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

Planning for a secure future.

Planning for a secure future.

WEALTH at work’s latest survey results reveal that the majority (80%) of employers believe their employees are not saving enough for retirement.

12th June 2018

Forget default pathways we need guidance pathways first!

Forget default pathways we need guidance pathways first!

Jonathan Watts-Lay, Director, WEALTH at work comments on how we should be talking about ‘guidance pathways’ not ‘default pathways’!”

21st May 2018

Tips on building an effective financial wellbeing strategy.

Tips on building an effective financial wellbeing strategy.

Jonathan Watts-Lay, Director, WEALTH at work, provides tips on building an effective financial wellbeing strategy.

9th May 2018

Better financial wellbeing means being better informed.

Better financial wellbeing means being better informed.

Jonathan Watts-Lay, Director of WEALTH at work, gives some insights into Reward’s research findings.

9th May 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.