Financial education in the workplace

WEALTH at work is a leading provider of financial education in the workplace. We help employees to understand how to maximise the value of their workplace savings and benefits by delivering financial education tailored to the needs of individual companies, ranging from large FTSE companies to SMEs. This involves targeting different segments of the workforce to enhance employee engagement. This service can then be supported by guidance and advice when required through my wealth.

my wealth is a trading name of Wealth at Work Limited which is also part of the Wealth at Work group of companies which provides independent financial advice and discretionary investment management services.

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

Considerations when planning your retirement income.

Considerations when planning your retirement income.

Jonathan Watts-Lay, Director, WEALTH at work, answers some of the questions that individuals may be thinking about as they approach retirement.

23rd February 2018

Helping employees understand the risks around accessing their pension.

Helping employees understand the risks around accessing their pension.

Jonathan Watts-Lay, Director, WEALTH at work, discusses how employers can help their employees understand the risks around accessing their pension with the use of financial education, guidance and advice.

22nd February 2018

Take our poll

Do you offer employee’s partial transfers within your defined benefit pension scheme(s)?