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.

More

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

More

Helping individuals to
understand their personal
financial situation.

More

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

More

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

Retirement Q&A.

Retirement Q&A.

Jonathan Watts-Lay, Director, answers questions on retirement matters.

19th May 2020

Help to reduce the impact of the coronavirus crisis with financial wellbeing.

Help to reduce the impact of the coronavirus crisis with financial wellbeing.

Given the unprecedented global impact of the coronavirus crisis, much of the workforce has been financially affected. Therefore, providing financial wellbeing has never been so important, especially for those employees considering retirement.

11th May 2020

Will knee jerk reactions during Covid-19 cost pension savers?

Will knee jerk reactions during Covid-19 cost pension savers?

The Pensions Regulator has issued a range of guidance since Covid-19 emerged to help employers and Trustees deal with the increasing risks pension scheme members face; particularly the risk of scams.

6th May 2020

Steps employers can take to help employees retiring in turbulent times.

Steps employers can take to help employees retiring in turbulent times.

The turbulent markets we are experiencing at the moment are concerning for everyone, but especially for employees who are in a defined contribution (DC) pension scheme and looking to retire.

29th April 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.