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.

News

How employees could avoid losing their pension to scams and fraudsters.

How employees could avoid losing their pension to scams and fraudsters.

WEALTH at work, a leading provider of financial education, guidance and advice in the workplace, shares their top tips on how employees could avoid losing their pension to scams and fraudsters.

23rd June 2017

Is it a good idea for employees to transfer out of a defined benefit scheme?

Is it a good idea for employees to transfer out of a defined benefit scheme?

Since the pension changes we have seen a rise in employees wanting to transfer their defined benefit (DB) pension scheme into defined contribution (DC) pensions, so that they can also benefit from the pension freedoms.

22nd June 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 provide a guidance service* on financial issues such as pensions and retirement income options for your employees?

* By guidance we mean a one to one conversation which helps employees clarify elements of their financial situation either in the workplace or telephone support, and not regulated advice were specific recommendations are made.