News.

Seasons Greetings. - 15th December 2017

If you would like to discuss your investments, then please contact us.

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Scottish budget 2017. - 15th December 2017

The Scottish Government has set out its spending and taxation plans for 2018 in its annual budget. Please see some of the proposed changes to income […]

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Top 5 tips to consider before cashing in your pension. - 6th December 2017

Introduced in April 2015 the pension changes brought freedom and choice on how to take income in retirement. It means that most individuals, age 55 or […]

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Financial education can help the UK become a nation of savers. - 24th November 2017

The majority (60%) of employees want help to make the right pension and savings decisions, according to research by LifeSight. Despite this, LifeSight found that more […]

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Budget 2017 – Part 2. - 22nd November 2017

The Chancellor Philip Hammond has today delivered the Autumn Budget. Paul Morton, Investment Planning Director, my wealth, comments; “Despite many rumours of further changes to pension […]

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Blindly selecting retirement drawdown products putting consumers at huge risk of making costly mistakes. - 13th November 2017

Latest findings from the Financial Conduct Authority (FCA) indicate that since the pension changes were introduced in 2015 to provide consumers with more flexibility at retirement, […]

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Property deposit saving challenge impinging on millennial wealth. - 31st October 2017

By Jonathan Watts-Lay, Director, WEALTH at work, a leading provider of financial education, guidance and advice in the workplace. It’s easy to assume that with the […]

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Cautious budget as brexit looms. - 8th March 2017

Today was Budget day in the UK.

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Budget commentary 2017. - 8th March 2017

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

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Pension advice allowance – response from wealth at work. - 7th March 2017

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

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