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 financial 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 segmenting the workforce into different cohorts to enhance employee engagement.

Our regulated financial advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

As there is a growing need to provide support for pension scheme members at-retirement, our services are also available for Trustees to help their members fully understand their retirement income options and how to mitigate associated risks.

This complete service offering helps employers and Trustees support employees and pension scheme members to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement through our retirement income options service.

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 Freedoms

The pension freedoms 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

Trustees to step up as the first line of defence against pension scams.

Trustees to step up as the first line of defence against pension scams.

The Pensions Regulator (TPR) has reiterated its warnings about scams after recent figures from Action Fraud show that over £5.3m has been lost to coronavirus-related scams since February 2020, with pension scams being among the most common type of fraud.

22nd June 2020

Help employees avoid losing their pension to scams and fraudsters.

Help employees avoid losing their pension to scams and fraudsters.

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

18th June 2020

Pension Change – Nationwide Building Society Case Study.

Pension Change – Nationwide Building Society Case Study.

Defined benefit (DB) schemes are under increasing pressure to manage their costs and liabilities and the number of schemes considering their options are growing.

12th June 2020

University of Lincoln launch new financial education website.

University of Lincoln launch new financial education website.

The University of Lincoln offers financial education to its employees which is provided by WEALTH at work, who have been working with the University to improve its online education programmes during the current new working environment.

8th June 2020

Take our poll

This poll has been closed.

Does your workplace provide or facilitate access to regulated financial advice for employees at-retirement?

Our survey results

Overcoming the risks at-retirement survey 2019

WEALTH at work conducted a survey with Pensions Management Institute to investigate what Trustees are doing to support pension scheme members as they make decisions to access their retirement savings.

Please click here to view the results.