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.

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

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

New figures show individuals pay almost 20 times more in tax...

15th October 2018

Making money work harder.

Making money work harder.

In this current low interest rate environment it’s important to shop around...

18th September 2018

Building employability skills across future generations.

Building employability skills across future generations.

WEALTH at work has recently awarded a sponsored scholarship to Alex Todd, a student at the University of Lincoln.

4th September 2018

Top 10 tips for students on how to cut costs and boost savings.

Top 10 tips for students on how to cut costs and boost savings.

Top 10 tips for students who are looking to cut their costs and boost their savings.

21st August 2018

Take our poll

Do you believe that employees with a defined contribution scheme should be defaulted into a decumulation pathway at-retirement without financial guidance?

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.