JPMorgan Invest becomes WEALTH at work

Leading financial education and employee wealth management services provider – JPMorgan Invest has been renamed Wealth at Work as of 1st August 2009.  This follows the completion of a management buyout backed by LDC (Lloyds TSB Development Capital), the private equity division of Lloyds Banking Group.

WEALTH at work provides services which allow employees to maximise the value of their benefits by providing financial education tailored to the needs of individual companies and of different employee groups within those companies. This is then supported by a flexible savings platform and wealth advice service which allows, for example, the linking of company share schemes to pensions and ISAs, retirement income planning for retirees and specialist advice for senior executives.

David Cassidy – CEO of WEALTH at work comments: “Major clients of WEALTH at work have been extremely supportive of this new move because of the new investment that will be provided to help us to develop further our market leading service. This will ensure WEALTH at work continues to innovate in a rapidly changing employee benefits marketplace.

The concept of flexible savings plans incorporating non-pension and pension savings in one place is gaining momentum particularly with people now looking for new ways to save. WEALTH at work is designed to help employers reduce the risk and cost of their financial benefits provision whilst simultaneously immensely improving the value of those benefits to their employees.”

 

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