In July 2024, Laura Crowe was appointed Director of The Financial Planning Group. Chartered Financial Planner and Regional Manager of our Glasgow office, Laura joined Acumen Financial Planning as Training and Competence Supervisor in 2021 and has over 20 years’ experience in financial services. “We are delighted to welcome Laura
Some 18 years ago in 2006, it became Government policy to put a limit on the size of a pension fund an individual could accrue before potentially incurring taxable penalties. This pension fund size limit is known as the pension lifetime allowance (often referred to
Are you considering an M&A for your business in 2024? Understanding the employee benefits and legislative landscape is crucial whether you’re already planning or just contemplating your options. Employee benefits are pivotal in attracting and retaining talent, maintaining morale, and mitigating long-term sickness. However, specialists
1 in 6 people in the UK currently have a gym membership[1]. And since enhancing health and wellbeing in the workplace remains high on many employers’ agendas, offering staff gym memberships can be a popular addition to your benefits mix. Nearly a quarter of the
The Pension Regulator (TPR) recently announced a change to pension monitoring affecting UK workplace pensions. As of May 2024, employers must submit information on pensionable earnings alongside the monthly data they already provide. Though the rule will not become mandatory until the Spring, pension providers
How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards, are these expectations realistic? In a recent article with The
