Widespread concern over retirement provision and rising personal debt means that employers have a growing responsibility to ensure their workforce is financially literate.
WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace with an unrivalled reputation of delivering real results for its clients.
WEALTH at work provides a service which allows 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.
WEALTH at work services will ensure your company complies with latest government and regulatory guidance. For example; providing comprehensive information on options at retirement or ensuring employees understand the importance of concentration risk when holding company stock.
we can help build an investment strategy





