Resources

Here you'll find a selection of factsheets on a variety of finance subjects, just click on a topic to see the relevant factsheets.

If you can't find what you're looking for just contact us and we'll do what we can to help.

Aspira news

AE Contribution Increase - Tier 4

AE Contribution Increase - Tier 4

GDPR Frequently Asked Questions

This document provides more detail about how Aspira is complying with the GDPR.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Help to Buy & Lifetime ISAs

A summary of the key points relating to these latest members of the ISA family.

ISA Factsheet

A summary of the main types of ISA, what you contribute and how they work.

Levitas Investment Strategy 1

Quarterly update on Levitas Investment Strategy 1 as at 31st December 2019.

Levitas Investment Strategy 10

Quarterly update on Levitas Investment Strategy 10 as at 31st December 2019.

Levitas Investment Strategy 2

Quarterly update on Levitas Investment Strategy 2 as at 31st December 2019.

Levitas Investment Strategy 3

Quarterly update on Levitas Investment Strategy 3 as at 31st December 2019.

Levitas Investment Strategy 4

Quarterly update on Levitas Investment Strategy 4 as at 31st December 2019.

Levitas Investment Strategy 5

Quarterly update on Levitas Investment Strategy 5 as at 31st December 2019.

Levitas Investment Strategy 6

Quarterly update on Levitas Investment Strategy 6 as at 31st December 2019.

Levitas Investment Strategy 7

Quarterly update on Levitas Investment Strategy 7 as at 31st December 2019.

Levitas Investment Strategy 8

Quarterly update on Levitas Investment Strategy 8 as at 31st December 2019.

Levitas Investment Strategy 9

Quarterly update on Levitas Investment Strategy 9 as at 31st December 2019.

Levitas Market Commentary Q1 2019

Levitas Market Commentary

Pension Analysis Sheet

Pension Analysis Sheet

Privacy Policy

Here is our updated Privacy Policy which reflects the recent changes in date protection legislation. This policy helps explain how and why we collect your personal data.

Savings and investments

Auto-enrolment for employees

Find out how auto-enrolment will affect employees

Care Funding Case Study

A look at how one family managed the financial implications of a residential care home.

Care Funding Factsheet

A summary of Care Funding.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Help to Buy & Lifetime ISAs

A summary of the key points relating to these latest members of the ISA family.

Inheritance Tax Factsheet

This factsheet looks at Inheritance Tax, when it must be paid and what the rates are, as well as some of the steps in establishing how much might be due. You might also want to look at our Wills factsheet.

Investments & Risk Factsheet

An explanation of the different risks of investing and a look at understanding your own attitude to risk.

ISA Factsheet

A summary of the main types of ISA, what you contribute and how they work.

Leaving your employer when in a group pension

A summary of what you can do with your pension should you leave your employer. 

Levitas Investment Strategy 1

Quarterly update on Levitas Investment Strategy 1 as at 31st December 2019.

Levitas Investment Strategy 10

Quarterly update on Levitas Investment Strategy 10 as at 31st December 2019.

Levitas Investment Strategy 2

Quarterly update on Levitas Investment Strategy 2 as at 31st December 2019.

Levitas Investment Strategy 3

Quarterly update on Levitas Investment Strategy 3 as at 31st December 2019.

Levitas Investment Strategy 4

Quarterly update on Levitas Investment Strategy 4 as at 31st December 2019.

Levitas Investment Strategy 5

Quarterly update on Levitas Investment Strategy 5 as at 31st December 2019.

Levitas Investment Strategy 6

Quarterly update on Levitas Investment Strategy 6 as at 31st December 2019.

Levitas Investment Strategy 7

Quarterly update on Levitas Investment Strategy 7 as at 31st December 2019.

Levitas Investment Strategy 8

Quarterly update on Levitas Investment Strategy 8 as at 31st December 2019.

Levitas Investment Strategy 9

Quarterly update on Levitas Investment Strategy 9 as at 31st December 2019.

Smart Pensions

If you operate a pension scheme but have fought shy of the complications of salary sacrifice, a Smart scheme might make you think again.

Wills Factsheet

This factsheet explains the importance of a valid will, and how the estate is shared out if someone dies without one.

Auto-enrolment

Auto-enrolment for employees

Find out how auto-enrolment will affect employees

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Scheme Governance

Why scheme governance is important and how to go about setting up a scheme governance committee.

Workplace pensions

Auto-enrolment for employees

Find out how auto-enrolment will affect employees

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Investments & Risk Factsheet

An explanation of the different risks of investing and a look at understanding your own attitude to risk.

Leaving your employer when in a group pension

A summary of what you can do with your pension should you leave your employer. 

Pension contributions and tax relief

A factsheet explaining the key points about how tax relief on pension contributions, including how much it is and how to claim it.

Pensions & TUPE Factsheet

A summary of the Regulations surrounding the treatment of pensions and benefits for employers involved in mergers and acquisitions.

Retirement Options

A look at all the basics of retirement from Pension Freedoms and Tax Free Cash to options for income and small pots.

Scheme Governance

Why scheme governance is important and how to go about setting up a scheme governance committee.

Smart Pensions

If you operate a pension scheme but have fought shy of the complications of salary sacrifice, a Smart scheme might make you think again.

Business protection

Business Protection Factsheet

All you need to know; from deciding what level of cover your business needs, to implementing a shareholder protection plan.    

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Retirement income

Care Funding Case Study

A look at how one family managed the financial implications of a residential care home.

Care Funding Factsheet

A summary of Care Funding.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Help to Buy & Lifetime ISAs

A summary of the key points relating to these latest members of the ISA family.

Inheritance Tax Factsheet

This factsheet looks at Inheritance Tax, when it must be paid and what the rates are, as well as some of the steps in establishing how much might be due. You might also want to look at our Wills factsheet.

Investments & Risk Factsheet

An explanation of the different risks of investing and a look at understanding your own attitude to risk.

Pension contributions and tax relief

A factsheet explaining the key points about how tax relief on pension contributions, including how much it is and how to claim it.

Retirement Options

A look at all the basics of retirement from Pension Freedoms and Tax Free Cash to options for income and small pots.

Smart Pensions

If you operate a pension scheme but have fought shy of the complications of salary sacrifice, a Smart scheme might make you think again.

Wills Factsheet

This factsheet explains the importance of a valid will, and how the estate is shared out if someone dies without one.

Group healthcare

Employee Assistance Programmes Factsheet

A brief guide explaining what they are, the services they include and why they're a useful benefit for both employee and employer.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

PMI and P11D Factsheet

This Factsheet gives general guidance on how to handle details of PMI when you complete a P11D

Group risk

Group Life Assurance Factsheet

This factsheet explains what Group Life Assurance is and how it works. It also provides information about factors influencing its cost and how to manage a Group Life Assurance scheme.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

PMI and P11D Factsheet

This Factsheet gives general guidance on how to handle details of PMI when you complete a P11D

Latest from Aspira

Passing Pensions On - Following Death in Retirement

Pensions are designed to provide an income for life of the plan owner, this can start at any time after age 55. What happens to the pension on the death of the retiree depends upon the type of scheme…

How much is the State Pension?

Entitlement to State pension is based on an individual’s National Insurance (NI) record. How much you get depends upon how long you have paid NI for, your individual earnings and whether you have…

What would you do if you won the lottery?

These are the things I would advise Lottery winners to do. Take a holiday - after such a major change in circumstances, it is important to take time out to get used to your newfound wealth and…

M&G Property Fund Suspension

You may be aware that the above fund was temporarily suspended yesterday. We are in the process of identifying which of our clients may be affected by this announcement and will be writing directly…