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.

Due to the latest nationwide lockdown (effective from 06/01/2021), the majority of our staff will be operating remotely. As we have done throughout the previous lockdown period we will continue to deliver all our services digitally. If you wish to discuss any aspect of our services, either already planned or that you may wish to consider, please do not hesitate to call us on 0800 234 6880. Please note we are able to deliver educational programmes designed specifically to help employees understand and navigate COVID related financial issues covering a range of topics.

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.

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Pension Freedoms

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

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Financial Wellbeing

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

News

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

How employees can boost their pension pot by 25% by saving just 1% more

How employees can boost their pension pot by 25% by saving just 1% more

Many employees are already paying 5% of their salary into their workplace pension through auto-enrolment, with an additional 3% employer contribution...

13th April 2021

Key areas employees should understand if they are made redundant.

Key areas employees should understand if they are made redundant.

WEALTH at work have provided an overview of some of the key areas that employees will need to understand if they are made redundant.

26th March 2021

Are pensions a good option to fulfil a short-term cash need?

Are pensions a good option to fulfil a short-term cash need?

Last year there were many scheme members who accessed their pension for the first time than perhaps would have in normal times. In fact, HMRC figures indicated a surge in early pension withdrawals in the over 55s, which is thought to be due to pressure on household income caused by the pandemic.

18th March 2021

Take our poll

The income of many households across the UK has been seriously impacted by Covid-19, which is having a direct effect on employee financial wellbeing.

In light of this, is having a financial wellbeing strategy in the workplace a business priority for 2021?

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.