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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Financial Education
Retirement Income Options
Advice Service
Financial Wellbeing



Targetting financial education.

Targetting financial education.

an Hodson, Head of Reward, University of Lincoln, sits down with WEALTH at work to discuss the financial education programmes they have in place.

19th September 2017

An allowance for advice.

An allowance for advice.

The Pension Advice Allowance (PAA) became available this April to help individuals pay for the cost of regulated financial advice for retirement.

11th September 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)?