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Investment Line: Market Update - December 2020
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication provides an update on funds, highlights some of the areas we are ...
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Employee Benefits Insight Report 2018
We are one of the UK’s leading providers of employee benefits and wealth
Employee Benefits Insight Report
Download your copy today! This report encapsulates the diversity of employees across both qualitative and quantitative measures, asking the questions of the day regarding the trends employers are seeing and also analysing the benefits they provide, who they provide them to and at what level.
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All the latest articles from
Lockdown 3.0 : Supporting Employee Wellbeing
So here we are again, nationwide lockdown and most of us instructed by the authorities to stay in and work from home. As Big Ben chimed in the New Year only a short time ago, we ...
New Year ‘Financial’ Resolutions by Adrian Firth
January is commonly the longest month that salaried employees have to cope before a pay day occurs. It is also the month we make resolutions, so it is natural that personal finances tend to be ...
As cases of long Covid continue to grow Ed Watling looks at ways it can affect the workplace environment
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 ...
My pension is building my dream restaurant in 2021 - Mattioli Woods' Doug Ryan featured in The Telegraph
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 the full article here.
Six ways to get your own personal financial adviser at low cost - Mattioli Woods' Sean McSweeney Featured in This is Money
Mattioli Woods’ Employee Benefits Team Director, Sean McSweeney, has been featured in This Is Money.Good financial advice can be life changing. Help from an expert at key life moments can steer you towards a richer retirement, ...
Riding the waves of 2020 - Mattioli Woods' Simon Gibson Featured in Your Money Article
Mattioli Woods' Chief Investment Officer, Simon Gibson, has been featured in a Your Money article which looks at "Riding the waves of 2020". You can read the full article here.
Active v passive fund management – investing in unchartered waters - Mattioli Woods' Nathan Smith Featured in Financial Accountant Article
Mattioli Woods' Wealth Management Consultant, Nathan Smith, has been featured in a Financial Accountant article which looks at active v passive fund management. You can read the full article here.
Q&A on VCTs with Adam Francis
Venture capital trusts (VCTs) celebrated their 25th birthday last month and a lot has changed in the industry over that time. From a fledgling marketplace in 1995, the VCT sector now has a market cap ...
Early retirement: Do clients have a back-up plan? - Mattioli Woods' Saroj Ekanayake featured in Money Marketing article
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. You can read the full article here. ...
Pension Awareness Week 2020 | The recipe for a good pension …
On your marks!Get set!Bake!It could well be one of the things you choose to spend some of your free time doing during retirement. Of course, you first need to have the funds available to stop working, ...
Pension Awareness Week 2020 | What should I do with pensions from previous jobs?
To consolidate or not to consolidate, that is the question. Some people like to transfer funds from a previous job’s pension. The benefits could be to gain access to income drawdown, lower charges, a preferred investment ...
Pension Awareness Week 2020 | Retirement checklist – 18 essential things to do!
Check all your National Insurance contributions have been credited to your account. Claim your State Pension.Trace any old pensions. Use the DWP’s Pension Tracing Service, if necessary.Trace any forgotten bank accounts. Did you open any building ...
Pension Awareness Week 2020 | Understanding the value of your pension
Dirty overalls and steel toe capped boots, with a face like thunder …This is one of my favourite and lasting memories when engaging with employees regarding their pensions. I was on site at a business that ...
To guide and protect - Mattioli Woods' Andrew Goulter comments in Financial Accountant Magazine
Mattioli Woods' Wealth Management Consultant, Andrew Goulter, has commented in a Financial Accountant article which covers the subject "To guide and protect". You can read the full article here.
How to pandemic-proof an investment portfolio to access future global trends - Mattioli Woods' Simon Gibson featured in Interactive Investor article
Mattioli Woods' Chief Investment Officer, Simon Gibson, has been featured in an Interactive Investor article which looks at how you can pandemic-proof an investment portfolio to access future global trends. You can read the full article here. ...
(Pension) Freedoms at what price?
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 ...
Keeping close to employees could be key to survival for business
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. You can read the ...
The need for a financial ‘MOT’
BackgroundAgainst the backdrop of COVID-19, the global economic position is now a concern for many people. A number of trends that the majority of people were previously unaware of are now at the forefront of their ...
Sustainability and Development
As featured in the June edition of Pensions Aspects from the Pensions Management Institute; www.pensions-pmi.org.ukKeeping pension sustainability and development at the heart of your pension policy will go a long way to improving employee engagement. With ...
Working from Home: Every day’s a school day!
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 ...