News.

The latest news is brought to you by WEALTH at work* – a leading provider of financial education in the workplace.
*a trading name of Wealth at Work Limited which is a member of the Wealth at Work group of companies.

WEALTH at work launch telephone based retirement guidance service. - 16th January 2018

WEALTH at work has launched a telephone based guidance service to offer support to employees and pension scheme members facing life changing decisions about their pensions and lifetime savings.

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Top tips if you’re retiring in 2018. - 12th January 2018

The New Year is the perfect time to take stock of your finances, particularly if you’re approaching retirement.

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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 over, can now withdraw as much or little income, as and when they like from their defined contribution (DC) pension scheme.

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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.

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The Winners and Losers of the New Tax-free Childcare System. - 17th August 2017

Changes to the Child Care Voucher system were rolled out in April 2017.

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What Individuals Can Do to Protect Their Maturing Share Schemes from Tax. - 8th August 2017

Save As You Earn (SAYE) schemes offer employees the security that if markets fall, they will get back their original savings; but if their company does well and their share price rises, they have the chance to realise what for many could be ‘life changing’ amounts when they mature.

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Saving More Now Could Make a Real Difference. - 21st July 2017

Following the recommendation by John Cridland, the government has confirmed it will raise the State Pension age from 67 to 68 between 2037 and 2039, seven years ahead of the date range originally planned.

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FCA Findings Reflect a Continued Lack of Understanding Around New Pension Rules. - 19th July 2017

Over half (53%) of retirees who accessed their defined contribution pensions chose to withdraw their entire pension pots, according to the Financial Conduct Authority’s (FCA) interim findings of its ‘Retirement Outcomes Review’.

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Maintenance Work. - 11th July 2017

We will be carrying out essential maintenance work from Monday 17th July. We apologise for any inconvenience this may cause you.

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Marshall Zoing boosts team with two new appointments. - 6th July 2017

Marshall Zoing, a leading provider of independent financial advice in Harrogate and the Yorkshire area, has boosted its presence in the region and welcomed two new members to its Advisory team.

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