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

How to build a successful financial wellbeing strategy.

How to build a successful financial wellbeing strategy.

WEALTH at work has put together its top 5 tips on how to build a successful financial wellbeing strategy.

20th April 2018

Protecting defined benefit members from the pension vultures.

Protecting defined benefit members from the pension vultures.

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

2nd April 2018

Understanding the maze of options.

Understanding the maze of options.

Jonathan Watts-Lay, Director, WEALTH at work, comments on how financial education can help to understand the maze of options now available at-retirement.

26th March 2018

Pension transfers under the spotlight.

Pension transfers under the spotlight.

Jonathan Watts-Lay, Director, WEALTH at work, joins PMI TV to discuss the issues surrounding pension transfers and what can be done to protect members.

16th March 2018

Take our poll

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

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.