David Thurlow, Atkinson Bolton Consulting Ltd
Introduction
This guide is designed to give an overview of Flexible Benefits and the practical issues facing companies thinking about taking the plunge.
Mattioli Woods plc

Mattioli Woods plc provides integrated wealth management services, embracing pension consultancy and personal investment.
Mattioli Woods is here to help and support our clients meet their aims and ambitions. Whether they are an internationally head-quartered business opening offices in the UK or a developed company with offices across multiple sites, we help them create the right benefits package for their employees. Whatever the situation, we provide our clients with a consistent all-embracing approach, designed to develop a clear strategy supported by sound investment initiatives and a long-term perspective.
Employing almost 600 people, Mattioli Woods is an AIM-listed company forging ahead with its plans for growth and expansion. We will always be proud of the fact our clients – individual or corporate – are the very reason we do what we do.
Our principal services include:
- wealth management – pensions, investments, financial planning and protection
- employee benefits – pensions,flexible benefits, healthcare, financial education
- asset management – portfolio management, Structured Products Fund, cash ISAs, EIS, SEIS, VCTs and OEICs
- property fund management – Real Estate Investment Trust, syndicated property and Private Investors Club
- professional adviser services – SIPP, SSAS and trustee services


UPGRADING YOUR INVESTMENTS TO FIRST CLASS and MAINTAINING THEM THERE!
For many years it has been my belief that when investing, no single asset class, and certainly no single geographical area (equities), is best from one year to another, let alone from one economic period to another.

generally succeed where the communication of the new plan is effective and the technical delivery of the new benefit structure runs smoothly.
How do you encourage younger workers to engage with their pensions? It’s a fantastic question, and one that Mattiolo Woods Employee Benefits Consultants Adrian Firth and Nick Howarth will (eventually) answer. However, it got them thinking: has anyone ever thought of looking outside of pensions to achieve such engagement?

‘Rock-star’ scientist Brian Cox, when talking about the principles of quantum physics, said this: “Everything is connected to everything else," writes Mattioli Woods Employee Benefits Consultant (Healthcare) Ed Watling.

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 reach 55, writes Mattioli Woods Employee Benefits Consultant Nick Howarth.

Following the increase in the minimum pension contributions for automatic enrolment from April, it is important employers think about the value employees are attaching to this particular benefit, writes Mattioli Woods Employee Benefits Consultant Nick Howarth.

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

Leading wealth management and employee benefits firm Mattioli Woods is pleased to announce the expansion of the group into Northern Ireland with the purchase of Belfast-based SSAS Solutions.

Wealth Management Consultant Thornton Wells has once again put pen to paper to help a city publication warn investors about unregulated investments in SIPPs.

Mattioli Woods has officially published its newly relaunched newsletter for professional connections.
Mattioli Wood's Wealth Management Director, Alex Brown, provides a 60-second overview of small self-administered schemes (SSAS) in the second of the firm's brand new series of educational videos.
Calling all employers in the Life Science, Pharmaceutical and Biotech industries. Does your employee benefits package attract the best people? Are your employee benefits costing you more than other businesses in your industry?
Mattioli Woods welcomed yesterday’s (Monday's) announcement detailing the government’s commitment to reduce the tax cost associated with passing on pension assets.

Custodian REIT is delighted to announce an intention to issue equity following its initial placing and admission to the Main Market of the London Stock Exchange (IPO) on 26 March 2014. In light of the level of cash deployed since IPO and pipeline of current investment opportunities, it is considering a further share issue under the Placing Programme established in the Company’s February 2014...
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