cost millions of working days every year. How can employers...

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Review to assess pension risks of future retirees

Posted on 02/05/2023

A new Pensions Review will consider what needs to be done to secure decent retirement outcomes for current...

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Sales of flats drive property market recovery

Posted on 24/04/2023

Demand for flats and apartments has increased as buyers look for a more affordable way to get on the...

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Learning and development is good for employees' mental health

Posted on 17/04/2023

Did you know that mental health benefits can be gained from all kinds of training, not just those that...

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Risk to retirement income as savers reduce their contributions

Posted on 11/04/2023

Some savers are cutting their pension contributions in response to higher living costs and recent stock...

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Buying is £500 cheaper per year than renting

Posted on 03/04/2023

A new analysis shows that buying your first home is around £500 cheaper per year than renting.

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Two in three employers expect ESG options in company pensions

Posted on 27/03/2023

A growing number of companies expect their workplace pension scheme investments to take account of environmental...

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Gender gap in private pension income set to persist 'for decades'

Posted on 20/03/2023

There is still a significant gap between men and women's private pension savings, and it's almost entirely...

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Greater mortgage choice for landlords

Posted on 13/03/2023

More buy-to-let mortgage deals are coming on to the market and rates are falling.

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Pension saving 'nudge' at key moments could help employees save more for retirement

Posted on 06/03/2023

Many employees are missing opportunities to boost their pension contributions, according to new research.

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Consumers 'overwhelmed' by pensions information

Posted on 27/02/2023

Many people feel 'in the dark' when it comes to pension saving, new research suggests.

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Downsizing on the rise as living costs soar

Posted on 20/02/2023

There was an increase in homeowners downsizing to a smaller property last year, driven by record energy...

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Extend auto enrolment to help close 'pension gap', says think-tank

Posted on 13/02/2023

A new report calls for younger and lower-paid employees to be automatically included in workplace pension...

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Homeowners released a record amount of equity in 2022

Posted on 06/02/2023

Homeowners accessed a record £6.2bn of their property wealth via equity release last year, amid the...

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First-time buyer profile shifts as prices rise

Posted on 30/01/2023

Rising house prices and the size of deposit required for a mortgage mean that the average age of first-time...

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Focus on wellbeing can help reduce sickness absence

Posted on 23/01/2023

Effective absence management is good for a company's bottom line as well as its employees. Yet many...

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More estates to become liable for inheritance tax

Posted on 16/01/2023

The amount of inheritance tax (IHT) paid to the government is increasing, and is set to rise further...

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High inflation likely to constrain house buying this year

Posted on 09/01/2023

With everyday living costs and interest rates continuing to rise, mortgage lenders expect a "softer"...

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Employee benefits can help SMEs retain top talent

Posted on 03/01/2023

Job satisfaction is high among UK employees but large numbers are still thinking about leaving their...

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Older workers rethink retirement plans as cost-of-living crisis bites

Posted on 28/12/2022

Growing numbers of older employees are delaying their retirement — or returning to the workplace after...

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Buyers will pay up to 20% more for an energy efficient home

Posted on 19/12/2022

Growing numbers of buyers and renters are prioritising energy efficiency and sustainability when looking...

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Three in four employees interested in EV salary sacrifice

Posted on 13/12/2022

Employees particularly appreciate cash-saving benefits such as salary sacrifice schemes, but are not...

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More people looking into annuities as rates rise

Posted on 05/12/2022

With annuity rates on the rise, more pension savers have been hitting Google to find out more about...

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Rates on five-year mortgage deals back below 6%

Posted on 28/11/2022

Fixed mortgage rates spiked after the government's mini-Budget in September, but there are signs that...

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Employers concerned about cost of living for their employees

Posted on 21/11/2022

Employers can help ease cost-of-living concerns in several ways, from offering bonus payments to connecting...

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'Bank of Mum and Dad' gifting cash without accounting for future care costs

Posted on 14/11/2022

Only 40% of those who had made cash gifts to loved ones said they had thought about how much later life...

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House prices fall as mortgage rates rise

Posted on 07/11/2022

Mortgage rates have risen to highs of around 6% in recent weeks but there is some good news for buyers,...

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Financial incentives can boost motivation though 'sense of affinity'

Posted on 31/10/2022

It's always nice to receive a financial reward at work. But do bonuses actually motivate staff to perform...

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Investment fraud soars among young professionals

Posted on 24/10/2022

Police are warning investors of the perils of "get rich quick" scams after more than £890m was lost...

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Annual mortgage bills go up by thousands as rates rise

Posted on 17/10/2022

Mortgage rates are going up, with borrowers on a variable rate deal -- or taking out a new fixed rate...

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8 tips for remortgaging your property

Posted on 14/10/2022

If you already have a mortgage, you will most likely hear about remortgaging when your current mortgage...

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Employers concerned about employee financial wellbeing amid cost of living crisis

Posted on 10/10/2022

With inflation close to a 40-year high and living costs continuing to rise, new research highlights...

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Majority of people not saving enough for retirement, MPs warn

Posted on 03/10/2022

A decade on from the launch of automatic enrolment in workplace pensions, more than 60% of people are...

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Stamp duty cut unlikely to trigger rush of first time buyers, says Savills

Posted on 26/09/2022

The recent cut in stamp duty is not likely to result in a surge of purchases by first time buyers, according...

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Stress levels are high but awareness of wellbeing benefits remains low

Posted on 20/09/2022

Wellbeing benefits offered by employers can help people deal with stress and create a positive working...

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Downsizing 'could free up £129,000 per household'

Posted on 12/09/2022

There is huge potential for older homeowners to unlock housing wealth by downsizing to smaller homes,...

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Mortgage approvals edge up despite higher interest rates

Posted on 05/09/2022

Mortgage approvals are continuing to rise, despite the increase in house prices and inflation and higher...

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Our complete guide to buy to let mortgages

Posted on 31/08/2022

If you’re looking to invest in property, our guide to buy to let mortgages will break down everything...

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Salary overtaken by work-life balance in employee priorities

Posted on 30/08/2022

What are job-seekers looking for in a new role? Many people's priorities have changed since the pandemic,...

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Majority of pensions not split in divorce

Posted on 22/08/2022

The majority of divorcing couples are not including pension savings in their financial settlement, with...

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Average mortgage term hits record 30 years

Posted on 15/08/2022

As house prices continue to rise, buyers are opting to pay back their mortgage over a longer period.

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Bank of England announce another mortgage interest rate rise

Posted on 10/08/2022

This is the sixth time in a row the rate has increased since Dec 2021, and makes it the single biggest...

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Employers urged to make workplaces 'menopause friendly'

Posted on 08/08/2022

A lack of support for menopausal symptoms is pushing 'highly skilled and experienced' women out of work,...

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Older workers are starting to 'unretire'

Posted on 01/08/2022

The cost of living crisis is leading many older workers to reconsider their decision to leave the world...

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Disposable income hit for borrowers coming off fixed mortgage deals this year

Posted on 25/07/2022

Mortgage providers have been increasing their rates. Where does this leave homeowners and landlords...

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Hybrid working: employers urged to ensure 'consistency and fairness'

Posted on 18/07/2022

Hybrid working is here to stay, but are employers doing enough to support their employees wherever they...

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One in 20 homeowners use equity release to fund their retirement

Posted on 11/07/2022

Homeowners are increasingly looking to property wealth to support their retirement, new research suggests.

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Mortgage affordability rule to be dropped

Posted on 04/07/2022

From August, lenders will no longer be required to check whether borrowers could still afford their...

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Pay deals highest in 30 years as inflation races ahead

Posted on 27/06/2022

UK employees are seeing their pay increases overtaken by price rises, new figures show.

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What costs should you consider when buying an expat property?

Posted on 22/06/2022

You may know that expat mortgage rates can fluctuate, but that isn't the only cost to consider when...

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Cost-of-living crisis: families turn to the Bank of Mum and Dad

Posted on 20/06/2022

Soaring costs for energy, food and fuel are hitting household budgets -- and for some families, this...

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Benefits of using an expat mortgage broker

Posted on 14/06/2022

Discover the benefits of using an expat mortgage broker to purchase or re-mortgage a property in the...

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Shortage of rental homes as landlords sell buy-to-let properties

Posted on 13/06/2022

New rental properties are being snapped up within hours due to a shortage of homes coming on to the...

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Poor financial wellbeing 'costs employers £6.2bn'

Posted on 06/06/2022

Money worries can affect a person's ability to perform well in their job -- and new research highlights...

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More advisers are bringing sustainability into retirement planning

Posted on 30/05/2022

Pension savers and their advisers are increasingly keen to make sure retirement savings are invested...

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City flats back in demand after return to office

Posted on 23/05/2022

More than two years since the start of the pandemic, how has the housing market changed?

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Health and wellbeing 'slipping down the agenda'

Posted on 16/05/2022

Two years into the coronavirus pandemic, are employers paying enough attention to employee health and...

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The ultimate guide to getting a mortgage as an expat returning to the UK

Posted on 10/05/2022

We’ve put together this handy guide to provide you with everything you need to know about getting...

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Average drawdown for equity release customers is £125,000

Posted on 09/05/2022

Homeowners who opted for equity release last year withdrew the equivalent of more than seven years of...

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Buy-to-let 'bounces back'

Posted on 03/05/2022

Rent rises are tempting landlords back and the buy-to-let market is growing again.

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Financial wellbeing: supporting employees as living costs rise

Posted on 25/04/2022

With one in four employees saying that money worries affect their ability to do their job, how can employers...

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Online safety law aims to tackle scams and fraud

Posted on 19/04/2022

Fraudsters deploy a range of scams and psychological tricks to con people out of money online. Would...

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Mortgage arrears fall despite end of furlough scheme and rising living costs

Posted on 11/04/2022

Most borrowers are managing to keep up with their mortgage and loan repayments, despite continued increases...

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How to retain and attract older employees

Posted on 04/04/2022

With UK firms facing a shortage of workers, what can employers do keep their older employees happy --...

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Two in five savers still not taking advice after pension freedoms

Posted on 28/03/2022

The pension freedoms brought more choice in how and when you can access your pension savings, but new...

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Most mortgage holders confident about meeting payments despite higher cost of living

Posted on 21/03/2022

Strong house price growth, rising interest rates and surging living costs are denting people's confidence...

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Employers plan record pay rises in 2022 as recruitment problems continue

Posted on 14/03/2022

Workers in the UK are in line for record pay rises this year as conditions in the labour market remain...

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Older pensions may deliver poor value, study shows

Posted on 07/03/2022

Some savers could miss out on thousands of pounds if they don't move older pensions to ones that offer...

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Record rise in first-time buyers despite lower affordability

Posted on 28/02/2022

There was a big increase in the number of people buying their first home last year, despite rising house...

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More workers seeking support from employee assistance programmes

Posted on 22/02/2022

There has been a big increase in the number of employees in the UK turning to their employee assistance...

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'Money' at first sight? How to guard against romance fraud

Posted on 14/02/2022

As well as taking basic safety precautions when using online dating, it's important to protect yourself...

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Will house prices and demand continue to climb in 2022?

Posted on 07/02/2022

2021 saw a considerable increase in demand for property, along with prices. What's in store for the...

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Annuity customers reluctant to switch provider for less than £500 extra per year

Posted on 31/01/2022

It's important to make sure you're getting a good deal on your annuity before you commit, or you could...

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Supporting employee wellbeing has 'positive impact' on the business, employers say

Posted on 24/01/2022

Employers have been investing more in employee wellbeing over the past two years, but are they getting...

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One in three homes sold above the asking price last year

Posted on 17/01/2022

Nearly one-third of homes in England and Wales sold for more than their asking price in 2021, according...

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Early retirees are happier, but there can be a price to pay

Posted on 10/01/2022

Before you set a date for early retirement, it's important to think about the sort of lifestyle you...

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The Great Resignation and employee retention

Posted on 04/01/2022

The squeeze in the labour market means that employee retention has become a critical issue. What can...

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'Bumper year' for mortgage lending as 1.5 million homes sold

Posted on 29/12/2021

Mortgage lending has soared in 2021, driven by the cut in stamp duty and people moving away from cities...

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How has Covid affected people's retirement plans?

Posted on 20/12/2021

The polarising impact of the pandemic means that the prospect of an early retirement appears more achievable...

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Employers planning to invest more in employee health

Posted on 13/12/2021

A new global survey shows that organisations around the world are planning to increase their investment...

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Over half of first time buyers need bigger deposit due to pandemic

Posted on 06/12/2021

People who have bought their first home since the start of the pandemic have seen the costs escalate,...

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Over-50s prefer humans over digital platforms for financial advice

Posted on 29/11/2021

New research shows that robo-advisers have a long way to go before they can really compete with traditional...

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HSE warns of 'health and safety crisis' unless firms act on mental health

Posted on 22/11/2021

Last year more than 17 million working days were lost as a result of stress, anxiety or depression....

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House buying rebounds after lockdown lull in 2020

Posted on 15/11/2021

New data from Halifax shows that over the past year there has been a big increase in the number of people...

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Half of older care home residents pay their own fees

Posted on 08/11/2021

As the cost of later life care is not covered by the state in the same way that health costs are, it's...

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Half of employees worried about discussing mental health at work

Posted on 01/11/2021

Despite the progress that has been made in talking about mental health, there is still a stigma around...

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Housing market buoyant as race for space continues

Posted on 25/10/2021

UK house purchases jumped by nearly 70% in September as buyers rushed to complete transactions before...

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Fewer people are buying an annuity with their pension savings

Posted on 18/10/2021

There is now more choice in how and when pension savers can access their money. And with more options...

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Starting pay soars as candidate supply falls

Posted on 11/10/2021

Employers are hiring -- and with a shortage of candidates for many roles, there has been a record rise...

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Later-life mortgage borrowing on the increase

Posted on 04/10/2021

Over half of new mortgage lending is now going to borrowers who will still be paying back the loan after...

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Tax-free pension withdrawals 'putting retirements at risk'

Posted on 27/09/2021

Pension savers can access 25% of their pension pot tax-free, usually from the age of 55. But it's important...

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Many employees still in the dark about pension saving

Posted on 20/09/2021

One in five non-retirees are still not paying into any pension and many people remain in the dark about...

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Wider choice of mortgages for holiday let investors

Posted on 13/09/2021

If you're thinking of investing in a holiday property, the good news is that there's a growing number...

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Women would need to work 14.5 more years to match men's pension savings

Posted on 06/09/2021

More than 50 years after the Equal Pay Act, women’s average earnings still fall short of men’s —...

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EAPs helping employees deal with return to work anxiety

Posted on 31/08/2021

With most pandemic restrictions in the UK now lifted, people are returning to the office. But after...

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Self-employed Gen Xers risk savings shortfall in retirement

Posted on 23/08/2021

New research paints a stark picture of just how many self-employed people in the UK may find themselves...

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Buy-to-let: strong demand from tenants for rental homes

Posted on 16/08/2021

Higher property prices and tax changes may have dented the attractiveness of buy-to-let, but property...

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One in five young employees opt out of pension saving

Posted on 09/08/2021

More than 10 million workers have been automatically enrolled in a workplace pension since the start...

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'Flip the context' and protect your pension savings

Posted on 02/08/2021

If a stranger in a pub approached you with unsolicited financial advice, your first instinct would probably...

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Self-employed face growing struggle to buy a home

Posted on 26/07/2021

People who work for themselves often have to jump through additional hoops to get a mortgage, and new...

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Fifth of staff don't know how their employer supports them during illness

Posted on 19/07/2021

Making sure everyone knows and understands their sick pay entitlements is a legal requirement when it...

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More people thinking about life insurance since Covid, study finds

Posted on 12/07/2021

The Covid-19 pandemic has led more people to think about their own mortality and how their loved ones...

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Pandemic makes homeownership harder for many first-time buyers

Posted on 05/07/2021

Taking your first step on the property ladder is one of life's major milestones, but for many people...

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Most companies plan to offer hybrid working post-pandemic

Posted on 28/06/2021

New research suggests that a so-called hybrid working environment will become the norm for many employees,...

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Spend or save? Lockdown has changed people's priorities

Posted on 21/06/2021

An increase in savings was the silver lining of lockdown for many people in the UK. Now that the country...

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UK job quality 'continues to fall short', says CIPD

Posted on 14/06/2021

If an individual feels as though their work is unsatisfying or detrimental to their physical or mental...

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Why it makes sense to increase pension saving as you get older

Posted on 07/06/2021

Messages about pension saving are often targeted at young people, but there are good reasons why the...

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Employers looking to expand financial wellbeing support

Posted on 01/06/2021

Employers in the UK are planning to expand their financial wellbeing provision in the wake of Covid-19,...

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Will inheritance tax rise after the pandemic?

Posted on 24/05/2021

A new report has called for higher inheritance tax (IHT) after the Covid-19 pandemic to help tackle...

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Work-life balance now seen as more important than salary

Posted on 17/05/2021

For many years, a good salary and benefits package has been top of the list for a majority of employees...

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18 million savers would switch to a green pension

Posted on 10/05/2021

An astonishing £3 trillion is invested in UK pensions to build savings for the future. But have you...

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Using 'Day One Statements' to help boost employee wellbeing and productivity

Posted on 04/05/2021

Health and wellbeing benefits like gym membership, counselling services and free healthy food are good...

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Advisers helping families through the pandemic's financial ups and downs

Posted on 26/04/2021

The financial volatility and insecurity of the Covid-19 pandemic have prompted many people to seek financial...

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Employee privacy fears hit group protection usage

Posted on 19/04/2021

If takeup of employee benefits is low within your organisation, it could be that your employees don't...

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£373m lost to repeat frauds in 2019/20

Posted on 12/04/2021

As well as making the right investments to help your money grow, taking care of your financial future...

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Need for mental wellbeing support 'skyrockets' during pandemic

Posted on 06/04/2021

At least one in six workers experience common mental health problems, including anxiety and depression,...

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Pandemic risks widening retirement opportunity gap

Posted on 29/03/2021

Changes in household income over the past year may end up increasing 'retirement inequality' in the...

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Should employers take more responsibility for their employees' financial wellbeing?

Posted on 22/03/2021

The past year has left many people worrying about their finances. While some have seen their jobs disappear,...

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Keeping it in the family: two thirds of adults use same adviser as their parents

Posted on 15/03/2021

Financial advisers can help with a wide range of decisions, from savings and investments to financial...

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Quarter of employees say their mental health has deteriorated during pandemic

Posted on 08/03/2021

Most office staff in the UK are still working remotely, but out of sight shouldn't mean out of mind...

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Social care is 'worryingly low priority' in retirement planning

Posted on 01/03/2021

Meals out, home improvements, holidays... there are plenty of fun ways to spend your pension pot. But...

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Financial education can help your employees plan for retirement

Posted on 22/02/2021

Are your employees financially savvy? They probably don't need to understand the ins and outs of the...

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Financial planning gender gap: men more likely to plan and invest for retirement

Posted on 15/02/2021

Are you financially prepared for retirement? Worryingly, it seems the answer is more likely to be 'yes'...

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Fidelius Group awarded Gold Status by Investor In Customers

Posted on 09/02/2021

Fidelius Group, an independent financial services company with headquarters based in Bath, offering...

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SMEs expand their employee benefits offering

Posted on 08/02/2021

With the coronavirus outbreak changing the way many employees do their jobs, firms of of all sizes have...

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Do you know how to spot a scam?

Posted on 01/02/2021

You might think you've got enough experience to be able to spot an investment scam. But with new figures...

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Pandemic leads to greater stress and anxiety among employees

Posted on 25/01/2021

It's almost a year since Covid-19 turned all our lives upside down, changing working patterns and forcing...

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Don't 'sleepwalk' into retirement

Posted on 18/01/2021

Will your retirement savings last as long as you need them to? It's a crucial question, and one that...

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How employee benefits can help attract new talent

Posted on 11/01/2021

When do you tell new employees about the benefits available to them? Do you put the information in the...

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Financial advice vs 'going it alone'

Posted on 04/01/2021

A growing number of people in the UK rely on expert help with financial decision making, ranging from...

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UK employers change approach to health and wellbeing due to Covid-19

Posted on 21/12/2020

There's nothing quite like a pandemic for getting everyone to think about health and wellbeing. As well...

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Investors lose almost £10m to scams

Posted on 14/12/2020

Fraud can take a variety of forms and fraudsters are very good at coming up with new and ingenious ways...

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Bath Minerva Choir - Zoom Christmas Carols

Posted on 11/12/2020

Bath Minerva Choir is one of the leading choirs in the city of Bath, with well over one hundred members,...

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Supporting employees through a serious illness

Posted on 07/12/2020

When employees are diagnosed with a serious illness it can lead to issues ranging from physical and...

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Sustainable investing can help bridge the generation gap

Posted on 30/11/2020

amilies don't always agree on how wealth should be invested, but the generations are united in the belief...

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One in five pay awards remain frozen

Posted on 23/11/2020

Many employees would say that pay and bonuses are their biggest motivator at work. While benefits like...

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Lockdown restrictions lead to pensions boost

Posted on 16/11/2020

2020 has been a year that many of us would rather forget, and the pandemic has put a hole in many people's...

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How can employers help close the gender pension gap?

Posted on 09/11/2020

Women are more likely than men to have gaps in their pension contributions and to save less in a pension...

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Divorce could leave you with £30,000 less in retirement

Posted on 02/11/2020

In a divorce, many people overlook their pensions and retirement savings when agreeing a financial split....

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How well do you communicate your employee benefits?

Posted on 26/10/2020

It takes time and effort to put together an employee benefits package that meets the needs of a diverse...

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Pension saving among self-employed shows 'dramatic decline'

Posted on 19/10/2020

Working for yourself can be hugely rewarding, but it also brings a whole load of additional responsibilities...

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Older employees less likely to use workplace financial guidance

Posted on 12/10/2020

Whatever life stage your employees are at, financial education can help them make the most of their...

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Inheritance Tax: will your heirs be handed a bill?

Posted on 05/10/2020

After changes to tax rules, thousands of people no longer need to worry about Inheritance Tax (IHT)....

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Covid-19 and mental health: supporting your employees

Posted on 28/09/2020

The Covid-19 pandemic has been an unsettling time for all of us, but there are things employers can...

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Planning to transition into retirement? A backup plan is essential

Posted on 21/09/2020

If you're approaching retirement age, you may -- like many people -- be planning to carry on working....

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Covid-19 and Workplace Pension Investments

Posted on 07/07/2020

Just over three months ago, investment markets saw a dramatic downturn due to the outbreak of coronavirus...

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How Employers can help with the emotional well-being of staff working from home

Posted on 28/04/2020

Following the introduction of ‘Lockdown’ the instant ‘Working From Home’ revolution has shown...

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Market Update - 07/04/2020

Posted on 14/04/2020

In these extraordinary times, Fidelius is especially aware of the value of keeping our clients updated.

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Supporting employees through a stressful time

Posted on 06/04/2020

The coronavirus outbreak has left many people feeling anxious, but employers can provide expert help...

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Pension reforms change retirement expectations

Posted on 30/03/2020

With a higher state pension age for men and women, and automatic enrolment into workplace pensions,...

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Making sure employee benefits meet your workers' needs

Posted on 23/03/2020

Whether you already have an employee benefits package in place, or you're looking to create one, it's...

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COVID-19 Business Operations Statement

Posted on 19/03/2020

As the situation surrounding COVID-19 continues to develop daily, at Fidelius we are doing everything...

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Older homeowners face £17,984 shortfall in retirement income

Posted on 16/03/2020

For many people in the UK there is a considerable gap between expectation and reality, according to...

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When it comes to workplace benefits, employees want choice and support

Posted on 09/03/2020

Which employee benefits should you offer -- and how much choice should you give? Some employers keep...

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Pension savers 'risk of running out of money' by withdrawing too much

Posted on 02/03/2020

Ensuring you have enough for a comfortable retirement isn't just about building up your savings and...

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Poor physical and mental health costs firms 38 days per employee

Posted on 24/02/2020

Employee health and wellbeing programmes really are a win-win: they help your workers to be healthy...

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Millions of people plan to start a new business in retirement

Posted on 17/02/2020

How do you plan to spend your retirement? Enjoy long holidays, take it easy, or carry on working and...

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Why benefits can fail

Posted on 10/02/2020

Many employers look to promote their employee benefits programmes at the start of the year in a bid...

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One in three people retiring this year plan to use property wealth

Posted on 03/02/2020

The huge increase in property prices over the past few decades means that many homeowners are sitting...

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Recruiting and retaining the right employees

Posted on 27/01/2020

It can be said that any company is only as good as the people it employs -- after all, these are the...

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Two-thirds of pensioner homeowners fail to claim full benefits entitlement

Posted on 20/01/2020

There are various state benefits that you may be entitled to in retirement -- including Pension Credit...

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Why is Pension Governance so important?

Posted on 13/01/2020

Auto Enrolment was originally introduced in the Pensions Act 2008, with the first, larger employers...

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DIY approach to money matters 'costs savers in the long run'

Posted on 06/01/2020

Whether you're looking to manage your investments, save for a comfortable retirement or set aside enough...

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Companies failing to provide for ageing workforce

Posted on 30/12/2019

To get the most out of your investment in employee benefits, it makes sense to tailor what you offer...

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Property is top priority for inheritance windfall

Posted on 23/12/2019

Are you likely to receive an inheritance? And if so, have you thought about what you'll do with the...

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Britain's healthiest workplaces revealed

Posted on 16/12/2019

Promoting health and wellbeing in the workplace isn't just good for your employees: it makes sense from...

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Financial advice can boost wealth by £47,000 in a decade, study finds

Posted on 09/12/2019

Financial planning can help you take stock of your life and finances and build up funds for the future,...

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Research shows EAPs are 'win-win'

Posted on 04/12/2019

Employee Assistance Programmes (EAPs) -- often available as part of group risk policies -- are a popular...

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Most employers don't communicate employee benefits frequently enough, research shows

Posted on 02/12/2019

From group life, group income protection and group critical illness, to financial education and health...

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Investors overestimate how much they can withdraw from retirement savings

Posted on 25/11/2019

How much will you be able to withdraw from your retirement savings each year? If you opt for drawdown...

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Degree-educated savers more at risk of pension fraud

Posted on 11/11/2019

We all like to think we could spot a scam. But it's worth getting to know how fraudsters operate, and...

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Nine in ten employers offer EAPs to support mental health

Posted on 04/11/2019

There has been a focus in various outlets on improving the general awareness of mental health in recent...

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Retirees who don't seek advice 'more likely to deplete their pension savings'

Posted on 28/10/2019

It pays to take professional advice about your retirement savings -- but don't just take our word for...

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Retirement Living Standards help savers make pension saving plans

Posted on 21/10/2019

It can be hard to get to grips with saving for your retirement. It helps to picture the sort of lifestyle...

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Drawdown pension savers warned of 'financial planning blind spot'

Posted on 30/05/2019

Pension savers who opt for drawdown should consider setting up a Lasting Power of Attorney (LPA), according...

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Supporting employees' mental health makes good business sense

Posted on 28/05/2019

The average British worker has taken five days off work due to mental health in the last 12 months,...

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Most over-55s still not thinking about estate planning

Posted on 22/05/2019

Rising house prices and a freeze on the inheritance tax (IHT) threshold mean that more and more estates...

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Paid holiday and pensions are most popular employee benefits

Posted on 20/05/2019

If you're thinking about extending the benefits offering in your organisation, it's important to make...

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DB providers offering more support and flexibility

Posted on 15/05/2019

People with defined benefit (DB) pension plans are being offered more support by their pension providers,...

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Record number of families helped by group risk policies

Posted on 13/05/2019

Group risk policies offered by employers provided financial support to a record number of families last...

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Almost two in three self-employed people have no pension savings

Posted on 10/05/2019

The level of pension saving among self-employed people in the UK is relatively low, and many would welcome...

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UK workers would welcome gamified rewards and bonuses

Posted on 07/05/2019

Could 'gamification' of rewards and bonuses help engage employees and motivate them to perform well?

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IHT payments set to double by 2030

Posted on 01/05/2019

Inheritance tax receipts (IHT) are increasing every year, but many people could do more to reduce the...

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Two thirds of UK employers don't offer perks and benefits

Posted on 29/04/2019

Almost two thirds (65.6%) of employers don't offer workplace perks and benefits to their staff, according...

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Pension savers opting for drawdown with no planning

Posted on 25/04/2019

Many retirees are entering drawdown without working out how much they can afford to take from their...

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One in three UK workers covered by group protection

Posted on 23/04/2019

More than a third of the UK workforce is now covered by group risk protection benefits, according to...

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Generation X increase pension saving

Posted on 17/04/2019

Generation X made the biggest contribution to personal pensions last year, according to new research...

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Employers plan to improve benefits offering to improve retention

Posted on 15/04/2019

UK employers recognise the role that benefits play in staff retention and want to capitalise on this,...

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Retirees see drop in private pension income

Posted on 10/04/2019

The pension freedoms introduced four years ago gave people more choice over how to access their retirement...

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Are employers doing enough to ensure good workplace relationships?

Posted on 08/04/2019

How do employees rate their relationship with their current employer? And what keeps people committed...

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Survey finds 'worryingly low' use of retirement advice

Posted on 03/04/2019

Only around one third (32%) of people over 55 who have accessed their pension are using a financial...

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Auto enrolment triggered huge pension saving boost in small firms

Posted on 01/04/2019

New research shows the significant increase in pension saving amongst employees of small businesses...

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'Lifetime Allowance timebomb' could hit over a million workers

Posted on 27/03/2019

More than a million people are at risk of breaching the UK Government's £1.03m lifetime limit for pension...

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Employers lack understanding of group critical illness

Posted on 25/03/2019

Only a quarter of employers have a good understanding of group critical illness (GCI) cover, according...

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Investors holding steady despite uncertainty

Posted on 20/03/2019

The political and economic situation in the UK is uncertain, to say the least -- but most UK investors...

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Many employees are reluctant to ask for a pay rise

Posted on 18/03/2019

Three-fifths (61.3%) of employees in the UK haven't been given a pay rise in the last 12-18 months,...

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Pension shortfall could force future retirees to change their retirement plans

Posted on 13/03/2019

Research by Nationwide has found that retired people need an average of £885 a month -- almost £400...

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Half of UK office workers think managers don't care about the workplace environment

Posted on 11/03/2019

One in two office workers (51%) don't believe the company's management cares about their working environment,...

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How much do you expect to leave your loved ones?

Posted on 06/03/2019

New research from Canada Life has revealed that almost one in five millionaires aged 45 and over (18%)...

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Rise in auto enrolment contributions 'will be accepted by most savers'

Posted on 04/03/2019

April's increase in auto enrolment contributions is unlikely to have a significant impact on the number...

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Check the beneficiaries of your insurance and pension policies

Posted on 27/02/2019

Many people in the UK never review the beneficiaries of their financial policies, which means they could...

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Group risk and EAPs can support carers in the workplace

Posted on 25/02/2019

Employee benefits aren't just an optional extra that's nice to have. Sometimes, they provide support...

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Many over-45s in the dark when it comes to IHT

Posted on 20/02/2019

New research has uncovered an "alarming" lack of awareness about inheritance tax (IHT).

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Supporting return to work after ill-health

Posted on 18/02/2019

How can managers help ensure a successful return to work for employees after a period of sickness absence?

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Retirement planning essential as life expectancy rises

Posted on 13/02/2019

People in the UK are living longer -- and that means it's vital to plan your retirement finances.

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HR leaders plan benefit changes to help attract and retain employees

Posted on 11/02/2019

Businesses are becoming increasingly aware of the measurable impact that benefits have on employee engagement...

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Warning over pension savers 'sleepwalking' into low returns

Posted on 06/02/2019

Some pension holders who opt for drawdown -- taking an income from their pension pot while leaving the...

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Skills crisis looms as learning & development take a back seat

Posted on 04/02/2019

British workers aren't getting the chance to develop their skills for the future, according to research...

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Drawdown investors take level-headed approach to stock market moves

Posted on 30/01/2019

People using drawdown to fund their retirement tend to take a longer term view of their investment and...

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Health and wellbeing: don't forget the needs of remote workers

Posted on 28/01/2019

Employers must make sure they support the health and wellbeing needs of people working remotely, new...

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Cost of making up NIC gaps set to rise

Posted on 23/01/2019

Pension experts have warned that special rates on voluntary National Insurance Contributions (NICs)...

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Workers feel more positive about their employer when offered wellbeing benefits

Posted on 21/01/2019

Employees say they would feel more positive towards their employer if they were offered bonuses and...

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Half of 50+ workers want to avoid 'cliff edge' retirement

Posted on 16/01/2019

How do you want to retire? Would you prefer to cut down your working hours before full retirement, or...

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How employers can support health and wellbeing at work

Posted on 14/01/2019

Employers who take a lead on workplace health can have a positive impact on their employees’ health...

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MPs examine 'contingent charging' for pension transfer advice

Posted on 09/01/2019

A House of Commons committee is to investigate 'contingent charging' on pension transfer advice, following...

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Mid-career employees worried about not saving enough for retirement

Posted on 07/01/2019

New research highlights the benefits of offering access to financial advice at work, with many employees...

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With pension drawdowns increasing, half-yearly reviews could become the norm

Posted on 02/01/2019

Pension savers are looking to have more frequent drawdown reviews with their financial adviser, according...

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Debt and divorce are top mental health concerns at work

Posted on 31/12/2018

Money worries and relationship breakup are among employees' biggest mental health worries, according...

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One in three homeowners use equity release to pay off mortgage

Posted on 27/12/2018

Over a third (35%) of homeowners, and nearly half (44%) of those in London, have used equity release...

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Employees must be given details of sickness and maternity/paternity leave on day one

Posted on 24/12/2018

New legislation gives workers the right to receive a written statement of their rights, including details...

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DB pension schemes set for record payout over next three years

Posted on 19/12/2018

Defined benefit (DB) pension schemes in the UK are set to pay out almost one-third of a trillion pounds...

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Many employees unaware of on-the-spot rewards

Posted on 17/12/2018

Rewarding employees on the spot for good performance can encourage staff to become more engaged and...

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Govt opens consultation on defined benefit pension 'superfunds'

Posted on 12/12/2018

The UK government has launched a consultation on allowing defined benefit (DB) pension schemes to consolidate...

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Small business employees value flexible working

Posted on 10/12/2018

Many employees appreciate being able to work away from the office, either on a regular basis or just...

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First pension dashboard set to launch next year

Posted on 05/12/2018

Pension dashboards will be launched next year, but they won't include state pension data straight away.

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Professional development and wellbeing benefits are top priority for employers

Posted on 03/12/2018

New research shows that nearly all UK employers (97%) expect to maintain or increase their spend on...

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Over-50s reluctant to seek financial advice 'risking poorer retirements'

Posted on 28/11/2018

Only half (53%) of Britain's over-50s feel well prepared for retirement and four in ten (38%) worry...

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Using employee benefits to help low earners

Posted on 26/11/2018

Businesses should improve their employee benefit schemes to support lower earners, according to a report...

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UK savers wary of stocks and shares ISAs despite higher returns

Posted on 22/11/2018

People who put their savings into cash ISAs have missed out on £127bn because of a reluctance to invest...

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Employers urged to do more to support workers with mental health or musculoskeletal conditions

Posted on 21/11/2018

Seven in 10 employees believe that employers are not taking mental wellbeing and musculoskeletal issues...

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Quarter of over-55s unaware of pension tax

Posted on 14/11/2018

One in four people approaching retirement don't realise they have to pay tax when withdrawing cash from...

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Government consults on pooled workplace pensions

Posted on 12/11/2018

A new type of workplace pension is set to become available in the UK after the Department for Work and...

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Women face much lower incomes in retirement

Posted on 08/11/2018

From this week, women in the UK will begin to qualify for their state pension at 65, the same age as...

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Flexible sick pay would help workers with mental health problems, says report

Posted on 07/11/2018

Sick leave and pay should be more flexible to help employees who need to take time off for mental health...

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Three quarters of over-55s unaware of enhanced annuities

Posted on 01/11/2018

Retirees may be missing out on thousands of pounds in pension income by not disclosing health conditions...

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One in seven people may have lost track of savings

Posted on 31/10/2018

Millions of financial products have been lost or forgotten, leaving account holders cut adrift from...

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Are UK employees happy with their rewards and benefits?

Posted on 30/10/2018

HR professionals tend to overestimate employee satisfaction with rewards and benefits programmes, new...

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Four in ten want a flexible reward package

Posted on 22/10/2018

A new survey has found that more than four in ten (43%) UK employees would like the ability to control...

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UK's 'lost' pensions could be worth £20bn

Posted on 17/10/2018

Nearly two-thirds of UK savers have more than one pension, and changing work patterns means that the...

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Rise in EAP mental health calls

Posted on 15/10/2018

Growing numbers of UK employees are using Employee Assistance Programmes (EAPs) to seek help for mental...

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Parents give money early to save on inheritance tax

Posted on 10/10/2018

Parents and grandparents are transferring assets to family members to try to reduce the amount of tax...

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Socially responsible investing can boost trust in pensions

Posted on 08/10/2018

Employees who have been auto-enrolled into a workplace pension expect their money to be invested responsibly,...

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Grandparents hold collective wealth of over £5tn

Posted on 03/10/2018

Grandparents across the UK hold wealth amounting to over £5tn, or an average of £350,634 each, according...

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Engaging young employees in pension saving

Posted on 01/10/2018

A new industry campaign has been running on Facebook and Instagram to help engage younger employees...

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Over-55s spend more time choosing a car than making pension decision

Posted on 26/09/2018

People who are approaching retirement spend more time buying a car than deciding how to use their pension...

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Parents and grandparents providing £18,000 on average to help family members buy a home

Posted on 25/09/2018

Parents and grandparents across the UK are dipping into their pension pots or housing wealth to help...

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Women losing out when pensions are overlooked in divorce, warns Age UK

Posted on 25/09/2018

Age UK is calling for urgent reforms to the divorce process so that private pensions are split fairly...

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Workers taking sick days due to poor wellbeing

Posted on 25/09/2018

Almost three quarters of UK employees admit that their ability to concentrate at work is negatively...

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Supporting people with mental heath issues at work

Posted on 10/09/2018

One in four people in the UK will experience a problem with their mental health at some point, making...

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Savers offered too much money to transfer out of DB schemes, regulator says

Posted on 05/09/2018

The Pensions Regulator (TPR) has raised concerns about pension savers being encouraged to leave defined...

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Employers could do more to support employee financial wellbeing

Posted on 03/09/2018

UK employers care about the financial needs of their employees, but are they doing enough to support...

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Pension savers pay £110m in tax for exceeding Lifetime Allowance

Posted on 30/08/2018

More and more people are facing hefty tax bills for breaching the Lifetime Allowance (LTA) for pension...

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Third of large firms use health and wellness benefits to improve attendance

Posted on 28/08/2018

Health and wellness benefits can help motivate employees as well as improve their health, contributing...

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Pension scam victims lose average of £91,000

Posted on 22/08/2018

A new campaign warns consumers to beware of pension scammers after figures revealed that victims lost...

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EAPs can help overseas employees cope with stress and anxiety

Posted on 20/08/2018

Moving abroad for work can be a rewarding, but stressful, experience and many firms are falling short...

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Just one in four expect to stop work completely at retirement age

Posted on 15/08/2018

The concept of retirement is changing, with growing numbers of people choosing to work past traditional...

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Young workers keen to prepare for retirement but pessimistic about finances

Posted on 13/08/2018

Young workers in the UK are pessimistic about how much money they will have in retirement but are keen...

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Half of firms planning pay rises of over 2% this year

Posted on 09/08/2018

Many employees will see an increase in their total pay this year, according to a survey by the British...

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Savers risk running out of money seven years earlier by transferring from defined benefit scheme

Posted on 08/08/2018

Pension savers who move out of their employer´s defined benefit scheme risk losing up to seven years...

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Stay-at-home parents risk missing out on full state pension, MPs warn

Posted on 01/08/2018

High-earning families who don´t register for Child Benefit could end up with a smaller state pension,...

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One in seven may be paying off their mortgage in retirement

Posted on 25/07/2018

One in seven people think they will still be paying their mortgage at the age of 70, according to research...

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Pension flexibility leading over-50s to change their retirement plans

Posted on 18/07/2018

A survey by Retirement Advantage found that one in five (20%) over-50s have altered their plans because...

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Pensioners paying £3,500/year in income tax

Posted on 11/07/2018

A freedom of information (FOI) request by Royal London has revealed that pensioners across the UK paid...

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Retirement savers need more support to make the right choices, says FCA

Posted on 04/07/2018

The pension reforms introduced in 2015 mean that savers no longer have to purchase an annuity with their...

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How are people spending the pension savings they withdraw?

Posted on 27/06/2018

The pension freedoms introduced in April 2015 give people more choice over what they do with their retirement...

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Nine in ten employers offer death-in-service benefits

Posted on 25/06/2018

Almost nine in ten (89%) employers offer death-in-service benefits and the average company pays out...

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Over 50s increasingly turning to property wealth to fund retirement

Posted on 20/06/2018

One in five over 50s in the UK — around 3.9 million people — plan to use some of their property...

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UK workers prepared to pay more into workplace pension

Posted on 18/06/2018

Workers in the UK have embraced auto enrolment and would be happy to pay more than double the current...

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Retirees likely to bequeath rather than use most of their wealth

Posted on 13/06/2018

Most of the wealth held by older people in England will be passed on to later generations rather than...

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More people are seeking financial advice

Posted on 06/06/2018

Growing numbers of people are choosing to speak to a financial adviser about their finances but the...

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Retirement gender gap continues to shrink

Posted on 31/05/2018

The gender pay gap in retirement is shrinking, but women retiring in 2018 will still have incomes nearly...

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Company pension schemes seen as most important benefit

Posted on 03/05/2018

Employees value their company pension scheme above all other workplace benefits, according to new research...

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Auto-enrolment reaches 1 million employer mark

Posted on 03/05/2018

More than one million UK employers are now meeting their automatic enrolment duties, according to figures...

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Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 188615. Fidelius Ltd registered office is: No. 1 Bath Quays, 1 Foundry Lane, Bath, BA2 3GZ. Company registration number is 03658809 ENGLAND. Fidelius Wealth Management, Fidelius Employee Benefits, and Fidelius Mortgages are all trading styles of Fidelius Ltd. The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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