News.

Celebrating excellence. - 14th February 2018

WEALTH at work shortlisted for ‘At-retirement Solutions Provider of the Year’ award by Pensions Age.

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Share schemes: financial education is a crucial component. - 24th January 2018

Research by ProShare, in partnership with YBS Share Plans, Secondsight and WEALTH at work, shows millennials often don’t take advantage of share schemes

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WEALTH at work launch telephone based retirement guidance service. - 15th January 2018

WEALTH at work has launched a telephone based guidance service to offer support to employees and pension scheme members facing life changing decisions about their pensions and lifetime savings.

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Top 10 considerations for employees who are retiring in 2018. - 12th January 2018

WEALTH at work have created a list of top 10 considerations for employees who are thinking about retiring in 2018.

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Scottish budget 2017. - 15th December 2017

The Scottish Government has set out its spending and taxation plans for 2018 in its annual budget.

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WEALTH at work listed as one of the 5000 fastest-growing private companies in Europe. - 13th December 2017

WEALTH at work, a leading provider of financial education, guidance and advice in the workplace has been listed as one of the fastest-growing private companies in Europe.

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Top 5 considerations for employees before cashing in their pension. - 6th December 2017

WEALTH at work has outlined the top 5 considerations for employees before cashing in their pension.

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Lack of ongoing support around pension transfers posing a real threat to employees. - 29th November 2017

The flexibility to withdraw pension income as and when needed has seen an increasing number of employees and members wanting to transfer their defined benefit (DB) scheme into something more accessible.

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Financial education can help the UK become a nation of savers. - 24th November 2017

Financial education delivered in the workplace can help individuals understand the basic principles of money management, including how to set budgets and manage finances.

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Budget commentary 2017 – part 2. - 22nd November 2017

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

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Blindly selecting drawdown products putting employees at huge risk of making costly mistakes. - 10th November 2017

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

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Property deposit saving challenge impinging on Millennial wealth. - 31st October 2017

Jonathan Watts-Lay, Director, WEALTH at work discusses how property deposit saving has become a challenge on Millennial wealth.

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Race to cash in pension pots could spell retirement disaster. - 2nd October 2017

Bumper pension scheme transfer values are luring thousands of individuals to cash-in their final salary pension pots which could spell disaster for their retirement plans.

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Employee’s reluctance to access pension advice not only a cost issue. - 28th September 2017

In the governments second Finance Bill 2017, a new income tax exemption to cover the first £500 worth of pension advice provided to an employee was introduced.

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Top tips for employees to cut costs and boost savings. - 25th September 2017

It is not uncommon for employees to face financial worries at various stages of their life whether that is dealing with spiralling debt, concerns over retirement savings or simply making the monthly budget work.

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