Financial education and guidance in the workplace

WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals. We help employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement. Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

Our approach to education revolves around a proactive and interactive delivery.

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A one to one conversation which helps employees clarify elements of their financial situation.

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Helping individuals to
understand their personal
financial situation.

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Helping employees understand and make the most of their retirement income options.

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WEALTH at work can support the following:

WEALTH at work

Employee Engagement

We can provide you with the digital nudges you need to create employee engagement.

WEALTH at work

Pension Changes

The pension changes mean a whole new world of choice for your employees on how to draw income at retirement.

WEALTH at work

Financial Wellbeing

We can help you provide your employees with the knowledge to make informed decisions.

News

DB pension transfers: how to achieve good member outcomes.

DB pension transfers: how to achieve good member outcomes.

Freedom and choice in pensions has seen increasing numbers of DB members transferring their scheme into something more accessible.

21st February 2019

Financial education is essential in helping employees save enough for retirement.

Financial education is essential in helping employees save enough for retirement.

Minimum automatic enrolment contribution rates are due to rise from 5% to 8% in April.

18th February 2019

Top tips on how employees can avoid losing their pension to scams and fraudsters.

Top tips on how employees can avoid losing their pension to scams and fraudsters.

WEALTH at work has shared its top tips on how employees can avoid losing their pension to scams and fraudsters.

14th February 2019

Default pathways at-retirement could lead to many pension scheme members losing out.

Default pathways at-retirement could lead to many pension scheme members losing out.

Some in the pensions industry believe that default retirement pathways protect individuals from making poor decumulation choices...

12th February 2019

Take our poll

Do you think it’s becoming increasingly important to have a financial wellbeing strategy in the workplace?

Our survey results

Focus on Retirement Income Matters Survey Results 2018

WEALTH at work survey investigated what workplace support is available to employees. Please click here to view the results.