Before any financial wellbeing initiatives are implemented in the workplace, it’s imperative that employers understand the needs of their employees first. This is because each employee will have individual circumstances which are likely to result in different financial priorities.
Published: 27 January 2020
Protect employees from scams – Scammers often use highly professional looking websites and marketing literature to lure individuals in, and they tend to sound completely legitimate. It’s easy to see why so many people are fooled
Published: 24 December 2019
Thousands of leaders have taken Herb Kelleher’s advice, more or less successfully, depending on the single-mindedness with which they have followed it and have hung the heavy mantle of responsibility for commercial competitiveness around HR’s shoulders.
Published: 28 November 2019
For most people, a pension pot is the second largest financial consideration after the purchase of their home. Yet research shows that many company scheme members are often unaware of the value of their pension benefits.
Published: 14 October 2019
A big part of the solution is helping employees become more familiar with the basics of money management. Getting them to think about how they spend money on essential items such as utility bills and insurance is paramount.
Published: 19 June 2019
“Connect completely changes the dynamic of how HMRC commits investigative resource to risk and enables thematic and risk-based enquiries across the taxpaying population. Taxpayers need to be aware that it will be used increasingly.
Published: 29 April 2019
What are investors actually looking for? How do you create an investment deck? What’s the most appropriate language and terminology? Thankfully, there are some rules when it comes to developing an investor comms strategy.
Published: 18 April 2019
Look at any news site and you can see these issues outlined and debated, in great detail. But what doesn’t make the headlines is the impact of this tumultuous environment on the workforce and how it must adapt. To find out what the biggest people challenges facing organisations in this context are.
Published: 10 April 2019
For the first time, TPR explicitly sets out their expectation that trustees, and sponsors should set a Long Term Funding Target and, importantly, the need to evidence how shorter-term investment and funding strategies are aligned with the LTFT
Published: 21 March 2019
It’s clear that employees and members need to understand the tax implications around accessing their retirement savings. For example, do they know that typically only the first 25 percent of a defined contribution pension is tax free and that the remaining 75 percent is taxed as earned income?
Published: 10 March 2019