News and updates

/News and updates/

Top tips for getting employees engaged with their finances

2018-07-30T08:36:32+00:00 Blog|

The expectation for employers to step up and take responsibility for setting their employees on the right track for a financially secure future has become increasingly prominent in recent years. The Wealth Wizards Working Late Report recently showed that over half (59%) of Brits aged between 18 and 34 believe that their employers should be [...]

Employee Benefits: Foreign and Commonwealth Office launches new financial tool for 12,500 employees

2018-07-17T08:41:23+00:00 Media|

Wealth Wizards has been featured in an article on Employee Benefits, announcing the launch of our latest tool Money Wizard at the Foreign Commonwealth office. “Foreign and Commonwealth Office launches new financial tool for 12,500 employees". "Money Wizard, which launched on 4 June 2018, was created by Wealth Wizards, and is designed to help and support [...]

The Foreign Commonwealth Office launches Money Wizard

2018-07-17T08:22:06+00:00 Press|

The Foreign and Commonwealth Office (FCO) last week launched Money Wizard for their employees - an innovative online financial tool created by Wealth Wizards. Designed to help support the financial wellbeing of its 12,500 employees, Money Wizard provides FCO employees with help identifying their financial priorities and a series of tools and tips around how [...]

Do you have a forgotten pension pot somewhere?

2018-06-15T09:19:03+00:00 Blog|

Simon Brooke Do you have a pension pot somewhere that you’re unaware of or that you’ve simply forgotten about?  As more of us move jobs more frequently the chances are that increasingly the answer is yes.  Moving house can add to the risk of pensions going unclaimed as people forget to inform their pension provider [...]

Pension Pitfalls & How to Avoid Them

2018-06-13T07:47:00+00:00 Blog|

Over time the term ‘retirement’ has picked up an air of foreboding. Every day it seems, there is a new headline warning us of the impending doom and gloom associated with an aging population, the burgeoning strain on state pension provision and an ever-increasing retirement age that will see many of us working into our [...]

Wealth Wizards wins at UK Pensions Awards

2018-06-04T09:21:17+00:00 News|

On 23rd May, we won the ‘Technology Innovation of the Year’ at the UK Pensions Awards hosted by Professional Pensions. It is recognition for our robo paraplanner and its ability to ‘power up’ advisers and help them to process more regulated advice cases in less time. The robo paraplanner is currently being used with great [...]

Why small changes now make a big difference later

2018-05-14T07:34:48+00:00 Blog|

Peter Crush Last month something outwardly very small occurred that many people are predicting could make a big difference to people’s pension saving rates. On April 6th total contribution rates for those in auto-enrolment pensions rose from 2% of earnings (where employees and employers paid in 1% each), to 5% of earnings – where employees [...]

Windfarms, music rights, sewers – where’s your pension money going?

2018-04-11T07:33:55+00:00 Blog|

Our pensions are vital to our health and happiness and they’re most people’s second biggest financial commitment – but how much do we know about where our money is actually invested?  In the current climate of low interest and rising inflation, fund managers are having to be more imaginative with how they invest our combined [...]