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

Q&A with Pensions Age.

Q&A with Pensions Age.

The PLSA has previously called for lifetime average contributions on all earnings of 12% a year and we would support that.

18th March 2019

Research highlights the importance of financial education and guidance to prevent pension scams.

Research highlights the importance of financial education and guidance to prevent pension scams.

The PSIG has released its study findings on the scale of scam activity affecting pension scheme members.

25th February 2019

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

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.