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.

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Budget commentary 2017 – part 2.

Budget commentary 2017 – part 2.

The Chancellor of the Exchequer, Philip Hammond, has today delivered this year’s second Budget Report.

22nd November 2017

Blindly selecting drawdown products putting employees at huge risk of making costly mistakes.

Blindly selecting drawdown products putting employees at huge risk of making costly mistakes.

Latest findings from the FCA indicate that since the pension changes, twice as many pension pots have moved into drawdown than annuities.

10th November 2017

Focus on retirement income matters: survey 2017

In association with the University of Lincoln and the Pensions Management Institute, we are conducting a survey with a range of UK companies, to investigate what practices employers are adopting to help support their employees in both the saving and retirement stages. To take part in our survey, please click here.

Take our poll

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