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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
Posted on 23/12/2024
Almost one in five adults (18%) in the UK have been involved in a dispute over inheritance, according...
Posted on 16/12/2024
Mortgage lending continued to grow in the third quarter, despite ongoing affordability challenges.
Posted on 09/12/2024
How accommodating is your working environment when it comes to disabilities, chronic health conditions...
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.
Posted on 25/11/2024
There was a drop in asking prices for homes coming on to the market this month, but market activity...
Posted on 18/11/2024
Employees suffering from work-related stress, depression or anxiety take an average of 19.6 days off...
Posted on 11/11/2024
Millions of workers across the UK are at risk of missing out on a chunk of their retirement savings...
Posted on 04/11/2024
Home sales are likely to jump early next year as buyers rush to complete their purchase before stamp...
Posted on 28/10/2024
New research suggests that when it comes to investing in employee wellbeing, employers are putting their...
Posted on 21/10/2024
New research shows that pension savers are interested in being given more information about their retirement...
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.
Posted on 07/10/2024
The smallest UK firms increasingly recognise the value of employee benefits for recruitment and retention...
Posted on 30/09/2024
More people opted for an annuity in the past year, seeking to benefit from the security of a guaranteed...
Posted on 23/09/2024
There are positive signs of a rebound in the UK property market as mortgage rates trend downwards and...
Posted on 16/09/2024
Business leaders have called for a change to the employee health tax system.
Posted on 09/09/2024
The majority of people who received an inheritance sum in the past five years did not discuss its value...
Posted on 02/09/2024
Gifts and loans from the so-called Bank of Mum and Dad totalled £9.4bn in 2023.
Posted on 27/08/2024
A new traffic light-style rating system for workplace pension schemes aims to deliver better value for...
Posted on 19/08/2024
Pension savers have been advised to watch out for scams after research revealed that 7.3 million people...
Posted on 12/08/2024
Activity in the housing market is continuing to pick up, with more sellers listing homes for sale and...
Posted on 05/08/2024
New research highlights the business benefits of equipping line managers with the skills to help address...
Posted on 29/07/2024
People's expectations of retirement are changing, and most workers no longer hope or expect to have...
Posted on 22/07/2024
There are now more 95% mortgages available than at any point in the past two years.
Posted on 15/07/2024
A second pilot of employees working a four-day week is scheduled to launch across the UK this autumn,...
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...
Posted on 01/07/2024
Around three million UK homeowners will see their mortgage repayments increase over the next two years...
Posted on 24/06/2024
A good working environment is important for staff to perform well and feel committed to their job.
Posted on 17/06/2024
Around one in 10 retirees who withdrew money from their pension before leaving full-time work say they...
Posted on 10/06/2024
House prices in the UK were relatively stable in May amid a brighter outlook for the economy, according...
Posted on 03/06/2024
Increasing the default auto enrolment contribution rate would boost many people's income in retirement.
Posted on 28/05/2024
A growing number of older homeowners are interested in releasing money from their property in later...
Posted on 20/05/2024
Mortgage terms are getting longer and many buyers could still be paying off their mortgage in retirement,...
Posted on 13/05/2024
Employers are seeing a mismatch between young people's career readiness and what's needed in the workplace,...
Posted on 07/05/2024
More than three in five workers retire before reaching State Pension Age, according to new research.
Posted on 29/04/2024
A new report has called for a policy and regulatory overhaul to help prospective first-time buyers get...
Posted on 22/04/2024
Poor mind health in the workplace cost the UK economy £102bn in 2023, according to new research.
Posted on 15/04/2024
For the first time in six months, people are feeling more positive than negative about their retirement...
Posted on 08/04/2024
UK house prices are higher than they were a year ago, but affordability has also improved and mortgage...
Posted on 02/04/2024
Half of companies (51%) now employ three or more generations. How should businesses navigate the multigenerational...
Söderberg & Partners acquire minority stake in Fidelius Group.
Posted on 25/03/2024
Selling up and moving into a property that better suits your needs can give your retirement fund a significant...
Posted on 18/03/2024
New data has revealed that buyers are taking out mortgages with longer terms in order to keep repayments...
Posted on 11/03/2024
Businesses risk losing out on top talent by not supporting workplace flexibility, according to new research.
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,...
Posted on 26/02/2024
People buying their first home save on average £20,300 (8%) below local market prices, rising to savings...
Posted on 19/02/2024
If people don't pay attention to their pension savings, they could end up under-saving for retirement....
Posted on 12/02/2024
The annual cost of having a moderate standard of living in retirement now costs £8,000 more than just...
Posted on 05/02/2024
There are positive signs for the UK property market at the start of 2024, with more buyers and more...
Posted on 29/01/2024
Employees are more interested in work-life balance than climbing the ladder, according to new research.
Posted on 22/01/2024
Pension savers are continuing to choose annuities for some or all of their retirement income, following...
Posted on 19/01/2024
- Sӧderberg & Partners takes significant minority stake in Bath-based advisory firm - Deal marks...
Posted on 15/01/2024
Tenant demand is still around a third higher than the five-year average, and continued competition in...
Posted on 08/01/2024
Happy employees are more productive and take less time off sick. So — apart from being the right thing...
Posted on 02/01/2024
Alternative investments such as fine wine and cask whisky are on the rise. But investors need to be...
Posted on 27/12/2023
Lending for house purchases is expected to fall by 8% in 2024 as high interest rates and household costs...
Posted on 18/12/2023
Millions of employees are living with a health condition that limits their abilities at work.
Posted on 11/12/2023
Generation Xers are at risk of falling into a "pensions gap" by missing out on defined benefit pensions...
Posted on 04/12/2023
Lenders approved more mortgages for house purchases in October, in a sign that the UK property market...
Posted on 27/11/2023
Employees view benefits and perks as an important factor when it comes to joining a company, staying...
Posted on 20/11/2023
Divorcing couples often try to work out money matters themselves rather than seek advice — but this...
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...
Posted on 06/11/2023
UK employers have awarded strong pay increases this year, but employees didn't see the benefit because...
Posted on 30/10/2023
A growing number of estates are expected to be liable for Inheritance Tax in the coming years, yet many...
Posted on 23/10/2023
Borrowers are dipping into their savings, extending their mortgage term, switching to interest-only,...
Posted on 16/10/2023
Sickness absences are on the rise, while record numbers of people are off work due to long-term ill...
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...
Posted on 02/10/2023
The mortgage market is showing signs of recovery, with average fixed rates falling and the widest choice...
Posted on 26/09/2023
The Fidelius ‘house view’ on the recent pension changes, and how these may impact on you achieving...
Posted on 25/09/2023
The CIPD has recommended public policy changes to address key challenges include stagnating productivity,...
Posted on 18/09/2023
The majority of UK employees with workplace pensions have at least one pension pot that remains unclaimed,...
Posted on 11/09/2023
Property sales have fallen by a fifth this year after a series of interest rate hikes made it harder...
Posted on 04/09/2023
Many employees would like more financial education support from their employer to help understand their...
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...
Posted on 21/08/2023
Many first-time buyers are turning to their parents to help raise the significant deposit needed to...
Posted on 14/08/2023
As people’s priorities change, are companies offering the right benefits to their staff?
Posted on 07/08/2023
Interest rates have gone up again -- but analysts believe that mortgage rates for fixed-term deals are...
Posted on 31/07/2023
In the last year, one in ten (10%) employers in the UK have introduced support for retaining employees...
Posted on 24/07/2023
When it comes to pension savings and "retirement readiness", some regions of the UK face bigger challenges...
Posted on 17/07/2023
UK house prices declined for the third month in a row in June, according to the latest monthly report...
Posted on 10/07/2023
Access to private medical insurance and income protection insurance are among the key factors that people...
Posted on 03/07/2023
Sales of annuities -- which provide a guaranteed income for life -- are on the increase. But many people...
Posted on 26/06/2023
Following another hike in interest rates, the main banks and building societies have agreed a series...
Posted on 19/06/2023
Employers could be doing more to help their staff stay fit and well, new research suggests.
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...
Posted on 05/06/2023
Mortgage rates have gone up as the Bank of England has been steadily raising interest rates in an effort...
Posted on 30/05/2023
Around 4 million people in the UK have changed careers because of a lack of flexibility at work -- almost...
Posted on 22/05/2023
A six-year freeze on income tax allowances and thresholds means that millions of people will move into...
Posted on 15/05/2023
The mortgage market is continuing to recover from the turmoil that followed last autumn's "mini Budget".
Posted on 09/05/2023
Stress, burnout and general poor mental health cost millions of working days every year. How can employers...
Posted on 02/05/2023
A new Pensions Review will consider what needs to be done to secure decent retirement outcomes for current...
Posted on 24/04/2023
Demand for flats and apartments has increased as buyers look for a more affordable way to get on the...
Posted on 17/04/2023
Did you know that mental health benefits can be gained from all kinds of training, not just those that...
Posted on 11/04/2023
Some savers are cutting their pension contributions in response to higher living costs and recent stock...
Posted on 03/04/2023
A new analysis shows that buying your first home is around £500 cheaper per year than renting.
Posted on 27/03/2023
A growing number of companies expect their workplace pension scheme investments to take account of environmental...
Posted on 20/03/2023
There is still a significant gap between men and women's private pension savings, and it's almost entirely...
Posted on 13/03/2023
More buy-to-let mortgage deals are coming on to the market and rates are falling.
Posted on 06/03/2023
Many employees are missing opportunities to boost their pension contributions, according to new research.
Posted on 27/02/2023
Many people feel 'in the dark' when it comes to pension saving, new research suggests.
Posted on 20/02/2023
There was an increase in homeowners downsizing to a smaller property last year, driven by record energy...
Posted on 13/02/2023
A new report calls for younger and lower-paid employees to be automatically included in workplace pension...
Posted on 06/02/2023
Homeowners accessed a record £6.2bn of their property wealth via equity release last year, amid the...
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...
Posted on 23/01/2023
Effective absence management is good for a company's bottom line as well as its employees. Yet many...
Posted on 16/01/2023
The amount of inheritance tax (IHT) paid to the government is increasing, and is set to rise further...
Posted on 09/01/2023
With everyday living costs and interest rates continuing to rise, mortgage lenders expect a "softer"...
Posted on 03/01/2023
Job satisfaction is high among UK employees but large numbers are still thinking about leaving their...
Posted on 28/12/2022
Growing numbers of older employees are delaying their retirement — or returning to the workplace after...
Posted on 19/12/2022
Growing numbers of buyers and renters are prioritising energy efficiency and sustainability when looking...
Posted on 13/12/2022
Employees particularly appreciate cash-saving benefits such as salary sacrifice schemes, but are not...
Posted on 05/12/2022
With annuity rates on the rise, more pension savers have been hitting Google to find out more about...
Posted on 28/11/2022
Fixed mortgage rates spiked after the government's mini-Budget in September, but there are signs that...
Posted on 21/11/2022
Employers can help ease cost-of-living concerns in several ways, from offering bonus payments to connecting...
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...
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,...
Posted on 31/10/2022
It's always nice to receive a financial reward at work. But do bonuses actually motivate staff to perform...
Posted on 24/10/2022
Police are warning investors of the perils of "get rich quick" scams after more than £890m was lost...
Posted on 17/10/2022
Mortgage rates are going up, with borrowers on a variable rate deal -- or taking out a new fixed rate...
Posted on 14/10/2022
If you already have a mortgage, you will most likely hear about remortgaging when your current mortgage...
Posted on 10/10/2022
With inflation close to a 40-year high and living costs continuing to rise, new research highlights...
Posted on 03/10/2022
A decade on from the launch of automatic enrolment in workplace pensions, more than 60% of people are...
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...
Posted on 20/09/2022
Wellbeing benefits offered by employers can help people deal with stress and create a positive working...
Posted on 12/09/2022
There is huge potential for older homeowners to unlock housing wealth by downsizing to smaller homes,...
Posted on 05/09/2022
Mortgage approvals are continuing to rise, despite the increase in house prices and inflation and higher...
Posted on 31/08/2022
If you’re looking to invest in property, our guide to buy to let mortgages will break down everything...
Posted on 30/08/2022
What are job-seekers looking for in a new role? Many people's priorities have changed since the pandemic,...
Posted on 22/08/2022
The majority of divorcing couples are not including pension savings in their financial settlement, with...
Posted on 15/08/2022
As house prices continue to rise, buyers are opting to pay back their mortgage over a longer period.
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...
Posted on 08/08/2022
A lack of support for menopausal symptoms is pushing 'highly skilled and experienced' women out of work,...
Posted on 01/08/2022
The cost of living crisis is leading many older workers to reconsider their decision to leave the world...
Posted on 25/07/2022
Mortgage providers have been increasing their rates. Where does this leave homeowners and landlords...
Posted on 18/07/2022
Hybrid working is here to stay, but are employers doing enough to support their employees wherever they...
Posted on 11/07/2022
Homeowners are increasingly looking to property wealth to support their retirement, new research suggests.
Posted on 04/07/2022
From August, lenders will no longer be required to check whether borrowers could still afford their...
Posted on 27/06/2022
UK employees are seeing their pay increases overtaken by price rises, new figures show.
Posted on 22/06/2022
You may know that expat mortgage rates can fluctuate, but that isn't the only cost to consider when...
Posted on 20/06/2022
Soaring costs for energy, food and fuel are hitting household budgets -- and for some families, this...
Posted on 14/06/2022
Discover the benefits of using an expat mortgage broker to purchase or re-mortgage a property in the...
Posted on 13/06/2022
New rental properties are being snapped up within hours due to a shortage of homes coming on to the...
Posted on 06/06/2022
Money worries can affect a person's ability to perform well in their job -- and new research highlights...
Posted on 30/05/2022
Pension savers and their advisers are increasingly keen to make sure retirement savings are invested...
Posted on 23/05/2022
More than two years since the start of the pandemic, how has the housing market changed?
Posted on 16/05/2022
Two years into the coronavirus pandemic, are employers paying enough attention to employee health and...
Posted on 10/05/2022
We’ve put together this handy guide to provide you with everything you need to know about getting...
Posted on 09/05/2022
Homeowners who opted for equity release last year withdrew the equivalent of more than seven years of...
Posted on 03/05/2022
Rent rises are tempting landlords back and the buy-to-let market is growing again.
Posted on 25/04/2022
With one in four employees saying that money worries affect their ability to do their job, how can employers...
Posted on 19/04/2022
Fraudsters deploy a range of scams and psychological tricks to con people out of money online. Would...
Posted on 11/04/2022
Most borrowers are managing to keep up with their mortgage and loan repayments, despite continued increases...
Posted on 04/04/2022
With UK firms facing a shortage of workers, what can employers do keep their older employees happy --...
Posted on 28/03/2022
The pension freedoms brought more choice in how and when you can access your pension savings, but new...
Posted on 21/03/2022
Strong house price growth, rising interest rates and surging living costs are denting people's confidence...
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...
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...
Posted on 28/02/2022
There was a big increase in the number of people buying their first home last year, despite rising house...
Posted on 22/02/2022
There has been a big increase in the number of employees in the UK turning to their employee assistance...
Posted on 14/02/2022
As well as taking basic safety precautions when using online dating, it's important to protect yourself...
Posted on 07/02/2022
2021 saw a considerable increase in demand for property, along with prices. What's in store for the...
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...
Posted on 24/01/2022
Employers have been investing more in employee wellbeing over the past two years, but are they getting...
Posted on 17/01/2022
Nearly one-third of homes in England and Wales sold for more than their asking price in 2021, according...
Posted on 10/01/2022
Before you set a date for early retirement, it's important to think about the sort of lifestyle you...
Posted on 04/01/2022
The squeeze in the labour market means that employee retention has become a critical issue. What can...
Posted on 29/12/2021
Mortgage lending has soared in 2021, driven by the cut in stamp duty and people moving away from cities...
Posted on 20/12/2021
The polarising impact of the pandemic means that the prospect of an early retirement appears more achievable...
Posted on 13/12/2021
A new global survey shows that organisations around the world are planning to increase their investment...
Posted on 06/12/2021
People who have bought their first home since the start of the pandemic have seen the costs escalate,...
Posted on 29/11/2021
New research shows that robo-advisers have a long way to go before they can really compete with traditional...
Posted on 22/11/2021
Last year more than 17 million working days were lost as a result of stress, anxiety or depression....
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...
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...
Posted on 01/11/2021
Despite the progress that has been made in talking about mental health, there is still a stigma around...
Posted on 25/10/2021
UK house purchases jumped by nearly 70% in September as buyers rushed to complete transactions before...
Posted on 18/10/2021
There is now more choice in how and when pension savers can access their money. And with more options...
Posted on 11/10/2021
Employers are hiring -- and with a shortage of candidates for many roles, there has been a record rise...
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...
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...
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...
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...
Posted on 06/09/2021
More than 50 years after the Equal Pay Act, women’s average earnings still fall short of men’s —...
Posted on 31/08/2021
With most pandemic restrictions in the UK now lifted, people are returning to the office. But after...
Posted on 23/08/2021
New research paints a stark picture of just how many self-employed people in the UK may find themselves...
Posted on 16/08/2021
Higher property prices and tax changes may have dented the attractiveness of buy-to-let, but property...
Posted on 09/08/2021
More than 10 million workers have been automatically enrolled in a workplace pension since the start...
Posted on 02/08/2021
If a stranger in a pub approached you with unsolicited financial advice, your first instinct would probably...
Posted on 26/07/2021
People who work for themselves often have to jump through additional hoops to get a mortgage, and new...
Posted on 19/07/2021
Making sure everyone knows and understands their sick pay entitlements is a legal requirement when it...
Posted on 12/07/2021
The Covid-19 pandemic has led more people to think about their own mortality and how their loved ones...
Posted on 05/07/2021
Taking your first step on the property ladder is one of life's major milestones, but for many people...
Posted on 28/06/2021
New research suggests that a so-called hybrid working environment will become the norm for many employees,...
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...
Posted on 14/06/2021
If an individual feels as though their work is unsatisfying or detrimental to their physical or mental...
Posted on 07/06/2021
Messages about pension saving are often targeted at young people, but there are good reasons why the...
Posted on 01/06/2021
Employers in the UK are planning to expand their financial wellbeing provision in the wake of Covid-19,...
Posted on 24/05/2021
A new report has called for higher inheritance tax (IHT) after the Covid-19 pandemic to help tackle...
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...
Posted on 10/05/2021
An astonishing £3 trillion is invested in UK pensions to build savings for the future. But have you...
Posted on 04/05/2021
Health and wellbeing benefits like gym membership, counselling services and free healthy food are good...
Posted on 26/04/2021
The financial volatility and insecurity of the Covid-19 pandemic have prompted many people to seek financial...
Posted on 19/04/2021
If takeup of employee benefits is low within your organisation, it could be that your employees don't...
Posted on 12/04/2021
As well as making the right investments to help your money grow, taking care of your financial future...
Posted on 06/04/2021
At least one in six workers experience common mental health problems, including anxiety and depression,...
Posted on 29/03/2021
Changes in household income over the past year may end up increasing 'retirement inequality' in the...
Posted on 22/03/2021
The past year has left many people worrying about their finances. While some have seen their jobs disappear,...
Posted on 15/03/2021
Financial advisers can help with a wide range of decisions, from savings and investments to financial...
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...
Posted on 01/03/2021
Meals out, home improvements, holidays... there are plenty of fun ways to spend your pension pot. But...
Posted on 22/02/2021
Are your employees financially savvy? They probably don't need to understand the ins and outs of the...
Posted on 15/02/2021
Are you financially prepared for retirement? Worryingly, it seems the answer is more likely to be 'yes'...
Posted on 09/02/2021
Fidelius Group, an independent financial services company with headquarters based in Bath, offering...
Posted on 08/02/2021
With the coronavirus outbreak changing the way many employees do their jobs, firms of of all sizes have...
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...
Posted on 25/01/2021
It's almost a year since Covid-19 turned all our lives upside down, changing working patterns and forcing...
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...
Posted on 11/01/2021
When do you tell new employees about the benefits available to them? Do you put the information in the...
Posted on 04/01/2021
A growing number of people in the UK rely on expert help with financial decision making, ranging from...
Posted on 21/12/2020
There's nothing quite like a pandemic for getting everyone to think about health and wellbeing. As well...
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...
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,...
Posted on 07/12/2020
When employees are diagnosed with a serious illness it can lead to issues ranging from physical and...
Posted on 30/11/2020
amilies don't always agree on how wealth should be invested, but the generations are united in the belief...
Posted on 23/11/2020
Many employees would say that pay and bonuses are their biggest motivator at work. While benefits like...
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...
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...
Posted on 02/11/2020
In a divorce, many people overlook their pensions and retirement savings when agreeing a financial split....
Posted on 26/10/2020
It takes time and effort to put together an employee benefits package that meets the needs of a diverse...
Posted on 19/10/2020
Working for yourself can be hugely rewarding, but it also brings a whole load of additional responsibilities...
Posted on 12/10/2020
Whatever life stage your employees are at, financial education can help them make the most of their...
Posted on 05/10/2020
After changes to tax rules, thousands of people no longer need to worry about Inheritance Tax (IHT)....
Posted on 28/09/2020
The Covid-19 pandemic has been an unsettling time for all of us, but there are things employers can...
Posted on 21/09/2020
If you're approaching retirement age, you may -- like many people -- be planning to carry on working....
Posted on 07/07/2020
Just over three months ago, investment markets saw a dramatic downturn due to the outbreak of coronavirus...
Posted on 28/04/2020
Following the introduction of ‘Lockdown’ the instant ‘Working From Home’ revolution has shown...
Posted on 14/04/2020
In these extraordinary times, Fidelius is especially aware of the value of keeping our clients updated.
Posted on 06/04/2020
The coronavirus outbreak has left many people feeling anxious, but employers can provide expert help...
Posted on 30/03/2020
With a higher state pension age for men and women, and automatic enrolment into workplace pensions,...
Posted on 23/03/2020
Whether you already have an employee benefits package in place, or you're looking to create one, it's...
Posted on 19/03/2020
As the situation surrounding COVID-19 continues to develop daily, at Fidelius we are doing everything...
Posted on 16/03/2020
For many people in the UK there is a considerable gap between expectation and reality, according to...
Posted on 09/03/2020
Which employee benefits should you offer -- and how much choice should you give? Some employers keep...
Posted on 02/03/2020
Ensuring you have enough for a comfortable retirement isn't just about building up your savings and...
Posted on 24/02/2020
Employee health and wellbeing programmes really are a win-win: they help your workers to be healthy...
Posted on 17/02/2020
How do you plan to spend your retirement? Enjoy long holidays, take it easy, or carry on working and...
Posted on 10/02/2020
Many employers look to promote their employee benefits programmes at the start of the year in a bid...
Posted on 03/02/2020
The huge increase in property prices over the past few decades means that many homeowners are sitting...
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...
Posted on 20/01/2020
There are various state benefits that you may be entitled to in retirement -- including Pension Credit...
Posted on 13/01/2020
Auto Enrolment was originally introduced in the Pensions Act 2008, with the first, larger employers...
Posted on 06/01/2020
Whether you're looking to manage your investments, save for a comfortable retirement or set aside enough...
Posted on 30/12/2019
To get the most out of your investment in employee benefits, it makes sense to tailor what you offer...
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...
Posted on 16/12/2019
Promoting health and wellbeing in the workplace isn't just good for your employees: it makes sense from...
Posted on 09/12/2019
Financial planning can help you take stock of your life and finances and build up funds for the future,...
Posted on 04/12/2019
Employee Assistance Programmes (EAPs) -- often available as part of group risk policies -- are a popular...
Posted on 02/12/2019
From group life, group income protection and group critical illness, to financial education and health...
Posted on 25/11/2019
How much will you be able to withdraw from your retirement savings each year? If you opt for drawdown...
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...
Posted on 04/11/2019
There has been a focus in various outlets on improving the general awareness of mental health in recent...
Posted on 28/10/2019
It pays to take professional advice about your retirement savings -- but don't just take our word for...
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...
Posted on 30/05/2019
Pension savers who opt for drawdown should consider setting up a Lasting Power of Attorney (LPA), according...
Posted on 28/05/2019
The average British worker has taken five days off work due to mental health in the last 12 months,...
Posted on 22/05/2019
Rising house prices and a freeze on the inheritance tax (IHT) threshold mean that more and more estates...
Posted on 20/05/2019
If you're thinking about extending the benefits offering in your organisation, it's important to make...
Posted on 15/05/2019
People with defined benefit (DB) pension plans are being offered more support by their pension providers,...
Posted on 13/05/2019
Group risk policies offered by employers provided financial support to a record number of families last...
Posted on 10/05/2019
The level of pension saving among self-employed people in the UK is relatively low, and many would welcome...
Posted on 07/05/2019
Could 'gamification' of rewards and bonuses help engage employees and motivate them to perform well?
Posted on 01/05/2019
Inheritance tax receipts (IHT) are increasing every year, but many people could do more to reduce the...
Posted on 29/04/2019
Almost two thirds (65.6%) of employers don't offer workplace perks and benefits to their staff, according...
Posted on 25/04/2019
Many retirees are entering drawdown without working out how much they can afford to take from their...
Posted on 23/04/2019
More than a third of the UK workforce is now covered by group risk protection benefits, according to...
Posted on 17/04/2019
Generation X made the biggest contribution to personal pensions last year, according to new research...
Posted on 15/04/2019
UK employers recognise the role that benefits play in staff retention and want to capitalise on this,...
Posted on 10/04/2019
The pension freedoms introduced four years ago gave people more choice over how to access their retirement...
Posted on 08/04/2019
How do employees rate their relationship with their current employer? And what keeps people committed...
Posted on 03/04/2019
Only around one third (32%) of people over 55 who have accessed their pension are using a financial...
Posted on 01/04/2019
New research shows the significant increase in pension saving amongst employees of small businesses...
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...
Posted on 25/03/2019
Only a quarter of employers have a good understanding of group critical illness (GCI) cover, according...
Posted on 20/03/2019
The political and economic situation in the UK is uncertain, to say the least -- but most UK investors...
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,...
Posted on 13/03/2019
Research by Nationwide has found that retired people need an average of £885 a month -- almost £400...
Posted on 11/03/2019
One in two office workers (51%) don't believe the company's management cares about their working environment,...
Posted on 06/03/2019
New research from Canada Life has revealed that almost one in five millionaires aged 45 and over (18%)...
Posted on 04/03/2019
April's increase in auto enrolment contributions is unlikely to have a significant impact on the number...
Posted on 27/02/2019
Many people in the UK never review the beneficiaries of their financial policies, which means they could...
Posted on 25/02/2019
Employee benefits aren't just an optional extra that's nice to have. Sometimes, they provide support...
Posted on 20/02/2019
New research has uncovered an "alarming" lack of awareness about inheritance tax (IHT).
Posted on 18/02/2019
How can managers help ensure a successful return to work for employees after a period of sickness absence?
Posted on 13/02/2019
People in the UK are living longer -- and that means it's vital to plan your retirement finances.
Posted on 11/02/2019
Businesses are becoming increasingly aware of the measurable impact that benefits have on employee engagement...
Posted on 06/02/2019
Some pension holders who opt for drawdown -- taking an income from their pension pot while leaving the...
Posted on 04/02/2019
British workers aren't getting the chance to develop their skills for the future, according to research...
Posted on 30/01/2019
People using drawdown to fund their retirement tend to take a longer term view of their investment and...
Posted on 28/01/2019
Employers must make sure they support the health and wellbeing needs of people working remotely, new...
Posted on 23/01/2019
Pension experts have warned that special rates on voluntary National Insurance Contributions (NICs)...
Posted on 21/01/2019
Employees say they would feel more positive towards their employer if they were offered bonuses and...
Posted on 16/01/2019
How do you want to retire? Would you prefer to cut down your working hours before full retirement, or...
Posted on 14/01/2019
Employers who take a lead on workplace health can have a positive impact on their employees’ health...
Posted on 09/01/2019
A House of Commons committee is to investigate 'contingent charging' on pension transfer advice, following...
Posted on 07/01/2019
New research highlights the benefits of offering access to financial advice at work, with many employees...
Posted on 02/01/2019
Pension savers are looking to have more frequent drawdown reviews with their financial adviser, according...
Posted on 31/12/2018
Money worries and relationship breakup are among employees' biggest mental health worries, according...
Posted on 27/12/2018
Over a third (35%) of homeowners, and nearly half (44%) of those in London, have used equity release...
Posted on 24/12/2018
New legislation gives workers the right to receive a written statement of their rights, including details...
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...
Posted on 17/12/2018
Rewarding employees on the spot for good performance can encourage staff to become more engaged and...
Posted on 12/12/2018
The UK government has launched a consultation on allowing defined benefit (DB) pension schemes to consolidate...
Posted on 10/12/2018
Many employees appreciate being able to work away from the office, either on a regular basis or just...
Posted on 05/12/2018
Pension dashboards will be launched next year, but they won't include state pension data straight away.
Posted on 03/12/2018
New research shows that nearly all UK employers (97%) expect to maintain or increase their spend on...
Posted on 28/11/2018
Only half (53%) of Britain's over-50s feel well prepared for retirement and four in ten (38%) worry...
Posted on 26/11/2018
Businesses should improve their employee benefit schemes to support lower earners, according to a report...
Posted on 22/11/2018
People who put their savings into cash ISAs have missed out on £127bn because of a reluctance to invest...
Posted on 21/11/2018
Seven in 10 employees believe that employers are not taking mental wellbeing and musculoskeletal issues...
Posted on 14/11/2018
One in four people approaching retirement don't realise they have to pay tax when withdrawing cash from...
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...
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...
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...
Posted on 01/11/2018
Retirees may be missing out on thousands of pounds in pension income by not disclosing health conditions...
Posted on 31/10/2018
Millions of financial products have been lost or forgotten, leaving account holders cut adrift from...
Posted on 30/10/2018
HR professionals tend to overestimate employee satisfaction with rewards and benefits programmes, new...
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...
Posted on 17/10/2018
Nearly two-thirds of UK savers have more than one pension, and changing work patterns means that the...
Posted on 15/10/2018
Growing numbers of UK employees are using Employee Assistance Programmes (EAPs) to seek help for mental...
Posted on 10/10/2018
Parents and grandparents are transferring assets to family members to try to reduce the amount of tax...
Posted on 08/10/2018
Employees who have been auto-enrolled into a workplace pension expect their money to be invested responsibly,...
Posted on 03/10/2018
Grandparents across the UK hold wealth amounting to over £5tn, or an average of £350,634 each, according...
Posted on 01/10/2018
A new industry campaign has been running on Facebook and Instagram to help engage younger employees...
Posted on 26/09/2018
People who are approaching retirement spend more time buying a car than deciding how to use their pension...
Posted on 25/09/2018
Parents and grandparents across the UK are dipping into their pension pots or housing wealth to help...
Age UK is calling for urgent reforms to the divorce process so that private pensions are split fairly...
Almost three quarters of UK employees admit that their ability to concentrate at work is negatively...
Posted on 10/09/2018
One in four people in the UK will experience a problem with their mental health at some point, making...
Posted on 05/09/2018
The Pensions Regulator (TPR) has raised concerns about pension savers being encouraged to leave defined...
Posted on 03/09/2018
UK employers care about the financial needs of their employees, but are they doing enough to support...
Posted on 30/08/2018
More and more people are facing hefty tax bills for breaching the Lifetime Allowance (LTA) for pension...
Posted on 28/08/2018
Health and wellness benefits can help motivate employees as well as improve their health, contributing...
Posted on 22/08/2018
A new campaign warns consumers to beware of pension scammers after figures revealed that victims lost...
Posted on 20/08/2018
Moving abroad for work can be a rewarding, but stressful, experience and many firms are falling short...
Posted on 15/08/2018
The concept of retirement is changing, with growing numbers of people choosing to work past traditional...
Posted on 13/08/2018
Young workers in the UK are pessimistic about how much money they will have in retirement but are keen...
Posted on 09/08/2018
Many employees will see an increase in their total pay this year, according to a survey by the British...
Posted on 08/08/2018
Pension savers who move out of their employer´s defined benefit scheme risk losing up to seven years...
Posted on 01/08/2018
High-earning families who don´t register for Child Benefit could end up with a smaller state pension,...
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...
Posted on 18/07/2018
A survey by Retirement Advantage found that one in five (20%) over-50s have altered their plans because...
Posted on 11/07/2018
A freedom of information (FOI) request by Royal London has revealed that pensioners across the UK paid...
Posted on 04/07/2018
The pension reforms introduced in 2015 mean that savers no longer have to purchase an annuity with their...
Posted on 27/06/2018
The pension freedoms introduced in April 2015 give people more choice over what they do with their retirement...
Posted on 25/06/2018
Almost nine in ten (89%) employers offer death-in-service benefits and the average company pays out...
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...
Posted on 18/06/2018
Workers in the UK have embraced auto enrolment and would be happy to pay more than double the current...
Posted on 13/06/2018
Most of the wealth held by older people in England will be passed on to later generations rather than...
Posted on 06/06/2018
Growing numbers of people are choosing to speak to a financial adviser about their finances but the...
Posted on 31/05/2018
The gender pay gap in retirement is shrinking, but women retiring in 2018 will still have incomes nearly...
Posted on 03/05/2018
Employees value their company pension scheme above all other workplace benefits, according to new research...
More than one million UK employers are now meeting their automatic enrolment duties, according to figures...