Financial education and guidance in the workplace

WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals. We help employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement. Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

WEALTH at work can support the following:

WEALTH at work

Employee Engagement

We can provide you with the digital nudges you need to create employee engagement.

WEALTH at work

Pension Changes

The pension changes mean a whole new world of choice for your employees on how to draw income at retirement.

WEALTH at work

Financial Wellbeing

We can help you provide your employees with the knowledge to make informed decisions.

News

We could all be better off in retirement – report reveals the big gaps.

We could all be better off in retirement – report reveals the big gaps.

The Pensions Policy Institute (PPI) has released its ‘Evolving retirement outcomes’ report.

17th July 2018

Managing the risks around DB transfers.

Managing the risks around DB transfers.

WEALTH at work is calling for more to be done to protect employees and members from the risks around defined benefit DB transfers.

16th July 2018

Pensions Cold Call ban – time to send a clear message.

Pensions Cold Call ban – time to send a clear message.

WEALTH at work has shared its top tips on how employees can avoid losing their pension to scams and fraudsters.

11th July 2018

Defaults at-retirement - great for providers but what about scheme members?

Defaults at-retirement - great for providers but what about scheme members?

Jonathan Watts-Lay discusses why the idea of defaults at-retirement is concerning.

5th July 2018

Take our poll

Do you believe that employees with a defined contribution scheme should be defaulted into a decumulation pathway at-retirement without financial guidance?

Our survey results

Focus on Retirement Income Matters Survey Results 2018

WEALTH at work survey investigated what workplace support is available to employees. Please click here to view the results.