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.

Workplace pensions

Auto-enrolment Employer Guide 1 - Getting Ready

Want to know more about auto-enrolment? Here's our quick guide to getting ready.

Auto-enrolment Employer Guide 2 - Assessing the workforce

How to assess your workforce, and how employer duties differ across different categories of worker.

Auto-enrolment Employer Guide 3 - Postponement

A look at why employers may wish to use postponement and how to go about doing so.

Auto-enrolment Employer Guide 4 - Contributions

A look at the minimum contribution levels, different tiers for calculating contributions and transitional periods.

Auto-enrolment for employees

Find out how auto-enrolment will affect employees

Early Retirement Case Study

A look at how advice can turn tricky financial situations to your advantage.

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. 

Legacy Pensions

This factsheet looks at what sort of legacy pensions you may have and gives you some useful tips on what to do next.

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.

Pension Protection Fund

A factsheet explaining what the Pension Protection Fund is and how it works to protect members of defined benefit (or final salary) schemes.

 

Pensions & TUPE Factsheet

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

Pensions Basics

What is a pension, why you should save in one and how they work.

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.

Auto-enrolment

Auto-enrolment Employer Guide 1 - Getting Ready

Want to know more about auto-enrolment? Here's our quick guide to getting ready.

Auto-enrolment Employer Guide 2 - Assessing the workforce

How to assess your workforce, and how employer duties differ across different categories of worker.

Auto-enrolment Employer Guide 3 - Postponement

A look at why employers may wish to use postponement and how to go about doing so.

Auto-enrolment Employer Guide 4 - Contributions

A look at the minimum contribution levels, different tiers for calculating contributions and transitional periods.

Auto-enrolment Employer Guide 5 - Communications and Record Keeping

A look at auto-enrolment communications and record keeping.

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.

Aspira news

Auto-enrolment Employer Guide 3 - Postponement

A look at why employers may wish to use postponement and how to go about doing so.

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 30th June 2017.

Levitas Investment Strategy 10

Quarterly update on Levitas Investment Strategy 10 as at 30th June 2017.

Levitas Investment Strategy 2

Quarterly update on Levitas Investment Strategy 2 as at 30th June 2017.

Levitas Investment Strategy 3

Quarterly update on Levitas Investment Strategy 3 as at 30th June 2017.

Levitas Investment Strategy 4

Quarterly update on Levitas Investment Strategy 4 as at 30th June 2017.

Levitas Investment Strategy 5

Quarterly update on Levitas Investment Strategy 5 as at 30th June 2017.

Levitas Investment Strategy 6

Quarterly update on Levitas Investment Strategy 6 as at 30th June 2017.

Levitas Investment Strategy 7

Quarterly update on Levitas Investment Strategy 7 as at 30th June 2017.

Levitas Investment Strategy 8

Quarterly update on Levitas Investment Strategy 8 as at 30th June 2017.

Levitas Investment Strategy 9

Quarterly update on Levitas Investment Strategy 9 as at 30th June 2017.

Pension Protection Fund

A factsheet explaining what the Pension Protection Fund is and how it works to protect members of defined benefit (or final salary) schemes.

 

Value Service 03 17 CA

Value Service CA

Value Service Client Agreement 01 17

Value Service

Wealth Management Survey Results 2015

Thanks to all of you who took the time to complete our survey. Here's an infographic to summarise what you had to say.

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. 

Legacy Pensions

This factsheet looks at what sort of legacy pensions you may have and gives you some useful tips on what to do next.

Levitas A Fund Factsheet 31.12.16

Quarterly update on Levitas A as at 31st December 2016.

Levitas B Fund Factsheet 31.12.16

Quarterly update on Levitas B Fund as at 31st December 2016.

Levitas Investment Strategy 1

Quarterly update on Levitas Investment Strategy 1 as at 30th June 2017.

Levitas Investment Strategy 10

Quarterly update on Levitas Investment Strategy 10 as at 30th June 2017.

Levitas Investment Strategy 2

Quarterly update on Levitas Investment Strategy 2 as at 30th June 2017.

Levitas Investment Strategy 3

Quarterly update on Levitas Investment Strategy 3 as at 30th June 2017.

Levitas Investment Strategy 4

Quarterly update on Levitas Investment Strategy 4 as at 30th June 2017.

Levitas Investment Strategy 5

Quarterly update on Levitas Investment Strategy 5 as at 30th June 2017.

Levitas Investment Strategy 6

Quarterly update on Levitas Investment Strategy 6 as at 30th June 2017.

Levitas Investment Strategy 7

Quarterly update on Levitas Investment Strategy 7 as at 30th June 2017.

Levitas Investment Strategy 8

Quarterly update on Levitas Investment Strategy 8 as at 30th June 2017.

Levitas Investment Strategy 9

Quarterly update on Levitas Investment Strategy 9 as at 30th June 2017.

Life Assurance Factsheet

An explanation of various aspects of Life Assurance.

Pension Protection Fund

A factsheet explaining what the Pension Protection Fund is and how it works to protect members of defined benefit (or final salary) schemes.

 

Wills Factsheet

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

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.

Early Retirement Case Study

A look at how advice can turn tricky financial situations to your advantage.

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.

Legacy Pensions

This factsheet looks at what sort of legacy pensions you may have and gives you some useful tips on what to do next.

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.

Pension Protection Fund

A factsheet explaining what the Pension Protection Fund is and how it works to protect members of defined benefit (or final salary) schemes.

 

Pensions Basics

What is a pension, why you should save in one and how they work.

Retirement Options

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

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.

Life Assurance Factsheet

An explanation of various aspects of Life Assurance.

PMI and P11D Factsheet

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

Latest from Aspira

Customer Survey Results 2017

Here's a summary of the key trends and results from this year's individual customer survey:

Inheritance tax and the next generation

Inheritance tax and the next generation “It is said that people who are “healthy, wealthy and well-advised” rarely pay inheritance tax (or rather, their estates do not)” . This quote comes from the…

Group risk update

Group Risk Update The Group Risk market (encompassing group life assurance, group income protection and group critical illness) is ever changing, so we asked our resident expert Dan Lamb for the…

Queen's Speech & your financial planning

Regrettably, the Queen’s Speech was neither long nor detailed on a number of issues that have been hanging around for some time. With the Government struggling to command a majority, various…