News

In the Press

Read the latest about clifton wealth from the national press.

Adviser Workshop: How to deal with unprofitable referrals

Interesting read about how to deal with unprofitable referrals including comment from Clifton’s Anthony Carty Read more

What’s involved with auto-enrolment?

As a business owner you know that you will have to automatically enrol certain workers into a pension scheme and make contributions on their behalf. Thousands of UK businesses have already started doing this, but what does all this actually mean for you? Read more

Photos from Bristol Connected/ auto-enrolment at the zoo event

Bristol Connected event at Bristol Zoo Pavillion Read more

Expert column: What’s involved with auto-enrolment?

As A business owner you know that you will have to automatically enrol certain workers into a pension scheme and make contributions on their behalf. Read more

How to triumph over auto-enrolment apathy

The paradox of auto-enrolment is that for advisers it exists in two parallel states; opportunity and apathy. Energy must be exerted if advisers want to extract the opportunity, but it is worth it? asks Anthony Carty of Clifton Asset Management. Read more

Justin Urquhart Stewart headlines event

Well-known business commentator Justin Urqhart Stewart will headline the speakers at next month’s Bristol Connected event, in association with Clifton Asset Management – Auto-enrolment: Are You Ready? Read more

Planning ahead

Clifton Wealth clients EXPD8 talk about their auto-enrolment experience Read more

How thinking small can help you crack auto-enrolment advice

Most business owners are unprepared for auto-enrolment, with no idea of the costs involved, and almost half do not understand what it is. Read more

News: Small business owners confused about automatic pension enrolment

New research has found that the majority of business owners are still unprepared for pension auto enrolment (AE), despite the fact that the scheme has already started rolling out. Read more

Big feature: The workplace pensions auto enrolment deadline is looming

In less than six months, medium-sized businesses – those with 50 to 249 employees – across Bristol will be expected to comply with workplace pensions auto enrolment for their staff. Read more

Which? launches campaign for lower pension charges

Which? magazine is urging pensions minister Steve Webb to do more to protect people’s retirement funds and has launched a campaign for lower pension charges on auto-enrolment schemes. Read more

90% of small businesses have still not started preparing for auto enrolment

As auto enrolment passes the one year anniversary of its launch, new research shows that shockingly, 90% of small businesses have not started preparing for the change, despite the fact their staging date may be within the next 12 months. Read more

Auto Enrolment: Avalanche of requests to plan and implement AE is only months away

SMEs still do not understand Auto Enrolment and 90% have not planned latest research finds. The vast majority of business owners are unprepared for Auto-Enrolment (AE), have no idea of the costs and almost half do not even understand it, according to new research from Clifton Wealth. Read more

Auto- Enrolment

The vast majority of business owners are unprepared for Auto-Enrolment (AE), have no idea of the costs and almost half do not even understand it, according to new research from Clifton Wealth. Read more

SMEs still do not understand Auto Enrolment

The vast majority of business owners are unprepared for Auto-Enrolment (AE), have no idea of the costs and almost half do not even understand it, according to new research from Clifton Wealth. Read more

Auto-enrolment: 90% of SMEs have yet to start preparing

There’s a critical lack of understanding and preparation for pension AE among SMEs despite the government initiative having just passed the first anniversary of its launch. Read more

Saving for the future is giving some businesses a headache in the present

Providing a proper pension for your employees may not be an easy task. Auto-enrolment was going to be a piece of cake, executives at eXPD8 believed. The company’s organisation and administration worked like clockwork already and so an extra task should be no big deal. If only. Read more

Financial high-flier Emma Hall joins Clifton Wealth

Award-winning financial planner, Emma Hall, is set to join Clifton Wealth and apply her skills to the personal investment, income drawdown and inheritance tax sectors. Read more

Financial high-flier Emma Hall joins Clifton Wealth

Award-winning financial planner, Emma Hall, is set to join Clifton Wealth and apply her skills to the personal investment, income drawdown and inheritance tax sectors. Read more

Financial high-flier Emma Hall joins Clifton Wealth

Award-winning financial planner, Emma Hall, is set to join Clifton Wealth and apply her skills to the personal investment, income drawdown and inheritance tax sectors. Read more

Time to act on workplace pensions for your staff

In less than six months, medium-sized businesses – those with 50 to 249 employees – across Bristol will be expected to comply with workplace pensions auto enrolment for their staff. Read more

Staff benefits: Debate is open on whether to outsource or not

The automatic enrolment of employees in workplace pension plans unless they opt out has exercised company finance departments since it began in the UK a year ago. While many people believe outsourcing is the answer, others prefer carrying out such tasks in-house and say technology is making this easier. Read more

Anthony Carty: The goalposts have changed on auto-enrolment

Changing terms from pension providers and the looming capacity crunch means advisers need to get to grips with auto-enrolment as soon as possible. Read more

Clifton targets SMEs with new cloud-based AE solution

Advice firm Clifton Wealth has joined forces with Jargon Free Benefits to help small and medium sized enterprises meet the challenges of auto-enrolment. Read more

Pensions Auto-Enrolment Hailed As ‘Success’

Fewer people than expected have opted out of the auto-enrolment pension scheme since it was launched almost a year ago, according to a report which has identified a new mood of financial stoicism among the public. Read more

Auto enrolment- are we heading for a capacity crunch

Small business owners may be waking up to the implications of auto-enrolment (AE), but will there be enough expert advisors to go around. Anthony Carty, Group Financial Planning Director of pension specialists Clifton Wealth considers a crunchy problem. Read more

FD’s – don’t assume anything about auto-enrolment!

There is a danger of complacency amongst FDs of smaller businesses when it comes to employee pension auto-enrolment… Read more

Danger: auto-enrolment can kill

With the auto-enrolment staging deadlines still some way off for small UK businesses, many SME owners appear to be ignoring warnings about establishing employee pension schemes. According to Anthony Carty, group financial planning director of pension specialists clifton wealth, a combination of complacency, regulator vigilance and sheer volume of implementation could result in the death of some businesses… Read more

Auto enrolment danger for ‘complacent’ SMEs

With 90 per cent remaining in auto enrolment pension schemes, unprepared SMEs could be left with a nasty surprise if they don’t act soon… Read more

Auto-enrolment danger for ‘complacent’ SMEs

SMEs that continue to be complacent over opt-out and staging deadlines for auto-enrolment could be closed down, according to pension specialists Clifton Wealth… Read more

Auto enrolment: A perfect storm for accountants

Lethargy among small business owners, combined with a potential capacity crunch among expert advisers could lead to the perfect storm for accountants when it comes to auto enrolment (AE), says Anthony Carty, group financial planning director at Clifton Wealth… Read more