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Personal financial planning – Managing the complexity

Last updated: 13 July 2009

 

Organising finances, optimising retirement savings and managing investments can be challenging for anyone. For those with a busy schedule, it can be hard to find the time to ensure financial affairs are structured effectively.

 

Events such as changing jobs, moving house, corporate activity, retirement, ill health, changes in legislation and receiving one off capital sums all trigger a need to re-assess finances.

 

It is difficult to know who to approach to support you with advice and services that give you the confidence that you are making the right financial plans.

 

More Find out how Mercer can help

 

Tax changes for high earners

 

The 2009 Budget and subsequent Finance Act have introduced a raft of measures that will increase the tax burden of high income individuals. Over the current and next tax year there will be increases to the top rate of tax to 50%, restrictions on pension tax relief for those with income over £150,000 per annum and the loss of the personal tax allowance for those with income over £100,000 per annum. Mercer's personal financial planning team can help companies and high earners prepare for these changes and structure their finances effectively.

 

More Read full article

 

More View our minisite on Taxation of high earners

 

More View recent webcast on Taxation of high earners

 

Mercer Wealth Manager

 

Mercer Wealth ManagerMonitor your investment portfolio’s performance when you use the Mercer Wealth Manager online service.

 

More Log in to your Wealth Manager account

 

More Find out more about the Wealth Manager service

 

Mercer's financial portfolio planning service

 

Mercer understands that each client is unique and our approach to portfolio planning is built around you.

 

More Find out more

 

Are you a corporate sponsor?

 

Personal financial planning booklet - corporate sponsors  

Mercer can help you to support the personal financial planning needs of your employees. 

 

Contact us to discuss or find out more by downloading our booklet.  

 

Services for individuals

 

Personal financial planning booklet - employees   It's your wealth, and you want expert financial advice you can trust to make the most of it. Find out more about Mercer's comprehensive range of personal financial planning services via our booklet.

 

Copyright Mercer Employee Benefits Limited. Mercer Employee Benefits Limited is authorised and regulated by the Financial Services Authority. Registered in England No. 404370. Registered Office: 1 Tower Place West, Tower Place, London, EC3R 5BU.

 

Meet our personal financial planning team

 

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Employer services

 

Mercer offers a range of pension-related and other specialist services designed to create value for the employer.

 

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2009/2010 tax tables

 

Tax tables 2009-2010

 

Document Download (PDF)

Please note: you will need Adobe Reader to view the tax tables. Click on the icon below to download this free software:

 

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Seminar: Finding your way through the retirement maze

 

Find out how this Mercer seminar can help you prepare for your retirement.

  

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