Jane is facing redundancy and has never been in this situation before. How can she ensure her finances work as hard for her as possible?
WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace with an excellent reputation of delivering real results for its clients.
WEALTH at work provides a service which helps employees to understand how to maximise the value of their benefits by providing financial education tailored to the needs of individual companies and 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 support & guidance for senior executives.
To learn more, please see our approach. See what our clients say about us.
Jonathan Watts-Lay, Director of, WEALTH at work comments, “We have built a reputation of excellence by providing tailored financial education supported by specialist advice and online tools and services.
We pride ourselves on the quality of our work and commitment to service which has resulted in many of the UKs largest companies retaining our services. In just over 4 years, we have educated over 30,000 employees covering a range of subjects from long term income planning to share scheme diversification and redundancy to retirement planning. We also offer an advisory service covering all aspects of investment advice.
Our Workplace SIPP and Workplace ISA offer an additional savings opportunity for employees. The Workplace SIPP can be installed as a direct replacement to an existing company arrangement or run alongside an existing scheme”.
Find out more, download the "maximising wealth through employee benefits" brochure as a Word document or as a PDF.
