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.

Banner which reads: your employees financial health check starts here.

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.

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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

The Wealth at Work group secures new investment bringing opportunities to Liverpool.

The Wealth at Work group secures new investment bringing opportunities to Liverpool.

The Wealth at Work group has secured further investment from private equity house Aquiline Capital Partners to support its continued growth.

1st June 2021

The Wealth at Work group secures new investment to support its continued growth.

The Wealth at Work group secures new investment to support its continued growth.

The Wealth at Work group has secured further investment from private equity house Aquiline Capital Partners to support its continued growth.*

1st June 2021

Wealth at Work Announces Investment from Aquiline Capital Partners.

Wealth at Work Announces Investment from Aquiline Capital Partners.

Wealth at Work Group Limited (“Wealth at Work”), a UK-based specialist provider of workplace financial education, guidance and regulated financial advice for individuals, is pleased to announce...

1st June 2021

How to identify employees at risk of breaching the LTA and what they can do.

How to identify employees at risk of breaching the LTA and what they can do.

As announced in the Budget, the Lifetime Allowance (LTA) will remain at its current level of £1,073,100 until April 2026. It’s been predicted that an estimated 10,000 individuals with large pension pots will pay more than £22,000 extra in tax by 2024.

27th April 2021

Take our poll

Do you think employees have changed their retirement plans in light of the pandemic?

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.