Unfortunately, many workplace mental health conversations start too late. Read more

Employee Benefits

Support before crisis: what mental health provision should look like

UK adults disagree sharply on how much they need for later life. Read more

General News

The £42,000 retirement question

The Monthly Market Commentary (MMC) is an update on the world in which we invest. Read more

General News

Monthly Market Commentary – October 2026

Almost half of Britons say they feel financially unprepared for major life events, including long-term care, managing finances, supporting ageing relatives, and relationship breakdown or divorce Read more

General News

UK adults are planning for retirement – but almost half are unprepared for life’s financial shocks

Passing wealth without passing problems Read more

BUSINESS COMMUNITY

Life Beyond The Numbers – Episode 3

We’ve spent 25 years talking about the 'war for talent': looking at the entry-level jobs market today though and you could be forgiven for thinking we are waging a war on it. Read more

Employee Benefits

The war on talent

To mark Pension Awareness Day on 15 September, Mattioli Woods financial adviser Andy Goulter reflects on the three questions clients are asking most as they plan for their retirement. Read more

Pensions

Pension Awareness Day: the three questions on everyone’s mind this year

To mark Pension Awareness Day on 15 September, Andy Robbins at Mattioli Woods argues that the biggest barrier to a valued benefits package is not budget or design, but human psychology – and looks at what the science tells employers to do about it. Read more

Pensions

Pension Awareness Day: the science of a benefit that actually lands

For years, employers have worried about skills shortages, succession planning and retaining experienced talent. Read more

Employee Benefits

The blind spot employers can’t afford to miss: the care generation

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Unfortunately, many workplace mental health conversations start too late. Read more

Employee Benefits

Support before crisis: what mental health provision should look like

We’ve spent 25 years talking about the 'war for talent': looking at the entry-level jobs market today though and you could be forgiven for thinking we are waging a war on it. Read more

Employee Benefits

The war on talent

To mark Pension Awareness Day on 15 September, Mattioli Woods financial adviser Andy Goulter reflects on the three questions clients are asking most as they plan for their retirement. Read more

Pensions

Pension Awareness Day: the three questions on everyone’s mind this year

To mark Pension Awareness Day on 15 September, Andy Robbins at Mattioli Woods argues that the biggest barrier to a valued benefits package is not budget or design, but human psychology – and looks at what the science tells employers to do about it. Read more

Pensions

Pension Awareness Day: the science of a benefit that actually lands

For years, employers have worried about skills shortages, succession planning and retaining experienced talent. Read more

Employee Benefits

The blind spot employers can’t afford to miss: the care generation

Most benefits programmes are built in a rush – a renewal deadline looms, decisions get made, and everything settles into place – usually in January or April. Read more

Employee Benefits

Most Employers set their benefits once. The best ones check twice.

Over the years in this work, I’ve watched employers build a genuinely excellent benefits package; carefully chosen, well-funded and thoughtful. Read more

Employee Benefits

Your comms is your shop window – most employers leave it painfully empty

Every summer, offices settle into a familiar rhythm: inboxes slow, meetings thin out, and half the team seems to be away at any given moment. Read more

Employee Benefits

Summer Slowdown: Why August is the most dangerous month for employers

You don't need a six-week programme, a fitness tracker, or a complete lifestyle overhaul. You just need to start – and start small. Read more

Employee Benefits

Small changes, big impact – building healthier habits at work

Most employers won't realise it, but July is one of the most financially stressful months of the year for their workforce. Read more

Employee Benefits

The mid-year money moment: are your employees financially well?

Ask most HR leaders whether their benefits are available to everyone, and the answer is yes. Ask whether everyone actually uses them, and you’ll get a very different answer. Read more

Employee Benefits

Why men don’t engage with benefits until it’s too late

Why the biggest risks often begin with the questions nobody wants to ask. Read more

General Insights

The conversations clients avoid are usually the ones that matter most

Why thousands of clients may now have plans built for rules that no longer exist. Read more

General Insights

The biggest inheritance tax risk isn’t the new legislation. It’s old advice.

It’s not about earning more – it’s about checking in. Discover how a mid-year financial reset can boost your confidence, strengthen your plans, and bring real financial peace of mind. Read more

Employee Benefits

The small financial habit that makes a big difference

Walking, running, cycling and swimming across America – as a team. Read more

Employee Benefits

Mattioli Woods Employee Benefits Challenge 2026

Digital accessibility is no longer a ‘nice to have’ – it’s a core requirement of any modern employee benefits strategy, especially for employers who want to offer truly competitive benefits packages using digital platforms in the UK. Read more

Employee Benefits

Global Accessibility Awareness Day: Is your benefits platform truly inclusive?

If ultraviolet (UV) radiation were a chemical hazard, it would already be on your risk register. Read more

Employee Benefits

The overlooked occupational hazard: skin cancer and your wellbeing strategy

The start of 2026 has brought renewed financial pressure for many UK employers. Read more

Employee Benefits

Group risk – protecting your business and employees: why this continues to matter

We teach young people the mechanics of maths, science, and literature – but not always the money skills that make day-to-day life possible. Read more

Education

Getting ahead in life: why financial education matters more than ever

Unfortunately, it seems like scams are everywhere these days. Read more

Pensions

Do you know how to spot a pension scam?

The UK has over 5,000 ISA millionaires, could you be the next one? Read more

Financial planning

Secrets of the ISA millionaires

While most of us have heard of Individual Savings Accounts (ISAs), there are several rules to these tax-free savings accounts as well as tax benefits you may have missed. Read more

Wealth Management

It’s your ISA allowance, so use it or lose it!

This article explores the critical role of sleep in maintaining good wellbeing, with practical tips for improving sleep quality through better habits and environmental adjustments. Read more

Employee Benefits

Sleep – your natural reboot

Across the UK, employers are recognising that mental health is just as important as physical health. Read more

Employee Benefits

Why talking about mental health at work matters

Creating millionaires through childhood pension planning isn't just aspirational – it's mathematically achievable. Read more

Financial planning

Could you make your children millionaires by funding their Junior SIPP?

Get the key insights from the 2025 Autumn Budget and our post-Budget webinar to make informed decisions about your financial future. Read more

Financial planning

Autumn Budget 2025: How will it impact your finances?

As we mark International Men's Day on 19 November, it's a great time to review how workplaces can better support male employees in terms of their wellbeing. Read more

Wellbeing

Supporting men in the workplace: building a truly inclusive culture

This article explores pension adequacy in the UK, and steps employers may take to help address shortfall with their workers. Read more

Pensions

Pension adequacy: time for innovation and reform

Let’s explore five of the most tax-efficient investment strategies in the UK today. Read more

Financial planning

Tax-efficient investing in the UK – why seeking financial advice could help maximise your savings wealth

For those born in the 80s and raised in the 90s the world has changed a lot. Read more

Financial planning

Child of the 90s: Don’t Look Back in Anger

This article explores the increasing use of technology in the workplace and the exciting options available to help improve the health of workers, engagement and ultimately productivity. Read more

Employee Benefits

The benefits of technology on wellbeing in the workplace

This article highlights why it’s important for employers to integrate prevention and early intervention support in their overall employee benefits strategy. Read more

Wellbeing

The importance of prevention and early intervention in employee health and wellbeing

If, like me, you were born in the late 60s, you would have been a teenager in the 1980s – and what a great time it was to be a teenager! Read more

Financial planning

Child of the… 80s: When you feel the need, the need for… a Filofax?

World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness. Read more

Employee Benefits

What is mental wellbeing fatigue and how can we address this in the workplace?

Remember when your biggest worry was whether your flares were wide enough or if you'd taped the Top 40 properly? Read more

Financial planning

Child of the…70s: peace, love and financial planning

With the UK facing persistent inflation, rising taxes, and sluggish economic growth, financial uncertainty is at the forefront for many households. Read more

Wealth Management

Allowing yourself to be tax-efficient

I was born in 1954 so the 60s were a time of much of my childhood. To understand the 60s, you have to understand the 50s. Read more

Financial planning

Child of the…60s: from piggy banks to portfolios

We examine the financial challenges facing Gen Z and the vital role employers play in encouraging younger employees to engage with their pensions. Read more

Employee Benefits

What did you want to be when you grew up?

In today’s ultra-competitive job market, especially for small and medium-sized enterprises (SMEs) in the UK, attracting and keeping the right talent is tougher than ever. Read more

Financial planning

Employee benefits give you the upper hand in the fight for talent

Exiting a business is one of the most significant events in an entrepreneur's journey. Read more

Wealth Management

Before, during, after: your complete business exit roadmap

Understand the importance of financial planning during a divorce to safeguard your future and manage your assets wisely. Read more

Financial planning

The importance of financial advice during divorce

I was always so very fond of my grandparents, stretching back to the earliest memories of my childhood. Read more

Financial planning

Why grandparents can provide love, support, ISAs and more to their grandchildren

As parents, planning for your children's financial future is both essential and daunting. Read more

Pensions

Building for tomorrow: The hidden power of childhood pensions

The day my first daughter was born, I wasn't just holding a newborn, I was holding a future. A future filled with first steps, first words, and eventually, first financial decisions. Read more

Financial planning

Family financial planning: from baby steps to financial foundations – a parent’s journey

As parents, we naturally want to give our children the best possible start in life. Beyond providing love, support and guidance, one of the most important gifts we can offer is financial security. Read more

Financial planning

Securing your children’s financial future: A guide to Junior ISAs and childhood pensions

The October 2024 Budget is proposing significant changes to the UK pension landscape, creating both challenges and opportunities for private clients. Read more

Pensions

UK pension landscape post October 2024 Budget: options for private clients

HMRC announced that from 6 April 2027, employers must payroll benefits in kind (BiKs) provided to their employees. Read more

Employee Benefits

Payrolling of benefits in kind to become mandatory

Selling a business represents a significant milestone in a company owner’s life. Read more

Wealth Management

How can a business sale affect your estate planning?

At Mattioli Woods, we understand that planning for and managing retirement requires careful consideration of all your available assets. Read more

Financial planning

Maximising your retirement options with property wealth

Exiting a business represents a significant milestone for any entrepreneur. Read more

Wealth Management

Business exit mistakes: how to avoid common pitfalls when selling your company

Explore how the Pension Schemes Bill could unlock funds from large pension providers to invest in illiquid assets for UK economic growth. Read more

Employee Benefits

Default investment strategies – part three: illiquid assets

Explore the benefits and challenges of target date funds – an alternative strategy that actively adjusts investments based on members' expected retirement dates. Read more

Employee Benefits

Default investment strategies – part two: target date

I don’t know about you, but the thought of Easter brings to mind thoughts of a new start, of the promise of spring and of course, Easter eggs! Read more

Financial planning

Take time this Easter to look at your retirement nest egg

Easter's approach provides the perfect metaphor for sophisticated wealth management with Mattioli Woods. Read more

Financial planning

Enhance your nest egg this Easter with these simple steps

Discover how lifestyle strategies balance growth and risk while addressing key considerations for the ‘derisking’ process. Read more

Employee Benefits

Default investment strategies – part one: lifestyle

Spending too much time in your business can often mean you don't work on your business enough. This could lead to gaps, such as a shortfall in business protection. Read more

Financial planning

Preservation and protection for the next generation

As a business owner, something of highest priority usually involves minimising costs where it is prudent to do so. Read more

Pensions

Turning a business rent cost into a pension saving

In a world where we all pay tax throughout our working lives, would there be a way to generate a sizable income in retirement without paying any tax at all? Read more

Financial planning

Tax allowances – the long game

Financial freedom is what many of us dream of, and this is why we save so hard throughout our lives for our retirement. For most of us, retiring ‘early’ would be great but is it realistic? Read more

Wealth Management

Retiring early – get on track

Planning for retirement and implementing a strategy that works for you can be rewarding but can also be confusing. Read more

Financial planning

Maximising retirement through strategic planning

I was always so very fond of my grandparents, stretching back to the earliest memories of my childhood. Read more

Wealth Management

Grandparents and Junior ISAs: what you should know

As we navigate through the ever-evolving landscape of financial planning, it’s essential to understand the tools available to secure your financial future. Read more

Financial planning

ISAs or pensions?

When clients ask me if individual savings accounts (ISAs) are tax efficient, the answer is invariably ‘yes’. Read more

Financial planning

Taking aim with your ISAs

When looking for ways to optimise our savings, most turn to an ISA, as we know they are tax-free savings. Read more

Financial planning

Do you know your best ISA option?

As adults, one of the most important things we should be doing is saving – for a house, a wedding, retirement, or children. Read more

Wealth Management

JISAs – what you need to know

For some, pensions may seem ‘too complicated’, which can inevitably put them off saving for their retirement and, in turn, seek to invest in other assets or even build up a cash pot for the future. Read more

Pensions

Building blocks for pensions – now is the time

As of 6 April 2022, couples have been able to implement a no-fault divorce. Read more

Wealth Management

When divorce is nobody’s fault

Following Chancellor Rachel Reeves’ Spring Statement delivered on Wednesday 26 March, we wanted to share the most relevant updates for your financial planning. Read more

Financial planning

Spring Statement 2025: Key implications for your financial planning

Planning for your business exit may seem like a distant concern, particularly if you're still in the growth phase. Read more

Wealth Management

Is your business exit ready?

Did you know that 47% of adults in the UK do not have a valid Will? Read more

Financial planning

Why you should not only have a Will, but keep it updated too

As businesses prepare for the upcoming increase in employers' National Insurance contributions (NICs), Mattioli Woods offers strategic solutions to help manage these changes. Read more

Employee Benefits

Mitigate rising National Insurance contributions with salary exchange

Was 2024 a difficult year for you? Read more

Wellbeing

Let’s start a conversation this Time To Talk Day

Discover how dormant assets and forgotten investments are managed, and what becomes of your loved ones’ legacy. Read more

Wealth Management

Dormant assets: What happens to your loved ones’ forgotten investments?

For over twenty years, Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs) have supported the growth engine of the British economy: smaller companies. Read more

Asset Management

EIS, SEIS and VCTS – investing in enterprise

Individual savings accounts (ISAs) have come a long way since they were first introduced. We look at their past, present and future. Read more

Wealth Management

Tax free savings – Past, present and future

What life do you envisage for yourself in your retirement? Read more

Financial planning

How to maximise your retirement savings

Far too often in life, we are guilty of leaving financial planning too late. Read more

Financial planning

Inheritance tax planning – is it too late if you’re in your 80s?

Managing your finances takes time and energy, something we mostly learn as a life skill as we progress through our careers. Read more

Wellbeing

Financial wellbeing takes effort

Organisations in the UK and around the world are currently making huge strides in workplace wellbeing and, in particular, there is a real drive to improve mental wellbeing in the workplace. Read more

Wellbeing

Promoting positive mental health in the workplace

In honour of Grief Awareness Week, our ESG Partner, Verity Lakin has shares her tips on navigating grief during such challenging times. Read more

Wellbeing

Dealing with grief

With 2025 fast approaching, many of us will be thinking of what we could be doing to improve our lives. Therefore it is important to make time for not only your own mental health, but that of your employees’ too. Read more

Wellbeing

Making 2025 work for you

Learn how Budget updates impact CGT, IHT, and pensions. Expert guidance to keep your financial plans on track. Read more

Financial planning

Budget follow-up: Planning considerations

A question many ponder during challenging times. Reflect on what matters most in both work and life, especially in the unpredictable year of 2020. Read more

General Insights

When is enough, enough?

Discretionary trusts are often used as an important part of estate planning. Read more

General Insights

Why use a discretionary trust?

Loneliness can affect anyone at any stage in their life, impacting our mental health in ways we may not believe possible. Read more

Wellbeing

HOW LONELINESS CAN AFFECT YOUR MENTAL HEALTH

Explore Bob Woods' expert analysis on the latest UK Budget. Insights on its impact for businesses, investors, and financial planning. Read more

Financial planning

Budget insights from Bob Woods MBE

How low-cost health cash plans can support women experiencing menopause and men’s health needs. Read more

Employee Benefits

How health cash plans can support gender-related needs

Portfolio construction is like any other task, whether that be assembling those flat-pack drawers or deciding which route to take to an unfamiliar location – planning is key. Read more

General Insights

What do you need to consider when building a portfolio?

Here are our initial thoughts following yesterday's Autumn 2024 Budget announcement. Read more

Financial planning

Our initial thoughts on the Autumn 2024 Budget

Entrepreneurs have made a choice. Fed up with the mundane 9 to 5 or the restrictions of the corporate world, they are driven by the vision of their success – on their terms. Read more

Financial planning

Venture Capital Trusts – The opportunity for entrepreneurs and business owners

The upcoming budget, scheduled for 30 October 2024, is the first for the Labour Party under Kier Starmer. Read more

Financial planning

Key pension and tax considerations ahead of the 2024 budget

This year’s World Mental Health Day theme is ‘It’s time to prioritise mental health in the workplace’. Read more

Wellbeing

It’s time to prioritise mental health in the workplace

There are many stages in our lives that are seen as ‘rites of passages’, and going to university is certainly one of those. Read more

Education

Top five tips for children as they head off for university

You will no doubt be aware of ISAs, or Individual Savings Accounts. Read more

Wealth Management

Your simple guide to unlocking a tax-efficient income

Being a parent comes with many stresses as well as the unconditional love however, many of us are still trying to juggle what our children want, and what they actually need. Read more

Financial planning

Toddlers, teens and tax!

Explore how VCTs offer tax-efficient income opportunities whilst diversifying your portfolio. Learn about risks, tax reliefs, and dividend potential. Read more

Financial planning

Income where we least expect it: VCTs and their income-producing qualities

As employers, it may have seemed like we have had some long overdue respite in relation to workplace pensions and employer duties, but what trends are in play and what impact will they potentially have on engagement? Read more

Employee Benefits

Workplace pensions – what is on the horizon?

Are you considering real estate investment trusts (REITs) for long-term income returns as part of your overall financial plan? Read more

Wealth Management

Real estate investment trusts – an income investing opportunity

While cash plays a crucial role in financial planning, it’s important to understand the potential reinvestment risk it poses. Read more

Investments

Are you aware of the reinvestment risk to cash?

Some 50 years ago, there was a tectonic shift in the UK’s economy as our once-dominant manufacturing sector finally crumbled to create an economic hole… Read more

Investments

Income investing for the future

With the outcome of the general election confirmed, we have seen a historic and dramatic swing to the left in UK politics. Read more

Financial planning

As the Tory train pulls in to the station for the last time – it is all change, all change

The term ‘de-equitisation’ does not exactly roll off the tongue, but it is a challenge that has faced global equity markets in recent years, becoming particularly problematic in the UK. Read more

Investments

The Great British Revival

More than half of people don’t know what happens to their pension when they die. Discover how to ensure your pension benefits are distributed as you intend. Read more

Pensions

Death benefits – do you know what will happen to your pension scheme?

Downsizing can be a smart financial move later in life. Discover how White Mortgages Ltd, a subsidiary of Mattioli Woods, offers whole-market mortgage services. Read more

Financial planning

The benefits of downsizing later in life

The intensely challenging investment markets we have all endured have however created some of the best income-investing opportunities we have seen for many years. Read more

General Insights

The blue moon in equity income

Over the past few years, the majority of developed markets have experienced the shock of going from an era of ultra-low interest rates to an aggressive rate-hiking cycle, in a relatively short period. Persistent inflationary pressures (mostly caused by lingering supply chain issues following the global pandemic) forced central banks to act quickly, and as a result interest rates in the UK and US are now above 5% for the first time since 2008. The impact on financial markets has been seismic. Read more

Investments

Broaden your investment horizons

More centenarians than ever before; we are living longer, therefore saving for the future should start now. Read more

Financial planning

More of us are living to 100 so it’s wise to start saving early!

Going through a divorce can be one of the most stressful and uncertain times in someone’s life. It can be challenging on both an emotional and a financial front. When going through these proceedings, it is normal to worry about what will happen to your assets: your house, the cars, the bank accounts; but what about your pension? Read more

Financial planning

Do you know the importance of pensions in divorce?

As we move through 2024, with interest rates having potentially peaked in both the UK and the US, Mattioli Woods’ Investments team are delighted to share five of our investment ideas that we feel will stand investors in good stead, not just for this year, but potentially longer-term too. Read more

Investments

Interesting investment ideas for 2024

Many investors are aware of the tax benefits of investing in Individual Savings Accounts (ISAs) which allow savers to invest up to £20,000 in each tax year with no tax liability on any growth or interest generated. Read more

Wealth Management

Is inheritance tax taking AIM at your ISA?

It was an oft overlooked fact that both Venture Capital Trusts (VCTs) and the Enterprise Investment Scheme (EIS) tax-advantaged investment would cease in just two years’ time. Read more

General Insights

Venture Capital Trusts and the Enterprise Investment Scheme

Companies are taking action to streamline legacy benefit structures. Employee communication is key and online platforms can help you achieve your goals. Read more

Employee Benefits

Employee benefits trends, in times of change

Discover how employers can maximise employee engagement with workplace pensions, ensuring the benefits of automatic enrolment are fully understood and utilised. Read more

General Insights

Workplace pension – How to boost employee engagement

Welcome to The EB Bulletin, the first in our new series of newsletters covering relevant topics on pensions, finance, health and wellbeing. An interactive copy of The EB Bulletin can be viewed here. Read more

General Insights

The EB Bulletin – Winter 2024

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Citigroup European Banks and US Autocall Income Plan May 2024

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Goldman Sachs Accelerated FTSE Growth Plan May 2024

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Goldman Sachs European & US Defensive Autocall February 2024

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Goldman Sachs Japan & US Mid Cap Defensive Autocall February 2024

In the competitive landscape of today's job market in the United Kingdom, attracting and retaining top talent is a key challenge for small businesses. Employee benefits play a pivotal role in this. Read more

Employee Benefits

Unlocking Success: The power of employee benefits for small businesses in the UK

We are delighted to announce the appointment of Dean Cheeseman in the new role of Managing Director of Client Investment Proposition to help evolve the firm’s investment proposition. Read more

General Insights

Industry veteran Dean Cheeseman joins Mattioli Woods as Managing Director of Client Investment Proposition

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Citigroup US Range Income Plan – November 2023

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

UBS UK & Japan Income Plan – November 2023

There has been a long-standing assumption that a mirror Will is the most practical way for married couples or civil partnerships to leave their assets on death. Read more

General Insights

Where there’s a Will, there is possibly another way

If there is one thing that never changes in the pensions world, it is that things will always change! While we have seen massive alterations again recently, certain long-standing facilities do become more or indeed less fashionable depending on the economic environment and none more so than now, bearing in mind the tightening of the banks’ purses to lend and the increased cost of it. Read more

Wealth Management

Are loanbacks back on the agenda for SMEs?

What is the first thing that pops into your mind when someone mentions venture capital trusts (VCTs)? Is it ‘high risk’, is it ‘tax scheme’, is it ‘no idea what they are’, or is it ‘definitely not for me’? Read more

General Insights

VCTs: dispelling the myths

Pension schemes have been subject to political rethinking and swings in levels of benefit to the saver ever since there have been pension schemes. We may now be on the brink of further and fundamental change. Read more

General Insights

Pension reform – the pensions pendulum

Mattioli Woods is pleased to announce the launch of our new UK Dynamic Fund. The Fund is the first of its kind at Mattioli Woods, investing solely in direct equities. Read more

Investments

Introducing the latest offering from Mattioli Woods – the UK Dynamic Fund!

Discover our Investment Markets webinars. Read more

General Insights

Investment Markets

Our special edition of the Financial Planning newsletter takes a look at ways you can make the most of your wealth. Find out about financial planning here. Read more

General Insights

Financial Planning Newsletter – Summer 2023

As parents, we strive to do everything we can to give our children a bright and prosperous future. One of the most important things we can do is to save money for their future needs. Read more

Financial planning

Protecting your children for the future

Employee engagement is vital for an organisation’s success and one critical aspect that requires particular attention is pension participation. For most employers, the pension is one of their biggest costs but also a benefit that is the hardest to engage staff. Read more

Employee Benefits

How to encourage younger workers to engage with their pensions

Making pension information accessible for everyone. Read more

General Insights

Pension Awareness Week | 11 September 2023 – 15 September 2023

BNP Paribas UK and Japan Defensive Growth Plan offers growth potential with downside protection, focusing on UK and Japan markets amid volatile conditions. Read more

Structured Products

BNP Paribas UK and Japan Defensive Growth Plan – September 2023

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

RBC FTSE Income Plan – September 2023

This week is World Wellbeing Week, an event that aims to promote individual wellbeing across all aspects of life. Therefore we are asking: Is the cost of living crisis affecting your mental health? Read more

General Insights

Is the cost of living crisis affecting your mental health?

The cost-of-living crisis is putting employees’ financial wellbeing under significant pressure, with the Money and Pension Service’s Debt Need survey, published in January 2023, finding that 40% of UK adults would benefit from some financial guidance or debt advice. Read more

Education

How can employers build the case for aligning financial and mental wellbeing strategies?

It is no secret there is an ‘old boys’ club’ mentality that has become synonymous with the financial services industry. The club has maintained certain societal stereotypes, mainly that men are the main breadwinners of families and therefore are more likely to benefit from advice. Read more

Financial planning

Gender advice gap

As we have now entered into a new tax year, many people will have started to plan for the year ahead, looking to utilise their Individual Savings Account (ISA) allowance for the 2023/24 tax year. Read more

Wealth Management

Junior ISAs: what you need to know

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Morgan Stanley US Mid Cap and Japan Defensive Autocall Plan – May 2023

Since 1992, the Stress Management Society has held stress awareness month in April. Read more

General Insights

Stress Awareness Month – Stress at Work

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Barclays European Banks and US Defensive Autocall Plan – April 2023

A Will is something that only 40% of adults in the UK have in place despite owning a property[1]. Which really is a shocking statistic when a valid Will is a key document in making the transfer of your estate and wealth upon death as smooth and painless as possible for loved ones. Read more

Employee Benefits

How can Will writing benefit your employees?

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Citi Emerging Markets and Europe Income Autocall Plan – March 2023

We have been talking about pension freedoms for two years and it has been a year since people were able to use these new freedoms. A dip in the market has posed problems for many investors and shows that sequencing risk (the order of returns) can play havoc with the value of a portfolio, especially when an income is also being taken. George Houston discusses how Mattioli Woods has helped its clients through this period… Read more

General Insights

PENSION FREEDOMS TWO YEARS ON – GEORGE HOUSTON INTERVIEW

A worthwhile question, of course, and one that Mattioli Woods is keen to help its clients answer. Wealth Management Director Alex Brown explains more… Read more

Pensions

“How Safe is My Pension Provider?”

I hope this is easier for you to read than it was for me to write… Read more

Financial planning

GEORGE HOUSTON: PASSING DOWN THE GIFT OF CLARITY

Please read this guidance in conjunction with the supporting fact sheet and key investor information document (KIID) enclosed. Read more

Structured Products

JP Morgan Accelerated FTSE Growth Autocall Plan – January 2023

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

Morgan Stanley UK Income Plan – December 2022

Far too often small business owners, especially in the early years, find themselves working in the business rather than on the business, which leaves them consumed with the day-to-day rather than attending to their long-term financial security. Gaps can appear, such as the shortfall in business protection. Read more

About Mattioli Woods

Planning your business – From start to finish

As the old adage goes, we will insure everything in our lives such as cars, homes, pets etc., before even considering implementing a form of life cover. Read more

Financial planning

How do you value yours and your loved ones lives?

In my experience business owners, especially in the early years, find themselves working in the business rather than on the business, which leaves them consumed with the day-to-day rather than attending to their long-term financial security. Read more

Financial planning

Risky Business – The business protection gap

When you have spent a lifetime dreaming of enjoying your retirement, safe in the knowledge you have enough put aside in your pension, the last thing you want is to be hit with an unexpected tax charge as you turn age 75. Read more

General Insights

Sleepwalking to age 75

We see it in the news every day, the cost of living is rising on a daily basis impacted by increases in energy bills with fuel and food being key contributors. Read more

Financial planning

It’s good to talk!

It seems these days whenever we switch on the TV, turn up the radio or scroll through our phones it is hard to escape the doom and gloom. With the cost-of-living crisis and threats of a recession, it feels as though there is a lot to worry about. Read more

Financial planning

Feeling lost? Let’s make a map

Often the timing of retirement will be dictated by the question, ‘how much do I need to be able to retire?’ rather than ‘what do I actually want to do in retirement?’ Read more

Financial planning

Retirement – Are you ready?

With the current cost of living crisis, it can be easy for savers to view ceasing their pension contributions as a way to save money in the short term, particularly if they are a long way off retirement. Read more

Pensions

The importance of saving early for retirement

A question we are asked when starting a new job is whether we want to ‘opt out’ of the company pension scheme. We are given very little context or follow up information to help us decide. Read more

Pensions

Are pensions worth it?

Should I transfer my old pension? This is one of the most asked questions we as Employee Engagement Consultants get asked. Read more

General Insights

Pension transfer considerations

Making pension information accessible for everyone. Read more

General Insights

Pension Awareness Week | 31 October 2022 – 4 November 2022

Pensions are something I discuss a lot with prospects and clients alike. They tend not to be particularly exciting, are sometimes seen as over complicated or easy to forget if you are not taking from it, or just something that you have to have. Read more

Pensions

It is simple really

Time is a funny thing, it can seem as though a day doing something uninteresting can take forever yet other more historical events can seem only a few years ago. For instance, did you know 2022 was the 50th anniversary of the premiere of The Godfather and 50 years since the first broadcasting of Mastermind by the BBC? It is 25 years since Hong Kong was handed back to China in 1997, in the same year the first Harry Potter book was published. Read more

Wellbeing

Mental health and technology

Read Mattioli Woods' article on mental health and loneliness, with information shared from an Employee Benefits Consultant specialising in healthcare. Read more

Wellbeing

Mental health and loneliness

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

BARCLAYS UK & EUROPE INCOME PLAN – OCTOBER 2022

Preserving wealth for your future is always the long term goal, but what is the best way to do this? Read more

Financial planning

How should I invest to protect my wealth in real terms?

"The tax tail shouldn’t wag the investment dog" is a well-known phrase in the financial planning world and this is largely true, but the availability of tax privileges is something that clients should take advantage of where possible. Read more

Investor Relations

WHY THE RIGHT BALANCE IS CRUCIAL TO TAX-EFFICIENT INVESTING

Mattioli Woods' Wealth Management Consultant, Anthony Rowe, looks at the best options for long term financial planning and how he helps his clients to achieve their financial goals in this latest Institute of Financial Accountants article. Read more

Financial planning

THE JOURNEY – THE POWER OF LONG-TERM FINANCIAL PLANNING

Those approaching retirement can often be concerned about how to fill their days after a long career. Common concerns include boredom, loneliness or even feeling anxious by having more time but less money to spend. Read more

Financial planning

Planning for your golden years

Retirement is often seen as a ‘relaxing’ time but it does come with some concerns, especially regarding your income. Read more

Financial planning

How do we plug our retirement income shortfall?

Ian Mattioli MBE, one of the founders of wealth management and employee benefits provider Mattioli Woods, has been awarded an honorary degree by the University of Leicester. Read more

About Mattioli Woods

Ian Mattioli MBE receives honorary degree from University of Leicester

In almost every initial meeting Wealth Management Consultant Amal Mashru has with clients, he is asked how much is enough for retirement. Read more

Pensions

How much is enough for retirement?

A year ago, Britain’s wealth managers were banking on a post-pandemic economic recovery, with their clients already profiting from a surge in financial markets rising in expectation of the good times to come. Read more

Wealth Management

How to pick the right wealth manager for the 2020s

Health and wellbeing is a key workplace benefit, with employers and employees prioritising this area after the pandemic. For advisers in this space, this demand represents a great opportunity to grow and develop their businesses. Read more

Wellbeing

Growing your business through health & wellbeing

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

FTSE & Europe Defensive Autocall Plan July 2022

If there is one thing that the investment profession loves, it is jargon. Are you an ethical or responsible investor; both or neither? Read more

Investments

What is in a name? Ethical and responsible investing explained

The Rothley10K returned for 2022 and was once again an outstanding success! Read more

Partnerships

Another success at the Rothley10K!

Those who have knowledge of Mattioli Woods and their companies know that we like to give back when we can. Read more

Social Responsibility

Sarah Robinson discusses auction for Alder Hey Hospital

There are a number of different self-invested personal pensions (SIPPs) available, but these vary significantly with regards to investments. Find out more. Read more

General Insights

SHOULD I INVEST VIA A FULL-SERVICE SIPP?

If you are in the South East you may have noticed Mattioli Woods has ‘set up shop’ in the region, ensuring we can work with clients on their wealth management and employee benefits’ needs. Read more

About Mattioli Woods

Mattioli Woods consolidates in the south east

Insurers are refusing to renew private medical insurance coverage for Russian nationals due to the ongoing conflict in Ukraine, despite clients having no connections to the Russian establishment or sanctions regime. Read more

Employee Benefits

INSURERS REFUSING TO RENEW HEALTH COVER FOR RUSSIAN NATIONALS

From gig workers to outsourced consultants, non-core workers are a growing breed. So shouldn't providers, and companies, be doing more to bring them into the benefits fold? Read more

Employee Benefits

GIG OPPORTUNITY FOR GROUP RISK?

The new no-fault divorce laws came into effect in England and Wales on April 6, 2022, simplifying the process for couples seeking a divorce. Read more

Wealth Management

NO-FAULT DIVORCE LAWS COME INTO EFFECT IN ENGLAND AND WALES

As we enter our third year since the beginning of the pandemic, group risk professionals are tooling up to adapt their businesses to the post-Covid world. Read more

Employee Benefits

NEW STRATEGIES FOR THE POST-PANDEMIC GROUP RISK MARKET

The Christmas period may seem like a distant memory, but it brought a flurry of activity and spending, followed by the new year promise of ‘new year, new me’. It is no surprise then that the tax year end is equally as busy with ISA top ups, last minute pension contributions and resolutions to file self-assessment earlier than January! Read more

Financial planning

THE NEW TRUST REGISTRATION SERVICE (TRS) OBLIGATION

In 2020 the rules and calculation method around top slicing changed, meaning some of our clients who have sold all or part of their bonds may now have an incorrect tax position and could be due a tax refund. Read more

Latest News

INVESTMENT BONDS – WHEN A TOP SLICE ISN’T A PIECE OF CAKE

Wealth Management Consultant, Matt O'Hara explains why it is so important to have a pension in this latest ActionCOACH's article. Read the full article here. Read more

General Insights

WHY HAVE A PENSION?

Higher inflation is not coming round the corner; it is here right now, and all the indicators are that it will get worse. Investors holding cash face an uncomfortable period of negative returns. Read more

Wealth Management

CASH SAVERS – INFLATION IS PRETTY MUCH ‘IN YOUR FACE’

2021 saw strong gains made in most developed stock markets, as the global economy picked up momentum on the back of the delivery of vaccines. Read more

Asset Management

2021 WAS THE YEAR OF HINDSIGHT

Having an up-to-date and legally binding Will means that you can control how your estate is divided on your death, while ensuring that any inheritance tax (IHT) is kept to a minimum. The alternatives are really too horrid to think about. Read more

Financial planning

HOW LONG WILL YOUR NEW YEAR’S RESOLUTION LAST?

Even though you may have previously invested in a structured product, I need to reiterate to you what this is. Read more

Structured Products

FTSE 100 GROWTH PLAN JANUARY 2022

January is commonly the longest month that salaried employees have to cope with before a pay day occurs. January is also the month we make resolutions, so it is natural that personal finances tend to be high on the list. Read more

Financial planning

NEW YEAR ‘FINANCIAL’ RESOLUTIONS

The run up to Christmas can make the festive period seem like a time of overindulgence and, after yet another tough year, many of us will be looking forward to putting our feet up and enjoying the big day. Read more

Social Responsibility

NEWMARKET FOOD BANK

I am not sure about you but at this time of year I find myself painting pictures in my mind of the wonderful build up to Father Christmas coming but be honest it is not always like the movies. Read more

Financial planning

PROTECTION AT CHRISTMAS

As we enter the festive period, the season for giving and spending time with family will soon enough be upon us. Read more

Financial planning

How Do I Give Money to My Grandchildren?

The headline inflation number is frequently in the news, accompanied by speculation of what the Bank of England might do with interest rates to control it. Inflation is not just a topic for economists and central bankers though. Read more

Investments

2021 – INFLATION (SHRINKFLATION, WHAT WE DO ABOUT INFLATION)

Policies are not wasted if customers don’t use them. Not needing to claim on a policy you have paid into for many years can in fact be seen as a good thing because it means you have remained fit and healthy, according to WPA. Read more

Employee Benefits

PARTNER INSIGHT: ARE MOST OPTIONS WITHIN A PMI POLICY WASTEFUL?

There is a well-used phrase in the financial advice sector cautioning against the perils of the tax tail wagging of the proverbial investment dog; to translate, tax savings should be the result of advice not its main driver. Read more

General Insights

Are Spousal Bypass Trusts Still Relevant in Today’s World?

Mattioli Woods is giving back with its exceptional charity work, including raising funds for LOROS Hospice and Alzheimer's Research UK. Read more

About Mattioli Woods

MATTIOLI WOODS RAISES £130K FOR ALZHEIMER’S RESEARCH UK

The cHeRries Awards, Scotland's HR event of the year, is in association with Mattioli Woods. Here, Wendy Atkinson shares her excitement about the sponsorship. Read more

General Insights

ENTRIES NOW OPEN FOR SCOTLAND’S CHERRIES AWARDS

We are often asked what it is like to be a consultant for a wealth management company. We asked Wealth Management Consultant Nathan Smith who explains it is all about planning, listening, trust and most importantly, providing that peace of mind! Read more

Wealth Management

INTRODUCING… NATHAN SMITH

Press coverage of insurers failing to pay out claims is not accurate when it comes to private medical insurance (PMI), although it is important to select the right provider, according to the non-profit health insurer WPA. Read more

Employee Benefits

DO HEALTH INSURERS HAVE YOUR BEST INTERESTS IN MIND?

The Government’s announcement to reform care and support has been long awaited, in fact it has been a decade since the Dilnot commission report was published, which shed light on many of the failings within the current system. While some of these findings were applied in the Care Act 2014 it is fair to say changes to the system are well overdue. Read more

Wealth Management

CHOICE, CONTROL, INDEPENDENCE: REFORMING CARE AND SUPPORT

We all recognise that the Covid-19 pandemic has had a dramatic impact on almost every aspect of life and the way we work has been one of the area’s most significantly affected. Read more

Employee Benefits

REMOTE WORKING? – MAKE SURE YOU STAY LEGAL

April Ritchie, Senior Wealth Management Consultant, has spent the last eight years of her financial services career at Mattioli Woods. Read more

Wealth Management

INTRODUCING… APRIL RITCHIE

Bill Nixon, Managing Partner of recently acquired Maven Capital Partners discusses Venture Capital Trusts (VCT). Read more

Investments

BILL NIXON DISCUSSES THE MAVEN VCT OFFERING

Whether you need employee benefits for your staff within the UK, an overseas subsidiary or you are based outside of the UK, Employee Benefits Consultant Adrian Firth discusses ways Mattioli Woods works to provide the best package for you. Read more

Employee Benefits

INTRODUCING… ADRIAN FIRTH

Mattioli Woods' Employee Benefits Team Director Sean McSweeney provides his thoughts and insights on master trusts in HR Magazine. Read the article here. Read more

General Insights

SUSTAINABILITY OR VALUE? NAVIGATING THE PENSIONS MAZE

Technology is changing the group risk market, driving evolution, not extinction of the intermediary role. Read more

Employee Benefits

GROUP RISK’S TECHNOLOGICAL EVOLUTION

Amid the disruption of the pandemic, the onus is on insurers to develop more enhanced and intuitive cover options with greater focus on prevention – especially when it comes to dental, audio and optical care. Read more

Monthly Market Commentary

‘ALARMING’ DENTAL, AUDIO AND OPTICAL BACKLOG AS A RESULT OF COVID-19

In an exclusive interview, City A.M. sits down with Mattioli Woods' Ian Mattioli MBE, to talk about continued acquisitions in the wealth management and advice sector, how Mattioli Woods maintains the culture of their business throughout and post-pandemic and why he reduced his salary to zero as the Covid-19 pandemic hit. Read more

About Mattioli Woods

IAN MATTIOLI: “A FEEDING FRENZY IS RAGING THROUGH THE CITY”

Without the input of a trusted professional adviser, the impact of inheritance tax (IHT) on business interests is often misunderstood or simply ignored. Read more

Financial planning

BUSINESS RELIEF AND INHERITANCE TAX

If you have had a Facebook account for as long as I have (that is 10+ years) you can play a fun game called ‘I was young once’ where you compare your current profile picture to your very first. Read more

Social Responsibility

GREEN INVESTING – VALUE AND VALUES

The world is no longer just under starter’s orders but has now set off at a blistering pace, but one that may not yet be hot enough to control climate change and the consequential increasingly frequent natural disasters. Read more

Social Responsibility

THE RACE TO ZERO

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

FTSE 100 GROWTH PLAN & PHARMA BASKET GROWTH PLAN OCTOBER 2021

Mattioli Woods, the specialist wealth and asset management business, announces the appointment of David Kiddie, succeeding Joanne Lake, as Chairman. Read more

About Mattioli Woods

Mattioli Woods announces the appointment of David Kiddie as Chairman

Consider the job perks, says Nigel Saunders, employee benefits consultant at Mattioli Woods in Aberdeen… Read more

Wellbeing

Look beyond salary for great employee benefits

As part of Gifts in Wills month, John Kelly looks at the important issues to consider as we move towards retirement, including the levels of income you need, where you should invest your money to provide returns to support your income, and leaving a legacy to your loved ones. Read more

General Insights

VULNERABLE CLIENTS, INHERITANCE TAX AND INVESTMENT PLANNING

It has been two long years since the Rothley10K was held so it was with a bang that this year’s event was back! Read more

Partnerships

ROTHLEY10K RETURNS

Many UK companies still do not take the time to communicate effectively with employees who are nearing or at the point of semi or permanent retirement. Read more

Pensions

FINANCIAL WELLBEING FOR THOSE NEARING RETIREMENT

Many financial advice firms have policies to give employees their say in how the business is run, which benefits businesses and their employees. Mattioli Woods' Head of HR, Hina Chauhan, provides her thoughts on how we give younger employees a voice in the business in a Money Marketing article. Read more

Awareness

HOW DO ADVICE FIRMS GIVE YOUNGER EMPLOYEES A VOICE IN THE BUSINESS?

Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Read more

Acquisitions

Mattioli Woods acquires Richings Financial Management Limited

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

FTSE 100 GROWTH PLAN & THE EMERGING MARKETS AND EUROPE GROWTH PLAN AUGUST 2021

Investment into children’s pensions is one of the most tax efficient ways of saving for both your children and your grandchildren but incredibly is often overlooked. A combination of tax relief, tax free growth and the ability to invest over a lengthy period can produce some tremendous results. Read more

Financial planning

CHILDREN’S PENSIONS AND THE POWER OF COMPOUND INTEREST

Making allowable contributions into a personal pension can provide a significant boost to your retirement savings, something that many of us may not be aware of Read more

General Insights

PERSONAL PENSION CONTRIBUTION

Covid-19 has impacted businesses around the world, something our Group Managing Director Michael Wright has discussed with Professional Adviser. Read more

General Insights

BUSINESS AS USUAL? THE IMPACT OF COVID-19 ON ADVICE M&A

What is the perfect balance between robo-advice and a human adviser? Amal Mashru discusses the pros and cons for The Financial Accountant. Read article here. Read more

General Insights

ROBO-ADVICE OR HUMAN ADVISER (OR A BIT OF BOTH)?

A forward-thinking insurance policy benefitted Wimbledon during the pandemic, when most sporting events experienced significant losses. Read the article here. Read more

General Insights

WIMBLEDON 2021 FARES WELL FROM FORWARD-THINKING INSURANCE POLICY

Wealth Management Consultant, Matthew Lowe, explains what the primary purpose of pension arrangements are and how this can provide an income in retirement in this latest article for The Financial Accountant. Read more

Pensions

AN OUT-OF-THE-BOX APPROACH TO PENSION INCOME

We are now starting to re-enter a world of 'normality' which could cause stress after months of restrictions. This article by Employee Benefits Consultant Adrian Firth looks at how you can keep your mental health in top condition. Read more

Wellbeing

Keep On Running!

Earlier in the year the Chancellor announced a rise in corporation tax, a move many believed was in contrast to the need to generate business activity. Our newly appointed Chief Financial Officer Ravi Tara discusses his thoughts on the decision, how it affects business and how Mattioli Woods has dealt with the issue. Read the full article now. Read more

About Mattioli Woods

CORPORATION TAX: ONE STEP BACK AND TWO STEPS FORWARD

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

FTSE 100 Growth Plan June 2021

Success in the workplace could be put down to several aspects however Employee Benefits consultants Nick Howarth and Simon Taylor discuss how in fact, it is all down to great employee engagement. Read more

Employee Benefits

GREAT ENGAGEMENT IS THE KEY TO SUCCESS IN THE WORKPLACE

Wealth Management Consultant, Joshua Jones, discusses how creating your own pension agreements can help to meet your ever-present cash flow issues. Read more. Read more

General Insights

WAIT. MY PENSION COULD BE USED AS A BANK FOR MY BUSINESS?

A CHANCE conversation during an angling expedition netted Sammi Kinghorn her first sponsorship deal. Read more

Partnerships

MATTIOLI WOODS: SPONSOR OF PARALYMPIC WORLD CHAMPION, SAMMI KINGHORN

Read the below case study based on tax mitigation: Read more

Investor Relations

TAX DOCTOR: INCOME TAX MITIGATION AHEAD OF TAX YEAR-END

Using all available tax allowances is key to maximising tax efficiency in retirement. Read more

Pensions

FUNDING RETIREMENT FROM MULTIPLE SOURCES

While discussing inheritance tax (IHT) at Mattioli Woods’ recent accountancy seminars, one topic stood out for me. Read more

Investor Relations

RESIDENCE NIL RATE BAND: PLANTING THE SEEDS OF INTENT

Mattioli Woods' Wealth Management Consultant, Luke Edmond has been featured in an Investors' Chronicle article where he looks into how a couple could work out a retirement strategy to achieve their objectives. Read more

Education

HOW CAN I COVER A £12,000 RETIREMENT INCOME SHORTFALL?

Job losses, furlough and squeezed finances have seen pension saving put on the back burner for many. Are they just going to have to take the hit when it comes to retirement? Wealth Management Consultant Paul Cliffe gives his advice in this article from moneymarketing.co.uk. Read more

General Insights

Can clients claw back missed pension contributions imposed by Covid?

A structured product is a fixed-term contract, providing a return based on the performance of an underlying share or stock market index. Read more

Structured Products

THE ASIA GROWTH PLAN MARCH 2021

Get insights into global market trends and economic developments from the March 2021 Market Commentary, including updates on key investment opportunities. Read more

Monthly Market Commentary

Monthly Market Commentary – March 2021

March 2021 Market Commentary spotlights healthcare, exploring opportunities in medical devices, services and technology driven by global demographic shifts. Read more

Monthly Market Commentary

Monthly Market Commentary – Spotlight On: Healthcare – March 2021

Read the February 2021 Market Commentary for insights on global financial markets, economic trends and key investment updates amid ongoing global challenges. Read more

Monthly Market Commentary

Monthly Market Commentary – February 2021

Mattioli Woods is pleased to announce the acquisition of 100% of the issued share capital of Montagu Limited. Read more

Acquisitions

Mattioli Woods announce the acquisition of Montagu Limited

Mattioli Woods is proud to partner and support Rugby League Cares to help both current and retired professional players, the clubs and non-playing staff. Read more

Investments

MATTIOLI WOODS IS PROUD TO PARTNER AND SUPPORT RUGBY LEAGUE CARES

So here we are again, nationwide lockdown and most of us instructed by the authorities to stay in and work from home. Read more

Wellbeing

LOCKDOWN 3.0 : SUPPORTING EMPLOYEE WELLBEING

At a time when many businesses are needing to raise finance, Mattioli Woods’ Consultant Anthony Rowe looks at how loanbacks could be the answer. Read more

General Insights

WHAT’S A LOANBACK GOT TO DO WITH BUSINESS BORROWING?

I know it is a very much overused word, but I think we can all agree that many of the events of 2020 were “unprecedented”. In addition, it is now becoming apparent that the impact and effect of the pandemic will last well into 2021 and beyond. We are all on a very steep learning curve and what we currently think might be the new normal is likely to change significantly as science discovers more about COVID-19 and works on ways to deal with it. Read more

Wellbeing

How can Long COVID affect the workplace environment?

We welcome David Kiddie, Edward Knapp and Martin Reason to the roles of Non-Executive Directors with immediate effect. Read more

About Mattioli Woods

APPOINTMENT OF NON-EXECUTIVE DIRECTORS

Hear Ian Mattioli and Bob Woods talk about the last 30 years … Read more

About Mattioli Woods

Mattioli Woods Celebrates 30TH Anniversary

Mattioli Woods’ Wealth Management Director, Doug Ryan, speaks with The Telegraph on how he advised a client who wanted to invest his pension within the hospitality industry. Read more

General Insights

MATTIOLI WOODS’ DOUG RYAN FEATURED IN THE TELEGRAPH

Mattioli Woods has been featured in a Microsoft Customer Story which looks at how Microsoft services and technology have supported our business. Read more

Education

Mattioli Woods featured in Microsoft Customer Story

Explore the Recovery Growth Plan, launched in November 2020, designed to capitalise on post-pandemic recovery opportunities for long-term investment growth. Read more

Structured Products

Recovery Growth Plan – November 2020

Leicester Tigers and long-standing official partner Mattioli Woods today announce a new five-year deal that will see the wealth management firm rebrand the stadium as Mattioli Woods Welford Road. Read more

General Insights

Mattioli Woods Invest in Tigers With New Five-year Deal

Mattioli Woods' Wealth Management Consultant, Saroj Ekanayake, has been featured in a Money Marketing article which looks at the importance of having a back-up plan when it comes to retirement. Read more

Investor Relations

EARLY RETIREMENT: DO CLIENTS HAVE A BACK-UP PLAN?

There is a greater need for flexibility in terms of when and how benefits are drawn and this flexibility needs to be reflected in our pension arrangements. Wealth management consultant Michael Hulse talks us through one such option… Read more

Pensions

Ten things to know about self–invested pensions

The COVID-19 crisis has led to a sudden surge in Working from Home (WFH). Remote working has been gradually increasing over recent years. Read more

General Insights

COVID-19 – THE FUTURE OF THE WORKPLACE: TECHNOLOGY

Against the backdrop of COVID-19, the global economic position is now a concern for many people. Read more

General Insights

THE NEED FOR A FINANCIAL ‘MOT’

On your marks, get set, bake! Read more

General Insights

THE RECIPE FOR A GOOD PENSION

To consolidate or not to consolidate, that is the question. Read more

Awareness

WHAT SHOULD I DO WITH PENSIONS FROM PREVIOUS JOBS?

Check out the below retirement checklist to discover the 18 essential things you need to do. Read more

General Insights

RETIREMENT CHECKLIST – 18 ESSENTIAL THINGS TO DO!

Dirty overalls and steel toe capped boots, with a face like thunder. Read more

Awareness

UNDERSTANDING THE VALUE OF YOUR PENSION

Even though you may have previously invested in a structured product, I need to reiterate to you what this is. Read more

Structured Products

The Triple Index Income Plan – September 2020

Even though you may have previously invested in a structured product, I need to reiterate to you the what this is. Read more

Structured Products

FTSE / S&P Kick Out Plan & FTSE / Nikkei Income Plan – (August 2020)

Mattioli Woods' Wealth Management Consultant, Andrew Goulter, has commented in a Financial Accountant article which covers the subject 'To guide and protect'. Read more

Employee Benefits

ANDREW GOULTER FEATURED IN FINANCIAL ACCOUNTANT ARTICLE

I wonder how many of our clients have, through lockdown, spent their time lovingly polishing their Lamborghinis and enjoying the fruits of their labours (when they were able to drive more than two miles) and hard-earned pension funds. Of course, this was the rather tongue-in-cheek image painted by the Pensions Minister Steve Webb back in 2015. At that time, he said individuals should be free to choose how to spend their pension funds. First announced in the 2014 Budget, fundamental changes were brought in under the banner ‘freedom and choice’ in pensions. Read more

Pensions

(PENSION) FREEDOMS AT WHAT PRICE?

Our Employee Benefits Consultants, Kate Mountain and Katie Mearns, have been featured in The Press and Journal where they talk about how keeping close to employees could be key to survival for business. Read more

Social Responsibility

KEEPING CLOSE TO EMPLOYEES COULD BE KEY TO SURVIVAL FOR BUSINESS

As featured in the June edition of Pensions Aspects from the Pensions Management Institute; www.pensions-pmi.org.uk Read more

Social Responsibility

SUSTAINABILITY AND DEVELOPMENT

You might not have noticed but I’ve had a couple of weeks off from writing about the lockdown. I started to feel that readers might be getting a little tired of my prose, so I thought a break might be in order. Read more

Wellbeing

WORKING FROM HOME: EVERY DAY’S A SCHOOL DAY!

Mattioli Woods' Wealth Management Consultant, Chetan Mistry, has been featured in a Telegraph article which looks at how you can plan your investments depending on your age. Read more

Investor Relations

HOW TO PLAN YOUR INVESTMENTS DEPENDING ON YOUR AGE

The Mattioli Woods website ( www.mattioliwoods.com ) provides a further history of the company and the products offered to achieve clients’ various requirements. Read more

Structured Products

FTSE 100 GROWTH PLAN (JUNE 2020)

Mattioli Woods the specialist wealth management and employee benefits business, today issued a trading update for the year ended 31 May 2020 and an update on the resilience of the business during the COVID-19 pandemic. Read more

About Mattioli Woods

MATTIOLI WOODS TRADING UPDATE FOR YEAR ENDED 31 MAY 2020

Here Ed Watling shares insights on working from home during lockdown, with a focus on taking care of our wellbeing without feeling too isolated. Read more. Read more

General Insights

WORKING FROM HOME: WEEK 8

Our very own April Richie was shortlisted for Financial Advisor of the Year in 2020. Here she talks about encouraging more women into financial services. Read more

General Insights

WOMEN IN FINANCIAL ADVICE AWARDS: APRIL RITCHIE SHORTLISTED

On Thursday 14 May, staff from Mattioli Woods joined around 180,000 people watching Jay Flynn’s Virtual Pub Quiz, in aid of Alzheimer’s Research UK, with special guest Stephen Fry. Read more

Social Responsibility

MATTIOLI WOODS HELPED RAISE OVER £200,000 FOR ALZHEIMER’S RESEARCH UK

So, after seven weeks of Working From Home (WFH), it seems some changes might be appearing on the horizon; well only if you live in England and only if you can’t WFH. Read more

Wellbeing

WORKING FROM HOME: WEEK 7

The Mattioli Woods website ( www.mattioliwoods.com ) provides a further history of the company and the products offered to achieve clients’ various requirements. Read more

Structured Products

FTSE 100 GROWTH PLAN STRUCTURED PRODUCT – ONLINE DOCUMENTATION – LAUNCH DATE MAY 2020

In my initial two articles we discussed the effect that the COVID-19 crisis might have on the workplace in respect of culture and technology. Read more

General Insights

COVID-19 – THE FUTURE OF THE WORKPLACE PART 3 – THE OFFICE

It looks like it’s going to be a lovely weekend again – since we went in to lockdown the weather has been exceptional (especially for the West of Scotland, where I’m writing from) and after the 5th week of Working From Home (WFH) I’m looking forward to the first BBQ of the year and a couple of beers. Read more

Wellbeing

WORKING FROM HOME: WEEK 5

Our Wealth Management Director Doug Ryan has been featured in an FTAdviser article which looks at how SSAS popularity has soared as SMEs look for funds. Read more

General Insights

SSAS POPULARITY SOARS AS SMES LOOK FOR FUNDS

Mattioli Woods has been featured in a Portfolio Adviser article looking at: "What is the right way to approach executive pay during the coronavirus crisis?". Read more

General Insights

MATTIOLI WOODS FEATURED IN PORTFOLIO ADVISER ARTICLE

The workplace and corporate culture in the UK has changed forever. Read more

General Insights

CORONAVIRUS – THE FUTURE OF THE WORKPLACE

Mattioli Woods' Ed Watling has been featured in an Energy Voice article which talks about "Looking after employee mental wellbeing". Read more

Wellbeing

Looking after Employee Mental Wellbeing

Mattioli Woods' Jason Street has been featured in an FTAdviser article which talks about what you should consider when signing a Will during a pandemic. Read more

General Insights

SIGNING A WILL DURING COVID-19: COMMENT IN FTADVISER

In the current climate there is considerable turmoil in the UK private medical insurance (PMI) market caused by the COVID-19 crisis. Read more

General Insights

THE IMPORTANCE OF HEALTH INSURANCE BENEFITS DURING COVID-19

So, that’s week 3 of Working from Home (WFH) done and we are just starting on week 4. Is anyone else losing track of the days? It’s a little bit like the period between Christmas and New Year but without the turkey leftovers! Read more

Wellbeing

WORKING FROM HOME: WEEK 3

Mental health in the workplace has been a significant focus for several years now, but most of us can still remember a time when mental health wasn’t a regular topic of conversation or high on a list of wellbeing priorities. Read more

Wellbeing

MENTAL WELLBEING IN THE WORKPLACE

Deferring income tax payments – Self-employed Read more

About Mattioli Woods

DEFERRING INCOME TAX PAYMENTS

Last week I wrote a piece on Working from Home (WFH) and what employees and employers can do to look after employee wellbeing while they are working remotely in these unprecedented times. Read more

Wellbeing

WORKING FROM HOME: WEEK 1

As the COVID-19 pandemic continues to develop, there is a growing feeling that we are moving into unchartered waters. Read more

Wellbeing

WORKING FROM HOME: FOCUS ON EMPLOYEE WELLBEING NOT JUST IT!

I hope you managed to enjoy the long Easter weekend. Back to Working from Home (WFH) today. Week 4 was a shortened one for most of us as will be week 5. Read more

Wellbeing

WORKING FROM HOME: WEEK 4

Not surprisingly there is considerable coverage of the coronavirus (COVID-19 to give it its official name) outbreak throughout the worldwide media. Read more

General Insights

CORONAVIRUS – EMPLOYEE BENEFITS & INSURANCE IMPLICATIONS

70 Leicester business leaders join the sixth ProfiLE1 event organised by Mattioli Woods and Suleman Sacranie shares his incredible business story. Read more. Read more

General Insights

70 LEICESTER BUSINESS LEADERS JOIN THE SIXTH PROFILE1 EVENT

Over recent years, the importance of workplace pension scheme governance in the UK has increased significantly. Read more

Pensions

THE IMPORTANCE OF WORKPLACE PENSION SCHEME GOVERNANCE IN THE UK

We have been long time supporters of the Lavenham Literary Festival. This beautiful village in Suffolk attracts crowds of over 1,000 people to it’s bi-annual festival. Read more

Partnerships

Lavenham Literary Festival

There are an estimated 1.3 million British citizens living in EU countries. By far the biggest community is in Spain with just under 310,000, followed by Ireland at 280,000 and France at 180,000.¹ Read more

Awareness

PLANNING FOR HEALTH INSURANCE AFTER BREXIT: BRITISH EXPATS

September marks World Alzheimer’s Month, which is an international campaign every September to raise awareness and challenge the stigma that surrounds dementia. As a proud supporter of Alzheimer’s Research UK, we have decided to support the campaign and turn our logo orange this month! Read more

Awareness

SEPTEMBER MARKS WORLD ALZHEIMER’S MONTH

It’s not so very long ago workers were expected to ‘clock in’ for work each day and at the same time leave their personal life at the factory/office door. Personal issues were not supposed to affect or impact productivity or distract focus from the tasks at hand. Read more

Wellbeing

REDUCING EMPLOYEES’ PERSONAL ISSUES BOOSTS PRODUCTIVITY

They do say that there are three things that are certain in life: death, taxes and change. Read more

Investor Relations

INHERITANCE TAX AND BUSINESS RELIEF

Over decades of working with families and individuals to build retirement strategies, we have come to understand that retirement planning can create opportunity and complexity in equal measure. Read more

Investor Relations

RETIREMENT PLANNING – HOW MUCH WILL YOU ACTUALLY NEED?

It is likely that, from time to time, we all experience some form of stress in our employment. We may be able to cope with this in the short term, however, if an employee has the persistent worry of their finances to also deal with, this can not only damage the employee’s mental health and wellbeing, it can have a significant impact on their productivity. Read more

Wellbeing

HERE’S HOW TO ENSURE ALL STAFF HAVE GOOD FINANCIAL WELLBEING

In the past few years, the term ‘employee wellbeing’ has become a phrase almost as ubiquitous as ‘Brexit’! (I had to, didn’t I?!) Read more

Wellbeing

WILL WE SEE COMPULSION IN EMPLOYEE WELLBEING IN THE FUTURE?

Wealth manager Mattioli Woods today launches a new national partnership with Alzheimer’s Research UK focused on boosting research, improving treatments and raising awareness about dementia. Read more

General Insights

MATTIOLI WOODS LAUNCHES FIGHT AGAINST DEMENTIA

In its 2016 Budget, the Government said pension providers would soon be required to provide pension dashboards for their members. In theory, such dashboards would make it more straightforward for pension savers to see all their savings in one place. Read more

Pensions

WHAT WILL PENSIONS DASHBOARDS MEAN FOR EMPLOYEES IN THE FUTURE?

Thanks to the flexible pension options introduced in 2015 by then Pension Minister Steve Webb, obtaining the type of retirement you want has never been more achievable. Read more

Pensions

TAKING YOUR PENSION AT RETIREMENT: AS SIMPLE AS IT APPEARS?

The UK employee benefits market has never seen as much change as it has over the last few years. Read more

Pensions

EMPLOYEE BENEFITS IN THE UK: PART 1 – PENSIONS

It’s a fantastic question, and one we shall – eventually – answer. However, it got us thinking: has anyone ever thought of looking outside of pensions to achieve such engagement? Read more

Pensions

HOW DO YOU ENCOURAGE YOUNGER WORKERS TO ENGAGE WITH THEIR PENSIONS?

Since April 2017, when legislation changes were made to tax breaks on buy-to-let property, the yield has no longer as attractive as it once was. Read more

Investor Relations

RESIDENTIAL PROPERTY PORTFOLIOS & INCOME TAX PLANNING

Believe it or not, many employees are at the risk of unwittingly breaching their pension lifetime allowance (LTA) because of their death in service policy. Read more

Pensions

Can a Death in Service Policy Lead to Further Tax Charges?

With the increase in the minimum pension contributions for automatic enrolment from April 2019, it is important employers think about the value employees are attaching to this particular benefit. Read more

General Insights

HOW TO MAKE COMPANY-WIDE BENEFITS APPEAL TO INDIVIDUALS

Rock-star’ scientist Brian Cox, when talking about the principles of quantum physics, said this: “Everything is connected to everything else.” Read more

Investor Relations

Running a global benefits strategy while meeting local needs

Winter is my favourite time of the year. It may not seem an obvious choice, but the shift in balance of short days and long nights, especially following the festive season, always lifts my mood. Read more

Wellbeing

THROUGH THE LONG WINTER NIGHTS, COMMUNICATION IS KEY

When looking at the suitability of investments, historically, most self-invested personal pension (SIPP) providers’ due diligence involves looking at compliance with pension scheme legislation. Read more

Pensions

HOW DO YOU KNOW IF A SIPP INVESTMENT IS SUITABLE?

Since pension freedoms were implemented in April 2015, members of defined contribution pension schemes have, in many cases, been able to flexibly access some or all their pension once they reached 55. Read more

Pensions

USING PENSION FREEDOMS TO ENCOURAGE OVER 50S TO STAY AT WORK

I have found it is becoming more and more common for clients to seek options for maximising their pension for retirement through additional contributions. Read more

Pensions

MAXIMISING PENSION ALLOWANCES

One of the many advantages of self-invested pensions, whether those be small self-administered schemes (SSASs) or self-invested personal pensions (SIPPs), is the ability for members to self-direct the investment strategy. Read more

Pensions

Commercial Property Within Self-invested Pensions

Mattioli Woods is pleased to report its interim results for the six months ended 30 November 2017. Read more

General Insights

MATTIOLI WOODS ANNOUNCES INTERIM RESULTS 2017

Mattioli Woods has switched to bigger offices as it continues to expand its Glasgow operation. Read more

About Mattioli Woods

EXPANSION FOR MATTIOLI WOODS IN GLASGOW

Mattioli Woods has today reported its final results for the year ended 31 May 2017. Read more

About Mattioli Woods

MATTIOLI WOODS ANNOUNCES LATEST RESULTS

OUR VIEWS Read more

About Mattioli Woods

MATTIOLI WOODS’ SPRING BUDGET 2017 SUMMARY

The card has been signed, there has been an office collection and a gift purchased. Your employee is now on maternity leave, but how far does the employer responsibility extend during this time? Read more

Social Responsibility

Don’t be left holding the baby: Employer responsibility during an employee’s maternity leave

Mattioli Woods is pleased to report its interim results for the six months ended 30 November 2016. Read more

About Mattioli Woods

MATTIOLI WOODS ANNOUNCES INTERIM RESULTS 2016

Mattioli Woods is pleased to announce the new addition to the Group, MC Trustees. Read more

Acquisitions

Mattioli Woods Welcomes MC Trustees to the Group

BOB WOODS SPEAKS POST-BUDGET 2016 ON THE NEED FOR ADVICE IN THE FINANCIAL MARKETPLACE. Read more

About Mattioli Woods

THE NEED FOR ADVICE IN THE MARKETPLACE

Last weekend saw the Mattioli Woods Aberdeen office take part in the Glack Attack 5km obstacle mud run in aid of Breast Cancer Now! Read more

About Mattioli Woods

MATTIOLI WOODS TAKES ON GLACK ATTACK 2015

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Successful people are brilliant at spotting opportunities. But the greatest financial risks many face are not in their business – they’re personal. Read more

Business Community

Blind Spots: The hidden risks of success – Birmingham

Successful people are brilliant at spotting opportunities. But the greatest financial risks many face are not in their business – they’re personal. Read more

Business Community

Blind Spots: The hidden risks of success – Edinburgh

Successful people are brilliant at spotting opportunities. But the greatest financial risks many face are not in their business – they’re personal. Read more

Business Community

Blind Spots: The hidden risks of success – Aberdeen

Successful people are brilliant at spotting opportunities. But the greatest financial risks many face are not in their business – they’re personal. Read more

Business Community

Blind Spots: The hidden risks of success – Liverpool

Successful people are brilliant at spotting opportunities. But the greatest financial risks many face are not in their business – they’re personal. Read more

Business Community

Blind Spots: The hidden risks of success – Cambridge

Successful people are brilliant at spotting opportunities. But the greatest financial risks many face are not in their business – they’re personal. Read more

Business Community

Blind Spots: The hidden risks of success – Manchester

Most young people leave education knowing Pythagoras, Shakespeare and algebra, but little about budgeting, borrowing, investing or managing money. Read more

Clients and Friends

Mini-MBA in Money Management

Entries are now open for the Mattioli Woods Rothley10K in association with LOROS Hospice. Read more

Business Community

Rothley10K 2027

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Group Managing Director (Delivery)

Peter Coleman

Founding President

Ian Mattioli MBE DL Hon LLD

Managing Director – Business Development and Marketing

Scott Stevens

Non-Executive Director

Laura Newman

Non-Executive Director

Caroline Bevan

Non-Executive Director

Peter Martin-Simon

Chief Executive Officer

Peter Mann

Director

Duncan Gerard

Director

Lindsey McMurray

Managing Director of Client Investment Solutions

Dean Cheeseman

Group Managing Director (Growth)

Michael Wright

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Unfortunately, many workplace mental health conversations start too late. Read more

Employee Benefits

Support before crisis: what mental health provision should look like

We’ve spent 25 years talking about the 'war for talent': looking at the entry-level jobs market today though and you could be forgiven for thinking we are waging a war on it. Read more

Employee Benefits

The war on talent

To mark Pension Awareness Day on 15 September, Mattioli Woods financial adviser Andy Goulter reflects on the three questions clients are asking most as they plan for their retirement. Read more

Pensions

Pension Awareness Day: the three questions on everyone’s mind this year

To mark Pension Awareness Day on 15 September, Andy Robbins at Mattioli Woods argues that the biggest barrier to a valued benefits package is not budget or design, but human psychology – and looks at what the science tells employers to do about it. Read more

Pensions

Pension Awareness Day: the science of a benefit that actually lands

For years, employers have worried about skills shortages, succession planning and retaining experienced talent. Read more

Employee Benefits

The blind spot employers can’t afford to miss: the care generation

Every summer, offices settle into a familiar rhythm: inboxes slow, meetings thin out, and half the team seems to be away at any given moment. Read more

Employee Benefits

Summer Slowdown: Why August is the most dangerous month for employers

Over the years in this work, I’ve watched employers build a genuinely excellent benefits package; carefully chosen, well-funded and thoughtful. Read more

Employee Benefits

Your comms is your shop window – most employers leave it painfully empty

Most benefits programmes are built in a rush – a renewal deadline looms, decisions get made, and everything settles into place – usually in January or April. Read more

Employee Benefits

Most Employers set their benefits once. The best ones check twice.

You don't need a six-week programme, a fitness tracker, or a complete lifestyle overhaul. You just need to start – and start small. Read more

Employee Benefits

Small changes, big impact – building healthier habits at work

Most employers won't realise it, but July is one of the most financially stressful months of the year for their workforce. Read more

Employee Benefits

The mid-year money moment: are your employees financially well?

Ask most HR leaders whether their benefits are available to everyone, and the answer is yes. Ask whether everyone actually uses them, and you’ll get a very different answer. Read more

Employee Benefits

Why men don’t engage with benefits until it’s too late

It’s not about earning more – it’s about checking in. Discover how a mid-year financial reset can boost your confidence, strengthen your plans, and bring real financial peace of mind. Read more

Employee Benefits

The small financial habit that makes a big difference

Walking, running, cycling and swimming across America – as a team. Read more

Employee Benefits

Mattioli Woods Employee Benefits Challenge 2026

Digital accessibility is no longer a ‘nice to have’ – it’s a core requirement of any modern employee benefits strategy, especially for employers who want to offer truly competitive benefits packages using digital platforms in the UK. Read more

Employee Benefits

Global Accessibility Awareness Day: Is your benefits platform truly inclusive?

If ultraviolet (UV) radiation were a chemical hazard, it would already be on your risk register. Read more

Employee Benefits

The overlooked occupational hazard: skin cancer and your wellbeing strategy

The start of 2026 has brought renewed financial pressure for many UK employers. Read more

Employee Benefits

Group risk – protecting your business and employees: why this continues to matter

Unfortunately, it seems like scams are everywhere these days. Read more

Pensions

Do you know how to spot a pension scam?

This article explores the critical role of sleep in maintaining good wellbeing, with practical tips for improving sleep quality through better habits and environmental adjustments. Read more

Employee Benefits

Sleep – your natural reboot

Across the UK, employers are recognising that mental health is just as important as physical health. Read more

Employee Benefits

Why talking about mental health at work matters

This article explores pension adequacy in the UK, and steps employers may take to help address shortfall with their workers. Read more

Pensions

Pension adequacy: time for innovation and reform

This article explores the increasing use of technology in the workplace and the exciting options available to help improve the health of workers, engagement and ultimately productivity. Read more

Employee Benefits

The benefits of technology on wellbeing in the workplace

World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness. Read more

Employee Benefits

What is mental wellbeing fatigue and how can we address this in the workplace?

We examine the financial challenges facing Gen Z and the vital role employers play in encouraging younger employees to engage with their pensions. Read more

Employee Benefits

What did you want to be when you grew up?

As parents, planning for your children's financial future is both essential and daunting. Read more

Pensions

Building for tomorrow: The hidden power of childhood pensions

The October 2024 Budget is proposing significant changes to the UK pension landscape, creating both challenges and opportunities for private clients. Read more

Pensions

UK pension landscape post October 2024 Budget: options for private clients

HMRC announced that from 6 April 2027, employers must payroll benefits in kind (BiKs) provided to their employees. Read more

Employee Benefits

Payrolling of benefits in kind to become mandatory

Explore how the Pension Schemes Bill could unlock funds from large pension providers to invest in illiquid assets for UK economic growth. Read more

Employee Benefits

Default investment strategies – part three: illiquid assets

Explore the benefits and challenges of target date funds – an alternative strategy that actively adjusts investments based on members' expected retirement dates. Read more

Employee Benefits

Default investment strategies – part two: target date

Discover how lifestyle strategies balance growth and risk while addressing key considerations for the ‘derisking’ process. Read more

Employee Benefits

Default investment strategies – part one: lifestyle

As a business owner, something of highest priority usually involves minimising costs where it is prudent to do so. Read more

Pensions

Turning a business rent cost into a pension saving

For some, pensions may seem ‘too complicated’, which can inevitably put them off saving for their retirement and, in turn, seek to invest in other assets or even build up a cash pot for the future. Read more

Pensions

Building blocks for pensions – now is the time

As businesses prepare for the upcoming increase in employers' National Insurance contributions (NICs), Mattioli Woods offers strategic solutions to help manage these changes. Read more

Employee Benefits

Mitigate rising National Insurance contributions with salary exchange

How low-cost health cash plans can support women experiencing menopause and men’s health needs. Read more

Employee Benefits

How health cash plans can support gender-related needs

As employers, it may have seemed like we have had some long overdue respite in relation to workplace pensions and employer duties, but what trends are in play and what impact will they potentially have on engagement? Read more

Employee Benefits

Workplace pensions – what is on the horizon?

While cash plays a crucial role in financial planning, it’s important to understand the potential reinvestment risk it poses. Read more

Investments

Are you aware of the reinvestment risk to cash?

Some 50 years ago, there was a tectonic shift in the UK’s economy as our once-dominant manufacturing sector finally crumbled to create an economic hole… Read more

Investments

Income investing for the future

The term ‘de-equitisation’ does not exactly roll off the tongue, but it is a challenge that has faced global equity markets in recent years, becoming particularly problematic in the UK. Read more

Investments

The Great British Revival

More than half of people don’t know what happens to their pension when they die. Discover how to ensure your pension benefits are distributed as you intend. Read more

Pensions

Death benefits – do you know what will happen to your pension scheme?

Over the past few years, the majority of developed markets have experienced the shock of going from an era of ultra-low interest rates to an aggressive rate-hiking cycle, in a relatively short period. Persistent inflationary pressures (mostly caused by lingering supply chain issues following the global pandemic) forced central banks to act quickly, and as a result interest rates in the UK and US are now above 5% for the first time since 2008. The impact on financial markets has been seismic. Read more

Investments

Broaden your investment horizons

As we move through 2024, with interest rates having potentially peaked in both the UK and the US, Mattioli Woods’ Investments team are delighted to share five of our investment ideas that we feel will stand investors in good stead, not just for this year, but potentially longer-term too. Read more

Investments

Interesting investment ideas for 2024

Companies are taking action to streamline legacy benefit structures. Employee communication is key and online platforms can help you achieve your goals. Read more

Employee Benefits

Employee benefits trends, in times of change

In the competitive landscape of today's job market in the United Kingdom, attracting and retaining top talent is a key challenge for small businesses. Employee benefits play a pivotal role in this. Read more

Employee Benefits

Unlocking Success: The power of employee benefits for small businesses in the UK

Mattioli Woods is pleased to announce the launch of our new UK Dynamic Fund. The Fund is the first of its kind at Mattioli Woods, investing solely in direct equities. Read more

Investments

Introducing the latest offering from Mattioli Woods – the UK Dynamic Fund!

Employee engagement is vital for an organisation’s success and one critical aspect that requires particular attention is pension participation. For most employers, the pension is one of their biggest costs but also a benefit that is the hardest to engage staff. Read more

Employee Benefits

How to encourage younger workers to engage with their pensions

A Will is something that only 40% of adults in the UK have in place despite owning a property[1]. Which really is a shocking statistic when a valid Will is a key document in making the transfer of your estate and wealth upon death as smooth and painless as possible for loved ones. Read more

Employee Benefits

How can Will writing benefit your employees?

A worthwhile question, of course, and one that Mattioli Woods is keen to help its clients answer. Wealth Management Director Alex Brown explains more… Read more

Pensions

“How Safe is My Pension Provider?”

With the current cost of living crisis, it can be easy for savers to view ceasing their pension contributions as a way to save money in the short term, particularly if they are a long way off retirement. Read more

Pensions

The importance of saving early for retirement

A question we are asked when starting a new job is whether we want to ‘opt out’ of the company pension scheme. We are given very little context or follow up information to help us decide. Read more

Pensions

Are pensions worth it?

Pensions are something I discuss a lot with prospects and clients alike. They tend not to be particularly exciting, are sometimes seen as over complicated or easy to forget if you are not taking from it, or just something that you have to have. Read more

Pensions

It is simple really

In almost every initial meeting Wealth Management Consultant Amal Mashru has with clients, he is asked how much is enough for retirement. Read more

Pensions

How much is enough for retirement?

If there is one thing that the investment profession loves, it is jargon. Are you an ethical or responsible investor; both or neither? Read more

Investments

What is in a name? Ethical and responsible investing explained

Insurers are refusing to renew private medical insurance coverage for Russian nationals due to the ongoing conflict in Ukraine, despite clients having no connections to the Russian establishment or sanctions regime. Read more

Employee Benefits

INSURERS REFUSING TO RENEW HEALTH COVER FOR RUSSIAN NATIONALS

From gig workers to outsourced consultants, non-core workers are a growing breed. So shouldn't providers, and companies, be doing more to bring them into the benefits fold? Read more

Employee Benefits

GIG OPPORTUNITY FOR GROUP RISK?

As we enter our third year since the beginning of the pandemic, group risk professionals are tooling up to adapt their businesses to the post-Covid world. Read more

Employee Benefits

NEW STRATEGIES FOR THE POST-PANDEMIC GROUP RISK MARKET

The headline inflation number is frequently in the news, accompanied by speculation of what the Bank of England might do with interest rates to control it. Inflation is not just a topic for economists and central bankers though. Read more

Investments

2021 – INFLATION (SHRINKFLATION, WHAT WE DO ABOUT INFLATION)

Policies are not wasted if customers don’t use them. Not needing to claim on a policy you have paid into for many years can in fact be seen as a good thing because it means you have remained fit and healthy, according to WPA. Read more

Employee Benefits

PARTNER INSIGHT: ARE MOST OPTIONS WITHIN A PMI POLICY WASTEFUL?

Press coverage of insurers failing to pay out claims is not accurate when it comes to private medical insurance (PMI), although it is important to select the right provider, according to the non-profit health insurer WPA. Read more

Employee Benefits

DO HEALTH INSURERS HAVE YOUR BEST INTERESTS IN MIND?

We all recognise that the Covid-19 pandemic has had a dramatic impact on almost every aspect of life and the way we work has been one of the area’s most significantly affected. Read more

Employee Benefits

REMOTE WORKING? – MAKE SURE YOU STAY LEGAL

Bill Nixon, Managing Partner of recently acquired Maven Capital Partners discusses Venture Capital Trusts (VCT). Read more

Investments

BILL NIXON DISCUSSES THE MAVEN VCT OFFERING

Whether you need employee benefits for your staff within the UK, an overseas subsidiary or you are based outside of the UK, Employee Benefits Consultant Adrian Firth discusses ways Mattioli Woods works to provide the best package for you. Read more

Employee Benefits

INTRODUCING… ADRIAN FIRTH

Technology is changing the group risk market, driving evolution, not extinction of the intermediary role. Read more

Employee Benefits

GROUP RISK’S TECHNOLOGICAL EVOLUTION

Many UK companies still do not take the time to communicate effectively with employees who are nearing or at the point of semi or permanent retirement. Read more

Pensions

FINANCIAL WELLBEING FOR THOSE NEARING RETIREMENT

Wealth Management Consultant, Matthew Lowe, explains what the primary purpose of pension arrangements are and how this can provide an income in retirement in this latest article for The Financial Accountant. Read more

Pensions

AN OUT-OF-THE-BOX APPROACH TO PENSION INCOME

Success in the workplace could be put down to several aspects however Employee Benefits consultants Nick Howarth and Simon Taylor discuss how in fact, it is all down to great employee engagement. Read more

Employee Benefits

GREAT ENGAGEMENT IS THE KEY TO SUCCESS IN THE WORKPLACE

Using all available tax allowances is key to maximising tax efficiency in retirement. Read more

Pensions

FUNDING RETIREMENT FROM MULTIPLE SOURCES

Mattioli Woods is proud to partner and support Rugby League Cares to help both current and retired professional players, the clubs and non-playing staff. Read more

Investments

MATTIOLI WOODS IS PROUD TO PARTNER AND SUPPORT RUGBY LEAGUE CARES

There is a greater need for flexibility in terms of when and how benefits are drawn and this flexibility needs to be reflected in our pension arrangements. Wealth management consultant Michael Hulse talks us through one such option… Read more

Pensions

Ten things to know about self–invested pensions

Mattioli Woods' Wealth Management Consultant, Andrew Goulter, has commented in a Financial Accountant article which covers the subject 'To guide and protect'. Read more

Employee Benefits

ANDREW GOULTER FEATURED IN FINANCIAL ACCOUNTANT ARTICLE

I wonder how many of our clients have, through lockdown, spent their time lovingly polishing their Lamborghinis and enjoying the fruits of their labours (when they were able to drive more than two miles) and hard-earned pension funds. Of course, this was the rather tongue-in-cheek image painted by the Pensions Minister Steve Webb back in 2015. At that time, he said individuals should be free to choose how to spend their pension funds. First announced in the 2014 Budget, fundamental changes were brought in under the banner ‘freedom and choice’ in pensions. Read more

Pensions

(PENSION) FREEDOMS AT WHAT PRICE?

Over recent years, the importance of workplace pension scheme governance in the UK has increased significantly. Read more

Pensions

THE IMPORTANCE OF WORKPLACE PENSION SCHEME GOVERNANCE IN THE UK

In its 2016 Budget, the Government said pension providers would soon be required to provide pension dashboards for their members. In theory, such dashboards would make it more straightforward for pension savers to see all their savings in one place. Read more

Pensions

WHAT WILL PENSIONS DASHBOARDS MEAN FOR EMPLOYEES IN THE FUTURE?

Thanks to the flexible pension options introduced in 2015 by then Pension Minister Steve Webb, obtaining the type of retirement you want has never been more achievable. Read more

Pensions

TAKING YOUR PENSION AT RETIREMENT: AS SIMPLE AS IT APPEARS?

The UK employee benefits market has never seen as much change as it has over the last few years. Read more

Pensions

EMPLOYEE BENEFITS IN THE UK: PART 1 – PENSIONS

It’s a fantastic question, and one we shall – eventually – answer. However, it got us thinking: has anyone ever thought of looking outside of pensions to achieve such engagement? Read more

Pensions

HOW DO YOU ENCOURAGE YOUNGER WORKERS TO ENGAGE WITH THEIR PENSIONS?

Believe it or not, many employees are at the risk of unwittingly breaching their pension lifetime allowance (LTA) because of their death in service policy. Read more

Pensions

Can a Death in Service Policy Lead to Further Tax Charges?

When looking at the suitability of investments, historically, most self-invested personal pension (SIPP) providers’ due diligence involves looking at compliance with pension scheme legislation. Read more

Pensions

HOW DO YOU KNOW IF A SIPP INVESTMENT IS SUITABLE?

Since pension freedoms were implemented in April 2015, members of defined contribution pension schemes have, in many cases, been able to flexibly access some or all their pension once they reached 55. Read more

Pensions

USING PENSION FREEDOMS TO ENCOURAGE OVER 50S TO STAY AT WORK

I have found it is becoming more and more common for clients to seek options for maximising their pension for retirement through additional contributions. Read more

Pensions

MAXIMISING PENSION ALLOWANCES

One of the many advantages of self-invested pensions, whether those be small self-administered schemes (SSASs) or self-invested personal pensions (SIPPs), is the ability for members to self-direct the investment strategy. Read more

Pensions

Commercial Property Within Self-invested Pensions

No results match your filters. Try a different tab or category.

To mark Pension Awareness Day on 15 September, Mattioli Woods financial adviser Andy Goulter reflects on the three questions clients are asking most as they plan for their retirement. Read more

Pensions

Pension Awareness Day: the three questions on everyone’s mind this year

To mark Pension Awareness Day on 15 September, Andy Robbins at Mattioli Woods argues that the biggest barrier to a valued benefits package is not budget or design, but human psychology – and looks at what the science tells employers to do about it. Read more

Pensions

Pension Awareness Day: the science of a benefit that actually lands

Unfortunately, it seems like scams are everywhere these days. Read more

Pensions

Do you know how to spot a pension scam?

This article explores pension adequacy in the UK, and steps employers may take to help address shortfall with their workers. Read more

Pensions

Pension adequacy: time for innovation and reform

As parents, planning for your children's financial future is both essential and daunting. Read more

Pensions

Building for tomorrow: The hidden power of childhood pensions

The October 2024 Budget is proposing significant changes to the UK pension landscape, creating both challenges and opportunities for private clients. Read more

Pensions

UK pension landscape post October 2024 Budget: options for private clients

As a business owner, something of highest priority usually involves minimising costs where it is prudent to do so. Read more

Pensions

Turning a business rent cost into a pension saving

For some, pensions may seem ‘too complicated’, which can inevitably put them off saving for their retirement and, in turn, seek to invest in other assets or even build up a cash pot for the future. Read more

Pensions

Building blocks for pensions – now is the time

More than half of people don’t know what happens to their pension when they die. Discover how to ensure your pension benefits are distributed as you intend. Read more

Pensions

Death benefits – do you know what will happen to your pension scheme?

A worthwhile question, of course, and one that Mattioli Woods is keen to help its clients answer. Wealth Management Director Alex Brown explains more… Read more

Pensions

“How Safe is My Pension Provider?”

With the current cost of living crisis, it can be easy for savers to view ceasing their pension contributions as a way to save money in the short term, particularly if they are a long way off retirement. Read more

Pensions

The importance of saving early for retirement

A question we are asked when starting a new job is whether we want to ‘opt out’ of the company pension scheme. We are given very little context or follow up information to help us decide. Read more

Pensions

Are pensions worth it?

Pensions are something I discuss a lot with prospects and clients alike. They tend not to be particularly exciting, are sometimes seen as over complicated or easy to forget if you are not taking from it, or just something that you have to have. Read more

Pensions

It is simple really

In almost every initial meeting Wealth Management Consultant Amal Mashru has with clients, he is asked how much is enough for retirement. Read more

Pensions

How much is enough for retirement?

Many UK companies still do not take the time to communicate effectively with employees who are nearing or at the point of semi or permanent retirement. Read more

Pensions

FINANCIAL WELLBEING FOR THOSE NEARING RETIREMENT

Wealth Management Consultant, Matthew Lowe, explains what the primary purpose of pension arrangements are and how this can provide an income in retirement in this latest article for The Financial Accountant. Read more

Pensions

AN OUT-OF-THE-BOX APPROACH TO PENSION INCOME

Using all available tax allowances is key to maximising tax efficiency in retirement. Read more

Pensions

FUNDING RETIREMENT FROM MULTIPLE SOURCES

There is a greater need for flexibility in terms of when and how benefits are drawn and this flexibility needs to be reflected in our pension arrangements. Wealth management consultant Michael Hulse talks us through one such option… Read more

Pensions

Ten things to know about self–invested pensions

I wonder how many of our clients have, through lockdown, spent their time lovingly polishing their Lamborghinis and enjoying the fruits of their labours (when they were able to drive more than two miles) and hard-earned pension funds. Of course, this was the rather tongue-in-cheek image painted by the Pensions Minister Steve Webb back in 2015. At that time, he said individuals should be free to choose how to spend their pension funds. First announced in the 2014 Budget, fundamental changes were brought in under the banner ‘freedom and choice’ in pensions. Read more

Pensions

(PENSION) FREEDOMS AT WHAT PRICE?

Over recent years, the importance of workplace pension scheme governance in the UK has increased significantly. Read more

Pensions

THE IMPORTANCE OF WORKPLACE PENSION SCHEME GOVERNANCE IN THE UK

In its 2016 Budget, the Government said pension providers would soon be required to provide pension dashboards for their members. In theory, such dashboards would make it more straightforward for pension savers to see all their savings in one place. Read more

Pensions

WHAT WILL PENSIONS DASHBOARDS MEAN FOR EMPLOYEES IN THE FUTURE?

Thanks to the flexible pension options introduced in 2015 by then Pension Minister Steve Webb, obtaining the type of retirement you want has never been more achievable. Read more

Pensions

TAKING YOUR PENSION AT RETIREMENT: AS SIMPLE AS IT APPEARS?

The UK employee benefits market has never seen as much change as it has over the last few years. Read more

Pensions

EMPLOYEE BENEFITS IN THE UK: PART 1 – PENSIONS

It’s a fantastic question, and one we shall – eventually – answer. However, it got us thinking: has anyone ever thought of looking outside of pensions to achieve such engagement? Read more

Pensions

HOW DO YOU ENCOURAGE YOUNGER WORKERS TO ENGAGE WITH THEIR PENSIONS?

Believe it or not, many employees are at the risk of unwittingly breaching their pension lifetime allowance (LTA) because of their death in service policy. Read more

Pensions

Can a Death in Service Policy Lead to Further Tax Charges?

When looking at the suitability of investments, historically, most self-invested personal pension (SIPP) providers’ due diligence involves looking at compliance with pension scheme legislation. Read more

Pensions

HOW DO YOU KNOW IF A SIPP INVESTMENT IS SUITABLE?

Since pension freedoms were implemented in April 2015, members of defined contribution pension schemes have, in many cases, been able to flexibly access some or all their pension once they reached 55. Read more

Pensions

USING PENSION FREEDOMS TO ENCOURAGE OVER 50S TO STAY AT WORK

I have found it is becoming more and more common for clients to seek options for maximising their pension for retirement through additional contributions. Read more

Pensions

MAXIMISING PENSION ALLOWANCES

One of the many advantages of self-invested pensions, whether those be small self-administered schemes (SSASs) or self-invested personal pensions (SIPPs), is the ability for members to self-direct the investment strategy. Read more

Pensions

Commercial Property Within Self-invested Pensions

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Passing wealth without passing problems Read more

BUSINESS COMMUNITY

Life Beyond The Numbers – Episode 3

Watch the full episode below, or directly on Spotify . Read more

BUSINESS COMMUNITY

The Mattioli Woods Briefing Series – Episode 1 – What Professionals Find Challenging in Client Interactions

Most people hope to leave something behind. Read more

BUSINESS COMMUNITY

Life Beyond The Numbers – Episode 2

As parents, we spend years helping our children find their feet. Read more

BUSINESS COMMUNITY

Life Beyond The Numbers – Episode 1

Hosted by Scott Stevens from Mattioli Woods, each episode goes beyond markets, investments and tax rules to explore the human side of wealth. Read more

BUSINESS COMMUNITY

Introducing Life Beyond The Numbers

A week after the 2025 Autumn Budget, our team of experts delivered a breakdown of the key points mentioned in the Budget and what they mean for your wealth and pension. Read more

CLIENTS AND FRIENDS

Post-Budget webinar 2025

Watch the final instalment in our exclusive three-part webinar series, presented by Mattioli Woods. Read more

BUSINESS COMMUNITY

Business exits: Managing your legacy – Webinar recording

Watch the second instalment in our exclusive three-part webinar series, presented by Mattioli Woods. Read more

BUSINESS COMMUNITY

Business exits: Making the sale work – a case study – Webinar recording

Watch the first instalment in our exclusive three-part webinar series, presented by Mattioli Woods. Read more

BUSINESS COMMUNITY

Business exits: Planning for a successful exit – Webinar recording

As Gen Z becomes a significant presence in the workplace, this webinar explores their key expectations of employers, focusing on the benefits they value most—going beyond just competitive salaries. Read more

BUSINESS COMMUNITY

What does Gen Z want from a benefits package?

Keir Starmer stated that the Autumn budget will be ‘painful’, leading to a lot of speculation on areas that might be affected. Read more

CLIENTS AND FRIENDS

Post-budget webinar

In this webinar, we are teamed up with Forbes Solicitors to bring you up to speed on Labour's proposed employment law reforms. Read more

BUSINESS COMMUNITY

Progressing through Labour’s first 100 days

Gain valuable insights into creating and implementing a benefits package that adds real value to both your employees and your business. Read more

BUSINESS COMMUNITY

How to create a great benefits package for your growing business

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